Pathfinder Blog

The Problem Every Sales Team KnowsYour sales rep just moved a hot deal to the Qualification stage in Freshsales (sales CRM software). Now what? Someone needs to notice that the deal was moved, pull the deal details, and alert the right stakeholders. In many teams this happens manually, with delays, missed notifications, and critical steps occasionally being missed.Now, imagine an automation that automatically tracks deal stage updates, collects the relevant data, and alerts your team in seconds to streamline subsequent actions.That's exactly what we're building in this tutorial. Using Freshsales’ webhooks and Automation Anywhere's Universal Web Triggers, we'll create an end-to-end automation that keeps your team instantly informed.💡What you'll learn: How to configure a Freshsales webhook, set up an Automation Anywhere Universal Web Trigger, extract deal data from a JSON payload, and send an alert automatically.

  High volumes, time-sensitive approvals, payer variability, and mountains of unstructured clinical data make it nearly impossible to script your way through prior authorizations. This hands-on session tackled that problem head-on by walking participants through building a real, working GLP-1 prior authorization agent inside the Automation Anywhere platform. Setting the Stage: What Is an Agent, Really?Before anyone touched the control room, the session opened with a grounding conversation on what "agent" actually means: a system that coordinates multiple automations, tools, and people to achieve a business outcome, with enterprise controls and guardrails built in. That last part matters a lot in healthcare, where "fully autonomous" is not the goal. Autonomy is a dial, not a switch, and this agent is designed with a human-in-the-loop step that you'll see play

By Rahul Guha, VP, IT Service Management & Employee Experience Solutions, Automation AnywhereAn employee opens a chat window and types: “Phoenix is down.”Inside the organization, that message is immediately clear. Phoenix is the internal name for the inventory management system. Outside that context, the term is ambiguous and could refer to almost anything. This small example illustrates one of the most underestimated challenges in deploying AI agents inside large enterprises: understanding how the organization actually speaks.When Micah Smith and Kate Ressler invited me onto the Agentic Edge podcast, one of the themes we explored was why AI agents that perform well in demonstrations struggle once exposed to real enterprise environments. The underlying issue rarely stems from model sophistication alone

Hello Pathfinders!We wrapped up our Pathfinder Meetup in Bengaluru last month. Here’s what went down (with insights you can put to use right away) - and why you’ll want to join us next time.  🚀 Agentic Process Automation: The Next LeapWe kicked off with a deep dive into Agentic Process Automation (APA). Nishikant N, Director - Product Management walked us through the “what, why, and how” of APA, showing how it’s more than just

There’s a noticeable shift happening in automation.For years, teams optimized workflows. Now they’re starting to design goal-driven systems. These systems are powered by AI agents that interpret context, navigate ambiguity, and coordinate decisions across tools.We launched the Agentic Bounty Challenge to unleash the creative problem solving of Pathfinder community members. The rules of the challenge were simple: solve a real-world business problem by designing and building goal-based AI agents. The AI agent needed to have at least three tools and interact with two or more applications (beyond LLMs).Across all the submissions, we were highly impressed by the outcomes-oriented agent design, and the storytelling that went along with it. This piece

Every February, I’m reminded of something pretty great about this community.You show up.You have unique perspectives.And you care about what represents us.That’s why we’re back for our third annual Pathfinder Community Swag Vote. Once again, you get to decide which design becomes our official Pathfinder shirt for the year. But first, let’s take a look back at our past winning designs. Two years of community-selected swagOver the last two years, the community has voted, commented, debated, and proudly worn the winning designs. 2024: Flow vs. List View 2025: AI Constellations

Welcome to the March Product Club Recap! This month, the Automation Anywhere community got an in-depth look at MCP Inbound and what it means for teams who want their AI agents to securely trigger enterprise automations without building custom integrations from scratch. The session featured Rajendra Vijay (Director of Product Management, Agent Interoperability) and Max Cassidy (Senior Developer Evangelist), who walked through the core concepts, a live demo, and a forward-looking roadmap for multi-agent orchestration.From APIs to a Standard: What MCP Actually SolvesRajendra opened by grounding the session in a real developer pain point: as AI agents have become central to enterprise workflows, connecting them to business systems has meant custom API integration work every single time, each with its own authentication scheme, data format, and maintenance burden. MCP

AI agents are getting real jobs.Not officially, not with HR onboarding, but functionally: they accept goals, break them into tasks, and execute actions across software systems. That’s the agentic promise. Less “tell me how,” more “tell me what.”The problem many organizations are facing is that they haven’t figured out how to integrate those agents across their enterprise with existing software that keeps their business operational.Most integration patterns in use today were designed for a world where LLMs did not exist. They assume a human developer is in the loop: reading documentation, understanding APIs, wiring endpoints together, and hard-coding flows. That model works when humans are the primary decision-makers. It breaks down when the decision-maker is a model.The AI agent is effectively the real developer now. Many of these old protocols we rely on today were purpose-built for humans, but not for AI agents.This expla

If you are already leading automation initiatives, enjoy mentoring peers, or advocating for Automation Anywhere, then you may be interested in getting more involved with Pathfinder. Within the Pathfinder Community, we offer two leadership programs designed to expand your impact: Community Captains and Most Valuable Pathfinders (MVPs).Both play an important role, but the difference lies in how you want to contribute and where you want to focus your energy.Community Captains bring people together around shared automation interests. If you enjoy facilitating conversations and creating learning spaces, this path may be right for you.As a Community Captain, you:Plan and host user groups (virtual or in-person) Lead discussions on use cases, trends and best practicesA single meetup can spark ideas that elevate entire automation programs, and Community Captains create those moments.

At Automation Anywhere Pathfinder Summit 2025, we invited the Pathfinder Community to take on an exciting challenge: Identify a real business problem. Design a goal-based AI agent. Build something that works.The response exceeded my expectations.What impressed me most wasn’t only the technical creativity. It was the storytelling. Each participant clearly articulated the problem, explained why it mattered, and showed how an agent could step in to help. That mindset is what agentic process automation (APA) is all about.Today, I’m excited to celebrate our three winners. 🥉 Third Place: Jenna – Turning Product Reviews Into InsightJenna (​@Jenna4321) started with a simple observation: every company collects product reviews. Very few teams actually extract structured insight from them fast enough to influence decisions.Anyone who has tried to manually review hundreds of

Welcome to the January Developer Meetup Recap!In our first Developer Meetup of 2026, we dove into Agentic Browser Automation with UI Agents, led by Pratyush Garikapati, Director, Product Management at Automation Anywhere. Pratyush walked through how UI Agents enable goal-driven browser automation, demonstrated a real-world invoice extraction and entry workflow, and explained how teams can combine UI Agents with existing RPA, recorders, and document automation to reduce build time and maintenance at scale.HOSTSPratyush Garikapati, Director, Product ManagementLu Hunnicutt, Pathfinder Community ManagerTOPICIn this session, we explored how Automation Anywhere’s UI Agents enable goal-driven browser automation. UI Agents let you express the goal (what you want done) while the agent inspects the page, plans the steps, executes actions (DOM and/or

Welcome to the February Product Club Recap! This month, the Automation Anywhere community gathered for a look at Universal Webhook Listener (UWL) and how it unlocks real-time, event-driven automation far beyond the limits of pre-built integrations. The session featured Vineet Pujari (Product Management) and Max Cassidy (Senior Developer Evangelist), who broke down the “why,” the “how,” and the real-world patterns teams can use to move from polling-based automations to instant, contextual execution.SPEAKERSVineet Pujari, Principal Product ManagerMax Cassidy, Senior Developer Evangelist

In enterprise automation, speed is seductive. Every team wants to move faster by deploying automations, integrating systems, and scaling digital workers across business units. But, for companies in highly regulated industries like banking, healthcare, and insurance, speed without oversight can be a liability.That’s the paradox of automation governance: how do you move fast without breaking trust?The answer is smarter design.At Automation Anywhere, we built CoE Manager with one guiding principle: governance should accelerate automation, not strangle it.The Governance DilemmaEvery large enterprise eventually confronts the same reality: the more successful your automation program becomes, the harder it is to manage.What starts as a few departmental automations can quickly evolve into a portfolio spanning hundreds of processes, multiple geographies, and countless stakeholders. Without a structured

Bot Store was created in 2018 to solve a practical problem. Automation teams were spending too much time rebuilding the same foundational pieces: common actions, system integrations, etc. The idea was simple: share what’s proven to work so the automation community across the globe could move faster and avoid starting from scratch.This idea still holds true. What’s changed is the nature of automation itself.Today, as automation evolves into the era of agentic AI, where systems plan and act toward goals, we’re evolving our marketplace as well. Bot Store is now the Agentic App Store, fully aligned with Automation Anywhere’s agentic process automation (APA) vision and approach.Whether you’re a seasoned automation developer or a citizen developer building your first agentic workflow, Agentic App Store gives you a shortcu

Most automation teams have experienced the same kind of failure: A workflow starts with an email. It pulls out some fields, applies business rules, and sends the result along. During testing, everything works perfectly. But in production, someone forwards the email instead of replying. A field label changes. A signature block shows up in the wrong spot. The automation fails not because the logic is wrong, but because real-world details changed.This problem goes well beyond tools, starting with how we think about solving the problem.Traditional automation assumes that inputs, formats, and decisions can all be set ahead of time. This works for some tasks, but falls apart as processes get more complex, variable, and involve more human input. Goal-based AI agents try to change this basic assumption. The ceiling of deterministic automationDeterministic automation works best when systems are predictable. APIs give back the same data formats. I

In many automation projects, bots need to exchange files with external systems like APIs, databases, or web applications. However, not all systems can directly send or receive physical files such as PDFs, images, or Excel sheets. Most of them work only with text data.This is where Base64 file conversion becomes useful.Base64 conversion allows us to convert a file into a text format so it can be safely transferred through APIs, JSON payloads, or stored in systems that do not support binary files. Later, the same text can be converted back into the original file without losing any data.Approach Used in Automation AnywhereAutomation Anywhere does not provide a direct built-in action to encode or decode files into Base64. To handle this, we use a C# DLL that exposes functions for:Encoding a file into Base64 Decoding a Base64 string back into a file

Welcome to the January Product Club Recap! This month we kicked off the very first Product Club of 2026 with a deep dive into Document Automation, led by Alex, Director, Product Management at Automation Anywhere. Alex walked through what’s new, what’s next, and how teams can use cloud-scale extraction and GenAI-driven configuration to improve speed and accuracy across real-world document workflows.HOSTSLu Hunnicutt, Pathfinder Community ManagerAlexander Timoshenko, Director, Product ManagementTOPICIn this session, we explored how Automation Anywhere’s Document Automation product helps teams extract structured data from unstructured documents (including tables) and how recent innovations are improving both performance and accuracy. Alex introduced Document Automation as a modular extraction capability that plugs into workflows to extract fields from documents like invoices, p

Artificial intelligence (AI) is now firmly embedded in the fabric of enterprise operations, driving real impact and delivering measurable value across industries. The era of experimentation has evolved into one of purposeful, organization-wide adoption. As enterprises move from limited pilots to robust, scaled deployments, the profound opportunities and real-world complexities of AI are coming into sharper focus.Looking ahead to 2026, the companies that truly lead the pack will not be those who adopted AI first. Instead, they will be the ones who implemented it with a clear strategy, strong governance, and a commitment to long-term discipline. The story of enterprise AI is evolving, and the next chapter is all about maturity, reliability, and systemic strength.Trust is the foundation, not the finish lineFor years, the conversation around AI has been dominated by a single, critical word: trust. It’s a theme that will undoubtedly continue to be important in 2026

We’re excited to highlight ​@Ganesh Bhat, Senior Software Engineer at Novatio Solutions, as our Pathfinder Member of the Quarter.Ganesh has become known across the Pathfinder Community as someone who not only shows up but genuinely elevates the space. He’s an MVP in all the ways that count: sharing expertise, encouraging others, and engaging in Pathfinder programs like Product Club, Developer Meetups, and User Groups (and he has the official MVP title to prove it, for over a year now!).Ganesh has gone above and beyond, wi

By Peter White, Chief Product Officer, Automation AnywhereAgentic ConfusionScroll through LinkedIn or attend an AI conference, and you’ll hear dozens of definitions of what an “agent” is. Some describe any chatbot that answers questions. Others point to plugins or integrations that extend model capabilities. The result is a cloud of confusion where everything becomes an agent and, at the same time, nothing does.For enterprises, this lack of clarity creates real risk. Decision-makers evaluating technology need to know what agents can deliver today, how they differ from other forms of automation, and what criteria separate hype from substance.From my perspective leading emerging product strategy at Automation Anywhere, one principle has consistently proven true: agents earn the name only when they combine knowledge with actions that drive outcomes.Defining an AgentAt its simplest, an agent combines three capabilities:

This November 18–19, join us for our biggest community event of the year — Automation Anywhere Pathfinder Summit 2025: The Automation Revolution World Tour.Across 48 hours of global programming, you’ll connect with automation innovators, sharpen your technical skills, and see what’s next in agentic process automation (APA) — the breakthrough rewriting how work gets done.Whether you’re a developer, automation leader, or business innovator, here are 5 reasons you don’t want to miss it.1. Be part of the automation revolutionPathfinder Summit brings together the world’s most influential automation professionals — the change agents leading the shift from RPA to agentic process automation. You’ll be part of a movement that’s shaping the next era of digital transformation.2. Choose from 75+ sessions across four tracksDive deep into your area of focus — Strateg