Mate Agent

Mate Agent Guide

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 data manipulations 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.

3. Integrations

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

   • Includes pre-built connectors for popular services like Google Workspace, Microsoft Office 365, Salesforce, and more.

4. Data Handling and Transformations

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

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

5. Security and Compliance

   • Ensures secure task execution with features like encryption, secure shell operations, and advanced error handling.

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

6. Monitoring and Debugging

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

   • Includes advanced debugging features for quick issue resolution.

7. 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:

• Find Mate Agents: View all configured Mate Agents in the system.

• Set Time Zones: Configure the time zone for each Mate Agent to ensure tasks run at the correct local time.

• 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.

• Download Mate: 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.

• Make a Default: 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.