CoE Manager - Link automation to opportunity
- Updated: 2024/12/03
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 in the Automation Opportunities section.
- Click the search option (magnifying glass icon) on the Navigation Sidebar and search with the opportunity name.
-
Select the opportunity and depending on the option selected in the opportunity
intake form for How is the process measured question, navigate
to either the Execution Tracking or the Transaction
Tracking tab.
This tab is only available for opportunities that are In Progress, Deployed, or Completed stage.
-
Click the Plus icon in the
Automations section. The Create - Link
Automation screen is displayed.
- The business unit the automation belongs to is automatically selected in the Parent tab.
-
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.
- In the Control Room Instance filed, browse and select the Control Room where the Task Bot is located.
-
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.