Understanding the Business user

A business user is typically a non-technical employee who learns to build intelligent automation software bots to handle their workflows. Automation 360 provides business users with accessible, no/low-code automation tools they can use on their own daily.

Overview

Business users help organizations improve business KPIs by automating manual processes across multiple use cases and transforming institutional knowledge into automations. Automation Co-Pilot enables these business users to automate and streamline processes with no-code drag-and-drop RPA. With Automation Co-Pilot, organizations can:
  • Eliminate application switching: Search through multiple systems to find the required information and present all data on a single screen
  • Eliminate data and departmental silos: Connect across back and front office systems and users with no/low-code automation
  • Scale automation to new use cases Process owners can automate on their own and design how employees should interact with the Automation Co-Pilot workflow.

See Automation Co-Pilot for product-specific content and benefits.

Automation Co-Pilot provides a simple, front-end interface for users to execute and interact with bots and applications. You can use Automation Co-Pilot to create, run, and access end-to-end process automations across enterprises by connecting bots in the front and back offices.

Using Automation Co-Pilot, a business user can leverage an automation (which can contain bots, forms, and processes) that was built by a bot developer. The automation interacts with applications (such as Microsoft Excel and Salesforce) and can transfer data between groups of users and bots, providing an automation service catalog and acting as a request management tool.

Business users can be:
  • Co-Pilot Admin: a process owner from the business side
  • Co-Pilot Manager: a team owner from the business side
  • Co-Pilot User: a user from the business side
For more details about the types of users, personas, and roles available for Automation Co-Pilot business users and how to manage permissions for those users, see Users and roles for Automation Co-Pilot and Manage roles and teams for Automation Co-Pilot.