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Mastering Agentic Orchestration with UiPath Maestro | Hands on Workshop
- 1. 1 Statements we makein this presentation may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995, which are usually identified by the use of words such as “anticipates,” “believes,” “estimates,” “expects,” “intends,” “may,” “plans,” “possible,” “projects,” “outlook,” “seeks,” “should,” “will,” and variations of such words or similar expressions, including the negatives of these words or similar expressions. We intend these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and are making this statement for purposes of complying with those safe harbor provisions. These forward-looking statements include, but are not limited to, statements regarding: our ability to drive and accelerate future growth and operational efficiency and grow our platform, product offerings, and market opportunity; our business strategy; plans and objectives of management for future operations; the estimated addressable market opportunity for our platform and the growth of the enterprise automation market; the success of our platform and new releases including the incorporation of AI; the success of our collaborations with third parties; our customers’ behaviors and potential automation spend; and details of UiPath’s stock repurchase program. Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. These risks include, but are not limited to, risks and uncertainties related to: our expectations regarding our revenue, annualized renewal run-rate (ARR), expenses, and other operating results; our ability to effectively manage our growth and achieve or sustain profitability; our ability to acquire new customers and successfully retain existing customers; the ability of the UiPath Platform to satisfy and adapt to customer demands and our ability to increase its adoption; our ability to grow our platform and release new functionality in a timely manner; future investments in our business, our anticipated capital expenditures, and our estimates regarding our capital requirements; the costs and success of our marketing efforts and our ability to evolve and enhance our brand; our growth strategies; the estimated addressable market opportunity for our platform and for automation in general; our reliance on key personnel and our ability to attract, integrate, and retain highly-qualified personnel and execute management transitions; our ability to obtain, maintain, and enforce our intellectual property rights and any costs associated therewith; the effect of significant events with macroeconomic impacts, including but not limited to military conflicts and other changes in geopolitical relationships and inflationary cost trends, on our business, industry, and the global economy; our reliance on third-party providers of cloud-based infrastructure; our ability to compete effectively with existing competitors and new market entrants, including new, potentially disruptive technologies; the size and growth rates of the markets in which we compete; and the price volatility of our Class A common stock. Further information on risks that could cause actual results to differ materially from our guidance and other forward-looking statements can be found in our Annual Report on Form 10-K for the fiscal year ended January 31, 2025 filed with the United States Securities and Exchange Commission (SEC), in our Quarterly Reports on Form 10-Q filed with the SEC, and in other filings and reports that we may file from time to time with the SEC. Any forward-looking statements contained in this presentation are based on assumptions that we believe to be reasonable as of this date. Except as required by law, we assume no obligation to update these forward-looking statements. Our fiscal year end is January 31, and our fiscal quarters end on April 30, July 31, and October 31. All third-party trademarks, including names, logos and brands, referenced by us in this presentation are property of their respective owners. All references to third-party trademarks are for identification purposes only. Such use should not be construed as an endorsement of the products or services of us. Safe Harbor
- 2. The UiPath wordmark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2025 UiPath. All rights reserved. UiPath Maestro Seamlessly orchestrate complex processes across agents, robots, and people to exceed business outcomes
- 3. 3 Until now, you’vefocused on orchestrating robots and people. Are you ready to add AI agents to the mix?
- 4. UiPath journey toAgentic Automation RPA UI Automation Computer Vision API Integration Low-code Apps Orchestration Governance Cloud Discovery Analytics Continuous Testing Intelligent Document & Communication Processing Generative AI Powered Automation UiPath GenAI Activities 2018 UI-based automations “Agentic automation enables us to make informed decisions and quickly adapt to business changes for rapid scaling.” Emily Krohne, Enterprise Automation, WEX Agents, Robots, People 2020 API-based automations 2022 Structured data understanding 2023 Unstructured data understanding 2024 GenAI automations 2025 Agentic processes ACTIVITIES WORKFLOWS PROCESSES
- 5. The need forautomation People Handling time: days Entirely manual
- 6. UI andAPI automationof repetitive tasks ACTIVITIES People Robots Handling time: a day UI & API automation
- 7. Application ofAI toextract key data from documents ACTIVITIES People Robots ACTIVITIES Handling time: hours AI-powered automation
- 8. Use of agenticautomation and escalation across the end to end process ACTIVITIES WORKFLOWS People Robots Agents Handling time: minutes Agents, people, robots
- 9. Orchestration of allparts end to end People Robots Agents ACTIVITIES WORKFLOWS ACTIVITIES PROCESSES
- 11. Most organizations built “automationislands”: tactical solutions here, an integration there. Useful – but not transformational.
- 12. Consequences • No centralgovernance or transparency • Hidden costs of stitching tools together • Compliance and security gaps • Fails to scale cross-functional process • No shared operating picture 13
- 13. 14 The GreatAbandonment A toxicmix of unsustainable costs and ambiguous business value is leading to a high project mortality rate. of agentic AI projects are predicted to be abandoned by 2027 "Gartner Predicts 40% of Agentic AI Projects Will Fail by 2027." (June 2025) GARTNER 40% Legacy Integration New AI struggles to communicate with decades-old IT infrastructure, leading to siloed data and suboptimal performance. MCKINSEY OVER CORE CHALLENGES DRIVING FAILURE Success isn't just about the algorithm. It's about overcoming a complex web of organizational and strategic hurdles. Insufficient Testing Rushing to deployment without rigorous stress and scenario testing leads to failures in real-world conditions. Fragmented Implementation Disconnected agents across departments optimize for different goals, creating organizational chaos and duplicated costs. "Building the agentic enterprise: The power of autonomous AI." (March 2025)
- 14. Orchestrate AI agents,robots, and people to exceed business outcomes. • Integrate AI agents, automation, and people into end-to-end processes seamlessly • Scale automation to complex, intelligent processes • Simplify processes—and the way you manage them
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- 16. 18 How agentic orchestrationworks across the end-to-end process lifecycle IXP AUTOMATIONS HITL AI AGENTS END-TO-END PROCESSES Model Implement Operate Monitor Optimize Model end-to-end processes in Studio Web using BPMN, case modeling or dev-friendly non-BPMN flows, with decisions/policies as guardrails Implement and deploy agents (UiPath or 3rd Party), automations, human-in-the- loop tasks, and APIs in a single orchestration layer Operate processes with real-time visibility and control, resolve exceptions, and allow people to intervene when needed Monitor processes with in- model heatmaps, role- based KPIs, and business user insights via process apps Optimize processes by uncovering bottlenecks and opportunities, driving continuous improvement and ROI from agentic AI.
- 17. 19 Design robust processes inStudio Model Create, import and edit BPMN 2.0 models to bring clarity and efficiency to your processes. Leverage standard and UiPath elements to model complete, end-to-end processes.
- 18. 20 Streamline BPMN modeling with Autopilot Model Boostproductivity with Autopilot for Maestro— create and edit BPMN & DMN models along with expressions using natural language.
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- 20. 22 RPA workflow Queue Item& Wait API workflow Action Center Autogen form based on inputs, actions Integration Service Connectors API calls Create Queue Item Integration Service Connectors Wait for event triggers Agent Task, Self hosted Agents External Agents Decision model and notation Script Task Reference Task (No Implementation) Mock task Call a Maestro process Sub process (Collapsed) Sub process (Expanded) Parallel Markers Sequential Markers Datafabric Objects Reference Objects Model | UiPath extensions to standard BPMN constructs
- 21. 24 Orchestrate agents, robots, andpeople across end-to-end processes Implement Seamlessly integrate agentic tasks (UiPath or third-party), RPA, human-in- the-loop, and API events into your processes to maximize productivity. Test, debug, and validate before deploying processes to production.
- 22. 25 Orchestrate UiPath and third-partyagents Implement Connect and coordinate the best agents for each task. Vendor agnostic, fully open, and seamlessly integrated. UiPath Maestro is the connective tissue that de-silos your agents and empowers your processes. Compatible with leading third-party agents: • Salesforce Agentforce • Microsoft Copilot Studio • Microsoft Foundry • Google Vertex AI • Crew AI Azure AI Foundry
- 23. Business rules configuration Implement Embed decisionintelligence to ensure governance and consistency across agentic processes. Leverage Decision Model & Notation (DMN) to add business rule tasks and manage decisions directly within processes. Import, export, and version decision models for easy integration with external systems and ability to track and manage changes.
- 24. Process overview dashboard Operate Essential informationabout your orchestrated processes in one place, including the total number of processes, in progress and completed processes, incidents and filtering capabilities.
- 25. Instance management Operate Oversee and trackspecific instances as they progress through different stages of processes.
- 26. Take immediate action Operate Manage unhandled exceptionsand faulted instances with actionable process controls. Intervene directly in processes with the ability to pause, resume, edit variables, retry, cancel, jump to steps, and migrate versions.
- 27. Process dashboards Monitor Provide developersand operators with insight into historical executions using default process-level dashboards, with options to create custom dashboards for deeper analysis.
- 28. Process heatmap Monitor Visualize process performancewith heatmaps, showing aggregated analytics like execution count and duration directly on the BPMN model for faster insights and better decision-making.
- 29. KPIs and alerts Monitor Createoperational KPIs/metrics at process and node level with targets to alert on.
- 30. Analyze end-to-end processes inreal- time Optimize Analyze processes using integrated Task and Process Mining. Enrich insights with system, user, and task-level context, and continuously track the impact of automation on top-level KPIs.
- 31. Process inefficiencies and bottlenecks Optimize Uncover andeliminate process inefficiencies and bottlenecks. Use AI-powered analysis to identify root causes and slow points, then take decisive action to streamline processes and drive continuous improvement. Improvement opportunity: 63.64% first time right Significant root-cause identified
- 32. Identify deviations, quantify theirimpact and streamline your processes Optimize Leverage conformance checking to detect deviations between the to-be and as-is process. Understand deviations and their impact and standardize and streamline your process to eliminate non-conforming activities.
- 33. Simulate potential impact ofprocess changes Optimize Evaluate the potential ROI of process changes without risk, by modelling different scenarios, understanding their influence on your process and identifying the best strategy for process improvement.
- 34. Continuously monitor your processes Optimize Measure realizedROI of process improvement and process automation. Monitor continuously to drive expected process outcomes, compare different scenarios to identify the best ways of performing a process.
- 35. The UiPath wordmark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2025 UiPath. All rights reserved. Upcomming in Maestro!
- 36. 43 Maestro Flow Canvas Model Amodern, simplified canvas for building orchestrated processes with UiPath components. It brings the orchestration power of Maestro to a developer-friendly environment—no BPMN expertise required. Developers can design processes that combine AI agents, RPA automations, APIs, and human-in-the-loop steps in a single, visual interface. IN PRIVATE PREVIEW
- 37. Case management Model Extend Maestroto case-centric processes like KYC, claims management, and onboarding. Easily manage complex, case- driven processes using reusable case templates, structured SLAs, and role-based access controls. Gain real-time visibility and governance across thousands of cases to keep work compliant, efficient, and on track. IN PRIVATE PREVIEW
- 38. Autopilot for Maestro (Operate) Operate Autonomouslyobserves live process instances to detect risks and SLA breaches early Automatically generates incident summaries for faster resolution Recommends mitigation steps like reassign, reroute, pause/resume, or migrate Learns from past incidents to recommend faster resolutions next time Autonomously pauses instances or re-assigns tasks to minimize incidents and SLA breaches IN PRIVATE PREVIEW
- 39. Process apps Monitor Bring thepower of orchestration to everyone with intuitive process apps. Empower business users and analysts to act on escalations, approvals, and exceptions—no custom tools required. Leverage real-time insights to spot delays, resolve issues quickly, and improve performance across the enterprise. INPRIVATE PREVIEW
- 40. Advanced customizations for process analysis Optimize Tailordashboards and KPIs to your specific needs, drill down into data, uncover trends, and generate insights more easily, making faster and better decisions.
- 41. When to useUiPath Maestro? Current dynamics: • You have long-running workflows, including HITL tasks across multiple systems. • Your automated tasks exist in isolation, managed by different teams or departments, leading to inefficiency • You leverage UiPath and third-party vendors for automation, for example Blue Prism, Automation Anywhere or Power Automate. Benefits of UiPath Maestro: • Integrate disparate automations (whether UiPath or non-UiPath) into cohesive processes with human-in- the-loop. • Ability to ensure automation drives process-level outcomes. When orchestrating complex automations Current dynamics: • You use third-party tools for process modeling • You rely on third-party process orchestration platforms to trigger and manage UiPath automations. Benefits of UiPath Maestro: • Manage the end-to-end process lifecycle, automation, intelligent process insights, modeling, monitoring, and management—all in one platform. • Reduce infrastructure and integration costs by consolidating process modeling, automation, and into one solution. • Orchestrate UiPath workflows natively without relying on multiple external platforms. If you use third-party tools for process orchestration Current dynamics: • You are building and implementing agents with UiPath Agent Builder and/or external tools. • You are exploring how to integrate agents into your workflows with the right balance of human intervention and automation. Benefits of UiPath Maestro: • Ability to integrate agents into end-to-end processes along with robots and people to achieve controlled agency. • Ability to ensure agents operate within processes as expected, with capabilities to oversee and track process instances. • Ability to monitor agents as part of a process, and measure overall impact on process outcomes. When adopting AI agents
- 42. The UiPath wordmark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2025 UiPath. All rights reserved. Maestro for you!
- 43. 55 What agentic orchestrationmeans for automation and AI leaders 55 Equip your teams with the tools they need to securely bring AI agents into their processes Orchestrate workflows executed by AI agents, automations, and human-in-the-loop. Orchestrate an AI-enabled workforce Design secure agentic workflows Measure and improve agent impact Track and optimize the performance of agents and automation, and prove ROI from your initiatives.
- 44. What agentic orchestrationmeans for process owners Model, implement, operate, monitor, and optimize your long-running processes. Infuse business rules and decision management into processes to ensure seamless execution across agents, robots, and people. Manage the process lifecycle end-to-end Execute processes with a hybrid workforce Improve processes over time Use integrated process intelligence to gain actionable insights into KPIs, identify inefficiencies, and drive continuous process improvement.
- 45. What agentic orchestrationmeans for IT leaders Unify process modeling, automation orchestration, AI agent management, and process intelligence in a single platform— eliminating tool fragmentation, reducing integration overhead, and streamlining vendor management. Apply business rules and DMN- based guardrails directly into agentic workflows. Get full run-time observability, enforce compliance policies, and centrally manage AI operations with a unified governance and trust layer. Reduce complexity Lead with data Continuously monitor process performance and automation outcomes through embedded process intelligence, ensuring technology investments are backed by measurable KPIs and verifiable ROI. Scale AI with trust
- 46. The UiPath wordmark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2025 UiPath. All rights reserved. UiPath Maestro Use cases
- 47. 59 How can agenticautomation deliver value across industries? FINANCE & PROCUREMENT Procure-to-Pay, Accounts Payable, KYC & Customer Due Diligence Agents think Robots do People lead INSURANCE & HEALTHCARE Claims Processing, Pre-Authorization, Multilingual Claims Validation AI agents interpret claim data or medical records, recommend next steps, and highlight potential fraud. MANUFACTURING & SUPPLY CHAIN Product Lifecycle Management, Predictive Maintenance, Production Line Monitoring TELECOM & IT SERVICE Network Fault Detection & Resolution, Customer Support, IT System Provisioning PUBLIC SECTOR & COMPLIANCE Document Processing & Services for Citizens, Regulatory Compliance Auditing, Integrated Government Services HR & WORKFORCE MANAGEMENT Employee Onboarding, Recruitment Screening, Performance Management, Resource Scheduling AI agents analyze invoices, detect compliance risks, and flag anomalies. AI agents forecast demand, spot machine performance issues, and suggest supply chain adjustments. AI agents detect anomalies, predict capacity, and perform root-cause analysis. AI agents interpret regulations, flag non-compliance, and classify documents. AI agents scan resumes, predict workforce gaps, and recommend development plans. Robots enter invoice data, reconcile accounts, and handle routine approvals. Robots route documents, populate claim forms, and trigger standard approvals. Robots update orders, track shipments, and schedule production tasks. Robots open tickets, provision new services, and handle repetitive back- office tasks. Robots handle form intake, perform ID checks, and route cases for review. Robots generate offer letters, schedule interviews, and update HR systems. Finance managers and compliance teams provide strategic oversight, making final judgment calls on exceptions. Adjusters and healthcare professionals review recommendations, ensuring ethical and policy- driven outcomes. Supply chain managers evaluate the AI’s insights and guide major operational decisions. IT teams oversee escalations, prioritize infrastructure investments, and ensure service- level agreements are met. Government officials validate complex policy decisions, ensuring fairness and transparency. HR managers shape the final hiring decisions, drive employee engagement, and ensure a positive workforce culture.
- 48. 60 Process Industry /Vertical Invoice to PO Matching / Invoice Processing Finance & Accounting / Procurement (P2P) Payments and Account Receivable Process Finance & Accounting (O2C) Supplier Onboarding Procurement & Supply Chain Loan Origination & Review / Loan Processing Financial Services / Banking KYC Screening Process Financial Services Underwriting Process Financial Services / Insurance AML Alert Investigation Process Financial Services / Banking Card Dispute Resolution Process Financial Services / Banking Claims Adjudication Process Healthcare / Insurance Medical Billing and Patient Collections Process Healthcare Medical Insurance Appeals & Grievances Process Healthcare / Insurance Network Fault Management Process Telecommunications Pre-Designed Templates
- 49. Register Loan Opportunity inCRM Tailor Applicant Response Notify Applicant Analyze eligibility Update LOS generate contract Eligibility decision Update Loan origination system Verify customer & property Risk calculations Retrieve transaction history Read application documents Add customer to application details Validate against state requirement Request additional Information Loan origination Application intake & completeness validation Data entry & verification checks Loan eligibility analysis & determination System updates & applicant communication
- 50. Service tickets Identification & logging Classification& initial diagnosis Investigation & escalation Resolution & recovery Ticket closure Initial evaluation of financial details Assigning unique identifiers and logging into the system Determining whether it's an incident or service request Gathering relevant details from knowledge bases Performing complex initial troubleshooting Conducting initial investigation and suggesting solutions Automating escalation processes and progress communication Handling complex investigations and high-level escalations Suggesting and implementing known solutions Automating simple resolutions and system recoveries Drafting resolution documentation and updating knowledge base Automating ticket closure processes Conducting post-incident reviews for major incidents Final review of prioritization for complex cases Implementing complex solutions and validating critical resolutions
- 52. Lets Begin -Maestro
- 54. The UiPath wordmark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2025 UiPath. All rights reserved. Mastering Agentic Orchestration with UiPath Maestro Build, Run, and Orchestrate AI Agents
- 55. Today's agenda 72 - 14:00- 14:30 Welcome Coffee (30') - 14:30 - 14:45 Community Intro/ Leaders Welcome (15') Cristina Vidu, Global Manager, Marketing Community, UiPath Andrei Vintila, Principal Product Manager, UiPath Mastering Agentic Orchestration with UiPath Maestro - 14:45 - 15:15 Intro to UiPath Maestro (30') - 15:15 - 15:45 UiPath Maestro Demo + Q&A (30') Speaker: Nishit Shah, Senior Director, Pre-Sales, UiPath - 15:45 - 16:00 Coffee break - 16:00 - 17:00 Hands-on UiPath Maestro Workshop (1 - 1,5 h) Mentors: Alex Iordan - Senior Product Manager, UiPath Andrei Vintila - Principal Product Manager, UiPath Ioana Masala - Senior Technical Engineer, UiPath - 18:15 - 19:00 Networking & drinks
- 56. Global Manager, MarketingCommunity UiPath SteppingAheadwith UiPath Community Cristina Vidu
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- 58. Community in ayear 1M+ learning completions on Academy 5M Forum pageviews every month; 400+ use cases, use cases and tutorials created by community; 360 MVPs, champions and experts ready to help; 500+ developer meetups across 86 countries The cohesive and friendly-environment of the community allow all to share knowledge and support each other to learn from one another. This diverse and open connection within the community is unbeatable. Alp Uguray – Solutions at Ashling Partners and UiPath MVP for 5 years in a row
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- 61. UiPath Insider Program Asan Insider, you get access to early builds of new features and updates—an exclusive opportunity to give feedback on our latest innovations. UiPath Community Blog
- 62. The UiPath MostValuable Professional (MVP) Award is our way of recognizing passionate automation experts who go above and beyond, not just with their UiPath skills, but also in how they support others. More than tech experts, they’re mentors, leaders, and changemakers in the UiPath Community. UiPath Most Valuable Professionals Every year, we welcome a new group of MVPs from around the world, selected for their meaningful contributions and impact. 15 Oct – Nov 2025 Applications open
- 64. Community Certification Framework2025 22K registrantssofar 11certification tracksopen!
- 65. What is RoboticProcess Automation 82
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- 68. Act Two The newera of agentic automation
- 69. Artificial intelligence thatmirrors human intelligence and enhances human potential with ever-increasing sophistication, transforming how businesses operate, innovate, and compete. Agents think. Robots do. People lead. Agentic automation
- 70. UiPath is alow-code platform to build and orchestrate Agents, Robots, and People Agent Builder | Agent Catalog | Agent Apps NEW NEW NEW PLATFORM NEW Agent Service | Enterprise Context Service WORKFLOW AI Trust layer Privacy, Security, Management
- 71. Pick the righttool for the right job 88
- 72. IDC (business automationplatform) & Gartner (RPA) reports, 2025; Everest (intelligent automation platform) report, 2024; Forrester report (RPA), 2023 Analysts: UiPath leads in product, vision, strategy, and execution for AI-powered automation & automation platforms FORRESTER GARTNER IDC EVEREST
- 73. Gartner (Process Mining)and Everest (IDP) reports, 2025; IDC (IDP) report, 2024; IDC (Test Automation) report, 2022 Analysts: UiPath also leads in the complementary capabilities of its agentic automation platform AI DOCUMENT PROCESSING PROCESS AND TASK MINING UNSTRUCTURED DOCUMENT PROCESSING TEST AUTOMATION
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- 76. The UiPath wordmark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2025 UiPath. All rights reserved. UiPath Maestro BPMN 2.0 constructs
- 77. Introduction to BPMN2.0 constructs 94 In BPMN 2.0, standard constructs can be grouped into several core categories to represent different aspects of processes. Flow objects Events, activities, and gateways, the core building blocks of BPMN diagrams. Flows These connect flow objects and determine sequence or flows. Markers Graphical modifiers to enrich the meaning of flow objects and specify behavior. Task types Shows who or what performs the work in a process, whether it’s a person, agent, system, or robot. Data Data refers to the information used, created, or stored during a process.
- 78. 95 How to usethis deck? This deck is your quick-reference guide to the core building blocks of process modeling with BPMN 2.0. Each slide gives you a simple explanation, BPMN icon, and examples to help you recognize and apply BPMN constructs, whether you're designing a process, reviewing one, or explaining it to others. Use it as: • A learning tool for yourself or your team • A cheat sheet during process modeling • A shared resource with customers, partners or UiPath community
- 79. Events Things that happenduring the process Start Intermediate End Standard Subprocess interrupting Subprocess non-interrupting Catching Boundary interrupting Boundary non- interrupting Throwing Standard Plain: Generic event with no visual indicators; used for start, end, or milestones. Message: Represents external communication Timer: Indicates a specific time or duration delay. o Use an event to show something that happens in the process. o Start with a start event, like when a customer submits an online order. o Add an intermediate event if something needs to wait or respond, like pausing for 3 days before sending a reminder email. o End with an end event, like sending an order confirmation to the customer. o Events help you mark the beginning, waiting points, and end of a process.
- 80. Activities Work that isperformed in the process Task: An action performed by a person or software within a process. Subprocess: A group of related tasks bundled together into a single activity to make the main process easier to read. Call activity: A wrapper that invokes another BPMN process (or global task) stored outside the current diagram. o Use activities when something (whether it’s an AI agent, robot, or person) performs work. o For example, packing items into a box is considered a task. o Or when an agent handles the entire payment process, which includes multiple steps like validating the card and processing the payment. This is called a sub-process. o Use subprocesses when your model starts to feel crowded. Subprocess
- 81. Task types Keep processesclear and executable Send task: Sends a message to an external entity. Receive task: Waits for a message from an external entity. User task: Performed by a person with software interaction. Manual task: Performed by a person without software. Business rule task: Executes logic via a business rules engine (DMN). Service task: Fully automated activity. Script task: Runs a script automatically when triggered. o Use task types to clearly show what kind of work is being done. This helps everyone quickly understand who or what is responsible. o For example, use a User Task when a person needs to do something (like review an application). o Use a Service Task when a system performs an automated action (like running an agent or a robot). o Use a Script Task when the system runs a script without human input.
- 82. Gateways Decision points thatgovern and control the process flow Exclusive gateway (XOR): The classic ‘fork in the road’. Choose one path based on a decision. Parallel gateway (AND): Do all paths at the same time. Inclusive gateway (OR): Do one or more paths, depending on conditions. Event-based gateway: Wait for one event to happen, then follow the path linked to that event. Complex gateway: When the standard gateways above can’t be used, you can use custom logic to decide what happens next. o You can use a gateway when the process needs to make a decision or split into multiple paths. o For example, you might check whether payment was successful to decide what happens next. This is an exclusive gateway. o You might also need to do two things at the same time, like preparing an invoice and updating inventory. This is a parallel gateway. o Or you might check which delivery options the customer selected and follow one or more paths based on their choices. This would be an inclusive gateway.
- 83. Markers Used to specifybehavior of objects Multi instance parallel marker: Runs the task multiple times in parallel. Multi-instance sequential marker: Runs the task multiple times in sequence. o You can use markers when you want to show how an activity behaves. o For example, if a robot needs to send the same email to 100 customers, you can use a multi-instance sequential marker to show that the task repeats for each customer. o Markers help clarify how the work happens, not just what the work is.
- 84. Flows Keep processes connected Sequenceflows: Shows the order of steps in a process. Message flows: Shows communication between different people, systems, or roles. Association: Links extra information, like data or notes, to a task or event. o Use flows to show how different parts of your process connect and move forward. o For example, if a customer places an order, and then the system checks inventory, you would use a sequence flow to connect those two steps. o If the system sends a confirmation message to the customer, you would use a message flow to show that communication between the system and the customer. o And if you want to link a note or a document to a task, like attaching shipping instructions to “Pack the order,” you’d use an association.
- 85. Data Shows the informationused or produced during a process. o In a hiring process, when a candidate applies, the system creates a “Job Application” data object. This application is then reviewed in the next step. o All past job applications are saved in a “Candidate Database” data store. This lets the HR team search and reuse data across different hiring processes. Data object: A piece of information used or created during a process Data store: A place where data is saved and can be accessed across processes
- 86. How to getstarted: Go to Studio Web: • Model from scratch: Create a new process manually using the modeling canvas. • Import a BPMN file: Upload an existing BPMN model to continue working on it. • Use Autopilot: Describe your process in plain language or upload a diagram image—Autopilot will help generate the model for you. Click here for more documentation Click here for more documentation