Write a set of instructions as a prompt in Co-Pilot for Automators to generate vital components of a task bot.

The following steps demonstrate creating and editing automation in the Bot editor with Co-Pilot for Automators (Co-Pilot).

Procedure

  1. Log-in to the Control Room with a valid user account and navigate to Automation > Create new > Task Bot.
  2. Enter a name and folder where you want your bot to be saved. Click Create & edit to display the bot outline in the Bot editor with the start and end elements.
  3. Click the Co-Pilot button or click Assistant > Co-Pilot to open the interface.
    Access Co-Pilot in the Bot editor.
    Access Co-Pilot in the Bot editor
  4. Within the Co-Pilot page, describe your automation scenario and click Send or use the Ctrl+Enter shortcut key when you are done.

    For example, you can describe a file-copy automation with Prompt user for two folders. Loop first folder to find excel files and copy them to second folder.

  5. Co-Pilot analyzes the prompt, automatically generates the automation, and responds with a success message.
    Automate in the Bot editor.
    Automate in the Bot editor
  6. Provide feedback to Co-Pilot by clicking Yes or No.
  7. If needed, edit your automation by further describing your automation scenario within the Co-Pilot page.
    Tip: While developing and not using Co-Pilot minimize, rather than close, the interface to retain chat history.
  8. Review and save your automation then test to ensure that the automation runs as expected.