Creating a process trigger

Create a process trigger that starts an automation when a predefined action occurs on the selected Microsoft Windows process.

1. On the left pane, click Automation.
   A list of available bots and forms is displayed.
2. Click Create new > Bot.
3. Enter a name for the bot.
   All the bots are stored in the \Bots folder. (Optional) Click Browse to change the folder.
4. Click Create & edit.
5. In the bot builder page, click Triggers > Process trigger.
6. Drag Process into Drag a trigger here.
   The Process trigger: Process editing panel appears.
7. Click the Process name drop-down menu and select Outlook.exe.

   Refresh the Process name drop-down menu if none of the processes are listed.

8. Select the following check boxes to set the trigger condition:
   • Starts: Triggers the bot when users launch or start Microsoft Outlook.
   • Stops: Triggers the bot when users close or stop Microsoft Outlook.
9. Optional: Use the Assigned to drop-down menu to assign a variable.
   If you want to use the Variables tab to create a variable, ensure that you select the Use as input check box for it to appear in the Assigned to (optional) drop-down menu.
10. Click Save to save the trigger configuration.