LogoLogo
  • 🖐️Welcome Aboard!
  • 📖Information
    • What is Autom Mate?
    • What is Autom?
    • Features of Autom Mate
    • Architecture of Autom Mate
  • 🤓Learn Autom Basics
  • 📚Libraries
    • Integration
      • Active Directory
      • AFAS
      • Autom Mate
      • Azure Active Directory
      • Azure DevOps
      • BambooHR
      • ChatGPT
      • ConnectWise
      • Database
      • Desktop Actions
      • EasyVista
      • Email
      • Exchange Web Server
      • Exact Online
      • Excel
      • Freshdesk
      • Freshservice
      • Ftp-Sftp
      • GitLab
      • Google Drive
      • Google Workspace
      • HaloITSM
      • Hubspot
      • Intune
      • Ivanti Service Manager
      • Jenkins
      • Jira Confluence
      • Jira Service Management
      • Jira Software
      • Lakeside
      • Lansweeper
      • ME ServiceDesk Plus
      • Microsoft Outlook Calendar
      • Microsoft SharePoint
      • Microsoft Teams
      • My ChatGPT
      • OCR
      • PDF
      • PowerShell
      • Python
      • RESTful Web Service
      • Salesforce
      • ServiceDesk Plus Cloud
      • ServiceNow
      • Slack
      • SolarWinds
      • Stripe
      • TOPdesk
      • Twilio
      • Twitch
      • VMware
      • WhatsApp
      • Word
      • X
      • Xurrent
    • Transform
      • Advanced Actions
      • Array
      • Base64
      • Condition
      • Cryptography
      • CSV
      • Data Table
      • Date
      • File
      • Folder
      • Number
      • Object
      • Repeatable
      • SSH
      • String
      • Text
    • Utility
      • Display Message
      • Grouping
      • Mate DB
      • Mate Drive
      • Time Management
    • Agentic AI (Beta Version)
      • Open AI (Beta Version)
  • 🎇Autom Features
    • Variables
    • Triggers
    • Data Manager
    • Debug
    • Stop Action
    • Function
    • Error Handling and Exception Management
    • Development Mode ( Dev Mode )
    • Business Impact Estimator
  • 🛰️Product Features
    • Dashboard
      • Dashboard
      • Monitoring
      • Alerts
    • Store
      • Autom Store
      • Library Store
    • My Environment
      • Mate Agent
      • Automs
      • Libraries
    • Management
      • User Management
        • Users
        • Roles
        • Forgot Password
      • Vault
      • Webhook & API
      • Alert Management
      • Queue
    • Create Autom
    • Settings
    • Time Zone Management in Autom Mate
  • 💾Installation Setup
    • System Requirements and Ports Configuration
    • Autom Center Installation
      • Autom Center Installation
      • Autom Center Update
    • Mate Agent Installation
      • Mate Agent Installation
      • Mate Agent Update
    • App Installations
      • MS Teams ChatBot Installation
    • Full Chain PFX File Creation Guide
  • 📔Release Notes
    • Amsterdam Edition
      • Amsterdam 3.2.9
      • Amsterdam 3.3.0
    • Boston Edition
      • Boston 4.0.0
      • Boston 4.1.0
      • Boston 4.2.0
      • Boston 4.3.0
        • Boston 4.3.1
        • Boston 4.3.2
        • Boston 4.3.3
        • Boston 4.3.4
        • Boston 4.3.5
        • Boston 4.3.6
        • Boston 4.3.7
      • Boston 4.4.0
  • 🎓Academy
    • 🎓Autom Mate Academy: Basics of Autom Mate
    • 🎓Mastering Automation with Autom Mate: From Workflow Creation
    • 🎓The Ultimate Autom Mate: Teams & Smart Integrations
  • 👔Autom Store & Use Cases
    • 🛒Autom Store Use Cases
    • 🖥️Use Cases
      • How to Create Bidirectional Connection Between JIRA and Xurrent to Open Requests or Tickets
      • Employee Onboarding Process Automation Using Autom Mate
  • ❓FAQ
    • ⚙️General Functionality
    • 🧩Integration Capabilities
    • Data Management and Validation
    • ⁉️Error Handling and Workflow Management
    • Automation Use Cases
    • Connectors and Triggers
    • Custom GPT Models
Powered by GitBook
On this page
  • Introduction
  • Using the Mate Agent
  • Accessing Mate Agents
  • Downloading the Mate Agent
  • Managing Multiple Agents
  • Customizing the Interface
  • Deleting Agents

Was this helpful?

  1. Product Features
  2. My Environment

Mate Agent

Mate Agent Guide

PreviousMy EnvironmentNextAutoms

Last updated 6 months ago

Was this helpful?

Introduction

The Mate Agent is a critical component of the Autom Mate platform, designed to execute tasks, manage workflows, and facilitate integrations with various systems. Mate agents are responsible for executing automs designed to automate repetitive tasks in the background without the need for user assistance or manual triggering. A Mate agent can execute unlimited automs simultaneously, regardless of the duration of the tasks. This document outlines the features and functionalities of the Mate Agent, providing users with the necessary information to effectively utilize this tool.

Key Features

  1. Task Execution

    • Executes a wide range of tasks, from simple to complex integrations.

    • Supports predefined workflows and custom scripts, ensuring flexibility and adaptability.

    • Can execute unlimited automs simultaneously, regardless of task duration.

  2. Workflow Management

    • Orchestrates workflows, allowing for sequential and parallel task execution.

    • Supports conditional logic for dynamic decision-making within workflows.

    • Provides seamless integration capabilities with various external systems and services.

    • Includes pre-built connectors for popular services like , , and .

    • Handles data in various formats such as CSV, JSON, XML, and more.

    • Includes robust tools for data parsing, encoding/decoding, validation, and transformation.

  3. Security and Compliance

    • Ensures secure task execution with features like , , and .

    • Complies with industry standards and regulations, providing a reliable environment for data processing.

  4. and

    • Offers tools for the performance and status of tasks and workflows.

    • Includes advanced features for quick issue resolution.

  5. Scalability and Performance

    • Scales with business needs, handling increasing workloads without compromising performance.

    • Optimized for high efficiency, ensuring fast task execution and minimal resource consumption.


Using the Mate Agent

Accessing Mate Agents

On the Mate Agent page, users can:

1

Find Mate Agents

View all configured Mate Agents in the system.

2

Set Time Zones

Configure the time zone for each Mate Agent to ensure tasks run at the correct local time.

3

View Agent and Device Information

Click on the device name to see detailed information about the Mate Agent and the associated device.


Downloading the Mate Agent

Users can download the executable file (.exe) for the Mate Agent by clicking on the Download Mate button. This allows for easy installation and setup of the Mate Agent on the desired device.

Allows downloading a new different agent with a ".exe" extension.


Managing Multiple Agents

If users have more than one Mate Agent, they can designate a default agent as needed. This flexibility allows users to manage and prioritize their agents based on their specific requirements.

When the product is first installed, an agent is installed to run processes. This agent is selected as the default agent, and workflows run on this agent. Users can download additional agents if needed, allowing for multiple agents in the list


Customizing the Interface

Users have several customization options to tailor the Mate Agent page to their preferences:

Visibility of Columns

Adjust which columns are visible in the interface to focus on the most relevant information.

Customizing the View

Personalize the layout and presentation of the page to enhance usability and accessibility.


Deleting Agents

Users can delete Mate Agents from the list using the following steps:

Delete Operation

Select the agent by clicking the square icon next to it and then click the trash can icon in the upper right corner to delete the selected agent.

Bulk Deletion

To delete multiple agents, click the square icon on the far left of the title section to select all agents on the current page (usually 10), and then click the trash can icon to delete them.

By leveraging the Mate Agent, users can automate tasks, integrate systems, and manage workflows efficiently, significantly enhancing productivity and operational efficiency. For more details or support, users can refer to the comprehensive guides and tutorials available on the Autom Mate platform.

🛰️
Integrations
Google Workspace
Salesforce
more
Data Handling and Transformations
encryption
secure shell operations
advanced error handling
Monitoring
Debugging
monitoring
debugging
data manipulations
Page cover image