Using Automation Co-Pilot for Business Users on desktop

Use Automation Co-Pilot for Business Users through your desktop to manage routine tasks such as validating data, retrieving approvals, and managing escalations through bots.

The following workflow describes how to use Automation Co-Pilot to automate and manage your tasks:
  1. Create a user:
  2. Create forms using the Interactive forms package:
    • Interactive forms enable you to design forms for submitting and regrouping data from various applications.

      Create a form

    • Link the form to a newly created bot or an existing bot using the Bot editor interface.

      Add a form to bot

  3. Add triggers to the bot:

    Trigger loop enables you to add triggers that can run a task automatically when certain predefined events occur.

    Adding a trigger to run a bot

Additionally as a Bot Creator with an attended license, you can select how to locally execute bots on your desktop to ensure sensitive data remains secure within your On-Premises environment.

Add Bot Task to a process automation