What is Autom?

Introduction to Autom Mate

Autom Mate's Autom Designer is a comprehensive tool within the company's ecosystem, dedicated to simplifying and enhancing workflow automation processes. This documentation provides an in-depth guide to understanding Autom Mate, its functionalities, and a step-by-step process to create an Autom using the Autom Designer.

What is Autom ?

Autom Mate serves as a centralized platform designed to streamline and optimize workflow automation across various business processes. At its core, the Autom Designer enables users to create, customize, and execute event-driven schemas, ensuring seamless automation of tasks and actions.

How Autom Mate Autom Designer Works

Creating an Event Schema

1. Accessing the Autom Designer:

   • Navigate to the Autom Designer within Autom Mate.

   • This is where event schemas, or Automs, are constructed.

2. Constructing the Event Schema (Autom):

   • Utilize the intuitive drag-and-drop method.

   • Choose appropriate libraries from the menu on the left side of the interface.

   • Libraries are positioned between the start and stop actions, enabling easy selection and implementation.

3. Event Schema (Autom) Execution:

   • Each event schema (Autom) requires a trigger to initiate actions.

   • A maximum of 400 action characters can be utilized within a single Autom for efficient execution.

Tools and Features

1. Autom Components:

   • Access a range of tools for comprehensive event creation within an Autom.

   • Refer to the "Libraries" page for detailed insights into tool usage.

2. Drag-and-Drop Functionality:

   • Users can seamlessly drag and drop activities onto the workboard.

   • This functionality facilitates effortless management and arrangement of the Autom.

3. Variables:

   • Explore a list of variables that can be utilized within Autom diagrams.

   • Users have the flexibility to create new variables tailored to specific workflow requirements.

4. Library Categories:

   • Autom Mate's Autom Designer offers three distinct library categories:

     • "Integration"

     • "Transform"

     • "Utility"

5. System Libraries vs. Custom Libraries:

   • System Libraries:

     • Developed and pre-installed by Autom Mate within the Autom Designer.

     • These libraries are integral to the platform's functionality.

     • They cannot be deactivated, ensuring stability and reliability.

   • Custom Libraries:

     • Users can create or download custom libraries from the Library Store.

     • These libraries offer enhanced flexibility and customization options.

     • Version transitions can be performed through the user interface, ensuring adaptability to evolving needs.

6. Apps:

   • Explore a variety of applications developed by Autom Mate within the "Apps" category.

   • These applications are readily available for integration into Automs.

7. Advanced Actions:

   • Access collections of processes designed for users requiring integration with applications not directly accessible.

8. UI Actions:

   • Operate through user interface (UI) processes, mimicking keyboard and mouse actions.

   • Users can easily familiarize themselves with UI Actions through step-by-step instructions.

9. Data Manager and Data Store:

   • Data Manager: Central hub for organizing data exchange within variable or application integrations.

   • Data Store: Vital resource for storing files necessary for smooth Autom operations.

10. Trigger:

    • Initiates and executes an Autom.

    • Triggers are essential for Autom to run automatically based on specified events.

11. Shortcuts:

    • Access the Quick Actions menu within the Autom for executing simple actions.

    • Quick Actions can be executed individually or in groups, enhancing Autom efficiency.

12. Action Control Center:

    • Provides inputs for selected actions within the Autom diagram.

    • Users can configure actions directly from the Action Control Center, ensuring precise customization.

13. Debug Area:

    • Access error, warning, and info logs of actions through the debug menu.

    • Debugging actions allows users to identify and resolve issues efficiently.

Creating an Autom - Step by Step

Step 1: Define Your Credentials

1. Access the Vault:

   • Navigate to the Vault feature within Autom Mate.

   • Define your credentials securely to establish connections for your Autom.

2. App Credentials:

   • Create specific credentials for establishing connections required by applications.

     • Credential Name: Unique identifier for the credential.

     • Application: Associated application for which the credential is intended.

     • Authentication Type: Type of authentication method (e.g., token, OAuth).

     • URL (if applicable): Required for certain applications necessitating service connections.

3. Custom Credentials:

   • Tailor credentials for specialized needs, such as bots or specific users.

     • Credential Name: Name of the credential.

     • Request Status: Indicates the approval status of the request.

     • Access Type: Specifies the type of access granted.

     • Credential Owner: Specifies the owner of the credential.

Step 2: Creating Your Autom

1. Navigating Libraries:

   • Access libraries on the left side of the Autom Designer interface.

   • Navigate through categories to select desired libraries for integration.

2. Drag-and-Drop Method:

   • Drag selected actions from libraries onto the workboard.

   • Arrange actions sequentially to create a logical flow within the diagram.

3. Configuring Actions:

   • Configure each action by providing necessary input fields based on Autom requirements.

   • This step ensures that actions function as intended within the Autom.

4. Connecting Actions:

   • Connect actions in a sequential manner to establish the Autom's logic.

   • Use connectors to create pathways between actions, defining the flow of automation.

5. Testing and Validation:

   • Thoroughly test the Autom to ensure proper functionality.

   • Validate each action's output to confirm accurate results.

6. Optimization and Refinement:

   • Continuously optimize Automs by refining action configurations.

   • Adjust data mappings, add error handling mechanisms, and enhance overall efficiency.

Conclusion

Autom Mate's Autom Designer offers a robust and user-friendly interface for designing, executing, and optimizing automated workflows. By leveraging the comprehensive tools, libraries, and features outlined in this documentation, users can efficiently create event schemas, manage variables, and integrate diverse applications into their Automs. For detailed instructions and specific use cases, refer to the relevant sections within this documentation. Autom Mate empowers users to automate tasks seamlessly, improving productivity and operational efficiency within the company ecosystem.