About the Getting started with UiPath Maestro Case training

This course offers a practical introduction to case management in UiPath Maestro, a capability designed to orchestrate complex, long-running, and exception-driven work. You’ll learn how Maestro brings together people, automation, and AI agents to manage business situations that evolve over time and don’t follow a fixed workflow.  

You’ll explore the fundamentals of case management, including when to use it, how it differs from traditional process orchestration, and how to model cases using stages, tasks, and transitions. You’ll also learn about key concepts such as case lifecycle, SLAs, and human-in-the-loop decision-making.

Through a guided walkthrough, you’ll see how a real-world case is designed, executed, and monitored end to end in UiPath Maestro.

This course takes approximately 1 hour 15 minutes to complete. A knowledge check and feedback survey are required to receive a diploma of completion.

Audience

This course is primarily designed for automation developers, but it’s also suitable for anyone interested in building adaptive, real-world automation solutions.

Learning objectives

At the end of this course learners should be able to:

• Explain what case management is and why it is needed
• Identify scenarios where case management is the right approach
• Describe core concepts such as cases, stages, tasks, and transitions
• Explain how case lifecycle, SLAs, and human involvement are managed
• Understand how case management is implemented in UiPath Maestro
• Follow and interpret a real-world case management workflow

Agenda

• Introduction to case management
• When to use case management
• Core concepts and capabilities
• Case lifecycle and orchestration
• Guided case management walkthrough