How to use Templates in UiPath Agents - a step-by-step guide

Description

Mastering UiPath Agent Templates – Your Step-by-Step Guide
If you’re exploring UiPath Agents, here’s a pro tip — don’t start from scratch.
Use Templates! They’re pre-built blueprints that help you create and deploy working agents in minutes instead of hours.
Here’s a quick step-by-step outline to get started :backhand_index_pointing_down:
:one: Find the right template – Head to the Agent Templates catalog or UiPath Marketplace.
:two: Download the .uis file (agent definition) and any Extras package.
:three: Import the template into UiPath Studio Web and open the Agent Builder canvas.
:four: Deploy Extras (automations, assets, or processes) to your tenant.
:five: Configure tools, indexes, and credentials for your environment.
:six: Test the agent locally and refine prompts or integrations.
:seven: Publish & monitor your agent with UiPath’s trace and governance tools.
:light_bulb: Why it matters: Templates jumpstart your automation journey, standardize agent design, and let you focus on what really matters — building intelligence, not infrastructure.
Whether you’re automating email triage, document processing, or meeting summaries, templates are your fast lane to production-ready Agentic Automation.
Have you tried using UiPath Agent Templates yet? Which one helped you the most?

Link

Date

2025-10-20

Related UiPath products

Automation Cloud

1 Like

very useful, thank you!