- Overview
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activity package
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix ShareFile
- Clearbit
- Confluence Cloud
- Constant Contact
- Coupa
- Customer.io
- Datadog
- Deputy
- Discord - Preview
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte
- Epic FHIR R4 - Preview
- Eventbrite
- Exchangerates
- Expensify
- Facebook
- Freshbooks
- Freshdesk
- Freshservice
- GetResponse
- GitHub
- Google Maps
- Google Speech-to-Text
- Google Text-to-Speech
- Google Vertex
- Google Vision - Preview
- GoToWebinar
- Release Notes
- About the GoToWebinar activity package
- Project Compatibility
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
- Quick Update Webinar
- Search Recording Assets
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- API References
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM
- HubSpot Marketing
- iContact
- Insightly CRM
- Intercom
- Jira
- Release notes
- About the Jira activity package
- Project compatibility
- Create Issue
- Add Issue Attachment
- Download Issue Attachment
- Get Instance Details
- Add Comment
- Get Comments
- Get Issue
- Search Issues by JQL
- Update Issue
- Update Issue Assignee
- Find User by Email Address or Display Name
- Update Issue Status
- Delete Record
- Get Record
- Insert Record
- List All Records
- Replace Record
- Upsert Record
- Invoke Operation
- Delete Issue
- Event Trigger
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- Mailjet
- MailerLite
- Mailgun
- Marketo
- Microsoft Azure OpenAI
- Microsoft Dynamics CRM
- Microsoft Sentiment
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activity package
- Project compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to Channel Message
- Create Online Teams Meeting
- Send Channel Message
- Send Group Chat Message
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- Get Online Teams Meeting
- List All Recordings
- List All Transcripts
- Download Meeting Transcript/Recording
- List All Records
- Insert Record
- Update Record
- Get Record
- Delete Record
- Technical references
- Microsoft Translator
- Microsoft Vision
- Miro
- Okta
- OpenAI
- Oracle Eloqua
- Oracle NetSuite
- Release Notes
- About the Oracle NetSuite activity package
- Project Compatibility
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Create Basic Company Customer
- Create Basic Company Vendor
- Create Basic Contact
- Create Basic Individual Customer
- Create Basic Individual Vendor
- Create Basic Support Case
- Update Basic Company Customer
- Update Basic Company Vendor
- Update Basic Contact
- Update Basic Individual Customer
- Update Basic Individual Vendor
- Update Basic Support Case
- Customer Created
- Customer Updated
- Record Created
- Record Updated
- Support Case Raised
- Support Case Updated
- Vendor Created
- Vendor Updated
- PagerDuty
- Paypal
- PDFMonkey
- Pinecone
- Pipedrive
- QuickBooks Online
- Quip
- Salesforce
- Release Notes
- About the Salesforce activity package
- Project Compatibility
- Create Account
- Update Account
- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Create Opportunity
- Upload File
- Download File
- Search Records
- Get Opportunity
- Get Lead
- Get Contact
- Get Account
- Add File to Record
- Create Bulk Upload Job
- Get Bulk Job Info
- Starts or Aborts Bulk Job
- Download SOQL Bulk Job Results
- Download Unprocessed Records of Bulk Upload
- Create Bulk Download Job Using SOQL
- Search Using String
- Get Object Fields
- Insert Record
- Get Record
- Delete Record
- Update Record
- List All Records
- Salesforce Marketing Cloud
- SAP BAPI - Preview
- SAP Build Process Automation - Preview
- SAP Cloud for Customer
- SAP Concur
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project Compatibility
- Troubleshooting
- Create New Incident
- Create Incident Task
- List All Incidents
- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
- List All Attachments
- List All Incident Tasks
- Update Incident Task
- When an Event Happens
- Delete Attachment
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Incident Created
- Incident Updated
- Incident Task Created
- Incident Task Updated
- Record Created
- Record Updated
- Shopify
- Slack
- Release Notes
- About the Slack activity package
- Project compatibility
- Create Channel
- Invite Users to Channel
- Remove User from Channel
- Send File to Channel
- Send Message to Channel
- Send Message to User
- Send Reply
- Send Button Response
- Create User Group
- Get User
- List All User Groups
- List All Users
- Set Channel Topic
- Join Channel
- Archive Channel
- Create Group Direct Message
- Get Channel Info
- Button Clicked
- Troubleshooting
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- UiPath GenAI Activities
- IBM WatsonX
- WhatsApp Business
- WooCommerce
- Workable
- Workday
- Workday REST - Preview
- X (formerly Twitter)
- Xero
- Release notes
- About the Xero activity package
- Project compatibility
- Create Contact
- List All Contacts
- Add Attachment to Contact
- Get Balance Sheet Report
- Get BAS Report
- Get GST Report
- Get Bank Summary Report
- Get Aged Receivables by Contact Report
- Get Attachments of a Contact
- Get Budget Summary Report
- Get Profit and Loss Report
- Get Trial Balance Report
- Get Executive Summary Report
- Get Aged Payables by Contact Report
- List Reports
- Delete Record
- List All Records
- Get Record
- Insert Record
- Replace Record
- Youtube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
PREVIEWIndex and Ingest (Public Preview)
Index and ingest data from data sources to create embeddings to support Retrieval Augmented Generation (RAG) within UiPath GenAI Activities.
-
Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.
- Orchestrator folder - The Orchestrator folder that contains data you'd like to query with Context Grounding. This must be a Shared folder. Search by name or select from the dropdown list of available/permissioned Orchestrator folders in that tenant. This
field supports
String
type input. - Orchestrator bucket - The Orchestrator bucket in sthe shared folder. Search by name or select from the dropdown list from the buckets in that
folder. This field is displayed after you select the Orchestrator folder. This field supports
String
type input. - Index name - If you have previously created an index, select one from the available options in dropdown list. If you have not, create
a new index. This field supports
String
type input. - Data type - Define the specific data type in the Orchestrator bucket being ingested: PDF, JSON, or CSV. Only one file type can be ingested at a time. If you have multiple types, run the each activity for each file type.
- File glob pattern - Define this to match the file in the Data type field if you have multiple data types in the same Orchestrator Bucket that you want to ingest. Select:
*.
- if you are ingesting the same file type as the previous request.*.pdf
- for PDFs.*.csv
- for CSVs.*.json
- for JSONs.
Additional properties
Output
- Index ID - The unique identifier for the schema used in indexing.
- Datasource ID - A unique identifier for the data source.
- Index and Ingest - Automatically generated output variable.
The Index and Ingest activity makes your datasets available at runtime for querying and Retrieval Augmented Generation (RAG) by LLMs. Note that Orchestrator buckets and indices are separate entities. Context Grounding uses Orchestrator buckets where you can upload and store files to create indices. These indices can then be referenced when searching for semantically similar context to insert into an LLM prompt.
- Index: In the UiPath-managed vector database, create an organized location (e.g. a folder) in which embeddings are stored and referenced at runtime.
- Ingest: Convert business data stored in Orchestrator buckets into representative embeddings; vectors that can be searched with results presented in a manner that LLMs can understand well.
To use Index and Ingest, you must upload data into shared UiPath Orchestrator buckets via direct upload, API, or an activity. The activity uses this data to:
- Create new indices (e.g. just getting started, adding new data you’d like organized in different folders).
- Re-ingest and re-index data (e.g. making sure you have the most relevant results; deleting a dataset, adding new ones).
Term | Definition |
---|---|
Orchestrator folder | General storage for data to be used in UiPath platform. |
Orchestrator bucket | The specific location of the data within the folder for which you’d like to create an index. There is typically a 1-1 relationship between buckets and indices. |
Index name | The unique name of the index you’d like to create or update.
Once created, this appears under the Index name field dropdown list in the Index and Ingest activity, and in the Index field dropdown list in the Content Generation activity. |
We recommend using this activity asynchronously in case it takes additional time. That way, create/record/update/delete actions can be managed effectively, and potential errors do not implicate downstream activities. You can accomplish this using a separate process or a Delay activity within the same process. For best results, use two separate processes.
For more information, see Managing the ingestion pipeline.