How to get started with Agentic Automation

Agentic Automation and AI Agents - these terms are extremely popular these days. But what is it about and how can you get started with Agentic Automation? We're aiming to answer this question and showcase interesting examples of - and approaches to - Agentic Automation in this virtual webinar.

Depending on the maturity of your organization and your experiences with process automation thus far there are different approaches to Agentic Automation. In this event we'll draw insightful parallels to existing automation initiatives and identify sources that can be extremely valuable to start off with AI Agents and Agentic Automation as a whole. Being able to identify suitable use cases is important - this is true for Intelligent and Robotic Process Automation, but also for Agentic Automation.

1. How to get started with
Agentic Automation

2. 2
•AI Agents& AgenticAutomation: Whatand Why?
•Demo: AI Agentsand AgenticOrchestration
•Howdo I startwithAI Agentsand AgenticAutomation?
•Discussion, Q&A
Agenda

3. 3
Djuro Ivankovic
Creator Of RPA Methodology & CEO
UiPath MVP and Belgrade, Serbia RPA Community Chapter Leader
“In order tomove you need to walk,
in order togrow you need to talk.”
LinkedIn RPA.rs

4. 4
ROMAN TOBLER
CEO and Owner @Routinuum
UiPath MVP and Zurich RPA Community Chapter Leader
Author of Excelblog.ch(mainly in German)
LinkedIn Routinuum Excelblog.ch

5. AI Agents & Agentic Automation

6. 6

7. 7

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10. 10
Gartner AI Agent Assessment Framework
Source: Gartner -When to Use or Not to Use AI Agents?(2025-06)
https://production-uipath-preview.azurewebsites.net/resources/automation-analyst-reports/gartner-on-ai-agents/

11. AI Agents & Agentic Automation

12. 12
Safe Harbor​
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13. 13
•Demo: „Customer Support Process“ (FAQ)
FromBPMS toAgenticOrchestration (Maestro)

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•Business Process, modelled in a BPMN-Diagramm, imported to Maestro
•Selection of agent tasks
•An agent „Customer Support Agent“, with Context (FAQ)
•Existing automation(s), available via “Tools”, with Integrations (Gmail)
«Solution Overview» ofDemo Components

15. So: How to get started with
Agentic Automation?

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Decision Matrix –Pick the Right Horse
Source: https://rpa.rs/rpa-traditional-integration-or-ai-agents-pick-the-right-horse/

17. 17
AI Agent Sweet Spot
Source: Gartner -When to Use or Not to Use AI Agents?(2025-06)
https://production-uipath-preview.azurewebsites.net/resources/automation-analyst-reports/gartner-on-ai-agents/

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Automation Journey
Monitoring, Analysis & Review
Pilotautomation –Project/Experiment
Workshops & Brainstorming
Definition & Realisation
Proof-of-Concept (PoC)
Development, Testing& Rollout
Transit Phase
Go-Live Decision:
Software LicensesPurchasing
Process DiscoveryDesign & Development
Testing
Rollout Enterprise Scaling
ContinuousJourney –Institutionalised

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•Strong analogy to RPA-/Automation-Discovery
•Artefacts & Sources: Process Maps, Process Documentations, BPMN-Diagrams,
already existing (partial) Automations
•Agent-Catalogues & Templates
•Brainstorming-& Prototyping-Workshops (Discovery)
*see also: Agentic Discovery Framework –Fundamentals (UiPath Academy)
https://academy.uipath.com/courses/uipath-agentic-discovery-framework-fundamentals
Parallels, Experiences and Inspiration

20. 20
Agentic “Mise enPlace”
Source: unsplash.com (Rudy Issa) –free to use images

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UiPath Marketplace –Agent Templates (Catalog)
UPDATE SLIDE??

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•Start off simple
•YourfirstAI Agentsdo not needtofollow Best Practices!**
•The usedAI-model doesnot needtobeperfect/ needn’tbea perfectmatch
•Use testdata, anonymisewherenecessary
•Learnindividual technicalaspectsand about«AgenticMise en Place»
•Agent-discoveryworkshops
•Check licenseavailability, demandtestlicensestoexperienceand experiment
withthesoftware
•Getsupport ifnecessary, also technicalexpertise
➔Aimsand Goals?
Whatvaluecanbegeneratedforourorganisation?
Are thereopen questionsthatneedtobe?
Start with an Experiment, gather Experience
**UiPath Academy Course: AgenticPrompt Engineering
https://academy.uipath.com/courses/agentic-prompt-engineering

23. State of the agentic automation professional 2025
•What defines your role in this evolving
landscape?
•How is agentic automation andAI
shaping the way you deliver impact?
•What challenges and opportunities do
you see ahead?
Agentic automation isn’t just about tools,it’s about
professionals like you who are redefining roles and
driving change in their organizations. Join the
movement and complete the survey.

24. Join the Forum Challenge!

25. Discussion, Q&A