Connector Corner: Accelerate revenue generation using UiPath API-centric business automation

May 7, 2024Download as PPTX, PDF0 likes871 views

Join our latest Connector Corner webinar to discover how UiPath Integration Service revolutionizes API-centric automation in a 'Quote to Cash' process—and how that automation empowers businesses to accelerate revenue generation. A comprehensive demo will explore connecting systems, GenAI, and people, through powerful pre-built connectors designed to speed process cycle times. Speakers: James Dickson, Senior Software Engineer Charlie Greenberg, Host, Product Marketing Manager

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Integrate to automate!
Welcome to
Connector Corner
Accelerate revenue
generation using API-centric
business automation

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Easily automate with UiPath prebuilt system connectors

3
Connect to all your automation opportunities
with UiPath Business Automation Platform connectors
Microsoft Entra ID (formerly AAD)
Generative AI Automation
Line of Business
Automation
IT system
Automation
Automate any API-based system
No pre-built connector available for your needs? Easily create no-
code custom connectors with UiPath Connector Builder
[Connector examples by category]

4
James Dickson
Senior Solution Engineer
Diana Gray
Host, Senior Community
Marketing Manager
Charlie Greenberg
Host, Senior Product
Marketing Manager
Today’s UiPath Team

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UiPath Automation Business Platform
offers both UI and API integration
APIs
User
Interfaces
To maximize automation benefits
UiPath Robots seamlessly work
with User Interfaces (UI) and APIs
Essential ingredient for automation
of a business process – from the
simplest to the most complex
Captures the full scope of
automation potential – including
long-tail employee work
Important for highest scale data
extraction, transfers, or updates
Complements existing
enterprise IT strategy

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API Integration Patterns in Automation
reach beyond iPaaS
Supports any combination
across API integration patterns
Seamless, bi-directional and
event-driven capabilities
Goes well beyond traditional
iPaaS, API-to-API integration
API to API
Document to API
UI Robot to API
Attended to unattended robots
Human to API

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The status quo workflow
Update Opp and Fill out Deal Desk
Request for Project Discounts
Review from case queue or email
inbox
Send Reminders
Manually create and send contract
in DocuSign
Set up Customer in Xero
Handover Project Information to
delivery team
Send request to accounting team to
issue invoice for project milestone
Create invoice and send in Xero
Manual
Review and sign
Sales Customer
Deal Desk
Sales
Manual
Services
Delay
Delay
Manual
Accounting
Accounting
Labor Intensive Reactive
Error Prone

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How Integration Service Helps
Automate with APIs
Connector Triggers monitor for
events in systems
Catch process events in
near-real time
Fast, efficient process execution
Notify users when input
is needed
Easily connect to the experience layer

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Pillars of the solution
Pre-Built Connectors
Faster Time to Value Minimize TCO
Comprehensive library of out-
of-the-box connectors to
enterprise systems
Extensibility
Create custom connectors
without writing code
Event-based
Respond to process events in
near real-time
Cross-platform
Run automations in the cloud
for maximum efficiency

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Demo: Quote-To-Cash Workflow
Opp moved to proposal Stage
JIT: Deal Desk Review
Approve
Listener: DocuSign Complete
Create Customer in Xero
Collect Data for Project View
UiPath App – Project 360
DocuSign Sent to Customer
Create and Send Invoice
Sales
Deal Desk
Customer
Review and Sign
Deny
Accounting
Services
Reduced Errors
Faster Service
Improved Experience
AI: Summarize SOW
Notify

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Revenue
Recognition
Customer
Experience
Compliance
Summary

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Please join us for session 4 of the Developer Associate series, where we will cover selectors in Studio and PDF Automation in Studio. Topics covered: Selectors in Studio PDF Automation with Studio Required self-paced training to be completed for this session: Selectors in Studio Deep Dive - 2 modules - 1h 30m - https://academy.uipath.com/courses/selectors-in-studio-deep-dive PDF Automation with Studio - 2 modules - 1h 15m - https:/academy.uipath.com/courses/pdf-automation-in-studio ⁉️ For any questions you may have, please use the dedicated Forum thread. You can tag the hosts and mentors directly and they will reply as soon as possible.

UiPath NY AI Series: Session 1: Introduction to Agentic AI with UiPathDianaGray10

🚀 Embracing the Future: Starting the Course with Agentic AI with UiPath 📢 Event Overview: Join us for an exciting session on Agentic AI with UiPath! This event is perfect for professionals, tech enthusiasts, and automation leaders eager to learn about autonomous and intelligent digital agents. Discover how UiPath’s Agentic AI is shaping the future of automation! 🤖✨ 📅 What You’ll Learn 🔹 UiPath’s Agentic AI Vision - Learn about UiPath’s AI-driven automation future. 🔹 Evolution of UiPath’s Automation - From RPA to AI-powered automation, see the journey! 🚀 🔹 What is Agentic Automation? - Understand how self-adaptive AI is changing workflows. 🔹 Principles of Agentic Automation - Key ideas like autonomy & adaptability. 🔹 Real-World Applications - Success stories & use cases from businesses leveraging AI. 🔹 UiPath’s Agentic AI Architecture - A peek into the technical side of intelligent automation. 🏗️ 🔹 Q&A Session 👥 Who Should Attend? Automation Developers & Tech Enthusiasts 💡 Business Leaders 📊 IT Architects & Tech Innovators 🏗️ UiPath Community Members 🤝 📌 Register now & be part of the future of AI-driven automation! 🔥

UiPath Automation Developer Associate Training Series 2025 - Session 3DianaGray10

In session 3, we will cover User Interface (UI) Automation for Studio. Required self-paced training for this lesson is: User Interface (UI) Automation with Modern Design in Studio 2 modules - 3h - https:/academy.uipath.com/courses/user-interface-ui-automation-with-modern-design-in-studio UI Automation Synchronization with Studio - 2 modules - 1 h 30 m - https://academy.uipath.com/courses/ui-automation-synchronization-with-studio UI Automation Descriptors in Studio - 2 modules - 2h - https:/academy.uipath.com/courses/ui-automation-descriptors-in-studio ⁉️ For any questions you may have, please use the dedicated Forum thread. You can tag the hosts and mentors directly and they will reply as soon as possible.

Future-Proof Your Career with AI OptionsDianaGray10

Learn about the difference between automation, AI and agentic and ways you can harness these to further your career. In this session you will learn: Introduction to automation, AI, agentic Trends in the marketplace Take advantage of UiPath training and certification In demand skills needed to strategically position yourself to stay ahead ❓ If you have any questions or feedback, please refer to the "Women in Automation 2025" dedicated Forum thread. You can find there extra details and updates.

UiPath Document Understanding - Generative AI and Active learning capabilitiesDianaGray10

This session focus on Generative AI features and Active learning modern experience with Document understanding. Topics Covered: Overview of Document Understanding How Generative Annotation works? What is Generative Classification? How to use Generative Extraction activities? What is Generative Validation? How Active learning modern experience accelerate model training? Q/A ❓ If you have any questions or feedback, please refer to the "Women in Automation 2025" dedicated Forum thread. You can find there extra details and updates.