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On this page
  • Introduction
  • What is Mate Drive?
  • How To Use Features
  • Adding Files
  • File Copying
  • Storing Outputs
  • File Editing and Management
  • How To Use Actions
  • Delete from Mate Drive
  • Save to MateDrive
  • Additional Tips
  • Use Cases
  • FAQ

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  1. Libraries
  2. Utility

Mate Drive

PreviousMate DBNextTime Management

Last updated 3 days ago

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Introduction

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.

What is Mate Drive?

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.

Key Features

  • 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.

How To Use Features

Adding Files

Description: Add files to the Mate Drive for use in your workflows.

Steps:

  1. Click on the "Add File" button.

  2. Select the file you want to upload from your computer.

  3. The file will be uploaded and stored in the Mate Drive

File Copying

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.

Storing Outputs

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.

File Download

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.

File Editing and Management

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.

How To Use Actions

Delete from Mate Drive

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:

  1. 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.

  1. 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.

Save to MateDrive

Description and Purpose

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.


Usage Instructions

1

Choose Target Folder in Mate Drive

Folder Path: Define where the file will be stored. Example: mate:/documents

Use folders (e.g., mate:/logs/ or mate:/output/) to keep files organized and prevent clutter in the root directory.

2

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.

3

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.

Ensure the file path is correct and accessible by the Autom Mate agent running on the server. Use absolute paths for reliability.

4

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.

Enable this option if you're saving regularly updated reports or logs under the same filename.

5

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.

Use this path in a MESSAGE, EMAIL, or DOWNLOAD FILE action to inform users or link them directly to the file.


Inputs

Field
Description

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


Outputs

Field
Description

New File Path (string)

Contains the full path to the saved file in MateDrive (e.g., mate:/summary.txt)


Example Output

"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.


Additional Tips

📚
Use Cases
FAQ