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

The following steps describe creating a new process and editing automation with Co-Pilot for Automators.

Procedure

  1. Log-in to the Control Room with a valid user account and navigate to Automation > Create new > Process.
  2. Enter a name and the folder where you want your process to be saved. Click Create & edit to open the process in the Process Composer and enter your initial data in the start element.
  3. Open Co-Pilot for Automators by clicking the Co-Pilot button or Assistant > Co-Pilot.

    Open Co-Pilot for Automators in Process Composer.
  4. In the Co-Pilot dialog box, describe your automation scenario with a set of instructions. When complete, click Send or use Ctrl+Enter to send your prompt and generate elements based on your instructions.

    For example, you can describe an invoice processing automation as Add the scan invoices bot. If values are greater than 100, then send email to test@email.com, else save data to new excel sheet.

    Co-Pilot for Automators analyzes the prompt, generates the automation using necessary elements, and responds in the dialog box with a message.

    Note: In this example, Co-Pilot for Automators matched the prompt to existing bots in the repository and mapped them to the bot tasks. Co-Pilot also added a process task and the developer mapped the child process to it manually.
  5. Provide feedback to Co-Pilot for Automators by clicking Yes or No in the dialog box.
  6. To further edit your automation, describe any changes and the specific node of your automation scenario within the Co-Pilot dialog box.
  7. Finally, review, save, and test your automation to ensure accuracy.