• Has a clear trigger description that explains when to use it
• Accepts inputs (parameters) that vary each run
• Produces a consistent output (document, report, update, etc.)
• Appears in your sidebar for one-click access
• Can be shared with teammates

• Asking Delegate for the same type of task weekly (e.g., "Prepare my Monday morning brief")
• Following a consistent process with varying data (e.g., "Generate a status report from this Jira project")
• Sharing a workflow with teammates who need to perform the same task
• Wanting to schedule automation to run at specific times

Method 1: Save a successful session​

1. Complete a Delegate session that produces the result you want to reuse.
2. Select Save as Routine (appears in the conversation options).
3. Delegate analyzes the session and suggests:
   • A name for the Routine
   • Input parameters (what varies each time)
   • The output format
4. Review and edit the suggested configuration:
   • Name: Something descriptive (e.g., "Weekly Sales Report")
   • Trigger: When to use this (e.g., "When you need a summary of weekly sales data")
   • Inputs: What information is needed (e.g., "Week ending date", "Sales spreadsheet path")
   • Output: What the Routine produces (e.g., "PowerPoint presentation with charts")
5. Select Save.

Method 2: Create from scratch​

1. Open Settings → Routines (or use the sidebar menu).
2. Select Create Routine.
3. Fill in the configuration:
   • Name: The display name in your sidebar
   • Description: What this Routine does
   • Trigger: Natural language description of when to use it
   • Inputs: Define parameters with names, types, and descriptions
   • Steps: Describe what Delegate should do (or paste a successful session transcript)
4. Select Save.

Method 3: Edit a SKILL.md file​

1. Locate your LocalSkills directory:
   • macOS: ~/Library/Application Support/UiPath/Delegate/LocalSkills/
   • Windows: %APPDATA%/UiPath/Delegate/LocalSkills/
2. Create a new folder for your Routine (e.g., my-routine/).
3. Create SKILL.md inside the folder with the Routine definition.
4. Restart Delegate or refresh skills in Settings.

SKILL.md structure​

---
name: my-routine
friendly_name: Weekly Sales Report
version: 1.0.0
description: "Generates a weekly sales summary from spreadsheet data"
icon: FaChartBar
color: "3B82F6"
trigger: "When you need a summary of weekly sales performance"
inputs:
  - name: week_ending
    type: date
    description: "The last day of the week to report on"
  - name: data_file
    type: file
    description: "Path to the sales data spreadsheet"
output:
  type: file
  description: "PowerPoint presentation with sales charts"
---

## Steps

1. Read the sales data from {data_file}
2. Filter for the week ending {week_ending}
3. Calculate total sales, top products, and regional breakdown
4. Create a PowerPoint with:
   - Title slide: "Weekly Sales Report - {week_ending}"
   - Summary slide with key metrics
   - Chart slide showing product performance
   - Regional breakdown table
5. Save as "Sales_Report_{week_ending}.pptx" on the Desktop
---
name: my-routine
friendly_name: Weekly Sales Report
version: 1.0.0
description: "Generates a weekly sales summary from spreadsheet data"
icon: FaChartBar
color: "3B82F6"
trigger: "When you need a summary of weekly sales performance"
inputs:
  - name: week_ending
    type: date
    description: "The last day of the week to report on"
  - name: data_file
    type: file
    description: "Path to the sales data spreadsheet"
output:
  type: file
  description: "PowerPoint presentation with sales charts"
---

## Steps

1. Read the sales data from {data_file}
2. Filter for the week ending {week_ending}
3. Calculate total sales, top products, and regional breakdown
4. Create a PowerPoint with:
   - Title slide: "Weekly Sales Report - {week_ending}"
   - Summary slide with key metrics
   - Chart slide showing product performance
   - Regional breakdown table
5. Save as "Sales_Report_{week_ending}.pptx" on the Desktop

From the sidebar​

1. Look for the Routines section in the left sidebar.
2. Select the Routine you want to run.
3. Delegate prompts you for any required inputs.
4. Review the plan (if in Guided mode).
5. The Routine executes and produces the output.

By mentioning it​

Run the Weekly Sales Report for last week using the file in ~/Documents/Sales/
Run the Weekly Sales Report for last week using the file in ~/Documents/Sales/

Via keyboard shortcut​

1. Press your configured shortcut (e.g., Cmd+Shift+1).
2. The Routine runs immediately (or prompts for inputs).

Favoriting​

1. Find the Routine in the sidebar.
2. Select the star icon (or open the context menu → Add to Favorites).
3. The Routine moves to the Favorites section.

Editing​

1. Open the context menu for the Routine in the sidebar → Edit.
2. Or go to Settings → Routines → find the Routine → Edit.
3. Modify name, description, inputs, or steps.
4. Save changes.

Duplicating​

1. Open the context menu for the Routine → Duplicate.
2. A copy appears with "(Copy)" in the name.
3. Edit the copy to customize.

Deleting​

1. Open the context menu for the Routine → Delete.
2. Or go to Settings → Routines → Delete.
3. Confirm the deletion.

Setting up a schedule​

1. Go to Settings → Routines → find your Routine.
2. Select Schedule.
3. Configure:
   • Frequency: Once, Daily, Weekly, Monthly
   • Time: When to run (your local time)
   • Inputs: Fixed values or "prompt at runtime"
4. Save the schedule.

Schedule options​

Managing scheduled routines​

1. Settings → Routines → Scheduled tab.
2. See upcoming runs, last run status, and history.
3. Enable/disable individual schedules.
4. Edit or delete schedules.

Export a routine​

1. Open the context menu for the Routine → Export.
2. Or go to Settings → Routines → Export.
3. Choose format:
   • ZIP file: Complete Routine folder (SKILL.md + any resources)
   • SKILL.md only: Just the definition file
4. Save to your desired location.

Share with a team​

1. Export the Routine as a ZIP.
2. Share via your normal channels (email, Slack, shared drive).
3. Recipients import via Settings → Routines → Import.

Publish to a marketplace feed​

1. Ensure your Routine follows the SKILL.md format.
2. Contact your UiPath administrator about your organization's Skill Marketplace feed.
3. Submit the Routine to the feed URL.
4. Team members can discover and install it via the Delegate Store.

Design for clarity​

• Name descriptively: "Weekly Sales Report" not "Report 1"
• Write clear triggers: Explain when someone should use this Routine
• Document inputs: Explain what each parameter is for and expected format
• Specify outputs: Describe what the user will receive

Handle variability​

• Use input parameters for anything that changes (dates, file paths, names)
• Provide sensible defaults where possible
• Validate inputs in the Routine steps (e.g., "Check the file exists")
• Handle missing inputs gracefully with fallback behavior

Test thoroughly​

• Run in Guided mode first to catch unexpected steps
• Test with edge cases (empty files, future dates, special characters)
• Verify outputs match expectations before sharing
• Test on different machines if sharing with a team

Version control​

• Duplicate before major changes to preserve working versions
• Document changes in the Routine description or a CHANGELOG
• Use semantic versioning in SKILL.md (1.0.0, 1.1.0, 2.0.0)

Security considerations​

• Do not hardcode credentials in Routine steps—use connections
• Be cautious with file paths—use relative paths or input parameters
• Review permissions before sharing—ensure recipients have access to required systems
• Sanitize inputs that go into shell commands or URLs

LocalSkills/
├── my-routine/
│   ├── SKILL.md          # Routine definition
│   ├── references/       # Optional: supporting files
│   └── examples/         # Optional: example inputs/outputs
└── another-routine/
    └── SKILL.md
LocalSkills/
├── my-routine/
│   ├── SKILL.md          # Routine definition
│   ├── references/       # Optional: supporting files
│   └── examples/         # Optional: example inputs/outputs
└── another-routine/
    └── SKILL.md

• Back up your Routines by copying the LocalSkills folder
• Sync across machines by placing LocalSkills in cloud storage (Dropbox, OneDrive)
• Version control by initializing the folder as a Git repository

• Share work with the Delegate Store — Find pre-built Routines and Skills
• Review the Settings reference — Configure Routine storage and scheduling
• Create your first Routine from a recent successful Delegate session