uipath-automation-discovery

name

uipath-automation-discovery

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, then sizes build effort (complexity band → pack-hours → contingency). Use to discover automation opportunities, find what to automate, estimate/size a delivery, 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.

Automation Discovery

Investigate how employees actually work, then identify and prioritize internal automation opportunities backed by real behavioral evidence. Produces a UiPath-ready backlog with recommended implementation paths.

When to Use This Skill

• User asks to discover automation opportunities across their organization — before any specific automation project exists
• User wants to find manual work to automate and build a UiPath implementation backlog
• User asks "what should we automate?" while working with UiPath tools
• User wants an internal automation audit to feed into UiPath Automation Hub or a UiPath pipeline
• User asks to estimate / size / cost discovered opportunities — pack-hours, delivery effort, complexity bands, contingency
• User explicitly invokes /uipath-automation-discovery

Critical Rules

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.
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.
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.
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.
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).
6. Never invent pack-hours or complexity thresholds (Phase 4.5). When estimating build effort, the band→hours numbers and matrix thresholds come from the user-supplied Core RPA / Agentic complexity matrices and Pack-Hours catalogue. Do NOT recall or fabricate them — if they are not supplied, STOP and ask. Adjustment-factor and contingency percentages are [CALIBRATE] defaults the user confirms against actuals. Fabricated numbers recreate the estimation error this phase exists to prevent.

Workflow Overview

Phase 0: INTAKE    → Gather context, verify access, agree on scope and privacy
Phase 1: MINE      → Gather raw data from all verified sources
Phase 2: ANALYZE   → Extract patterns, SPOFs, replicable models, gaps
Phase 3: REFLECT   → Layer on business strategy for strategic gaps
Phase 4: REPORT    → Produce prioritized report with 4 tiers
Phase 4.5: ESTIMATE→ Size build effort (band → pack-hours → contingency) — on request
Phase 5: HANDOFF   → Map opportunities to UiPath implementation skills

Stop conditions: Quick scan caps at 10 findings, Standard at 25, Deep dive at 35. Max 2 retries per failed source. Phase 1 timeboxed at 3 hours for deep dives. See references/intake-guide.md §0G for details.

Phase 0: INTAKE (interactive)

Build a complete picture before mining. Ask — don't assume.

See references/intake-guide.md for detailed steps covering company context, tool inventory, access verification, org structure, output preferences, user hypotheses, scope control, and privacy authorization.

Key outputs from intake:

• Company context and department list
• Tool & system inventory with verified access
• Agreed scope (quick scan / standard / deep dive) with finding caps
• Privacy scope (pseudonymize by default, jurisdiction constraints)

Phase 1: MINE

Cast a wide net. Prioritize by signal density. Use parallel agents (Agent tool with subagent_type: general-purpose, one agent per source category).

See references/mining-guide.md for detailed per-source guidance on what to look for and how to search.

Source priority when time is limited:

1. Messaging help channels — highest signal, fastest to mine
2. Email patterns — reveals hidden recurring work
3. CRM/ERP — reveals structured process bottlenecks
4. Wiki/docs — reveals existing automation landscape
5. Issue tracker — reveals service desk patterns
6. HRIS — reveals people-process friction
7. Web research — reveals strategic gaps

Note: Web research (priority 7) feeds Phase 3 strategic analysis. Even under time pressure, do a brief web search for the company's public financials and strategy — this takes minutes and enables Tier 4 findings.

Work with whatever access is verified. Even messaging channels alone can yield 15+ opportunities. Each additional source adds depth, not changes the methodology.

Checkpoint: After Phase 1, share a raw signal summary with the user: "I found X help channels, Y existing automation projects, Z departments. Want me to go deeper on anything before I analyze?" If the user requests deeper mining, run at most 1 additional targeted pass, then proceed.

Phase 2: ANALYZE

Transform raw data into structured findings.

2A. Behavioral Patterns

Per department, answer: What's manual? What questions repeat? What approvals stall? What reports are compiled by hand? What data is swivel-chaired between systems? What handoffs break? What scheduled tasks are done by humans?

2B. Single Points of Failure

Identify roles that are sole responders. If they're out, the process stops. Pseudonymize by default — use role/team labels unless naming is authorized.

| Role/Pseudonym | System/Channel | Function | Risk |

These are the highest-urgency targets.

2C. Proven Replicable Models

The most important finding. Look for automation already working in one area that could replicate to others:

• Bot in one channel but not others
• Auto-routing in one team but manual elsewhere
• Dashboard auto-generated for one dept but compiled by hand for another

| Working Model | Where It's Missing | Addressable Volume |

Greenfield case: If no existing automations are found (nothing to replicate), Tier 1 will be empty. Promote the highest-volume Tier 2 finding to the headline slot and note that the company has no proven models to replicate yet.

2D. Department Coverage Map

| Department | Existing Automations | Key Gap |

Flag ZERO-coverage departments as biggest blind spots.

2E. Process Deep Reads

For promising existing projects, extract: pain point, manual process today, volume/frequency, ROI if documented, systems involved, dev status.

Apply low-confidence handling per Critical Rule 4.

Checkpoint: Share analysis summary with user before reflecting: "Here are the top patterns, SPOFs, and replicable models. Anything surprise you? Anything I should investigate further?" If the user requests deeper analysis, run at most 1 additional targeted pass, then proceed to Phase 3.

Phase 3: REFLECT

Identify gaps behavioral data won't reveal.

3A. Business Context

Research via web search, investor docs, or internal strategy pages: revenue, growth, strategic priorities, competitive challenges, key metrics.

3B. Strategic Gaps

For each of the company's documented strategic priorities, ask: "Is there an internal automation that accelerates this?" Only include Tier 4 opportunities that map to both a documented strategic priority and an observed Phase 1-2 gap.

Use this table as a starting prompt (covers common enterprise priorities) — adapt to the company's actual strategy and do not include rows where no gap was observed:

Priority	Potential Automation
Revenue growth	Lead scoring, pipeline acceleration, renewal prediction
Cost reduction	Self-service portals, report automation, process standardization
Customer retention	Health scoring, churn prediction, proactive outreach
Market expansion	Localization, compliance automation, partner enablement
Compliance	Audit trails, policy enforcement, automated reporting
Talent retention	Onboarding, engagement monitoring, career pathing

3C. Dogfooding Check (skip unless the company sells automation/AI/productivity tools)

Does the company use its own product internally? Is there a coverage metric? What's the narrative gap between what they sell and what they do internally?

Phase 4: REPORT

Produce a prioritized report in the user's preferred platform. See references/report-template.md for structure, tier definitions, evidence standards, and platform-specific guidance.

Quality Bar

• Every opportunity has specific evidence (source, metric, affected role/team)
• No unsupported claims (except Tier 4, which references strategy docs)
• SPOFs identified by role (or name if authorized)
• Replicable models highlighted as Tier 1
• Department map is complete (all departments, not just gapped ones)
• ROI benchmarks from existing projects included
• Strategic analysis ties to real financials

Phase 4.5: ESTIMATE (optional — on request)

Run only when the user wants build-effort sizing (pack-hours, delivery estimate, complexity bands, contingency). Sizes each prioritized opportunity: opportunity → complexity band → pack-hours → adjustment factors → contingency → total. This is delivery/pre-sales sizing — distinct from the ROI/hours-saved impact already in the report.

The band→hours numbers and matrix thresholds are authoritative references the user supplies (Core RPA + Agentic complexity matrices, Pack-Hours catalogue) — never invented (Critical Rule 6). Ask for them if absent. The method adds the pieces that were missing: an above-ceiling/decompose rule (>7 apps / >8 variations), a multi-entity redeploy factor, an existing-automation rebuild discount, confidence-tiered contingency, and one unified band→hours mapping that resolves the Tool vs Process-Automation grain.

See references/estimation-guide.md and assets/templates/estimation-worksheet-template.md.

Phase 5: HANDOFF

Map each Tier 1-2 opportunity to a UiPath implementation path. Add a "Next Step" column to the report's Tier 1-2 tables.

Opportunity Type	Recommended Skill	Artifact
Desktop/app automation (UI, data entry)	→uipath-rpa	Coded workflow (.cs) or XAML
Multi-step automation or orchestration	→uipath-maestro-flow	Flow (.flow)
Scheduled / triggered automation	→uipath-maestro-flow	Flow with trigger
Agent-based (conversational, reasoning)	→uipath-agents	Coded agent
Approval / human review gate	→uipath-human-in-the-loop	HITL node in Flow
Cross-system integration	→uipath-platform	Integration Service connector

For complex or multi-component opportunities, hand off to →uipath-planner for full solution design.

Execution Strategy

Parallelize Phases 1-3 (Phase 0 is interactive — do not parallelize intake). Max 3 concurrent agents using the Agent tool with subagent_type: general-purpose:

• Phase 1: 3 agents — messaging, wiki/tracker, systems of record
• Phase 2: department-specific behavioral agents (max 3 concurrent)
• Multiple process doc reads in parallel
• Web research concurrent with internal mining

Always share interim findings. Don't disappear for hours. Check in after each phase with a brief summary and ask if the user wants to adjust scope.

Reference Navigation

• references/intake-guide.md — Phase 0 detailed steps (company context, tool inventory, access verification, privacy)
• references/mining-guide.md — Per-source search guidance (load during Phase 1)
• references/report-template.md — Output structure, tier definitions, and evidence standards (load during Phase 4)
• references/estimation-guide.md — Estimation accelerator: opportunity → band → pack-hours → contingency (load during Phase 4.5, on request)

Anti-patterns

• Mining before intake. Never start searching systems before completing Phase 0. Without context you'll waste time on irrelevant signals.
• Naming individuals without consent. Always pseudonymize SPOFs unless the requester explicitly authorizes naming.
• Fabricating metrics. If a source returns sparse data, mark findings as low-confidence. Never invent volume numbers.
• Promising ROI without source citations. Every ROI estimate must reference an existing project benchmark or explicit data point.
• Skipping the replicable-model search. The highest-value findings are always proven models that can replicate. Never skip Phase 2C.
• Speculating from insufficient evidence. Below signal threshold → mark low confidence. Insufficient evidence → don't promote to Tier 1-3.
• Fabricating pack-hours or matrix thresholds (Phase 4.5). The band→hours numbers are authoritative user-supplied references. Guessing them recreates the estimation error the accelerator exists to prevent — stop and ask for the catalogue and matrices.
• Clamping oversized opportunities at "High". A cluster over the matrix ceiling (>7 apps / >8 variations) must be decomposed and summed, not sized as a single "High" unit — this was the largest source of under-estimation.