You can design and develop comprehensive process automations that effectively integrate both human and automation tasks, which are systematically organized as elements within the Process editor.

API

API task type

Benefits
You can add an API task in an automation process workflow as it enables direct communication and integration with external systems, applications, and services through their APIs. The following list explains some key benefits:
  • Seamless integration: API tasks enable your automation to interact with a wide range of external platforms, databases, and cloud services, creating a connected ecosystem that requires minimal manual intervention.
  • Enhanced functionality: By leveraging APIs, automation workflows can access features and data beyond the native capabilities of the automation platform, enabling more complex and robust processes.
  • Real-time data exchange: API tasks facilitate real-time data retrieval and updates, ensuring that your automation works with the most current information, improving accuracy and responsiveness.
  • Improved efficiency: Automating API calls reduces the need for manual data entry or system switching, streamlining processes and saving time.
  • Scalability and flexibility: API-based integrations can be easily adapted or expanded as business needs evolve, supporting scalable automation strategies.
  • Reduced errors: Automating interactions through APIs minimizes human errors that can occur during manual data handling or system operations.

For more information on how to add an API task to a process automation, see Add API Task to a process automation.

Bot

Bot task type

Benefits
You can add a Bot to a process automation workflow, as it enables the automation of repetitive, rule-based tasks, thereby increasing overall efficiency and accuracy. The key benefits include:
  • Increased productivity and scalability: Bot tasks automate routine tasks and it can be easily scaled to handle increasing volumes of work without additional human effort.
  • Consistency and accuracy: Bots perform tasks with precision, reducing errors caused by manual intervention.
  • Improved compliance: Bots follow predefined rules consistently, helping maintain compliance with standards and regulations.
  • Seamless integration: Bot tasks can work across multiple systems and applications, enabling end-to-end process automation.

For more information on how to add a Bot task to a process automation, see Add Bot Task to a process automation.

Filter

Filter task type

Benefits
You can add a Filter task to your process automation to efficiently refine and manage data by applying specific criteria. The following benefits include:
  • Targeted data processing: Ensures only relevant data is processed, improving the workflow's focus and effectiveness.
  • Resource optimization: Reduces unnecessary processing, saving time and computing resources.
  • Simplified workflow: Makes complex workflows more manageable by segmenting data based on clear criteria.
  • Faster execution: Speeds up the overall process by processing smaller, filtered data sets.
  • Enhanced decision quality: Supports better decision-making with cleaner, more relevant data inputs.
  • Easier maintenance: Facilitates troubleshooting and updates by isolating specific data subsets within the workflow, allowing for easier maintenance.

For more information on how to add a Filter task to a process automation, see Add Filter Task to a process automation.

Process

Process task type

Benefits
You can add a Process task to configure process settings and enable data transfer between the main process and sub-process. Using Process tasks leads to more organized, flexible, and efficient process automation orchestration. The following benefits include:
  • Improved workflow structure: Breaks complex workflows into smaller, reusable components, enhancing clarity and maintainability.
  • Enhanced data integration: Ensures smooth data transfer between different process levels, reducing errors and data inconsistencies.
  • Scalability: Supports building scalable automation by orchestrating multiple interconnected processes.
  • Efficiency: Streamlines process execution by delegating tasks to specialized sub-processes, improving overall performance.

For more information on how to add a Process task to a process automation, see Add Process Task to a process automation.

Approval

Approval task type

Benefits
You can add an Approval task to streamline the review and approval process in the workflow. The following benefits include:
  • Streamlined decision-making: Automates routing of requests to the right stakeholders, therefore, speeding up the decision process.
  • Conditional workflow progression: Allows workflows to proceed based on approval outcomes, enabling dynamic and flexible process paths.
  • Reduced manual intervention: Improved collaboration between teams minimizes manual follow-ups and errors by automating approval notifications and reminders.
  • Enhanced control: Ensures critical decisions are reviewed and authorized before proceeding, improving governance and reducing risks.

For more information on how to add an Approval task to a process automation, see Add Approval Task to a process automation.

Document validation

Document validation task type

Benefits
You can add a document validation task to verify and process documents for accuracy and completeness. The following benefits include:
  • Improved data quality: Validates document content to maintain high standards and avoid downstream issues.
  • Enhanced compliance: Helps enforce regulatory and organizational policies by validating required document attributes. This is especially important in industries with strict compliance requirements, where even a minor data error could have significant legal or operational consequences.
  • Better Decision-making: Provides confidence that only validated documents are used for subsequent tasks or approvals.

For more information on how to add a Document validation task to a process automation, see Add Document Validation to a process automation.

Form

Form task type

Benefits
You can add a form task to automate filling, submitting, and processing, as well as streamline data entry and workflows.The following benefits include
  • Improved data collection: Captures accurate and standardized data directly from users.
  • Enhanced user interaction: Enables seamless integration of manual inputs without breaking automation flow.
  • Better process control: Ensures necessary information is gathered before proceeding to subsequent steps.
  • Streamlined approvals and reviews:Acts as an interactive step where users can review, enter, or approve information.

For more information on how to add a Form task to a process automation, see Add Form Task to a process automation.