Automs

Introduction

This document serves as a guide to understanding and utilizing the Autom Mate platform's Automs feature. Automs allow users to create, manage, and execute automated processes to streamline workflows efficiently.

What are Automs?

Overview of Automs: Automs are automated processes created within the Autom Mate platform to automate repetitive tasks and streamline business operations. They provide a centralized hub for managing and executing automated workflows.

Key Features:

  • Simplified Automation: Easily create and manage automated processes without the need for extensive programming knowledge.

  • Customization: Customize columns and visibility settings for Automs to suit specific user preferences and workflow requirements.

  • Creation of New Automs: Users can create new Automs tailored to their specific use cases and requirements.

  • Status Management: Toggle the status of Automs between active and inactive to control their execution.

  • Bulk Management: Efficiently manage multiple Automs through batch deletion and individual editing capabilities.

Using Automs

Automs Page

Automs Section: Access all created and in-use Automs in this section. Users can customize column views and visibility settings according to their preferences.

Downloaded Automs Section: Displays Automs downloaded from the store for easy access and management.

Managing Automs

Customize View: Customize column views and visibility settings for Automs using the "Customize View" button.

Visibility Settings: Manage the availability and visibility of Automs by selecting the desired options under the visibility settings.

Create New Autom: Initiate the creation of a new Autom by clicking on the "Create New Autom" button and defining the specifications for the Autom.

Status Toggle: Activate or deactivate Automs by using the switch under the "Status" column.

Autom Details

Navigation: Click on the pencil icon next to an Autom to navigate to its details page for further configuration and management.

Bulk Management: Use the multiple selection feature on the left-hand side to delete multiple Automs simultaneously.

Last updated