Generative AI.pptx

PRADEEP CHINNALA
Senior Automation Consultant
WonderBotz
• UiPath MVP 2023
• Best AI Use Case Award Winner
• Senior Consultant WonderBotz
• Certified RPA UiPath Developer
• Part-time Trainer and Mentor
• Ability to handle the end-to-end projects
• Interests :
Traveling, Swimming, and badminton

2
Automation
with Gen AI
How to take advantage of
UiPath + Gen AI in Use Cases

3
AI Has Been an Integral Part of Our Platform
UiPath’s AI capabilities and solutions
Core capability from the beginning - enabling
robots to “see” and understand the screen
AI Computer Vision
AI understanding of the work users do on
desktops
35+ OOTB ML to extract data from documents
LLMs to extract meaning from emails, comments, etc
In Preview
Reimagine copy and paste, a way to efficiently
extract, share, and organize info
40+ Out of the Box Models with ML Ops

4
Integrating AI
within and across
applications?
Keeping pace with
the latest AI
models?
Preventing AI from
hallucinating or
making costly
mistakes?
Making sure that
my internal data
isn’t misused or
leaked?
Business leaders are asking…

5
AI-powered automation
Open | Flexible | Responsible
Solutions
AI Infrastructure
Generative AI Specialized AI
Context Action
Delivering enterprise automation with Specialized AI

6
Solutions
Infrastructure
Context
Action
People
Comms
Docs
Data
Processes

7
Solutions
Infrastructure
HITL
UI
API
Context Action
People
Comms
Docs
Data
Processes

8
Supported by UiPath
Docs Screens Tasks Processes
Solutions
Infrastructure
Generative AI
HITL
UI
API
Context Action
Specialized AI
People
Comms
Docs
Data
Processes

9
Use any Generative AI model in your automations
Amazon
Google
OpenAI
Falcon-40B – AI21 Labs – Stability AI
Public Preview (via SageMaker)
PaLM 2
Public Preview (via Vertex AI – July)
GPT-4
General Availability
Azure OpenAI GPT-4
General Availability
Generative AI Connectors
Others Connector Builder / BYO
Microsoft

10
Supported by UiPath Built by UiPath or BYO
Solutions
AI Infrastructure
HITL
UI
API
Context Action
People
Comms
Docs
Data
Processes

11
Supported by UiPath Built by UiPath or BYO
BYO
Solutions
AI Infrastructure
Integration Service – Validation Station – Active learning – Fine tuning – Guardrails – Auditing
Context
HITL
UI
API
Action
People
Comms
Docs
Data
Processes

12
Open
Platform
Flexible
Orchestration
Responsible
AI
Guiding Principles for AI in
the UiPath Business Automation Platform

13
Integrate
External AI
An Open, Extensible Platform
Bring Your
Own AI
Built-in AI
Open
Platform
Flexible Orchestration
Responsible AI
Bring
your own model
Customize
an out of the box model
Build
your own model
70+
Specialized
Models
General
Foundation
Models
AI
Infrastructure
Layer

14
Orchestrated Multi-model
Automations
Human reviews
Real-time analysis of emails
Refund transaction generated
Human approves email
Generate personalized email
Invoice data extraction
LLM Model
Invoice Model
Email sent & customer record updated
Robot Human
TASK
COMPLETED
Guided Customization
of Enterprise Models
Active
Learning
Flexible
Orchestration
Open Platform
Responsible
Governance

15
Security, Compliance and
Governance Already Built-In
Integrated, Intelligent
Guardrails
Prediction
Validation
Responsible
AI
Open Platform
Flexible Orchestration
 Safeguards for data protection
 Human-centricity and transparency
 Technical and security robustness
 Empowering digital education & upskilling

16
Explore Novel Use Cases
Build Better Automations Faster
Infuse Generative AI to build automations
faster and unlock new use cases
Generative AI Powered Automations
Incorporating Gen AI directly into
Business Automation Use Cases
Supercharge Productivity
“Co-Pilot” Like experience bringing a user-
friendly interface to building automations
Product & Model
Augmentation
GenAI + Specialized AI combined
to improve accuracy and time-to-value
1 2 3

17
Supercharge Productivity
“Co-Pilot” Like Experiences
UiPath Wingman
Create automations with natural language removing
friction for developers and end-users
Brings a semantic interface for
building and using automations
Developer

18
Product & Model
Augmentation
70+ specialized models and counting built
into our product
Augment existing product offerings with GPT capabilities
to reduce training time and increase confidence
Reduce training time, increase
confidence and tackle more use cases
through added GPT capabilities
Digitize
docs using OCR
to make them
machine-
readable
Extract
information
from the
documents
Classify
and split the
files into
document types
Verify
the extracted
data against
business rules
GPT
Augmented
Extraction
Auto-
classification
with GPT
Validation
Assist
GPT GPT GPT

19
Intelligent document processing with GPT
Read the email and identify intent
Process the Application Form
1
3
4
Business process: Loan application processing
Verify and extract data from the ID Card
Verify and extract data from the Employment Letter
5
Large language model (LLM)
Specialized AI model trained on documents pre-labelled with GPT
Specialized AI model for ID Cards
Question answering powered by GPT
Classify the attached documents
2
Classification powered by GPT
Generative AI
Generative AI
Generative AI

20
Advantages of using UiPath with Gen AI for
Automation
More than calling a Generative AI Model
Context
Gathering
Specialized
Models
Robots Do Work Human In The Loop
Confidence
in governance
UiPath also has Specialized
models to complement Gen
AI interactions
Gen AI needs context,
UiPath can gather the
context from all sources
Gen AI is just a brain,
Automation is the muscle
that does the work
Gen AI “hallucinates”.
There are times you can
not get things wrong
Your business is governed
with audit logs and
controls while using Gen
AI with UiPath

21
Why choose UiPath + Gen AI?
Model & Process
Flexibility
• Bring in any Gen AI and/or Specialized AI and
Orchestrate the End-to-End process.
• 70+ specialized models and counting built into
our product.
Enterprise-grade
governance
• Governance is essential for running an
enterprise-class Generative AI & Automation
program.
• UiPath, based on customer input, built a
platform with strong governance, security and
traceability.
Interact with Any
System
• Context Gathering across your technology stack;
Best in class Ui + API + Computer Vision
Automation.
• UiPath delivers stable and trustworthy
automations
Seamless Human-in-
the-loop Capabilities
• Enterprise grade, user friendly features to
review Gen AI outputs: Action Center, Forms,
Apps, etc.
• HITL enables improved accuracy, robustness,
transparency & accountability.
Generative AI
Built-in
• Clipboard AI, Wingman (Co-Pilot), Jarvis,
Document Understanding, Comms Mining,
and more!
• UiPath is wholly focused on building the best
AI-powered Business Automation Platform – it
is the oxygen that we breathe.
Automation is
the muscle
• Gen AI is just a brain, UiPath Automation is the
best muscle to do the work.
• UiPath robots emulate human actions in a way
no other product on the market can.

22
I’m an SDR at UiPath. Write a nice email to an
automation developer that should get their
interest and make them want to book a demo
call with me
A Prompt With Little Context Leads to Generic Results
Subject: Supercharge Your Automotive Automation with UiPath
Dear [Automation Developer's Name],
I hope you're doing well. My name is [Your Name], and I'm a Sales Development Representative at
UiPath, the industry-leading Robotic Process Automation (RPA) platform.
As an Automation Developer at [Company Name], I believe our solution can greatly enhance your
automation efforts, driving efficiencies in areas like manufacturing, supply chain, finance, and customer
service. With UiPath, you can rapidly build, deploy and scale automations, integrate with your existing
systems and boost your team's productivity.
Here are some key benefits of our platform:
Agility and Scalability: Quickly design and scale automations across your organization with our intuitive,
low-code platform.
Enhanced Accuracy: Reduce manual errors and improve decision-making with reliable, accurate data.
Increased Productivity: Free up your team for higher-value tasks by automating repetitive processes.
Seamless Integration: Connect with your existing systems, like ERP and CRM, for smooth coordination.
I would love to offer you a personalized demo so you can see first-hand how UiPath can revitalize your
business processes. To schedule a demo call, please use this [link] to select a suitable date and time.
I look forward to showcasing the powerful capabilities of UiPath and discussing its potential impact on
[Company Name]'s automation journey.
Best regards,
[Your Name]
Sales Development Representative
[Your Email Address]
[Your Phone Number]
UiPath Inc.
The Output
The Task The Context

23
My name is {Ed Challis}.
My job role is {Sales Development Representative} at
UiPath.
I’m emailing {Tom Joseph} who works at {BMW}
{Tom Joseph}’s job title is {Automation Program
Manager}
Write an email to {Tom Joseph}
That links to our top 3 use-cases in Tom’s industry:
• {use-case 1: Automotive}
The goal of the email is get {Tom Joseph} to request a
demo with me.
Adopt the UiPath style guide:
• {uipath style guide bullet 1}
A Prompt with Context Creates a Much Better Outcomes
Subject: Empower BMW's Automation Journey with UiPath's Top 3 RPA Use-Cases
Hi Tom,
I hope you're doing well! As BMW's Automation Program Manager, you have a profound impact on
driving innovation and optimizing operations. That's why I'm excited to share our top 3 RPA use-
cases that are tailored for the unique needs of auto-manufacturers like BMW:
1.Accounts Payable: Explore how auto-manufacturers leverage RPA to streamline invoice
processing and increase accuracy. Learn more: www.uipath.com/
2.Order Management: Discover how RPA saves millions by boosting efficiency and reducing errors
in order management. Dive in: www.uipath.com/
3.Customer Service: Uncover our approach to revolutionizing customer experiences within the auto
industry using automation. Check it out: www.uipath.com/
Tom, I'd love to provide a personalized demo of our UiPath platform, focused on transforming BMW's
automation capabilities. Simply reply to this email or call me at 07793070297 to schedule a demo
call at your convenience.
Looking forward to showcasing how UiPath's RPA solutions can elevate BMW's operations and
customer satisfaction to new heights.
Best regards,
Ed Challis
Enterprise Account Exec
077930707
UiPath Inc.
The Task The Output
The Context

24
My name is {Ed Challis}.
My job role is {Sales Development Representative} at UiPath.
I’m emailing {Tom Joseph} who works at {BMW}
{Tom Joseph}’s job title is {Automation Program Manager}
Write an email to {Tom Joseph}
That links to our top 3 use-cases in Tom’s industry:
The goal of the email is get {Tom Joseph} to request a
personalized demo.
Adopt the UiPath style guide:
UiPath is Uniquely Qualified to Gather Context From
Multiple Systems to Engineer a Prompt
HRIS
CRM
CMS
KBs
LLM

3 Patterns for Gen AI Powered
Automations
A use case may use 1 or multiple patterns
Pattern
1
Reader / Writer
Pattern
2
Pattern
3
Analyst / Doer
Assistant
UiPath can execute
processes as a result of
LLM calls
UiPath can gather context
from multiple sources to
generate and distribute
personalized messages
UiPath can add context and
action to conversational
assistants
UiPath
Advantage
Source 1
Source 2
Source 3
Source 4
LLM
Ingest Analyze
Data Next Best Action
System 1
System 2
System 3
System 4
Do
LLM
System 1
System 2
System 3
System 4
Do
Conversational
Interface
Human
Knowledge
Response
Action
OR
Source 1
Source 2
Source 3
Source 4
LLM
Read Write
Emails Summaries Content

26
Pattern 1 - Reader / Writer
Description:
LLMs are great at taking context and generating personalized text, whether longer or shorter than the original context. UiPath is collecting all the
relevant context and prompting the LLM for text. UiPath can keep a human in the loop to fine tune the output.
Example Use Cases
Customer Feedback Response
Gather sentiment and customer history
to generate tailored response
KYC Summarizer
Gather and summarize materials from
multiple sources for faster KYC review
Legal, Security, GDPR Writer for RFP
Combine information from multiple KBs
with additional context for a tailored
answer to proposal questions
Clinical Trial Data Summarization
Aggregate clinical data from a clinical
trial and pass to LLM to summarize for
regulatory filing, saving clinician time
Customer Summary
Summarize customer history, support
ticket history, etc. for faster consumption
by customer facing agents
Data to Summary
Summarize information from PM tools,
emails, other sources for faster
executive overviews
Credit Card Servicing
Draft personalized offer based on data
from bank statements, pay-slips,
historical customer records/notes, etc.
Compliance and ESG Reporting
Monitor data and reports from multiple
systems/source and generate consistent
reporting
Product Documentation
Create and maintain product
documentation summarizing information
from feature tickets and marketing
Applicant Communications
Combine feedback from interviewers,
JD details, and applicant resume for
tailored communications
Insurance Claims Communication
Communicate to Customers around
their claims request synthesizing
information from multiple systems
Healthcare Appeals Communication
Tailor communications to customers
about using information about the
customer and the circumstance
Human Input
and Validation
Human in
the loop
Source 1
Source 2
Source 3
Source 4
LLM
Read Write
Emails Summaries Content
System 1
System 2
System 3
System 4
Distribute

27
Medical Insurance Plan Pricing Transparency
Process: Medicare Plan Pricing Finder
Leverage the power of UiPath and Generative AI to seamlessly analyze plan pricing
Increased Process Efficiency &
Accuracy
Automations handle processing, involving a
human when needed
Improved Transparency, Clear
Compliance & Audit Trail
Reduced Development
Complexity
Natural language to prompt GenAI to handle the
validation logic
Cost Management &
Competitive Advantage
*can be architected to be an unattended reporting automation
Pattern
1

28
Insurance Plan Pricing Transparency
Pattern 1
Pattern
1

29
Pattern 2 – Analyst / Doer
Description:
LLMs can generate structured output (data tables, code, XML/JSON) from multiple unstructured sources when prompted well. UiPath is
collecting the relevant sources and prompting the LLM to generate structured outputs. Critically, UiPath can validate the contents of the
structured outputs vs. systems of record or humans. UiPath can further execute processes based on the output.
Source 1
Source 2
Source 3
Source 4
LLM
Ingest Analyze
Data Next Best Action
System 1
System 2
System 3
System 4
Do/Validate
Human Input
and Validation
Human in
the loop
Example Use Cases
Multi-Source Report Creating
Gather reporting from different systems,
documents, and emails and combine
them into one set
Structure, Normalize, Validate Data
Normalize data from different sources
into a common schema
2 Way Match (Generic Reconciliation)
Normalize data from multiple systems
and further reconcile the two noting
differences for humans to validate
Contact Center Next Best Action
Gather context from sources (ex:
customer history), recommend/ an
action from a list and execute the action
After Call Work (Action Item Doer)
Extract actions from call scripts for
follow-up. Execute those automatable.
Task Manager
Prioritizing and breaking down tasks for
support engineers. Provides list of next
suggested actions. Update case status.
Contract Extractor
Extract structured data out of contracts /
amendments, validate against sources,
and input into systems
Company Filing Extractor
Extract key figures out of company
filings, validate with human, and use in
processes
Test Data Creator
Generate test data for application
testing and insert it into the system
using UiPath
Generic Classifier
Take in unstructured sources and
classify against a list of defined options.
Use this data as input for processes
Competition Analysis
Monitor pricing, news, reviews of
competitors and extract structured
findings
Vendor Selection
Analyze proposals from multiple
vendors, extract key differentiations, and
recommend a vendor

30
2 Way Match Invoice Processing
This process matches invoices to purchase orders to ensure accurate payment. Ensuring
that only valid invoices with valid line items are paid, reducing the risk of fraud and errors;
save time and money, and improve their relationships with business partners.
Generative AI reduces the development complexity and enables developers to handle
complex validation logic with natural language prompts!
Increased Process
Efficiency
Improved Accuracy, Clear
Compliance & Audit Trail
Reduced Development
Complexity
Reduced Risk &
Cost Savings
Process: Invoice 2 Way Match
Leverage the power of UiPath Document Understanding and Generative AI to
seamlessly process invoices
Natural language to prompt GenAI to
handle the validation logic
Automations handle processing,
involving a human when needed
Pattern
2

31
2 Way Match Demo
Pattern 2
Pattern
2

32
Pattern 3 - Assistant
Description:
The most common use case enterprises are building is a custom ChatGPT on their own knowledge sources. UiPath can augment and enrich
these chat interfaces with more knowledge sources, either directly in the LLM or in the prompt. For assistant interactions that result in an action,
UiPath be used for last-mile process execution.
LLM
System 1
System 2
System 3
System 4
Do
Conversational
Interface
Human
Knowledge
Response
Action
OR
Human in
the loop
Example Use Cases
Knowledge Base Assistant
Use UiPath to augment the knowledge
accessible to the LLM. Vectorize
databases or embed in the prompt.
Support Escalation Assistant
Variation of a Knowledge Base
Assistant focused on customer support
escalations.
Learning Assistant
UiPath can help find courses from
different learning platforms and
recommend one for a user
Self Service Helpdesk
LLMs will create enhanced assistant
interfaces. Execute common tasks
behind the scenes with UiPath.
Employee Benefits Assistant
Answer employee questions about
benefits and automate benefit selection
/ changing
Employee Travel Concierge
UiPath can bring in context on travel
policy and flight/hotel data to allow
users to book compliant trips faster
Legacy System Augmenter
Legacy systems likely won’t have LLMs
integrated. UiPath can be used to bring
LLM experiences to old systems.
Localization Assistant
LLMs have become decent at localizing
to different languages. UiPath can help
validate the output against other tools
Supply Chain Buyer Assistant
A conversational interface help speed
up inventory management and ordering
across suppliers for buyers
Personalized Assistant (JARVIS)
Use a conversational interface to
perform more Reader/Writer and
Analyzer/Doer actions
Guided Form Entry
A conversational interface collects &
validates input from users. UiPath can
input those answers into a system.
Ask GPT (Document)
Gather a specific document with
automation and then allow users to ask
questions about it

33
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