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Human in the Loop RPA: The workflow layer that makes RPA bots succeed

RPA excels at rule-based, repetitive tasks. Then it hits something unexpected.

A missing field. An unusual document format. A decision requiring judgment. When exceptions arise, traditional RPA either stalls completely or generates error logs nobody reviews.

Human in the loop RPA solves this, but here's what most organizations miss: simply adding human touchpoints isn't enough. You need a workflow layer above your RPA that orchestrates how exceptions reach the right people, with the right context, at the right time.

The industry obsesses over attended vs. unattended bots. That's the wrong conversation. The real question: what orchestrates the humans when bots can't continue?

That's the workflow layer gap. And it's why half of RPA projects fail.

Key takeaways

RPA bots excel at rules but break on exceptions. Traditional automation follows predefined workflows and struggles when data is missing, formats change, or decisions require judgment, leading to stalled processes and manual workarounds.

Human in the loop transforms fragile automation into resilient systems. By building human decision points directly into exception handling, organizations handle real-world variability without breaking workflows or losing audit trails.

Email-based exception handling is the silent killer of RPA projects. The industry's best practice is still "send a screenshot to someone's inbox." That's not exception handling. That's hoping someone notices.

Client-facing exceptions require a different approach. Most RPA tools assume exceptions stay internal. But what happens when a customer's document triggers an exception? You need orchestration that brings external stakeholders into the resolution, not just IT.

Orchestration above RPA is the missing layer. Competitors debate attended vs. unattended bots. The real gap is the absence of a workflow platform that sits above RPA, managing human exception routing, capturing decisions, and maintaining compliance.

What is Human in the Loop RPA

Human in the loop RPA combines robotic process automation with human judgment at predefined decision points. Rather than running fully unattended, these hybrid workflows route exceptions and low-confidence scenarios to human reviewers who validate, approve, or correct before the process continues.

The question isn't whether humans should be involved. The question is whether that involvement is structured or chaotic.

Consider the practical difference. An unattended bot processing loan applications either approves based on rigid criteria or rejects everything that doesn't fit.

A human in the loop workflow routes edge cases, like applicants with unusual income documentation, to underwriters who can apply judgment while the bot handles straightforward applications.

RPA alone vs. RPA with human in the loop

Feature RPA alone RPA + human in the loop
Rule-based tasks
Exception handling Limited
Unstructured data
Regulatory decisions

Why RPA alone fails at exception handling

RPA works by replaying scripted workflows. When the script encounters something unexpected, the bot has limited options: retry, skip, or stop.

None of these resolve the underlying issue.

According to CAI's analysis of RPA exception handling, bots encounter business exceptions they aren't programmed to handle, missing fields, unexpected inputs, format variations. And here's the embarrassing part: the industry's "best practice" for handling these is to send an email with a screenshot. (That's it. That's what passes for exception handling in 2025.)

Think about what happens next. The supervisor receives an email with a screenshot. They hunt for context in three different systems, figure out what the bot was trying to do, locate the source data, fix the issue manually, and somehow communicate the resolution back.

No audit trail. No routing logic. No way to track resolution time.

The bot is "smart," but the human handoff is stuck in 2005.

ServiceNow's research on RPA error handling shows that programmatic constructs like Try-Catch in UiPath can capture errors. But without context delivery and human judgment, errors fail silently or generate logs without resolution.

The client-facing exception problem is even worse. Most RPA implementations assume exceptions stay internal. But what happens when a customer's onboarding document triggers an exception? Suddenly you need external stakeholders in the resolution process, and email threads become compliance nightmares.

Email-based vs. workflow-based exception handling

Aspect Email-based (industry default) Workflow-based
Context delivery Screenshot and error message Full task state and history
Routing intelligence Shared inbox Role-based assignment
Client involvement Separate email thread Integrated client portal
Audit trail None Complete decision logging
Escalation Ad-hoc email chains Structured escalation paths

With Moxo, organizations replace email chaos with structured workflow routing. When an RPA bot encounters an exception, Moxo captures the full context, data state, screenshots, task history, then routes it to the appropriate reviewer. When clients need involvement, Moxo brings them into a secure portal instead of an email thread.

How Human in the Loop fixes RPA limitations

Traditional RPA operates as unattended bots handling predefined steps. This works beautifully for structured, repeatable tasks. The limitation appears the moment reality deviates from the script.

Human in the loop augmented RPA adds human decisions for exceptions, compliance checks, edge cases, and judgment calls. Rather than failing when something unexpected occurs, the workflow pauses, presents context to a human reviewer, captures their decision, and continues.

Accuracy in unpredictable cases improves dramatically. When a bot encounters an invoice with handwritten notes, a human interprets what the bot cannot. (And that human sees everything they need: the data that triggered the exception, the process state, the available resolution options.)

Compliance becomes achievable. Regulated industries require documentation of who made decisions and why. Pure automation can't provide this. Human in the loop workflows log every intervention, creating audit trails that satisfy regulators.

External stakeholders become part of the solution. When a client's document triggers an exception, a proper workflow layer brings them into the resolution process through secure portals where they can provide clarification, upload corrected documents, or approve decisions, all within the same audited workflow.

Traditional RPA vs. human in the loop RPA

Aspect Traditional RPA Human in the loop RPA
Exception handling Basic retry or fail Robust human review
Compliance workflows Challenging to audit Fully supported
Human escalation After process breaks Built into workflow
Adaptability Low, script-dependent High, human judgment
Context delivery Error logs only Full context with history
Client involvement External email threads Integrated portal access

Moxo provides this context delivery through its workflow automation capabilities. Every exception arrives with a complete task state, relevant documents, and communication history. Reviewers resolve issues in minutes, not hours.

What makes an effective RPA exception handling workflow

An RPA exception handling workflow determines how automation detects, categorizes, and routes issues needing human intervention. According to Signity Solutions' analysis, best practices include structured escalation, context capture, and real-time notifications.

Structured escalation means routing to the right person. A compliance flag should reach a compliance officer. A technical error should reach IT. A customer-facing issue should reach the relationship manager.

Context capture means delivering everything needed for resolution. The reviewer shouldn't open five systems to understand what happened. (This is where the industry fails hardest.)

Real-time notifications mean timely handling. Exceptions that sit unaddressed for hours defeat the purpose of automation. Effective workflows include SLA tracking and automatic escalation.

Client-facing exception routing requires special handling. When the exception involves external stakeholders, the workflow must bring them into a secure channel without breaking compliance. Email threads about sensitive data create exactly the audit gaps automation was supposed to prevent.

Exception handling workflow maturity levels

Maturity level Characteristics Client involvement Typical resolution time
Ad-hoc Email notifications, manual tracking Separate email thread Days to weeks
Basic Ticketing system, shared queue Phone calls, more emails Hours to days
Structured Role-based routing, context capture Limited portal access Hours
Optimized SLA tracking, auto-escalation, full audit, client portal Integrated workflow participation Minutes to hours

Without a dedicated workflow layer, exceptions bubble up as failures rather than actionable tasks. They become problems someone needs to investigate rather than decisions someone needs to make.

Moxo transforms exceptions into structured tasks with automated reminders and escalation tracking, ensuring nothing falls through the cracks.

How Moxo orchestrates human review for RPA workflows

Here's the framing competitors miss entirely: Moxo doesn't replace RPA. It's the workflow layer above RPA that orchestrates the human decisions bots can't make.

Whether your bot runs attended or unattended, the same problem exists: what happens when it encounters something it can't handle? Who gets notified? What context do they receive? How do they resolve it? And critically, how do you involve clients when their data triggered the exception?

That's the orchestration layer. RPA tools assume this layer exists. (It usually doesn't.)

Context-rich exception routing ensures reviewers don't waste time gathering information. When an RPA bot triggers an exception, Moxo captures all relevant data, screenshots, and task states before escalating.

Secure, role-based human intervention assigns exceptions to the right people based on expertise and compliance requirements. A financial institution routes KYC exceptions to compliance officers while sending document formatting issues to operations staff.

Client-facing exception handling brings external stakeholders into the resolution process without breaking compliance. When a customer's document fails validation, Moxo routes them into a secure client portal where they can provide clarification or upload corrected files. No email threads. No audit gaps.

Complete audit trails log every human action, decision, and comment. For regulated industries where bots alone can't provide auditability, Moxo's seven-year data retention satisfies compliance requirements.

RPA bots vs. Moxo workflow layer

Function RPA bots Moxo workflow layer
Primary role Execute rule-based tasks Orchestrate human decisions
Exception response Retry, skip, or fail Route with full context
Stakeholder involvement Internal IT users only Internal teams and external clients
Context delivery Screenshot via email Complete task with history and documents
Decision capture Error logs Complete audit trails
Escalation Email notification Automated role-based routing

Falconi Consulting demonstrates this orchestration in practice. When the pandemic forced remote operations, Falconi needed multi-stakeholder approvals and due diligence without email chaos. By implementing Moxo as their workflow layer, turnaround times for consulting projects dropped by 40% through automated workflows and centralized collaboration. Every approval, document submission, and exception resolution flowed through a single orchestrated system.

As one G2 reviewer noted: "Moxo streamlines the onboarding process!" reflecting how structured workflows eliminate chaotic exception handling across manual tools.

Human in the Loop RPA use cases by industry

Customer onboarding workflows showcase the human in the loop advantage. Bots collect and populate data from submitted documents, but humans validate exceptions like inconsistent identification. When the exception requires client clarification, the workflow brings the client into a secure portal.

Compliance and regulation reviews require human judgment by design. Bots flag anomalies, but humans verify regulatory decisions and document their reasoning. This satisfies audit requirements while reducing the manual burden of initial review.

Invoice exception handling demonstrates the volume benefit. RPA processes the 80% that match expected formats. Humans correct errors only on the 20% that would otherwise stall everything. When vendor clarification is needed, the workflow layer brings them into the resolution rather than spawning email threads outside the audit trail.

For organizations building these workflows, Moxo provides the orchestration layer connecting bot outputs to human reviewers. Learn more about designing effective processes in this customer onboarding flow guide.

Conclusion

RPA delivers efficiency for structured tasks. But without an integrated human layer, it fails in complex environments.

The industry's focus on attended vs. unattended automation misses the point. What matters is the workflow layer above RPA that orchestrates human decisions when bots can't continue.

Moxo provides this orchestration layer, routing exceptions with full context, capturing decisions with complete audit trails, and bringing clients into secure portals when their input is needed.

Organizations like Falconi Consulting have achieved 40% faster turnaround times by implementing Moxo as the layer above their automation.

Stop letting RPA exceptions stall your processes. Get started with Moxo and build the workflow layer that makes your automation investment succeed.

FAQs

What is human in the loop RPA?

Human in the loop RPA is a hybrid automation approach that combines robotic process automation with human judgment at predefined decision points. Bots handle routine, rule-based tasks while humans intervene when exceptions occur, confidence is low, or regulatory requirements demand human review. This approach handles real-world variability that pure automation cannot address.

How does RPA handle exceptions without human intervention?

Traditional RPA uses programmatic constructs like Try-Catch blocks to capture errors. When exceptions occur, bots typically retry the action, skip the problematic step, or stop processing entirely. Most implementations notify supervisors via email with a screenshot of the error, but without context delivery or routing intelligence, errors often fail silently or generate logs that nobody reviews.

What's the difference between RPA and RPA with human in the loop?

Standard RPA operates unattended, following scripted workflows until completion or failure. RPA with a human in the loop builds decision points directly into workflows, routing exceptions to human reviewers who validate, approve, or correct before processing continues. Humans become part of the execution path rather than after-the-fact supervisors.

Can UiPath support human in the loop workflows?

Yes, UiPath supports attended automation and Action Center for human in the loop tasks. However, UiPath's native capabilities are designed for internal users and IT-managed workflows. For client-facing exception handling or external stakeholder involvement, organizations often add a workflow orchestration layer like Moxo that routes exceptions to the right reviewer with full context, regardless of which RPA tool triggered the exception.

What are best practices for RPA exception handling workflows?

Effective exception handling includes structured escalation based on exception type, context capture that delivers all relevant information to reviewers, real-time notifications for timely handling, and SLA tracking with automatic escalation. Most critically, when exceptions involve external stakeholders like clients or vendors, the workflow should bring them into a secure portal rather than spawning email threads outside the system.