Configuring automation types for measuring benefit

Measuring ROI for different types of automation helps identify which automation solutions offer the highest financial and operational benefits. This enables better decision making and ensures the focus is on developing automations that ensures cost savings and efficiency gains.

Automation types

ROI is typically measured in money saved or hours saved using any type of automation. The metrics measured are for each automation run (execution ROI) or volume processed per automation (transaction ROI).

Task automation
Task automation can be used to execute simple, repetitive, rule-based tasks and automate basic processes of an organization. They are easy to build and can execute multi-step processes without any errors. Task automation operates on the user interface level and can interact with applications with ease. You can use task automation for activities such as data entry, filling in a form, making simple calculations, and more. Task automations can work with various applications such as web, desktop, and others.

See Working with automations.

For an example on how to calculate transaction-based ROI for a task automation, see Transaction-based ROI for task automation.

API automation
An API automation is a cloud-based automation solution that uses APIs to exchange data between applications and systems. API automations are designed to be fast, reliable, and scalable, and they can be used for a variety of purposes. API automations can be triggered from various sources, including forms, processes, or direct endpoints. They can be scheduled for regular execution or can be run on demand. Real-time data exchange capabilities of API automations enable it to adapt to dynamic environments and respond promptly.

See API Task.

For examples on calculating execution and transaction-based ROI for API automations see: