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  • Overview
    • Introduction to UiPath Maestro™
    • Requirements
    • Example scenarios
      • Getting started with process modeling
      • Model, implement, then operate a simple process
  • Process modeling
  • Process implementation
  • Process operations
  • Process monitoring
  • Process optimization
  • Business Rules (Public Preview)
  • Reference information
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Maestro user guide

Last updated Apr 30, 2025

Getting started with process modeling

In this example we will build an invoice processing agentic process. The aim is to have a process like in the following example:

To build this example, use a standalone canvas accessible by anyone via bpmn.uipath.com, where you can start modeling an agentic process with full canvas functionality, but without the ability to implement connections to other UiPath capabilities (e.g., RPA workflows, AI Agents, etc.)

  1. Navigate to bpmn.uipath.com.
  2. Select the start event element on the canvas to bring up the element toolbar. Select Change element from the element toolbar.


  3. Select Message start event.
  4. Double-click the Message start event element to rename it. Rename it to Invoice created.
    Tip: You can also Name field from the Properties tab on the right side of the screen to rename an element.
  5. Add a Task element next to the Message start event element from the toolbar on the left side.
  6. Select the Message start event and choose Connect from the element toolbar. Connect it to the Task element.


  7. Rename to Task element to Invoice to PO Matching.
  8. Change the Task element to Service task.


  9. Select the Invoice to PO Matching task and choose Add: Exclusive gateway from the element toolbar. Name the exclusive gateway to Is manual resolution required?.


  10. Add two Tasks from the exclusive gateway and arrange them as follows:
    • One Task element below the exclusive gateway.
    • One Task element to the right of the exclusive gateway.
    1. Name the edge going to the right out of the exclusive gateway as No and the corresponding task as Approve invoice.
    2. Name the edge going out the bottom of the exclusive gateway as Yes and the corresponding task as Resolve discrepancies.
    3. Change both tasks to User task.


  11. Name the edge going to the right out of the exclusive gateway as No and the corresponding task as Approve invoice.
  12. Select the Resolve discrepancies user task and choose Add: Exclusive gateway.
    1. Rename the exclusive gateway to Resolution outcome.
  13. Add two Tasks from the exclusive gateway and arrange them as follows:
    • One Task element below the exclusive gateway.
    • One Task element to the right of the exclusive gateway.
    1. Name the edge going to the right out of the exclusive gateway as Rejected, and the corresponding task as Notifiy vendor.
    2. Name the edge going out the bottom of the exclusive gateway as Info needed, and the corresponding task as Request information.
    3. Change both tasks to Send task.


  14. Select the Request information send task and choose Add: Exclusive gateway.
    1. Select the exclusive gateway and name it to Ensure response 1 day.
    2. Change the exclusive gateway to Event-based gateway.
  15. Select Ensure response 1 day exclusive gateway and choose Add: Timer intermediate catch event.
    1. Name the timer intermediate catch event as No response.
    2. Connect the No response timer intermediate catch event to the Request information send task.


  16. Select Ensure response 1 day exclusive gateway and choose Add: Message intermediate catch event.
    1. Name the message intermediate catch event as Response.
    2. Connect the Response message intermediate catch event to the Resolve discrepancies user task.


  17. Select the Approve invoice user task and choose Add: Exclusive gateway.
    1. Name the exclusive gateway as Approved?.
    2. Connect the Approved? exclusive gateway to the Notify vendor send task and name the edge connection as No.
    3. Select the Approved? exclusive gateway and choose Add: Task.
    4. Name the task as Post invoice to SAP and the edge connection as Yes.
    5. Change the Post invoice to SAP task to Service task.


  18. Select the Post invoice to SAP task and choose Add: End event.
  19. Select the Notify vendor send task and choose Add: Task.
    1. Name the task as Dispute investigation.
    2. Change the Dispute investigation task to Service task.
    3. Connect the Dispute investigation service task to the Approve invoice user task.


  20. Select the Notify vendor send task and choose Add: Intermediate event.
    1. Name the intermediate event as No dispute.
    2. Select the connection between the No dispute intermediate event and the Notify vendor send task and delete it.
    3. Drag the No dispute intermediate event and drop it on the Notify vendor send task to attach it as a boundary event.
    4. Change the No dispute intermediate event to Timer boundary event.
    5. Connect the No dispute timer intermediate event to the End event.
    We have now completed modeling the invoice processing process.

  21. Select the Validation issues (7) validations panel in the bottom left side.
    You can check any warning or errors based off of BMPN rules in this panel. Select a specific message to view the affected elements on the canvas. You can ignore these errors at this moment, as the missing condition expressions are implementation details.


  22. Select the Download to file button to export your process as a BMPN file.


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