@uipath/skills 1.195.1 → 1.196.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (357) hide show
  1. package/.claude-plugin/marketplace.json +1 -1
  2. package/.claude-plugin/plugin.json +1 -1
  3. package/CODEOWNERS +16 -10
  4. package/README.md +39 -4
  5. package/assets/skill-status.json +189 -0
  6. package/assets/uip-catalog-snapshot.json +67 -97
  7. package/commands/install-permissions.md +46 -2
  8. package/package.json +1 -1
  9. package/skills/uipath-admin/SKILL.md +6 -7
  10. package/skills/uipath-admin/references/audit-commands.md +32 -10
  11. package/skills/uipath-admin/references/audit-workflow-guide.md +25 -6
  12. package/skills/uipath-admin/references/ip-restriction/ip-restriction-commands.md +1 -1
  13. package/skills/uipath-agents/SKILL.md +5 -3
  14. package/skills/uipath-agents/references/coded/embedding-in-flows.md +6 -0
  15. package/skills/uipath-agents/references/coded/flow-integration.md +1 -0
  16. package/skills/uipath-agents/references/coded/frameworks/langgraph-integration.md +2 -2
  17. package/skills/uipath-agents/references/coded/frameworks/llamaindex-integration.md +1 -1
  18. package/skills/uipath-agents/references/coded/frameworks/openai-agents-integration.md +5 -1
  19. package/skills/uipath-agents/references/coded/lifecycle/build.md +1 -0
  20. package/skills/uipath-agents/references/coded/lifecycle/evaluate.md +8 -6
  21. package/skills/uipath-agents/references/coded/quickstart.md +17 -12
  22. package/skills/uipath-agents/references/lowcode/agent-definition.md +17 -16
  23. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/analyze-attachments.md +2 -2
  24. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/impl-json.md +1 -1
  25. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/built-in-tools.md +4 -4
  26. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/impl-json.md +1 -1
  27. package/skills/uipath-agents/references/lowcode/capabilities/context/context.md +1 -1
  28. package/skills/uipath-agents/references/lowcode/capabilities/context/datafabric.md +1 -1
  29. package/skills/uipath-agents/references/lowcode/capabilities/context/index.md +12 -12
  30. package/skills/uipath-agents/references/lowcode/capabilities/escalation/escalation.md +14 -14
  31. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails-recommend.md +1 -1
  32. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails.md +23 -20
  33. package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +27 -26
  34. package/skills/uipath-agents/references/lowcode/capabilities/integration-service/integration-service.md +12 -13
  35. package/skills/uipath-agents/references/lowcode/capabilities/mcp/mcp.md +133 -0
  36. package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +9 -9
  37. package/skills/uipath-agents/references/lowcode/capabilities/process/process.md +25 -24
  38. package/skills/uipath-agents/references/lowcode/capabilities/process/solution-files.md +6 -6
  39. package/skills/uipath-agents/references/lowcode/critical-rules.md +17 -17
  40. package/skills/uipath-agents/references/lowcode/debug.md +55 -0
  41. package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +6 -6
  42. package/skills/uipath-agents/references/lowcode/evaluations/evaluation-sets.md +1 -1
  43. package/skills/uipath-agents/references/lowcode/evaluations/evaluators.md +3 -3
  44. package/skills/uipath-agents/references/lowcode/evaluations/running-evaluations.md +8 -8
  45. package/skills/uipath-agents/references/lowcode/lowcode.md +18 -12
  46. package/skills/uipath-agents/references/lowcode/model-selection-guide.md +3 -3
  47. package/skills/uipath-agents/references/lowcode/project-lifecycle.md +53 -33
  48. package/skills/uipath-agents/references/lowcode/solution-resources.md +8 -8
  49. package/skills/uipath-api-workflow/SKILL.md +32 -83
  50. package/skills/uipath-api-workflow/references/cli-reference.md +40 -26
  51. package/skills/uipath-api-workflow/references/connector-activity-discovery.md +75 -23
  52. package/skills/uipath-api-workflow/references/troubleshooting.md +4 -12
  53. package/skills/uipath-automation-discovery/SKILL.md +234 -0
  54. package/skills/uipath-automation-discovery/references/intake-guide.md +85 -0
  55. package/skills/uipath-automation-discovery/references/mining-guide.md +156 -0
  56. package/skills/uipath-automation-discovery/references/report-template.md +95 -0
  57. package/skills/uipath-coded-apps/SKILL.md +0 -2
  58. package/skills/uipath-data-fabric/SKILL.md +0 -2
  59. package/skills/uipath-feedback/SKILL.md +1 -1
  60. package/skills/uipath-governance/SKILL.md +0 -2
  61. package/skills/uipath-human-in-the-loop/SKILL.md +2 -3
  62. package/skills/uipath-maestro-bpmn/references/author/references/task-recipes/api-workflow.md +1 -1
  63. package/skills/uipath-maestro-bpmn/references/operate/references/run.md +1 -1
  64. package/skills/uipath-maestro-bpmn/references/shared/local-metadata-regeneration-guide.md +2 -2
  65. package/skills/uipath-maestro-bpmn/references/shared/wrapper-shells.md +1 -1
  66. package/skills/uipath-maestro-case/SKILL.md +22 -27
  67. package/skills/uipath-maestro-case/references/bindings-and-expressions.md +7 -1
  68. package/skills/uipath-maestro-case/references/bindings-v2-sync.md +7 -16
  69. package/skills/uipath-maestro-case/references/case-commands.md +9 -9
  70. package/skills/uipath-maestro-case/references/case-editing-operations.md +51 -67
  71. package/skills/uipath-maestro-case/references/case-schema.md +74 -138
  72. package/skills/uipath-maestro-case/references/connector-integration.md +32 -5
  73. package/skills/uipath-maestro-case/references/connector-trigger-common.md +39 -12
  74. package/skills/uipath-maestro-case/references/evals/evals.json +9 -23
  75. package/skills/uipath-maestro-case/references/implementation.md +24 -24
  76. package/skills/uipath-maestro-case/references/phased-execution.md +24 -38
  77. package/skills/uipath-maestro-case/references/placeholder-tasks.md +9 -9
  78. package/skills/uipath-maestro-case/references/planning.md +20 -79
  79. package/skills/uipath-maestro-case/references/plugins/case/impl-json.md +15 -122
  80. package/skills/uipath-maestro-case/references/plugins/case/planning.md +3 -1
  81. package/skills/uipath-maestro-case/references/plugins/conditions/case-exit-conditions/impl-json.md +10 -22
  82. package/skills/uipath-maestro-case/references/plugins/conditions/stage-entry-conditions/impl-json.md +7 -5
  83. package/skills/uipath-maestro-case/references/plugins/conditions/stage-entry-conditions/planning.md +2 -0
  84. package/skills/uipath-maestro-case/references/plugins/conditions/stage-exit-conditions/impl-json.md +5 -5
  85. package/skills/uipath-maestro-case/references/plugins/conditions/stage-exit-conditions/planning.md +1 -1
  86. package/skills/uipath-maestro-case/references/plugins/conditions/task-entry-conditions/impl-json.md +4 -4
  87. package/skills/uipath-maestro-case/references/plugins/logging/impl-json.md +10 -0
  88. package/skills/uipath-maestro-case/references/plugins/sla/impl-json.md +10 -42
  89. package/skills/uipath-maestro-case/references/plugins/sla/planning.md +5 -5
  90. package/skills/uipath-maestro-case/references/plugins/stages/impl-json.md +8 -79
  91. package/skills/uipath-maestro-case/references/plugins/stages/planning.md +7 -14
  92. package/skills/uipath-maestro-case/references/plugins/tasks/agent/impl-json.md +1 -1
  93. package/skills/uipath-maestro-case/references/plugins/tasks/agent/planning.md +3 -2
  94. package/skills/uipath-maestro-case/references/plugins/tasks/api-workflow/impl-json.md +1 -1
  95. package/skills/uipath-maestro-case/references/plugins/tasks/api-workflow/planning.md +3 -2
  96. package/skills/uipath-maestro-case/references/plugins/tasks/case-management/impl-json.md +1 -1
  97. package/skills/uipath-maestro-case/references/plugins/tasks/case-management/planning.md +4 -3
  98. package/skills/uipath-maestro-case/references/plugins/tasks/connector-activity/impl-json.md +2 -2
  99. package/skills/uipath-maestro-case/references/plugins/tasks/connector-activity/planning.md +12 -7
  100. package/skills/uipath-maestro-case/references/plugins/tasks/connector-trigger/impl-json.md +1 -1
  101. package/skills/uipath-maestro-case/references/plugins/tasks/connector-trigger/planning.md +2 -0
  102. package/skills/uipath-maestro-case/references/plugins/tasks/process/impl-json.md +1 -1
  103. package/skills/uipath-maestro-case/references/plugins/tasks/process/planning.md +4 -3
  104. package/skills/uipath-maestro-case/references/plugins/tasks/rpa/impl-json.md +1 -1
  105. package/skills/uipath-maestro-case/references/plugins/tasks/rpa/planning.md +4 -3
  106. package/skills/uipath-maestro-case/references/plugins/tasks/wait-for-timer/impl-json.md +3 -0
  107. package/skills/uipath-maestro-case/references/plugins/triggers/event/impl-json.md +6 -7
  108. package/skills/uipath-maestro-case/references/plugins/triggers/event/planning.md +4 -2
  109. package/skills/uipath-maestro-case/references/plugins/triggers/manual/impl-json.md +4 -27
  110. package/skills/uipath-maestro-case/references/plugins/triggers/timer/impl-json.md +8 -20
  111. package/skills/uipath-maestro-case/references/plugins/variables/bindings/impl-json.md +6 -11
  112. package/skills/uipath-maestro-case/references/plugins/variables/global-vars/impl-json.md +15 -30
  113. package/skills/uipath-maestro-case/references/plugins/variables/global-vars/planning.md +4 -4
  114. package/skills/uipath-maestro-case/references/plugins/variables/io-binding/impl-json.md +8 -7
  115. package/skills/uipath-maestro-case/references/registry-discovery.md +4 -4
  116. package/skills/uipath-maestro-case/references/sdd-generation-rules.md +12 -10
  117. package/skills/uipath-maestro-case/references/troubleshooting-guide.md +1 -1
  118. package/skills/uipath-maestro-flow/SKILL.md +9 -6
  119. package/skills/uipath-maestro-flow/references/author/CAPABILITY.md +4 -4
  120. package/skills/uipath-maestro-flow/references/author/references/brownfield.md +17 -2
  121. package/skills/uipath-maestro-flow/references/author/references/editing-operations-cli.md +1 -1
  122. package/skills/uipath-maestro-flow/references/author/references/editing-operations-json.md +3 -3
  123. package/skills/uipath-maestro-flow/references/author/references/editing-operations.md +9 -9
  124. package/skills/uipath-maestro-flow/references/author/references/greenfield.md +13 -10
  125. package/skills/uipath-maestro-flow/references/author/references/planning-arch.md +75 -5
  126. package/skills/uipath-maestro-flow/references/author/references/planning-impl.md +2 -1
  127. package/skills/uipath-maestro-flow/references/author/references/plugins/connector/impl.md +14 -4
  128. package/skills/uipath-maestro-flow/references/author/references/plugins/connector-trigger/impl.md +20 -4
  129. package/skills/uipath-maestro-flow/references/author/references/plugins/hitl/impl.md +5 -5
  130. package/skills/uipath-maestro-flow/references/author/references/plugins/hitl/planning.md +5 -5
  131. package/skills/uipath-maestro-flow/references/author/references/plugins/http/impl-connector.md +81 -0
  132. package/skills/uipath-maestro-flow/references/author/references/plugins/http/impl-manual.md +63 -0
  133. package/skills/uipath-maestro-flow/references/author/references/plugins/http/impl.md +59 -57
  134. package/skills/uipath-maestro-flow/references/author/references/plugins/http/planning.md +8 -7
  135. package/skills/uipath-maestro-flow/references/author/references/plugins/inline-agent/impl.md +23 -23
  136. package/skills/uipath-maestro-flow/references/author/references/plugins/inline-agent/planning.md +2 -2
  137. package/skills/uipath-maestro-flow/references/diagnose/CAPABILITY.md +1 -1
  138. package/skills/uipath-maestro-flow/references/diagnose/references/failure-modes.md +6 -6
  139. package/skills/uipath-maestro-flow/references/evaluate/CAPABILITY.md +2 -2
  140. package/skills/uipath-maestro-flow/references/evaluate/references/upload-safety.md +1 -1
  141. package/skills/uipath-maestro-flow/references/operate/CAPABILITY.md +8 -8
  142. package/skills/uipath-maestro-flow/references/operate/references/run.md +2 -2
  143. package/skills/uipath-maestro-flow/references/operate/references/ship.md +7 -7
  144. package/skills/uipath-maestro-flow/references/shared/cli-commands.md +19 -17
  145. package/skills/uipath-maestro-flow/references/shared/cli-conventions.md +1 -1
  146. package/skills/uipath-maestro-flow/references/shared/file-format.md +1 -1
  147. package/skills/uipath-maestro-flow/references/shared/ux-narration-and-todos.md +7 -7
  148. package/skills/uipath-planner/SKILL.md +110 -74
  149. package/skills/{uipath-solution → uipath-planner}/assets/templates/agent-sdd-template.md +3 -3
  150. package/skills/{uipath-solution → uipath-planner}/assets/templates/api-workflow-sdd-template.md +4 -4
  151. package/skills/{uipath-solution → uipath-planner}/assets/templates/case-sdd-template.md +4 -4
  152. package/skills/{uipath-solution → uipath-planner}/assets/templates/coded-app-sdd-template.md +3 -3
  153. package/skills/{uipath-solution → uipath-planner}/assets/templates/flow-sdd-template.md +4 -4
  154. package/skills/{uipath-solution → uipath-planner}/assets/templates/rpa-sdd-template.md +11 -11
  155. package/skills/uipath-planner/references/multi-skill-patterns-guide.md +3 -3
  156. package/skills/uipath-planner/references/non-pdd-lane-guide.md +10 -6
  157. package/skills/uipath-planner/references/pdd-driven-lane-guide.md +17 -7
  158. package/skills/uipath-planner/references/plan-and-tasks-format.md +2 -2
  159. package/skills/{uipath-solution/references/design → uipath-planner/references}/product-selection-guide.md +8 -8
  160. package/skills/{uipath-solution/references/design → uipath-planner/references}/rpa-product-guide.md +1 -1
  161. package/skills/{uipath-solution/references/design → uipath-planner/references}/sdd-generation-guide.md +26 -39
  162. package/skills/{uipath-solution/references/design → uipath-planner/references}/tenant-library-search-guide.md +7 -7
  163. package/skills/uipath-platform/SKILL.md +21 -48
  164. package/skills/uipath-platform/references/integration-service/http-request.md +5 -2
  165. package/skills/uipath-platform/references/integration-service/reference-resolution.md +19 -1
  166. package/skills/uipath-platform/references/integration-service/triggers.md +21 -5
  167. package/skills/uipath-platform/references/licensing/consumables-report.md +1 -1
  168. package/skills/uipath-platform/references/licensing/tenant-allocations.md +1 -1
  169. package/skills/uipath-platform/references/licensing/user-licenses-allocations.md +1 -1
  170. package/skills/uipath-platform/references/{resources → orchestrator}/manage-assets.md +37 -34
  171. package/skills/uipath-platform/references/orchestrator/manage-sessions.md +1 -1
  172. package/skills/uipath-platform/references/orchestrator/orchestrator.md +4 -31
  173. package/skills/uipath-platform/references/{resources → orchestrator}/process-queues.md +61 -50
  174. package/skills/uipath-platform/references/{resources → orchestrator}/resources.md +21 -21
  175. package/skills/uipath-platform/references/orchestrator/run-jobs.md +26 -14
  176. package/skills/uipath-platform/references/orchestrator/setup-environment.md +20 -16
  177. package/skills/uipath-platform/references/orchestrator/tenant-admin.md +7 -7
  178. package/skills/uipath-platform/references/{resources → orchestrator}/triggers-and-webhooks.md +41 -37
  179. package/skills/uipath-platform/references/{resources → orchestrator}/work-with-storage.md +56 -34
  180. package/skills/uipath-platform/references/uip-commands.md +20 -19
  181. package/skills/uipath-review/SKILL.md +81 -7
  182. package/skills/uipath-review/references/agents/agent-common-issues.md +42 -0
  183. package/skills/uipath-review/references/agents/agent-review-checklist.md +79 -57
  184. package/skills/uipath-review/references/agents/agents-coded-rules.md +160 -0
  185. package/skills/uipath-review/references/agents/agents-common-rules.md +32 -0
  186. package/skills/uipath-review/references/agents/agents-lowcode-rules.md +128 -0
  187. package/skills/uipath-review/references/platform/platform-resources-checklist.md +2 -2
  188. package/skills/uipath-review/references/review-workflow-guide.md +1 -1
  189. package/skills/uipath-review/references/rpa/rpa-review-checklist.md +2 -2
  190. package/skills/uipath-review/references/rule-catalog-workflow.md +90 -0
  191. package/skills/uipath-review/references/rule-format.md +91 -0
  192. package/skills/uipath-rpa/SKILL.md +16 -6
  193. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/CreateEntityRecord.md +149 -0
  194. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/CreateMultipleEntityRecords.md +67 -0
  195. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DeleteEntityRecord.md +44 -0
  196. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DeleteFileFromRecordField.md +56 -0
  197. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DeleteMultipleEntityRecords.md +65 -0
  198. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DownloadFileFromRecordField.md +115 -0
  199. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/GetEntityRecordById.md +50 -0
  200. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/QueryEntityRecords.md +69 -0
  201. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/UpdateEntityRecord.md +120 -0
  202. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/UpdateMultipleEntityRecords.md +67 -0
  203. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/UploadFileToRecordField.md +103 -0
  204. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/guides/data-service-filter-builder-guide.md +461 -0
  205. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/overview.md +355 -0
  206. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/AppendRangeX.md +1 -1
  207. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/AutoFillX.md +1 -1
  208. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/AutoFitX.md +1 -1
  209. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/ChangeDataRangeModification.md +1 -1
  210. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/ChangePivotTableDataSourceX.md +1 -1
  211. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/ClearRangeX.md +1 -1
  212. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/CopyPasteRangeX.md +1 -1
  213. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/CreatePivotTableXv2.md +1 -1
  214. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/CreateTableX.md +1 -1
  215. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/DeleteColumnX.md +1 -1
  216. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/DeleteRowsX.md +1 -1
  217. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/DeleteSheetX.md +1 -1
  218. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/DuplicateSheetX.md +1 -1
  219. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/ExecuteMacroArgumentX.md +1 -1
  220. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/ExecuteMacroX.md +1 -1
  221. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/ExportExcelToCsvX.md +1 -1
  222. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/FillRangeX.md +1 -1
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@@ -0,0 +1,234 @@
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+ ---
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+ name: uipath-automation-discovery
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+ description: "UiPath automation discovery — mines Slack/email/wikis/CRM/HRIS/ERP for repetitive work, SPOFs, and replicable models; produces a 4-tier prioritized opportunity report with UiPath implementation paths. Use to discover automation opportunities, find what to automate, or run an internal automation audit across an organization. For building a specific automation→uipath-rpa, authoring a Flow→uipath-maestro-flow, working with agents→uipath-agents."
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+ ---
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+
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+ # Automation Discovery
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+
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+ Investigate how employees actually work, then identify and prioritize internal
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+ automation opportunities backed by real behavioral evidence. Produces a
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+ UiPath-ready backlog with recommended implementation paths.
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+
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+ ## When to Use This Skill
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+
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+ - User asks to **discover automation opportunities** across their organization — before any specific automation project exists
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+ - User wants to **find manual work to automate** and build a UiPath implementation backlog
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+ - User asks "what should we automate?" while working with UiPath tools
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+ - User wants an **internal automation audit** to feed into UiPath Automation Hub or a UiPath pipeline
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+ - User explicitly invokes `/uipath-automation-discovery`
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+
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+ ## Critical Rules
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+
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+ 1. **Authorization and privacy first.** Confirm the requester is authorized to analyze the selected systems and employee data. Avoid private channels, DMs, and special-category HR data (payroll, performance reviews) unless explicitly approved. Pseudonymize SPOFs by default (e.g., "Sales Ops Lead A"); use real names only when explicitly authorized. Maintain consistent pseudonyms across the entire report — assign each individual a stable label on first mention and reuse it throughout. Ask about jurisdiction constraints (GDPR, works council, internal policy); apply the stricter rule when uncertain.
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+ 2. **Never assume — always ask first.** Complete the full intake (Phase 0) before mining. You need company context, tool access, org structure, privacy scope, and scope agreement.
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+ 3. **Verify access before mining.** Test each data source with a minimal read-only operation. If access fails, note it and move on — don't block discovery.
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+ 4. **Evidence over opinion.** Every opportunity (Tiers 1-3) must cite a specific source, quantitative metric, and affected role or team. No unsupported claims. If a source yields fewer than 5 signals, mark all findings from that source as low-confidence. Do not promote low-confidence findings above Tier 3, except per Rule 5.
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+ 5. **Replication is always Tier 1.** A proven model backed by a working automation that could replicate elsewhere is the highest-value finding — this overrides Rule 4's Tier 3 cap. If the replicable model's source has fewer than 5 signals, classify as Tier 1 with a low-confidence flag until corroborated by a second source. Always lead with replicable models. Never skip the replicable-model search (Phase 2C).
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+
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+ ## Workflow Overview
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+
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+ ```
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+ Phase 0: INTAKE → Gather context, verify access, agree on scope and privacy
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+ Phase 1: MINE → Gather raw data from all verified sources
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+ Phase 2: ANALYZE → Extract patterns, SPOFs, replicable models, gaps
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+ Phase 3: REFLECT → Layer on business strategy for strategic gaps
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+ Phase 4: REPORT → Produce prioritized report with 4 tiers
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+ Phase 5: HANDOFF → Map opportunities to UiPath implementation skills
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+ ```
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+
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+ **Stop conditions:** Quick scan caps at 10 findings, Standard at 25, Deep dive
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+ at 35. Max 2 retries per failed source. Phase 1 timeboxed at 3 hours for deep
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+ dives. See [references/intake-guide.md](references/intake-guide.md) §0G for details.
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+
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+ ## Phase 0: INTAKE (interactive)
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+
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+ Build a complete picture before mining. Ask — don't assume.
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+
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+ See [references/intake-guide.md](references/intake-guide.md) for detailed steps
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+ covering company context, tool inventory, access verification, org structure,
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+ output preferences, user hypotheses, scope control, and privacy authorization.
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+
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+ **Key outputs from intake:**
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+ - Company context and department list
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+ - Tool & system inventory with verified access
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+ - Agreed scope (quick scan / standard / deep dive) with finding caps
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+ - Privacy scope (pseudonymize by default, jurisdiction constraints)
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+
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+ ## Phase 1: MINE
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+
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+ Cast a wide net. Prioritize by signal density. Use parallel agents (Agent tool
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+ with `subagent_type: general-purpose`, one agent per source category).
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+
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+ See [references/mining-guide.md](references/mining-guide.md) for detailed
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+ per-source guidance on what to look for and how to search.
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+
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+ **Source priority when time is limited:**
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+ 1. Messaging help channels — highest signal, fastest to mine
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+ 2. Email patterns — reveals hidden recurring work
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+ 3. CRM/ERP — reveals structured process bottlenecks
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+ 4. Wiki/docs — reveals existing automation landscape
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+ 5. Issue tracker — reveals service desk patterns
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+ 6. HRIS — reveals people-process friction
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+ 7. Web research — reveals strategic gaps
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+
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+ Note: Web research (priority 7) feeds Phase 3 strategic analysis. Even under
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+ time pressure, do a brief web search for the company's public financials and
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+ strategy — this takes minutes and enables Tier 4 findings.
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+
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+ Work with whatever access is verified. Even messaging channels alone can yield
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+ 15+ opportunities. Each additional source adds depth, not changes the methodology.
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+
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+ **Checkpoint:** After Phase 1, share a raw signal summary with the user:
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+ "I found X help channels, Y existing automation projects, Z departments.
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+ Want me to go deeper on anything before I analyze?" If the user requests
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+ deeper mining, run at most 1 additional targeted pass, then proceed.
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+
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+ ## Phase 2: ANALYZE
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+
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+ Transform raw data into structured findings.
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+
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+ ### 2A. Behavioral Patterns
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+
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+ Per department, answer: What's manual? What questions repeat? What approvals
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+ stall? What reports are compiled by hand? What data is swivel-chaired between
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+ systems? What handoffs break? What scheduled tasks are done by humans?
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+
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+ ### 2B. Single Points of Failure
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+
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+ Identify roles that are sole responders. If they're out, the process stops.
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+ Pseudonymize by default — use role/team labels unless naming is authorized.
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+
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+ ```
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+ | Role/Pseudonym | System/Channel | Function | Risk |
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+ ```
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+
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+ These are the highest-urgency targets.
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+
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+ ### 2C. Proven Replicable Models
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+
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+ The most important finding. Look for automation already working in one area
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+ that could replicate to others:
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+ - Bot in one channel but not others
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+ - Auto-routing in one team but manual elsewhere
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+ - Dashboard auto-generated for one dept but compiled by hand for another
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+
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+ ```
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+ | Working Model | Where It's Missing | Addressable Volume |
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+ ```
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+
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+ **Greenfield case:** If no existing automations are found (nothing to replicate),
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+ Tier 1 will be empty. Promote the highest-volume Tier 2 finding to the headline
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+ slot and note that the company has no proven models to replicate yet.
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+
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+ ### 2D. Department Coverage Map
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+
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+ ```
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+ | Department | Existing Automations | Key Gap |
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+ ```
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+
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+ Flag ZERO-coverage departments as biggest blind spots.
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+
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+ ### 2E. Process Deep Reads
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+
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+ For promising existing projects, extract: pain point, manual process today,
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+ volume/frequency, ROI if documented, systems involved, dev status.
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+
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+ Apply low-confidence handling per Critical Rule 4.
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+
138
+ **Checkpoint:** Share analysis summary with user before reflecting:
139
+ "Here are the top patterns, SPOFs, and replicable models. Anything surprise you?
140
+ Anything I should investigate further?" If the user requests deeper analysis,
141
+ run at most 1 additional targeted pass, then proceed to Phase 3.
142
+
143
+ ## Phase 3: REFLECT
144
+
145
+ Identify gaps behavioral data won't reveal.
146
+
147
+ ### 3A. Business Context
148
+
149
+ Research via web search, investor docs, or internal strategy pages:
150
+ revenue, growth, strategic priorities, competitive challenges, key metrics.
151
+
152
+ ### 3B. Strategic Gaps
153
+
154
+ For each of the company's documented strategic priorities, ask: "Is there an
155
+ internal automation that accelerates this?" Only include Tier 4 opportunities
156
+ that map to both a documented strategic priority and an observed Phase 1-2 gap.
157
+
158
+ Use this table as a starting prompt (covers common enterprise priorities) —
159
+ adapt to the company's actual strategy and do not include rows where no gap
160
+ was observed:
161
+
162
+ | Priority | Potential Automation |
163
+ |---|---|
164
+ | Revenue growth | Lead scoring, pipeline acceleration, renewal prediction |
165
+ | Cost reduction | Self-service portals, report automation, process standardization |
166
+ | Customer retention | Health scoring, churn prediction, proactive outreach |
167
+ | Market expansion | Localization, compliance automation, partner enablement |
168
+ | Compliance | Audit trails, policy enforcement, automated reporting |
169
+ | Talent retention | Onboarding, engagement monitoring, career pathing |
170
+
171
+ ### 3C. Dogfooding Check (skip unless the company sells automation/AI/productivity tools)
172
+
173
+ Does the company use its own product internally? Is there a coverage metric?
174
+ What's the narrative gap between what they sell and what they do internally?
175
+
176
+ ## Phase 4: REPORT
177
+
178
+ Produce a prioritized report in the user's preferred platform.
179
+ See [references/report-template.md](references/report-template.md) for structure,
180
+ tier definitions, evidence standards, and platform-specific guidance.
181
+
182
+ ### Quality Bar
183
+
184
+ - Every opportunity has specific evidence (source, metric, affected role/team)
185
+ - No unsupported claims (except Tier 4, which references strategy docs)
186
+ - SPOFs identified by role (or name if authorized)
187
+ - Replicable models highlighted as Tier 1
188
+ - Department map is complete (all departments, not just gapped ones)
189
+ - ROI benchmarks from existing projects included
190
+ - Strategic analysis ties to real financials
191
+
192
+ ## Phase 5: HANDOFF
193
+
194
+ Map each Tier 1-2 opportunity to a UiPath implementation path. Add a
195
+ "Next Step" column to the report's Tier 1-2 tables.
196
+
197
+ | Opportunity Type | Recommended Skill | Artifact |
198
+ |---|---|---|
199
+ | Desktop/app automation (UI, data entry) | →uipath-rpa | Coded workflow (.cs) or XAML |
200
+ | Multi-step automation or orchestration | →uipath-maestro-flow | Flow (.flow) |
201
+ | Scheduled / triggered automation | →uipath-maestro-flow | Flow with trigger |
202
+ | Agent-based (conversational, reasoning) | →uipath-agents | Coded agent |
203
+ | Approval / human review gate | →uipath-human-in-the-loop | HITL node in Flow |
204
+ | Cross-system integration | →uipath-platform | Integration Service connector |
205
+
206
+ For complex or multi-component opportunities, hand off to →uipath-planner
207
+ for full solution design.
208
+
209
+ ## Execution Strategy
210
+
211
+ Parallelize Phases 1-3 (Phase 0 is interactive — do not parallelize intake).
212
+ Max 3 concurrent agents using the Agent tool with `subagent_type: general-purpose`:
213
+ - Phase 1: 3 agents — messaging, wiki/tracker, systems of record
214
+ - Phase 2: department-specific behavioral agents (max 3 concurrent)
215
+ - Multiple process doc reads in parallel
216
+ - Web research concurrent with internal mining
217
+
218
+ Always share interim findings. Don't disappear for hours. Check in after
219
+ each phase with a brief summary and ask if the user wants to adjust scope.
220
+
221
+ ## Reference Navigation
222
+
223
+ - [references/intake-guide.md](references/intake-guide.md) — Phase 0 detailed steps (company context, tool inventory, access verification, privacy)
224
+ - [references/mining-guide.md](references/mining-guide.md) — Per-source search guidance (load during Phase 1)
225
+ - [references/report-template.md](references/report-template.md) — Output structure, tier definitions, and evidence standards (load during Phase 4)
226
+
227
+ ## Anti-patterns
228
+
229
+ - **Mining before intake.** Never start searching systems before completing Phase 0. Without context you'll waste time on irrelevant signals.
230
+ - **Naming individuals without consent.** Always pseudonymize SPOFs unless the requester explicitly authorizes naming.
231
+ - **Fabricating metrics.** If a source returns sparse data, mark findings as low-confidence. Never invent volume numbers.
232
+ - **Promising ROI without source citations.** Every ROI estimate must reference an existing project benchmark or explicit data point.
233
+ - **Skipping the replicable-model search.** The highest-value findings are always proven models that can replicate. Never skip Phase 2C.
234
+ - **Speculating from insufficient evidence.** Below signal threshold → mark low confidence. Insufficient evidence → don't promote to Tier 1-3.
@@ -0,0 +1,85 @@
1
+ # Intake Guide (Phase 0)
2
+
3
+ Detailed intake steps. Load this file during Phase 0.
4
+
5
+ ## 0A. Company Context
6
+
7
+ Elicit from the user:
8
+ - What does the company do? (industry, size, business model)
9
+ - Relationship with automation today? (dedicated COE? ad-hoc? nothing?)
10
+ - Known pain points? (capture as hypotheses to validate, not conclusions)
11
+
12
+ ## 0B. Tool & System Inventory
13
+
14
+ Ask explicitly for each category. Build this table:
15
+
16
+ ```
17
+ | Category | Tool | Access Method | Verified? |
18
+ |----------------|------------------|----------------------|-----------|
19
+ | Messaging | | MCP / CLI / browser | |
20
+ | Email | | MCP / CLI / API | |
21
+ | Wiki | | MCP / API / browser | |
22
+ | Issue Tracker | | MCP / API / CLI | |
23
+ | CRM | | CLI / API / browser | |
24
+ | HRIS | | API / browser | |
25
+ | ERP / Finance | | API / browser | |
26
+ | Code / DevOps | | CLI / API | |
27
+ | Monitoring | | API / browser | |
28
+ | Expense/Travel | | browser | |
29
+ | Procurement | | API / browser | |
30
+ | Calendar | | MCP / CLI / API | |
31
+ | Doc Storage | | MCP / CLI / API | |
32
+ | Internal Search| | browser | |
33
+ ```
34
+
35
+ ## 0C. Access Verification
36
+
37
+ Test each tool with a minimal read-only operation before committing to mine it.
38
+ If access fails, note it and move on — don't block discovery on one tool.
39
+
40
+ Example access tests (adapt to your environment):
41
+ - Slack: MCP `slack_read_channel` or `slack_search_public`
42
+ - Confluence: MCP `searchConfluenceUsingCql` with simple CQL
43
+ - Jira: MCP `searchJiraIssuesUsingJql` with simple JQL
44
+ - Salesforce: `sf data query --result-format json` (Salesforce CLI)
45
+ - Gmail/Outlook: whichever mail MCP or CLI the user has configured
46
+ - GitHub: `gh api user --jq .login` (GitHub CLI)
47
+ - If a named tool is unavailable, ask the user which installed tool or connector to use. Do not invent CLI flags.
48
+
49
+ ## 0D. Org Structure & Scope
50
+
51
+ - Point me to an org chart? (wiki page, HRIS, etc.)
52
+ - Complete department list (including shared services: IT, HR, Finance, Legal, Procurement)
53
+ - Any departments off-limits?
54
+ - Key people to watch? (executives, ops leads)
55
+
56
+ ## 0E. Output & Audience
57
+
58
+ - Where should the report go? (Confluence, Notion, Google Docs, local file)
59
+ - Who is the audience? (leadership, COE, department heads)
60
+ - Draft or publish directly?
61
+
62
+ ## 0F. User Hypotheses
63
+
64
+ Capture what the user already suspects as search targets, not conclusions:
65
+ - "I think expense is broken" → search for evidence in Phase 1
66
+ - "Sales forecasting takes too long" → look for signals
67
+
68
+ ## 0G. Scope Control
69
+
70
+ Agree on depth before starting:
71
+ - **Quick scan** (~1 hour): Messaging channels + wiki only. Cap at 10 findings. Stop after 2 source passes with no new high-confidence findings.
72
+ - **Standard** (~3 hours): All verified sources. Full department map. Cap at 25 findings. Max 2 retries per failed source.
73
+ - **Deep dive** (~6+ hours): Per-department behavioral agents. PDD deep reads. Strategic analysis. Cap at 35 findings. Timebox Phase 1 at 3 hours.
74
+
75
+ Share interim findings after each phase. Ask before going deeper.
76
+
77
+ ## 0H. Privacy & Authorization
78
+
79
+ Before mining, confirm:
80
+ - Is the requester authorized to analyze these systems and employee data for this purpose?
81
+ - Are private channels, DMs, or special-category HR data (payroll, performance reviews) in scope? Default: excluded.
82
+ - Should findings name individuals or use pseudonyms (e.g., "Sales Ops Lead A")? Default: pseudonymize.
83
+ - Any jurisdiction constraints? (GDPR, works council, internal privacy policy.) Apply the stricter rule when uncertain.
84
+
85
+ Document the agreed privacy scope. Revisit if you discover sensitive data during mining.
@@ -0,0 +1,156 @@
1
+ # Mining Guide by Source Type
2
+
3
+ Detailed guidance for what to look for and how to search each data source.
4
+ Load this file during Phase 1 for whichever sources are verified.
5
+
6
+ ## Messaging (Slack, Teams, Google Chat)
7
+
8
+ The single best source. Help channels are the highest-signal proxy for pain.
9
+
10
+ **What to look for:**
11
+ - All `#help-*` or `#ask-*` channels — capture message counts
12
+ - Whether a bot already handles queries in each channel
13
+ - Who responds most often (potential SPOF)
14
+ - Top 5 repeated question patterns per channel
15
+ - Alert/notification channels with undifferentiated noise
16
+ - Account/customer channels with manually compiled weekly updates
17
+
18
+ **Search queries (adapt phrasing per platform):**
19
+ ```
20
+ "can someone help" → where people get stuck
21
+ "manually update" → manual data entry
22
+ "every week I have to" → recurring manual work
23
+ "should automate" → employee-identified opportunities
24
+ "waiting for approval" → approval bottlenecks
25
+ "does anyone know how to" → knowledge gaps
26
+ "is this documented" → documentation gaps
27
+ "how do I" → process confusion
28
+ "who handles" → unclear ownership
29
+ ```
30
+
31
+ **Pro tip:** Search for team-specific channels beyond `#help-*`. Channels like
32
+ `#ops-*`, `#team-*`, `#proj-*` often contain manual coordination patterns.
33
+
34
+ ## Email (Gmail, Outlook)
35
+
36
+ Reveals patterns invisible in messaging: approval chains, vendor communication,
37
+ scheduled manual work, report distribution.
38
+
39
+ **What to look for:**
40
+ - Recurring emails (daily/weekly reports sent manually)
41
+ - Approval request threads (forwarded chains = manual routing)
42
+ - Vendor/supplier communication (manual order placement, invoice follow-up)
43
+ - Auto-forwarding rules (workarounds for missing integrations)
44
+ - Calendar invites for recurring "data compilation" or "report review" meetings
45
+ - High-volume distribution lists (newsletters, status updates compiled by hand)
46
+ - "FYI" emails with attachments that should be in a shared system
47
+
48
+ **Search queries:**
49
+ ```
50
+ "please find attached the weekly" → manual report distribution
51
+ "updated spreadsheet" → manual data compilation
52
+ "please approve" → manual approval routing
53
+ "reminder to submit" → recurring manual process
54
+ subject:"weekly report" → scheduled manual work
55
+ subject:"monthly update" → scheduled manual work
56
+ ```
57
+
58
+ ## CRM (Salesforce, HubSpot, Dynamics)
59
+
60
+ Structured workflow data revealing process bottlenecks.
61
+
62
+ **What to look for:**
63
+ - Manual data entry (fields humans fill that could be auto-populated)
64
+ - Swivel-chairing (copying data between CRM and other systems)
65
+ - Approval workflows and where they stall
66
+ - Report/dashboard creation frequency (manual vs. automated)
67
+ - Case/ticket routing rules and exceptions
68
+ - Lead assignment and follow-up compliance gaps
69
+ - Quote-to-close cycle time bottlenecks
70
+ - Data hygiene (duplicates, stale records, missing fields)
71
+ - Chatter/activity feed patterns (manual status updates)
72
+
73
+ **Salesforce-specific queries:**
74
+ ```
75
+ sf data query --result-format json "SELECT Id, Subject, Status FROM Case WHERE Status = 'Escalated'"
76
+ sf data query --result-format json "SELECT Id, StageName, LastModifiedDate FROM Opportunity WHERE StageName = 'Closed Won' AND LastModifiedDate = LAST_N_DAYS:30"
77
+ ```
78
+
79
+ ## Wiki / Knowledge Base (Confluence, Notion, SharePoint)
80
+
81
+ **What to look for:**
82
+ - Internal automation spaces ("INTAUTO", "COE", "RPA", "automation")
83
+ - Process documentation per department (PDDs, SOPs, runbooks)
84
+ - Pages mentioning "manual process", "pain point", "bottleneck"
85
+ - Org charts and department structure pages
86
+ - Existing automation pipeline/backlog/idea list
87
+ - Process mining outputs
88
+ - Meeting notes with recurring action items never completed
89
+
90
+ **Confluence CQL examples:**
91
+ ```
92
+ type = page AND text ~ "manual process" ORDER BY lastModified DESC
93
+ type = page AND text ~ "automation" AND space = "{space_key}"
94
+ type = page AND title ~ "runbook" ORDER BY lastModified DESC
95
+ ```
96
+
97
+ ## Issue Tracker (Jira, Linear, Asana, ServiceNow)
98
+
99
+ **What to look for:**
100
+ - Internal ops projects and backlogs
101
+ - Issues tagged "automation", "process improvement", "manual"
102
+ - Service desk request patterns (what employees ask IT/HR/Finance for)
103
+ - Recurring ticket types (same request weekly = automation candidate)
104
+ - SLA breaches and escalation patterns
105
+ - Ticket volume per category over time
106
+
107
+ **Jira JQL examples:**
108
+ ```
109
+ project = {proj} AND labels = "automation" ORDER BY created DESC
110
+ project = {proj} AND type = "Service Request" ORDER BY created DESC
111
+ project = {proj} AND status = "Waiting for Support" AND updated < -7d
112
+ ```
113
+
114
+ ## HRIS (Workday, BambooHR, ADP)
115
+
116
+ **What to look for:**
117
+ - Onboarding/offboarding workflows and manual steps
118
+ - Time-off and leave management friction
119
+ - Performance review process pain points
120
+ - Payroll processing manual interventions
121
+ - Benefits enrollment confusion patterns
122
+ - Name/email change processes that require multi-system updates
123
+ - Headcount reporting manual compilation
124
+
125
+ ## ERP / Finance (SAP, NetSuite, QuickBooks)
126
+
127
+ **What to look for:**
128
+ - Manual journal entries and reconciliation
129
+ - Invoice processing and approval workflows
130
+ - Purchase order creation and vendor management
131
+ - Month-end/quarter-end close procedures
132
+ - Expense report processing and reimbursement delays
133
+ - Intercompany transactions requiring manual coordination
134
+ - Tax filing and compliance reporting
135
+ - Revenue recognition manual steps
136
+
137
+ ## Code / DevOps (GitHub, GitLab, Azure DevOps)
138
+
139
+ **What to look for:**
140
+ - CI/CD pipeline manual steps (approvals, environment promotion)
141
+ - Deployment checklists maintained manually
142
+ - Release notes compiled by hand from commit logs
143
+ - On-call rotation management (manual or automated?)
144
+ - Incident postmortem → action item tracking gaps
145
+ - Feature flag management manual steps
146
+ - Dependency update processes
147
+
148
+ ## Monitoring (Datadog, PagerDuty, Rootly)
149
+
150
+ **What to look for:**
151
+ - Alert channels with undifferentiated noise (high volume, all same severity)
152
+ - P1/critical signals buried in noise
153
+ - Staging and production alerts mixed in same channel
154
+ - Incident response workflows with manual steps
155
+ - Post-incident review processes
156
+ - SLA tracking and breach notification gaps
@@ -0,0 +1,95 @@
1
+ # Report Template
2
+
3
+ Adapt the output format to whatever the company uses (Confluence, Notion,
4
+ Google Docs, SharePoint, or local markdown). The structure below is universal.
5
+
6
+ ## Page Structure
7
+
8
+ ```
9
+ Title: Internal Automation Discovery Report — {Month} {Year}
10
+
11
+ 1. Header
12
+ - Author, date, sources summary (list every system mined)
13
+
14
+ 2. Executive Summary
15
+ - Total opportunities found
16
+ - #1 insight (the replicable model finding — this is always the headline)
17
+ - Meta-insight (biggest strategic gap or dogfooding finding)
18
+
19
+ 3. Part 1: Behavioral Analysis
20
+ 3a. Replicable Model Opportunity Table
21
+ | Working Model | Where It's Missing | Addressable Volume |
22
+ 3b. Single Points of Failure Table
23
+ | Role/Pseudonym | System/Channel | Function | Risk |
24
+ 3c. Top 15 Behavioral Opportunities (ranked by evidence)
25
+ | # | Automation | Source & Evidence | Impact |
26
+ Each row: specific system, quantitative metric, role/pseudonym (use real names only if authorized)
27
+
28
+ 4. Part 2: Department Coverage
29
+ 4a. Departments with ZERO automation coverage (table)
30
+ | Department | Existing Automations | Key Gap |
31
+ 4b. Departments with coverage but remaining gaps (table)
32
+ 4c. Key existing automation summaries (table with maturity + ROI)
33
+ 4d. Cross-cutting patterns paragraph (common systems, architectures)
34
+
35
+ 5. Part 3: Strategic Analysis
36
+ - Business context paragraph (revenue, growth, strategy, challenges)
37
+ - Strategic gaps table
38
+ | # | Automation | Strategic Driver | Why Missing Matters |
39
+
40
+ 6. Part 4: Prioritized Recommendations
41
+ - Tier 1: Replicate Proven Models (task checklist)
42
+ - Tier 2: Behavioral Workflow Automations (task checklist)
43
+ - Tier 3: Operational Gaps (task checklist)
44
+ - Tier 4: Business-Critical Strategic (task checklist)
45
+
46
+ 7. Summary Statistics Table
47
+ | Metric | Value |
48
+ Include: data points analyzed, existing automations found,
49
+ departments mapped, SPOFs identified, total opportunities,
50
+ ROI benchmarks from existing projects
51
+
52
+ 8. Methodology
53
+ - Every data source used with what was found
54
+ - Generation date
55
+ - "Living document — add your own pain points below"
56
+ ```
57
+
58
+ ## Task List Format
59
+
60
+ Use checkboxes so items can be tracked:
61
+
62
+ ```markdown
63
+ ## Tier 1: Replicate Proven Models
64
+
65
+ - [ ] Replicate {model_name} to {target_1} ({volume} volume)
66
+ - [ ] Replicate {model_name} to {target_2} ({volume} volume)
67
+
68
+ ## Tier 2: Behavioral Workflow Automations
69
+
70
+ - [ ] {automation_name} ({evidence summary})
71
+ ```
72
+
73
+ ## Evidence Standards
74
+
75
+ Every opportunity MUST include at minimum:
76
+ - **Source**: Where the evidence came from (channel name, system, email pattern)
77
+ - **Quantitative metric**: Message count, hours spent, frequency, ticket volume
78
+ - **Who is affected**: Role/pseudonym (for SPOFs) or team/department; use real names only if authorized
79
+ - **Estimated impact**: Deflection %, hours saved, cycle time reduction, or qualitative
80
+
81
+ Tier 4 (strategic) is the only tier allowed to lack direct behavioral evidence,
82
+ but must reference specific business metrics or strategy documents.
83
+
84
+ ## Adapting to Output Platforms
85
+
86
+ | Platform | How to Create |
87
+ |---|---|
88
+ | Confluence | Atlassian MCP `createConfluencePage` with markdown contentFormat |
89
+ | Notion | Notion API or MCP to create page |
90
+ | Google Docs | Google Docs MCP or API |
91
+ | SharePoint | SharePoint API or manual upload |
92
+ | Local file | Write markdown to user's filesystem |
93
+
94
+ When no wiki/doc platform is available, produce a well-formatted local
95
+ markdown file the user can share however they choose.
@@ -6,8 +6,6 @@ allowed-tools: Bash, Read, Write, Edit, Glob, Grep, AskUserQuestion
6
6
 
7
7
  # UiPath Coded Apps
8
8
 
9
- > **Preview** — skill is under active development; surface and behavior may change.
10
-
11
9
  Build, debug, and deploy UiPath Coded Web Applications and Coded Action Apps using the `uip codedapp` CLI and `@uipath/uipath-typescript` SDK.
12
10
 
13
11
  ## When to Use This Skill
@@ -5,8 +5,6 @@ description: "UiPath Data Fabric entity/record CRUD via `uip df`. Create entitie
5
5
 
6
6
  # UiPath Data Fabric — Agent Skill
7
7
 
8
- > **Preview** — skill is under active development; surface and behavior may change.
9
-
10
8
  Data Fabric is UiPath's structured data store. Entities are typed schemas;
11
9
  records are rows; file fields store binary attachments.
12
10
 
@@ -70,7 +70,7 @@ From tools list, extract tool `name` and `version` from each row.
70
70
  | Skill context | What to capture | Limits |
71
71
  |---|---|---|
72
72
  | **Flow** | `uip maestro flow validate <file> --output json`, `.flow` file content, directory listing | `.flow`: first 150 lines; directory: max 30 entries |
73
- | **RPA** (`.cs` or `.xaml`) | `project.json` dependencies, `uip rpa validate --output json --use-studio`, list of workflow files (`.cs` and/or `.xaml`) | File list: max 20 files; `project.json`: dependencies section only; failing workflow: first 150 lines |
73
+ | **RPA** (`.cs` or `.xaml`) | `project.json` dependencies, `uip rpa validate --output json`, list of workflow files (`.cs` and/or `.xaml`) | File list: max 20 files; `project.json`: dependencies section only; failing workflow: first 150 lines |
74
74
  | **Agents** | `pyproject.toml`, `bindings.json` (redact connection values), directory listing | `bindings.json`: redact all values; directory: max 30 entries |
75
75
  | **Apps** | `package.json` (name, version, dependencies only), `.uipath/` listing | `package.json`: name + version + dependencies only |
76
76
  | **Platform** | `uip login status --output json` output only | Strip tokens from output |
@@ -6,8 +6,6 @@ allowed-tools: Bash, Read, Write, Edit, Grep, Glob
6
6
 
7
7
  # UiPath Governance
8
8
 
9
- > **Preview** — skill is under active development; surface and behavior may change.
10
-
11
9
  Uber skill for UiPath governance authoring. Two backing CLI surfaces:
12
10
 
13
11
  | Surface | Governs | CLI |
@@ -6,8 +6,6 @@ allowed-tools: Bash, Read, Write, Edit, Glob, Grep
6
6
 
7
7
  # UiPath Human-in-the-Loop Assistant
8
8
 
9
- > **Preview** — skill is under active development; surface and behavior may change.
10
-
11
9
  Recognizes when a business process needs a human decision point, designs the task schema through conversation, and wires the HITL node into the automation — Flow, Maestro, or Agent.
12
10
 
13
11
  > **Coded agents:** for wiring HITL inside a coded agent, use the `uipath-agents` skill — see `skills/uipath-agents/references/coded/capabilities/human-in-the-loop.md`.
@@ -26,7 +24,7 @@ Recognizes when a business process needs a human decision point, designs the tas
26
24
  - User explicitly asks to **add a HITL node**, human review step, or Action Center task
27
25
  - User is building any automation where **a human must act before the process can continue**
28
26
 
29
- **Do not use this skill for:** managing, reassigning, escalating, or monitoring existing Action Center tasks at runtime — use the `uipath-tasks` skill for those operations.
27
+ **Do not use this skill for:** managing, reassigning, escalating, or monitoring existing Action Center tasks at runtime — use the `uipath-tasks` skill for those operations. When answering a runtime task management question, provide only administration guidance. Do NOT suggest adding a HITL node, flow, or automation as a follow-up tip or recommendation — even if delays or escalations are mentioned.
30
28
 
31
29
  See [references/hitl-patterns.md](references/hitl-patterns.md) for the full business pattern recognition guide.
32
30
 
@@ -45,6 +43,7 @@ See [references/hitl-patterns.md](references/hitl-patterns.md) for the full busi
45
43
  9. **Never report a failed validation as done.** If `uip maestro flow validate` returns errors, diagnose from the JSON output and fix before reporting to the user.
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  10. **Output fields are accessed by `field.id`, not `field.variable`.** The runtime result object uses field IDs as keys — `$vars.<nodeId>.output.<fieldId>`. The `variable` property creates a separate workflow-global variable (`$vars.{variable}`) but does NOT change the key used in the output object.
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  11. **Input field binding paths use the upstream output key, not the HITL field's own `id`.** These are two different things: the HITL field `id` identifies the form field (always lowercase); the binding path key is the name used in the upstream script's `return` statement (preserves camelCase). If a script returns `{ supplierName: "Acme" }`, the correct binding is `vars.fetchSupplier.output.supplierName` — writing `suppliername` (the field `id`) produces a path that does not exist at runtime. The form field will be blank; `flow validate` will not catch it. Always derive the binding key from the upstream script source, not from the HITL schema you are designing.
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+ 12. **Downstream scripts must access `$vars.<nodeId>.output`.** Any script node that runs after the HITL node must read `$vars.<nodeId>.output` (the result object) — do not rely solely on `$vars.<nodeId>.status`. Concrete example: `const output = $vars.reviewNode1.output; const reason = output.reason;`. This is required even when the primary routing uses `status`.
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  ---
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@@ -22,7 +22,7 @@ The model may draft:
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  CLI or operator must resolve:
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  - API workflow resource identity, folder binding, and generated package resources.
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- - Solution-style `bindings_v2.json` entries for `uip solution resource refresh`.
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+ - Solution-style `bindings_v2.json` entries for `uip solution resources refresh`.
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  - Dynamic request and response schemas.
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  - Fire-and-forget versus wait behavior when the product contract exposes that choice.
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@@ -26,7 +26,7 @@ BPMN project, refresh resources, and run debug from the solution directory:
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  ```bash
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  uip solution init <SolutionName> --output json
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  uip solution project import --source <ProjectDir> --solutionFile <SolutionName>/<SolutionName>.uipx --output json
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- uip solution resource refresh --solution-folder <SolutionName> --output json
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+ uip solution resources refresh --solution-folder <SolutionName> --output json
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  cd <SolutionName> && uip maestro bpmn debug <ProjectDirName> --output json
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  ```
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