Mate Drive
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The Mate Drive feature in Autom Mate is a dedicated tool designed to store and manage files essential for your workflows. It functions similarly to organizing folders on your computer, providing a structured space to categorize and access files conveniently within your processes.
The primary purpose of the Mate Drive is to offer users a centralized repository for storing files used in their workflows. It simplifies file management, reduces redundancies, and ensures easy access to necessary files when executing tasks.
The Mate Drive serves as a virtual storage space within Autom Mate, allowing users to upload, store, and manage files used in their automation processes. It provides a seamless way to handle files without relying on external storage solutions.
Add Files: Upload files to the Mate Drive from your computer.
File Copying: Copy files within the Mate Drive for reuse in different workflows.
Store Outputs: Save task outputs directly to the Mate Drive for future reference.
File Download: Download stored files to your computer for offline use.
File Editing: Edit, rename, or delete files within the Mate Drive as needed.
Description: Add files to the Mate Drive for use in your workflows.
Steps:
Click on the "Add File" button.
Select the file you want to upload from your computer.
The file will be uploaded and stored in the Mate Drive
Description: Copy files stored in the Mate Drive for reuse in different workflows.
Usage:
Copy the desired file as "root" to access it in any part of your workflow.
Description: Save task outputs directly to the Mate Drive for future reference.
Usage:
After completing a task, store its output in the Mate Drive.
Access the latest versions of files whenever needed.
Description: Download files stored in the Mate Drive to your computer.
Usage:
Select the file you want to download.
Download the file to your local system for offline access.
Description: Edit, rename, or delete files within the Mate Drive.
Usage:
Click on the file to view options for editing, renaming, or deleting.
Maintain file organization and manage files efficiently.
Description and Purpose: This action is designed to delete files from the Mate Drive. It is useful when files recorded in the Mate Drive during the running of Autom need to be deleted as part of a process. This action can handle the deletion operation efficiently.
Additionally, users can utilize this action to delete any file from the Mate Drive as per their requirements.
Usage: To use this action, the user must configure two essential parts:
Folder Path: The user needs to specify the folder path within the Mate Drive where the file to be deleted is located. This can be done by clicking on the Mate Drive icon on the right side and selecting the appropriate folder.
Filename with Extension: After defining the folder path, the user must specify the file name along with its extension (e.g., example.txt). Once Autom is run, the specified file in the Mate Drive will be deleted.
Inputs:
Folder Path: Specify the folder path in the Mate Drive by selecting it via the Mate Drive icon.
Filename with Extension: Enter the complete filename, including the extension, of the file to be deleted (e.g., example.txt).
Action Output: The successful deletion of the specified file from the Mate Drive.
The Save to MateDrive action allows Autom Mate users to store files in MateDrive, Autom Mate’s internal file storage system. This action supports two types of content inputs — a base64-encoded string or a local file path — making it suitable for both cloud and on-premise installations.
By defining the folder, filename, file content, and overwrite behavior, users can persist dynamic documents, transformed files, or AI-generated content during workflow execution. The saved file’s path is returned for further use in downstream actions.
Choose Target Folder in Mate Drive
Folder Path: Define where the file will be stored.
Example: mate:/documents
Provide File Name
Filename with Extension: Enter the desired name and format of the file to be saved.
Example: summary.txt, report.pdf
If the filename already exists in the selected folder and "overwrite" is disabled, the action will fail. Use dynamic naming (e.g., with timestamps) to avoid collisions.
Provide File Content
Choose one of the following content inputs:
🔹 Base64 Content (Cloud or Hybrid Installations)
File PathBase64: Use a base64-encoded string (e.g., ##base64[Base64]##). This is typically generated using the ENCODE action in the same flow.
🔹 Direct File Path (On-Prem Installations Only)
File Path: Enter a file path from the on-prem server's file system (e.g., C:/autom/reports/file.xlsx).
Using local file paths is only supported in on-premise deployments. Cloud-hosted environments do not have access to local file systems and will return an error if a direct path is provided.
Set Overwrite Behavior
Overwrite existing file if the same name exists: Enable this if you want to overwrite any existing file with the same name in the selected folder.
Capture the Output Path
New File Path: Select a string variable (e.g., NewFilePath) to store the full path of the newly saved file.
This path can be reused in later steps such as messaging, downloading, or emailing.
Folder Path
The destination directory in MateDrive (e.g., mate:/)
Filename with Extension
Name of the file, including the extension (e.g., log.txt)
File PathBase64 / File Path
Either base64 string (cloud) or on-prem file path (on-premise only)
Overwrite existing file
Boolean setting to enable file replacement if it already exists
New File Path (string)
Contains the full path to the saved file in MateDrive (e.g., mate:/summary.txt)
This value is stored in the selected variable (e.g., NewFilePath) and can be used in subsequent actions such as notifications, download, or file linking.
