CoE Manager - Link automation to opportunity

As an administrator, you can review the deployed automations information and link the automations directly to an opportunity.

Procedure

Log in to the CoE Manager by providing your Email Address and Password.
Select the opportunity to which you want to link the automation by using one of the following methods:
- Navigate to Opportunities tab. A list of opportunities are displayed.
- Click the search option (magnifying glass icon) on the Navigation Sidebar and search with the opportunity name.
Select the opportunity and navigate to the Execution Tracking tab.
This tab is only available for opportunities that are in-progress, deployed, or completed.
Click Add Task Bot. The Create Task Bot screen is displayed.
1. Enter the Name.
  This can be the same name of the Task Bot as in Automation 360 or you can give a more relatable name.
2. In the Control Room Instance filed, browse and select the Control Room where the Task Bot is located.
3. Enter the Automation ID.
  
  Note: The Automation ID is same as Bot ID from Automation Anywhere (see example below).
Optional: Select the Include in Successful Execution Count check box.
The count of successful executions are included in the KPIs in the execution metrics section.
Optional: Select the Include in Failed Execution Count check box.
The count of failed executions are included in the KPIs in the execution metrics section.
Click Create.
The associated KPIs are displayed in the Execution Metrics section.