What is UiPath Assistant?

UiPath Assistant is a desktop application that allows users to manage, monitor, and execute automation processes created in UiPath Studio. It provides a user-friendly interface to interact with both attended and unattended robots.

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Uses of UiPath Assistant in the Working Process

1. Launching and Running Automation Processes

• Attended Automation: Users can directly launch workflows from UiPath Assistant. This is especially useful for processes that require user interaction or are triggered manually.
  • Example: A customer service representative uses UiPath Assistant to start an automation that fills out customer information while assisting them.
• Triggering Processes: Instead of going to Orchestrator, users can trigger jobs directly from UiPath Assistant if the process is assigned to their machine.

2. Viewing Available Automations

• The Assistant displays all the processes assigned to the user's machine or account.
• Users can easily see which automations are ready to run, along with details such as:
  • Process name
  • Description
  • Trigger options (manual, scheduled, etc.)

3. Monitoring Automation Status

• UiPath Assistant shows the current status of running processes:
  • Running
  • Paused
  • Completed
  • Failed
• This allows users to monitor progress without needing to access Orchestrator.

4. Scheduling Automations Locally

• While Orchestrator handles centralized scheduling, UiPath Assistant allows users to set up personal schedules for processes directly on their desktop.
  • Example: Schedule an automation to run every morning at 9 AM to open daily reports.

5. Managing Robot Settings

• UiPath Assistant is where the robot is connected to Orchestrator. Users can verify the robot's connection status and troubleshoot any connectivity issues.

6. Customizing Process Execution

• Users can configure input arguments for processes that require specific data before execution.
  • Example: Enter the name of an Excel file as an argument before running a process that extracts data from it.

7. Offline Use (For Attended Robots)

• UiPath Assistant can execute certain attended workflows without needing an active connection to Orchestrator.
  • Example: Running a desktop automation to organize local files.

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How UiPath Assistant Fits Into the Workflow

1. After Publishing to Orchestrator:

   • Once a workflow is published to Orchestrator and assigned to a specific user or machine, it becomes visible in the UiPath Assistant.

2. Running Processes Locally:

   • Users can launch the workflow directly from the Assistant without accessing Orchestrator.

3. Monitoring Execution:

   • Users track the progress of workflows in real-time using the Assistant interface.

4. Attended Scenarios:

   • For attended automations (which require user input), UiPath Assistant is the go-to interface to manage the start and pause of workflows.

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Example Scenario with UiPath Assistant

Let’s say you created an automation to process invoices and publish results to a shared folder.

1. Design the Workflow in UiPath Studio: Create the invoice-processing workflow and publish it to Orchestrator.
2. Assign the Process to a Robot: In Orchestrator, assign the process to the user’s machine.
3. Run the Process via UiPath Assistant:
   • Open UiPath Assistant on the user’s desktop.
   • Select the process from the available list.
   • Click "Run" to start the job.
4. Monitor the Process in Real Time: The Assistant shows the process status (e.g., Running, Completed).
5. Check Output: Once the job is done, the results (e.g., processed invoices) are available in the shared folder.

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Conclusion

UiPath Assistant simplifies process execution for end-users, especially in attended automation scenarios. It allows users to interact with automations in a more accessible way without needing technical knowledge or access to Orchestrator. By integrating UiPath Assistant into the working process, you can ensure smoother execution and better accessibility for automation workflows.