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uipath-planner

Generates UiPath Solution Design Documents from PDDs and derives multi-skill task plans.

9|6|Updated Aug 25, 2017
Search Tags:#task planning#sdd#solution design#pdd#uipath#rpa#automation architecture
One-click install
npx skills add https://github.com/sergueik/springboot_study --skill uipath-planner-sergueik
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: uipath-planner
Source: https://github.com/sergueik/springboot_study/tree/main/basic-uipath-skills/.github/skills/uipath-planner
Command: npx skills add https://github.com/sergueik/springboot_study --skill uipath-planner-sergueik

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandoc, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve? Turning a Process Design Document (PDD) or other process-knowledge source into an implementable UiPath architecture is error-prone: wrong product selection, missing platform constraints, and unclear task routing across many specialist skills. This Skill authors a Solution Design Document (SDD) and derives a routed, multi-project task list without writing any automation code. ## Core Features & Use Cases - SDD Authoring (Phase D): Converts a PDD, Confluence page, BPMN model, SOP, or meeting transcript into a template-conformant SDD with product selection gated by delivery-model constraints (Cloud, Automation Suite, standalone). - Task Derivation (Lanes A/B): Reads an SDD's Planner Handoff header or a document-less multi-project request, then emits a plan file and live TaskCreate calls routing work to specialist skills (RPA, Maestro Flow/BPMN/Case, Agents, Coded Apps, API Workflows, Solution deploy). - Use Case: A user provides a 40-page PDD for an invoice-processing automation. The Skill extracts steps, applications, exceptions, and canonical test data, selects an RPA + Maestro Flow solution scope, writes the SDD, and emits ordered build, test, and deploy tasks for the specialist skills. ## Quick Start Ask the assistant to analyze the attached PDD file and generate a UiPath Solution Design Document and implementation task plan from it.

Frequently Asked Questions about uipath-planner

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a UiPath SDD from a PDD?▼

Provide the PDD file (PDF, Word, Markdown, or text) and ask for an SDD. The planner reads the document, asks about execution autonomy and delivery model, selects the product scope via a constraint-gated decision tree, and writes a template-conformant SDD to disk.

What inputs does the UiPath planner accept besides a PDD?▼

It accepts any process-knowledge source: Confluence or wiki pages, BPMN models, SOPs, requirements docs, meeting transcripts, or pasted text. Less-structured sources like transcripts trigger heavier elicitation questions to fill gaps in steps, applications, and exceptions.

Does the planner write UiPath XAML or C# automation code?▼

No. The planner only authors SDD markdown, plan and tasks markdown, and live TaskCreate calls. All implementation work — XAML, C#, Python, JSON project files — is routed to specialist skills such as uipath-rpa or uipath-agents.

When should I use the planner instead of a specialist skill directly?▼

Use the planner when you have a PDD/SDD, an explicit design request, or work spanning separate buildable projects. Skip it for single-project tasks — a Flow with inline HITL or script nodes is one uipath-maestro-flow task, not a multi-skill plan.

How does delivery model affect UiPath product selection?▼

The planner runs a Constraint Gate against a platform availability matrix before recommending products. Automation Suite or standalone deployments block cloud-only products like Maestro, Coded Apps, and Solutions (.uipx), and user-excluded products are never re-offered.

Why does the planner refuse to derive tasks from my SDD?▼

Task derivation (Lane A) only runs on SDDs whose Planner Handoff header shows Status: ready. A draft status means Phase D is unfinished or a blocking SME review item exists — resume or regenerate the SDD first.

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