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How it works

Agents, robots, and people on one process.

Automation stalls when each capability runs on its own island — a robot here, a chatbot there, a spreadsheet holding it together. The work below shows how we put them on a single orchestrated process instead, with your systems still the system of record.

Operating model

One layer coordinating every kind of worker

Requests arrive through the channels your people already use. An orchestration layer holds the state of each process, decides what happens next, and applies your policy. The work itself is carried out by whichever worker suits it — an agent, a robot, or a person — and the result is written back to the systems you already run.

APPS & CHANNELSWeb & mobile appswhat your users seeEmail & chatwhere requests arrivePortals & formsstructured intakeOrchestrationprocess state · routing · policy · approvalsevery step written to the audit trailWHO DOES THE WORKAI agentsplan, decide, explainRPA robotsattended & unattendedPeopleapprove & resolveapprovals returnSYSTEMS OF RECORDYour systems keep being the system of recordERP · SAP · CRM · document stores · databases · internal APIsresults & state

The process outlives the step

An invoice waiting three days on an approver is still one live process, not a stalled script and a follow-up email.

Policy sits in one place

Thresholds, approvals, and access rules are defined once at the orchestration layer rather than reimplemented inside each robot.

Nothing is replaced

Your ERP, CRM, and document stores stay authoritative. Agents and robots read from and write to them under their own credentials.

Choosing the worker

Agents, robots, and people are not interchangeable

Most disappointing automation comes from asking one of these to do another's job — a robot handling ambiguity, or an agent grinding through a fixed, high-volume task. We pick per step.

Judgement

AI agents

Agents read unstructured input, weigh it against your policies and data, and return a result with the reasoning attached.

  • Documents, messages, and free text
  • Rules that are nuanced or keep changing
  • Decisions that have to be explainable
Repetition

RPA robots

Robots carry out defined steps the same way every time, including in the older systems that never exposed a usable API.

  • High volume with fixed steps
  • Screens and systems without APIs
  • Deterministic, repeatable execution
Accountability

People

People stay in the process where judgement, authority, or liability belongs to them — not as a fallback for a system that failed.

  • Anything above an approval threshold
  • Low-confidence or contested results
  • Whatever your policy reserves for a person
Worked example

A process on UiPath Maestro

UiPath Maestro is UiPath's orchestration layer for agentic processes: the process is defined in BPMN, and Maestro runs it across AI agents, RPA robots, and people, holding its state for as long as it takes to finish. Below is how we would model a familiar back-office flow on it.

Supplier invoice to payment

An illustrative process rather than a client engagement. Invoices arrive continuously, most are routine, and a minority need judgement. The orchestrator keeps the process alive for as long as it runs, gives each step to whichever worker suits it, and routes to a person when a result falls outside policy.

SYSTEMInvoice arrivesROBOTRead the documentfields, totals and line itemsAGENTCheck it against the orderprices, quantities and contract termsMAESTROWithin policy?yesnoPERSONReview the exceptionwith the agent's reasoning attachedROBOTPost to the ERPunder its own least-privilege credentialsSYSTEMClose with an audit record

Step by step

  1. 01

    Invoice arrivesSystem

    From a supplier portal, a shared mailbox, or an inbound queue on the ERP.

  2. 02

    Read the documentRobot

    A robot digitises the invoice and returns header fields, totals, and line items.

  3. 03

    Check it against the orderAgent

    An agent compares prices, quantities, tax treatment, and contract terms, citing the records it used.

  4. 04

    Within policy?Maestro

    The orchestrator routes on the agent's result and your approval thresholds, and holds the process open while it waits.

  5. 05

    Review the exceptionPerson

    Anything outside policy reaches a named approver with the agent's reasoning and sources attached.

  6. 06

    Post to the ERPRobot

    A robot books the invoice and updates the ledger under its own least-privilege credentials.

  7. 07

    Close with an audit recordSystem

    Every input, decision, and hand-off is logged, attributable, and replayable.

What the orchestration layer is actually buying you

One place to see where any given invoice currently sits, and why.

A process that survives waiting — for an approver, a queue, or a system that is down.

Approval thresholds changed in one definition, not across several robots.

A single record of every hand-off, which is what an auditor will ask for.

UiPath and UiPath Maestro are products of UiPath. Naming them here describes what we build on, not a partnership or endorsement. The same process can be orchestrated on other platforms, or on Agent Core where a lighter footprint suits you better.

Get started

Bring us the process that keeps breaking.

The most useful first conversation is about a real flow — where it stalls, who has to approve what, and which systems it touches.