How To Use UiPath

In every business, there are tasks that waste time: clicking buttons, copying data, generating reports, sending the same email to 500 people — over and over again. These aren’t creative jobs. They’re robot jobs. And that’s exactly what UiPath was built for — to let robots do the boring stuff so humans can focus on what matters.

UiPath is more than a traditional automation tool. It’s a full-blown robotic process automation (RPA) platform, powered by AI, that helps companies automate everything from desktop tasks to end-to-end business processes — securely, quickly, and at scale.

For more automation tools like UiPath, explore our AI Automation Tools category or visit the I Need AI homepage for handpicked AI solutions tailored to real-world tasks.

What Is UiPath?

UiPath is a leading RPA platform that helps organizations create, deploy, and manage software robots that mimic human actions. These bots can click, type, extract data, move files, read emails, run logic, and even understand documents using AI.

With UiPath, you can automate workflows that span across:

• Web apps

• Desktop software

• Spreadsheets

• Databases

• CRMs

• ERP systems

• PDFs and scanned documents

Whether you're an accountant automating invoices or an HR manager automating onboarding, UiPath offers a secure and scalable way to replace repetitive tasks with intelligent automation.

Official Website: https://www.uipath.com

Key Features of UiPath

• Visual Workflow Designer
  Create automations using a drag-and-drop interface — no need to write raw code.

• Unattended & Attended Bots
  Let bots run in the background (unattended) or assist users live (attended) during tasks.

• AI-Powered Document Understanding
  Extract data from complex PDFs, invoices, forms, and images using OCR + AI models.

• Task Mining & Process Mining
  Automatically detect which processes are ideal for automation.

• Integration with Enterprise Apps
  Built-in support for SAP, Salesforce, Outlook, Excel, SharePoint, and hundreds more.

• Orchestrator Dashboard
  Manage all bots, schedules, logs, and job executions from a centralized web panel.

How To Use UiPath

Official Website: https://www.uipath.com

UiPath offers both desktop and cloud-based platforms for building and deploying bots. Here’s how you can get started:

Step 1: Download UiPath Studio

Go to the official UiPath website and create a free account. You’ll be prompted to download UiPath Studio — the main development environment where you build your automation workflows.

There’s also UiPath StudioX, designed for non-developers who want to build bots without touching any code.

Step 2: Record or Design a Workflow

Once installed, open UiPath Studio and create a new project. You can:

• Use the Recorder tool to capture user actions (mouse clicks, typing, navigation)

• Or manually drag activities like “Click,” “Read Range,” “Send Email,” etc., into your workflow panel

For example, let’s say you want to extract daily sales data from a website and email it:

• Use activities like: Open Browser → Extract Data → Write CSV → Send SMTP Mail

You can even insert decision logic, loops, and variables to customize actions.

Step 3: Test and Debug

UiPath Studio includes a full debugger. Run your workflow in test mode to identify issues. Logs and visual markers help you spot where the bot is stuck or what data it’s handling.

Step 4: Deploy with Orchestrator

After testing, publish your bot to UiPath Orchestrator — a web-based control center where you can:

• Schedule jobs

• Assign bots to machines

• Track status and logs

• Manage roles and permissions

If you're a single user or small team, you can use UiPath Automation Cloud, which makes deployment super easy without any on-premises setup.

Smart Ways to Use UiPath in Real Life

UiPath isn’t just for big corporations. Here’s how real people are using it every day:

1. Invoice Processing (Finance Teams)
Extract data from PDFs, cross-check values in Excel, and post results into an ERP system — all without human input.

2. Customer Service Automation
Read inbound support emails, extract ticket numbers, pull user data from CRM, and assign tickets automatically.

3. E-commerce Back Office
Track inventory levels, auto-update product listings, and notify suppliers if stock drops below threshold.

4. HR Onboarding Process
From generating offer letters to creating accounts in Active Directory — all automated via UiPath.

5. Email Monitoring Bots
Monitor inboxes for specific keywords, extract attachment data, and save to folders or trigger follow-up actions.

Explore more automation-ready tools in our article on How To Use Make (Integromat), which shows how cloud-based workflows connect systems in real time.

Is UiPath Only for Developers?

Not at all.

UiPath offers:

• StudioX: For business users who don’t code

• Templates & Marketplace: Pre-built automations you can adapt

• Academy: Free training for all skill levels

Whether you're a business analyst or a CTO, you can find a tool inside UiPath that fits your skill level and automation needs.

Pricing Overview

UiPath offers flexible pricing depending on your use case:

• Community Plan: Free forever for individuals and small teams (with cloud access)

• Pro Plans: Pay-per-user or per-bot, based on volume and enterprise needs

• Automation Cloud: Fully managed SaaS version

You can scale from a single-person workflow to managing 10,000+ bots across departments.

Final Thoughts

UiPath isn’t just a tool — it’s a digital workforce. With visual workflow building, AI-powered data handling, and deep integration across your tech stack, UiPath can eliminate thousands of hours of manual work every year.

Whether you're a solo founder or an enterprise IT manager, UiPath helps you automate better, scale faster, and make work more human.

For more tools that help automate and optimize your business, check out our I Need AI homepage — the ultimate directory of smart AI platforms.