UiPath vs Workato (2026)

Tools connect an agent's reasoning to real actions, giving it access to data in business applications and the ability to execute functions, and an agent can only act through tools it has been explicitly granted, described in the system prompt with when to use them. Integration Service adds an MCP Connector that lets workflows call tools from any compatible MCP server as a native activity, Database Hub to read and write systems such as SQL Server, Oracle and Databricks without custom code, and Relay to reach on premises systems from cloud automations.

Sourcedocs.uipath.com/agents (agent tools) and uipath.com/newsroom/uipath-platform-updates-fusionread 2026-10-24

Genies act through skills, which are workflows built on Workato's connector library that the agent invokes to take action and respond to users. MCP server skills let a genie call custom and common provider MCP servers as a client, reaching external APIs and third party tools without building each integration.

Sourcedocs.workato.com/en/agentic/skills/mcp-server-skills.mdread 2026-09-18

UiPath orchestrates agents of every origin, UiPath system agents, low-code agents, coded agents and external agents, inside one platform, where agents work alongside activities, other agents, apps, human tasks and Maestro for business process orchestration, and are managed, scheduled and monitored through Orchestrator.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide/agent-capabilities-in-the-uipath-platform.mdread 2026-09-18

A single flow can combine deterministic recipes with autonomous genies. The Assign task to genie action hands a task to a genie, the recipe job suspends while the genie works, and the job resumes with the genie's response available to the next steps, which suits automated tasks with no user present. Chaining patterns support agent orchestration, and a Send business event action covers cases where a user must be reached.

Sourcedocs.workato.com/en/agentic/agent-studio/connectors/workato-genie-connector/actions/assign-task-to-genie.mdread 2026-09-18

Agents deploy as processes in Orchestrator, which schedules and launches jobs through time triggers at regular intervals and queue triggers that start the automation whenever new items are added to a queue, so agents run without anyone asking.

Sourcedocs.uipath.com/orchestrator/automation-cloud/latest/user-guide/about-triggers.mdread 2026-09-18

App Events let a genie act proactively by responding to triggers from external systems such as Salesforce or Zoom, instead of waiting for a user to start a conversation, and surface tasks to users at the right time. These event triggers are set on the genie itself.

Sourcedocs.workato.com/en/agentic/agent-studio/app-events.mdread 2026-09-18

An index added as agent context gives the agent access to a permissioned knowledge base of the customer's own content, and the builder configures the search strategy and scope that decide what the agent retrieves.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide/agent-contexts.mdread 2026-09-18

Genies answer from knowledge bases the customer maintains, which hold persistent reference content such as policies, documentation and product information. That content comes back with its metadata to ground the genie's behavior, and the knowledge bases are fed from Workato GO data sources and from knowledge base recipes that sync content from connected apps. New material is added or synced in, with no retraining.

Sourcedocs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-bases.mdread 2026-09-18

Agent memory, in preview, keeps memory spaces that several agents can share. Episodic memory holds the inputs, outputs and outcomes of past cases with the feedback attached to them, and items enter it when a person promotes feedback from an agent run. Escalation memory stores how a person resolved an escalation in Action Center.

Before each run a recall step embeds the current inputs, finds similar items and adds them to the agent's context as examples, and before raising an escalation the agent checks for a matching resolution. Memory items can be inspected, edited and deleted from the Memory spaces tab. Nothing is written to memory by the agent on its own, and no retention period or expiry is stated.

Sourcedocs.uipath.com agents user guide, agent memoryread 2026-10-25

Within an interaction, genies keep conversation history that grounds their responses, and each test or chat session has its own conversation context. Workato calls knowledge bases the genie's memory, but that long term store holds reference content the customer supplies, not a record of what the agent has learned or retained. There is no memory layer that the genie writes to and a user can review, edit, delete or scope by user, team or workspace.

Sourcedocs.workato.com/en/agentic/agent-studio/knowledge-bases/knowledge-bases.mdread 2026-09-18

Escalations, powered by Action apps in Action Center, let a developer have the agent validate business details with a person before running a tool, request approval, or ask for manual assistance on a business exception. Each escalation carries a prompt that tells the agent when to raise it, and is routed to a specific user, to the least-loaded member of a group, to all group members, or round robin. Runtime Checker validates agent behavior against defined policies while the agent is running, not only when it was built, and an LLM as judge guardrail evaluates outputs against custom criteria.

Sourcedocs.uipath.com/agents (agent escalations) and uipath.com/newsroom/uipath-platform-updates-fusionread 2026-10-24

Business approvals let a builder attach an approval workflow to a skill, the point where the agent acts, so a designated reviewer approves or rejects the action before the genie carries it out. A Create approval request action raises approvals from recipes. Guardrails add per genie controls including prompt attack detection and harmful content filtering.

Sourcedocs.workato.com/en/agentic/agent-studio/business-approvals.mdread 2026-09-18

UiPath's trust portal publishes a SOC 2 Type 2 report, an ISO 27001 certificate, a HITRUST certificate, C5, IRAP, HIPAA and Spain's ENS certificate of conformity. The customer-facing controls on the agent layer are Automation Ops policies applied through the AI Trust Layer at tenant level, which control whether users can access and use agents across the organization.

Sourcetrust.uipath.comread 2026-09-18

Workato's compliance program covers ISO 27001, ISO 27701 and ISO 42001, SOC 1 Type II, SOC 2 Type II and SOC 3, PCI DSS v4.0.1 Level 1 as a service provider with an annual assessment, HIPAA with business associate agreements, IRAP, and NIST 800-171A r2 for controlled unclassified information. For agents, the customer facing controls sit on the Headless API, where an application authenticates either with an API key that asserts the end user's identity or with OAuth 2.0 and PKCE, so end users sign in through Workato Identity delegated to the customer's own identity provider.

Sourcedocs.workato.com/en/security/security-compliance.mdread 2026-09-18

Every agent run leaves a trace, a detailed record of the steps taken, data processed, decisions made and results generated, with timestamps, errors, inputs and outputs, so a failed tool call can be inspected at the exact step with its inputs, outputs and error. UiPath positions traces for debugging, performance analysis of latency, errors and throughput, and compliance and auditing as a verifiable record of what the agent did, when and how.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide/agent-traces.mdread 2026-09-18

Every genie conversation is recorded and can be inspected step by step. The Conversations page lists past threads with topic, participants, source and errors, and its Response details panel lists each action the genie took, including LLM calls, skills, knowledge base lookups, recipes and app calls, each of which expands to help trace the root cause of errors. Conversation data is also available through the Developer API and through real time audit log streaming to external systems.

Sourcedocs.workato.com/en/agentic/agent-studio/conversations.mdread 2026-09-18

UiPath comes in two delivery models, Automation Cloud, its cloud service, and Automation Suite, which runs the platform on the customer's own premises, each with its own documentation set. Automation Suite now runs on Linux with the full agentic AI stack, so agents, robots and people work inside infrastructure the enterprise already operates.

Sourcedocs.uipath.com/llms.txt and uipath.com/newsroom/uipath-platform-updates-fusionread 2026-10-24

Enterprise customers choose the cloud region where Workato stores and processes their automation data, including recipes, connections, shared assets and job history, and the data stays isolated in that region. Workato also offers a China data center and a Virtual Private Workato hosting edition. Self service tiers cannot choose a region.

Sourcedocs.workato.com/en/datacenter/datacenter-overview.mdread 2026-09-18

UiPath ships agent templates, available on the Agents page in Automation Cloud and in UiPath Marketplace, each preconfigured for a specific task with a system prompt, activity tools with descriptions and starter evaluation sets, needing only minimum configuration to run and open to modification.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide/using-agent-templates.mdread 2026-09-18

Workato Genies are purpose built AI agents for specific business functions, each with ready made skills, knowledge bases and app integrations. They include License Genie for software license optimization, EDI Genie for EDI operations and IT Support Genie with a multi tier approval workflow. Each genie works on its own, and together they serve as a starting point for custom genies built in Agent Studio.

Sourcedocs.workato.com/en/agentic/workato-genies.mdread 2026-09-18

The builder chooses the model for each agent at design time and refines that choice once evaluations show how different models perform on accuracy, stability, speed and cost, and a custom model can be configured for Context Grounding through the admin guide's LLM configuration.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide/choosing-the-best-model-for-your-agent.mdread 2026-09-18

Anthropic Claude is the default model for genies, and the builder can switch to OpenAI GPT, with the supported model versions listed by Workato. Providers differ in how they call tools, so Workato advises retesting a genie after a switch.

Sourcedocs.workato.com/en/agentic/agent-studio/ai-model/ai-model.mdread 2026-09-18

With a UiPath SDK, developers build coded agents in their own IDE, package them and deploy them to Orchestrator as standard packages, where they run as processes under the same governance as other automations, and they can connect the project to Studio Web for debugging, evaluation and publishing.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide/about-coded-agents.mdread 2026-09-18

The Headless API lets any application the customer builds talk to a genie directly over a REST API. Walkthroughs show how to chain requests into a full conversation and how to build a custom chat interface on top of it.

Sourcedocs.workato.com/en/agentic/agent-studio/chat-interface/headless-api.mdread 2026-09-18

Evaluations check agents against defined cases before and during release. An evaluation pairs an input with an evaluator that checks the agent's output or trajectory against the expected result, evaluation sets group evaluations, and each run produces a score from 0 to 100 with traces of the evaluation runs to diagnose failures and re-run. Evaluations can be created from correct past runs, and evaluation results guide model choice.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide/agent-evaluations.mdread 2026-09-18

Before release, builders test genies in Test mode, a live, isolated environment where the builder chats with the genie and sets up frequently repeated scenarios, such as a set of authentication prompts, to check skill use and knowledge base retrieval against expected behavior before production. Test mode returns the genie's responses for the builder to review, not a score, and there is no scored evaluation or pass rate that tracks output quality over time.

Sourcedocs.workato.com/en/agentic/agent-studio/test-genie.mdread 2026-09-18

Robots operate real application interfaces in attended and unattended automation, and Healing Agent autonomously detects and recovers from UI automation failures caused by changing interfaces, network throughput and evolving UI frameworks, using just-in-time analysis of the automation to choose a recovery strategy.

Sourcedocs.uipath.com/agents/automation-cloud/latest/user-guide-ha/what-is-healing-agent.mdread 2026-09-18

Genies act through skills, recipes, connectors and MCP tools and do not operate an interface. Workato does offer screen level robotic process automation as RPA by Workato, built in partnership with Robotiq.ai. The bots and their processes are created and run in a Robotiq.ai account and documented on the partner's site, and Workato's connector starts jobs and reads their logs. RPA by Workato is a partner product sold beside the platform, and Workato does not describe how it copes when UI elements change.

Sourcedocs.workato.com/en/connectors/rpa-by-workato.mdread 2026-09-18