Co-Pilot for Automators in Process Composer

As variables and complexity are introduced to a process automation, developers can describe the automation scenario with natural language prompts to save time.

Co-Pilot for Automators offers a dialog box to receive instructional prompts, recognize the necessary nodes and changes, then edit the process automation accordingly. This can save time and human effort when compared to the traditional select and enter method of development, helping developers focus on the scenario and automation goals.

Prerequisite: See Availability

Capabilities

Co-Pilot for Automators supports the following features in the Process Composer. Consider describing the following in a natural language prompt.

Add an Approval Task.
Users can add an Approval Task to the process. Some manual configuration is required to assign users, roles, and teams for the requests and approvals. Also, the form used in the Approval Task should preexist to easily attach during configuration.
Add an API Task.
Users can add any API task, existing in the Control Room, by referencing the title of the API task. The closest matching API task is added to the end of the process.
Add a Document Automation learning instance.
Add a relevant learning instance referenced in Document Automation. Support for learning instance in process task
Add and edit conditions of a node.
Describe the conditions of a node for the process flow, such as: boolean, string, datetime, numeric.
Update operation for supported properties.
Update a supported property of one or multiple nodes by detailing the change and selecting the nodes where changes apply.

Known limitations

Properties of the following task elements are currently not supported.
Note: Properties of the Start node must be updated manually. Co-Pilot for Automators can create and update downstream nodes in the process, including properties of the nodes.
Task type Property not supported
Form
  • Priority
  • Auto assign
  • Task requester and assignment
  • File upload storage
  • Form buttons (add button)
  • Show task in "Requested" task list for the request creator
  • Custom Task requester and Assignment (default is supported)
Bot
  • Priority
Filter
  • Filter type
  • Filter Criterion
  • Variable to be filtered
Approval
  • Action buttons
Document validation
  • Auto Assign
  • Document ID
  • Task requester and assignment

Get started

Instruct prompts to build process automation