Welcome to the age of 

Agentic Automation

On this page
  • Our Research Paper on Agentic Automation
  • Use Cases and Examples
  • How to become an Early Adaptor

 

Be the first

Learn how Agentic Automation

  • makes autonomous decisions.

  • responds dynamically to new situations, processes, and rules.

  • seamlessly integrates bots, AI, and human expertise.

Agentic Automation Lunatec

What makes an Agent... an Agent?

Initiating

Triggered by user requests, but also by system events, anomalies, or time-based triggers.

Deciding

Can independently make dynamic decisions based on context, rules, AI models, or real-time data.

Learning

Remembers preferences, patterns, previous user requests, and process optimizations over time to improve future executions.

Coordinating

Seamlessly works with Robots (RPA bots), other Agents, and users to orchestrate complex, multi-system processes.

Communicating

Natural language collaboration with users. The agent understands, interprets, and responds in human language via chat, email, or voice.

Adapting

Accesses enterprise context, apps, and systems to personalize workflows, adjust to exceptions, and evolve based on system states.

Healing

Detects workflow failures, bottlenecks, or data errors and proactively works to resolve or escalate them.

Planning

Understands and plans out the necessary tasks, dependencies, and sequencing to complete an end-to-end process.

From Process Management to RPA to Agentic Automation

Agentic Automation – when automation doesn’t just execute but thinks along.

Successful automation starts with clearly defined processes. Only then can technology unfold its full potential. RPA bots take over repetitive tasks with maximum precision, while Agentic AI handles complex decision-making. Process intelligence ensures that workflows are continuously optimized. The result: seamless collaboration between humans, bots, and AI – efficient, scalable, and future-proof.

Why it matters:

Before automation can deliver real value, processes must be clearly defined, structured, and optimized. Without a solid analysis, inefficient workflows are simply digitized — without any real improvement.

How it works:

Process analysis & identification of bottlenecks

Existing workflows are analyzed using Process Mining and Task Mining to uncover inefficiencies and manual workarounds.

Structuring & standardization

Processes are streamlined, standardized, and aligned with best practices — forming a critical foundation for successful automation.

Defining the automation strategy

Deciding which processes can be fully automated, which require hybrid human-AI control, and where rules or machine learning are necessary.

📌 Result: Clearly defined, standardized processes that are perfectly suited for automation and remain efficient over the long term.

Why it matters:

Manual, repetitive tasks are error-prone, costly, and slow down productivity. RPA bots solve this by executing rule-based activities with maximum speed and accuracy.

How it works:

Automation of repetitive workflows

Tasks like data processing, form handling, and report generation are executed efficiently and error-free by RPA bots.

Maximum scalability & speed

Bots work 24/7 without fatigue and can be scaled as needed without additional personnel costs.

Cost reduction & compliance assurance

Automated processes drastically reduce error rates, minimize manual checks, and ensure 100% rule-compliant operations.

Result: Employees are relieved from repetitive tasks, processes run faster and without errors – leading to a direct boost in productivity.

Why it matters:

While RPA follows rigid rules, Agentic AI takes it a step further: it makes autonomous decisions and dynamically adapts to new situations.

How it works:

Context grounding for precise decisions

The AI analyzes the current situation, historical data, and external variables before making a decision.

Dynamic process control

Instead of merely following predefined workflows, the AI detects deviations, prioritizes tasks, and suggests alternative solutions.

Interaction with humans & systems

AI agents collaborate with other systems and humans by providing information, asking for clarification, or delivering decision proposals.

Result: Automation becomes not only faster but also smarter – with adaptive processes that continuously improve themselves.

Why it matters:

Automation cannot remain static. Process Intelligence ensures continuous optimization, allowing workflows to constantly adapt and improve.

How it works:

Real-time analysis & monitoring

All automated processes are monitored to detect inefficiencies or delays at an early stage.

Predictive automation & machine learning

AI predicts process bottlenecks or error risks and automatically suggests optimization measures.

Automated process adaptation

The system learns from every interaction and proactively improves workflows – without manual intervention.

Result: Automation continuously evolves and adapts to new business requirements.

When all four building blocks work together, an intelligent, self-optimizing automation emerges that transforms businesses.

Increased efficiency: Processes run faster, more accurately, and with fewer manual interventions.

Cost reduction: Errors are minimized, processing times are shortened, and human resources are conserved.

Scalability: Automation grows with the company and adapts flexibly to changing needs.

Intelligent decision-making: Agentic AI makes data-driven, context-aware decisions.

Seamless collaboration: Humans, bots, and AI work together effortlessly to achieve optimal results.

The future of automation lies in intelligent orchestration – adaptive, self-learning, and highly efficient.

How Agentic Automation works.

Dynamic Decision-Making

Why?

Traditional RPA bots fail in unpredictable situations because they follow only rigid rules. Agentic Automation, on the other hand, can make autonomous decisions — context-based and in real time.

How?

Context grounding ensures that the AI understands the current situation before making a decision — based on historical data, real-time information, and external factors.

AI-powered decision models evaluate multiple options and select the best action for the specific context.

Reinforcement learning enables the system to learn from every interaction and continuously improve its decision-making.

Adaptive Process Control

Why?

In reality, processes are constantly changing – rigid automation systems need regular manual adjustments.

How?

Agentic Automation combines rule-based systems with AI to make situational decisions.

• Instead of following fixed workflows, the system detects deviations and dynamically adapts.

AI models calculate probabilities for various scenarios and proactively adjust the process flow.

Integration of Humans & Systems

Why?

Automation doesn’t work in isolation – humans must be able to interact with AI to maintain control and make complex decisions.

How?

Human-in-the-Loop models allow humans to intervene in cases of uncertainty or critical decision-making.

Adaptive workflows automatically detect when human expertise is required and route tasks accordingly.

Explainable AI (XAI) ensures that humans can understand the AI’s decision logic and adjust it if necessary.

Lunatec Uses Cases and Best Practices

The Ultimate guide to agentic automation readiness

 

 

Lunatec Guide for UiPath User
The Ultimate Guide to Agentic Automation Readiness

This paper outlines how to prepare your organization for Agentic Automation in just 12–24 weeks — covering infrastructure, security & governance, and the successful delivery of your first MVP. Get practical insights, proven best practices, and key pitfalls to avoid for a fast, scalable rollout of autonomous operations.

Perfect for companies that don’t want to experiment with Agentic Automation — but execute it.

Use Case:
How Agentic Automation transforms Invoice Processing

Invoice processing is a critical business function in any organization, but the chosen method has a significant impact on efficiency, costs, and error rates. The three workflows – manual, robotic, and agentic – illustrate the evolution from traditional, labor-intensive processes to a fully autonomous and intelligent system.

Screenshot 2025-03-03 at 10.54.27
Banking Use Case Agentic Automation Dispute Resolution

Banking Use Case:
Redesigning Dispute Resolution with Agentic Automation

Discover how Lunatec transforms complex, manual dispute processes into intelligent, self-orchestrated workflows using Agentic Automation. This use case paper outlines a clear maturity model—from RPA to autonomous agents—and showcases how AI-powered systems can reduce resolution times by up to 85%, automate up to 90% of cases, and free teams for strategic work. Learn how the Agentic Discovery Framework helps organizations prototype and scale automation that delivers real business value.

Lead the conversations as an Expert.

What is Agentic Automation
  • Agentic automation is the fusion of industry-leading AI, automation, and orchestration.

  • Agentic automation utilizes agents and robots to carry out work tasks, ranging from the mundane and predictable to the complex and dynamic.

What is an Agent?

Think of them as software robots with extremely high levels of cognitive skills.

An agent, in the context of agentic automation, uses advanced AI capabilities to operate semi-independently - analyzing its environment, processing data, and achieving set goals with minimal human intervention.

  • Agents are AI model-based, enabling them to work independently of people.

  • Agents are goal-oriented, using context to make probabilistic decisions.

  • Agents are best for ad-hoc tasks that require high adaptability.

  • Agents learn how work is done and improve over time.

  • Agents can use and choose various tools for accomplishing tasks, gathering context, and taking action (often times through robots).

  • Agents can build robots, leveraging UiPath Autopilot for developers

  • Agents will have varying degrees of autonomy, which will be governed by our agentic orchestration.

Robots as part of Agentic Automation
  • Robots are rules-based, act predictably, and make deterministic decisions.

  • Robots are highly reliable, efficient, and best for routine tasks.

  • Robots (along with agents) will continue to use a human in the loop approach for exception management.

People as part of Agentic Automation
  • People work alongside agents and robots, enabled to make faster and more informed decisions.

  • People accomplish more, as agents and robots take on additional repetitive, mundane, and ad-hoc tasks.

  • People make the necessary decisions when agents or robots encounter an exemption.

  • People are elevated to and are focused on, being supervisors, decision-makers, and organizational leaders.

LLMs as part of Agentic Automation
  • Models enable agents with the ability to reason, plan, create, and make autonomous decisions.

  • Models can be used by robots for task-specific activities like processing a document or analyzing data.

  • Models are enhanced with business-specific content and context, improving their accuracy and results.

  • Models can be applied individually or concurrently, depending on the complexity of the task.

  • Model selection can range from the UiPath model library to 3rd party and BYOM options.

Orchestration as part of Agentic Automation
  • Agentic orchestration enables the automation, modeling, and monitoring of complex business processes from start to finish.

  • Agentic orchestration gives UiPath the unique ability to orchestrate robots, agents, and people across end-to-end agentic workflows.

  • Agentic orchestration is required for the successful scaling of agentic automation.

The UiPath Platform and Agentic Automation
  • The UiPath Platform is the best platform to build, test, and deploy enterprise-grade agents

  • The UiPath Platform is the best platform for providing the full infrastructure to support the agentic automation of end-to-end processes.

  • The UiPath Platform is powerful and differentiated because it can orchestrate all agents, across all workflows and applications.

What is an Agentic workflow?

A structured sequence of tasks that an agent autonomously executes to achieve a goal, driven by specific triggers and conditions.

What is a dynamic workflow?

A dynamic workflow refers to a complex and variable business operation that currently cannot be wholly monitored, optimized, or automated.

Dynamic workflow execution refers to the ability of a system to adapt and manage complex business operations, making real-time adjustments based on changing conditions and requirements.

What are Robots?

Robots are programs that are rules-based, act predictably, and make deterministic decisions.

What is the Agent Builder?

An UiPath design and evaluation interface for agents.

What is the Agent Catalog?

A catalog of predefined templates to help users build and deploy agents more efficiently.

What is Autopilot for everyone?

The first attended agent that:

meets every employee where they are with their work, in their context;

  • incorporates organizational knowledge;

  • improves automation discovery and creation;

  • provides access to best-in-class UiPath specialized models;

  • enables IT to govern data with enterprise security and privacy.

What are prebuilt agents?

Prebuilt agents are agents that are designed and evaluated by Lunatec and UiPath for specific tasks. They have a predefined prompt, tools, and escalations and require minimum additional configuration to be executable.

What is autonomous decision-making?

The very essence of agentic automation lies in its ability to make autonomous decisions. The dynamic nature of agentic automation means:

  • Independently active agents involving humans as needed.

  • Self-learning, healing, and collaborative skill set.

  • Continuous improvement in decision-making/actions.

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