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.

Note: Roles, permissions, and licenses may continue to reference Automation Anywhere Robotic Interface (AARI)] within the product.
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