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UiPath Tutorial for Beginners - Automate Your First Workflow Step-by-Step

Kevin Stratvert via YouTube

Overview

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Learn to build your first UiPath automation from scratch in this comprehensive 53-minute tutorial that walks you through creating a complete invoice approval workflow using Studio Web and Automation Cloud. Master the process of setting up automated monitoring of a Google Drive folder for new PDF invoices, downloading files, extracting key fields with Document Understanding, and routing data to an AI decision agent. Discover how to implement automatic approval routing based on predefined criteria, with invoices moving to an Approved folder when they meet requirements or triggering a human-in-the-loop review process using Action App tasks for cases requiring additional scrutiny. Explore the core components of agentic automation including triggers, connectors, RPA workflows, document extraction, AI agents, gateways, and approval systems, while learning to publish and monitor your automation in Orchestrator. Follow along with hands-on examples using provided sample invoices and gain practical experience with UiPath's Automation Cloud navigation, Studio Web process creation, AI agent building and testing with evaluation sets, gateway branch logic implementation, and human review step integration for comprehensive workflow management.

Syllabus

- Build your first UiPath automation
- Get started with UiPath
- Navigate the Automation Cloud
- Create an agentic process in Studio Web
- What we're building
- Trigger start event
- Add an RPA workflow
- Build an AI decision agent
- Test agent with evaluation sets
- Branch logic with a gateway
- Add human review step
- Handle approve vs reject
- Test full workflow
- Publish and monitor in Orchestrator
- Final recap

Taught by

Kevin Stratvert

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