Create automations to execute simple, repetitive, and rule-based tasks of an organization. They are easy to build and can execute multi-step processes without any errors.

Prerequisites

  • Ensure you are a Control Room user and a system role, such as AAE_Basic or AAE_Bot Developer, is assigned to you. Your administrator can also create a custom role and assign it to you. For more information, see Create a macOS device user.
  • A device license is allocated to you by your administrator (Bot Creator license or Citizen developer license).
  • Ensure you have the Bot Agent downloaded and have registered your macOS device on the Control Room. For more information, see Install Bot Agent and register macOS device.
  • You must have the following bot feature permissions assigned to you:
    • View my bots
    • Run my bots
    • Export bots
    • Import bots
    • Label bots
    • Recover bots
    • Create folders
    • Rename folders
    • Cancel checkout
  • To access the Bots tab in the Control Room, you must have the appropriate bot permissions. By selecting a bots folder, the role will automatically inherit the same permissions for all future bot or files added:
    • Select all
    • Run
    • Check in
    • Check out
    • View content
    • Run/Schedule/Run and Schedule
    • Clone
    • Delete from public

Procedure

  • Create a Task Bot:
    1. Log in to the Control Room as a developer.
    2. Navigate to the Automation page, and click Create > Taskbot in the top-right corner.
      A window will appear where you enter details of your Task Bot.
    3. Select macOS platform as the target runtime environment.
    4. In the Bot editor, use actions and packages from the Actions palette to develop automation workflows tailored to your business needs.
      For example, you can automate a straightforward process such as opening an Excel file, whether it is stored on a drive or received as an email attachment. You can extract data to facilitate business transactions in a web application, ensuring seamless updates to your database and generating timely approval requests within your system. This enhances your operational efficiency and drive your business forward.

      Keep in mind the following considerations:

      • If you are working on a macOS device, packages compatible with that device are displayed. Similarly, when you add dependencies or child automations, the system will automatically filter options to show only those compatible with the selected device.
      • Professional developers might sometimes copy logic or code lines from one automation to another. If the actions you copied were developed on a Windows device and you try to paste them on a macOS device using a shared clipboard, you will encounter an error indicating that the actions are not compatible with the macOS device. These safeguards ensure controlled development of automations across different devices.
    5. . Click Save to save an existing automation or choose Save as copy to duplicate the automation.
  • Using templates
    • Create templates from Task Bot. You can create a new template from a Task Bot.
      1. On the Automation page, click Create > Taskbot.
      2. Enter the automation details and choose macOS device.
      3. You can create an automation flow in the Bot editor using actions from the Action pane. You can choose from the following options to save the automation:
        • Save as copy: Saves and creates a copy of an existing automation.
        • Save as Template: Save the automation as a template.

        When you enter details such as template name, description, and folder path to save the automation as a template, the runtime environment (Windows or macOS) inherits the device details depending on the device you selected while creating the automation file.

        Example: If you create an automation on a macOS device and save it as a template, the template will be saved on the macOS device by default, and you cannot edit the device details.

    • Create Task Bot from templates. You can use a template to build a Task Bot.
      1. On the Automation page, click Create > From template.
      2. On the Create from template page, view all available templates in the template picker.

        Each template card displays the name, description, and device details to help you locate the templates to build automations quickly.

      3. Select a template and enter all the details, such as automation name, description, and folder location in the Create from template window.
        Note: The device details in the template will be inherited by the automation created from it. Therefore, you cannot edit the device details after you save the template as a Task Bot.

        After adding the details, the automation structure is added to the canvas.

      4. You can edit and save the automation.