Write a set of instructions as a prompt in Co-Pilot for Automators to generate vital components of a process automation.
About this task
The following steps describe creating a new process and editing automation with Co-Pilot for Automators.
Procedure
- Log-in to the Control Room with a valid user account and navigate to Automation > Create new > Process.
- Enter a name and the folder where you want your process to be saved. Click Create & edit to open the process in the Process Composer and enter your initial data in the start element.
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Open Co-Pilot for Automators by clicking the
Co-Pilot button or Assistant > Co-Pilot.
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In the Co-Pilot dialog box, describe your automation
scenario with a set of instructions. When complete, click
Send or use Ctrl+Enter to send
your prompt and generate elements based on your instructions.
For example, you can describe an invoice processing automation asCo-Pilot for Automators analyzes the prompt, generates the automation using necessary elements, and responds in the dialog box with a message.
Add the scan invoices bot. If values are greater than 100, then send email to test@email.com, else save data to new excel sheet.Note: In this example, Co-Pilot for Automators matched the prompt to existing bots in the repository and mapped them to the bot tasks. Co-Pilot also added a process task and the developer mapped the child process to it manually. - Provide feedback to Co-Pilot for Automators by clicking Yes or No in the dialog box.
- To further edit your automation, describe any changes and the specific node of your automation scenario within the Co-Pilot dialog box.
- Finally, review, save, and test your automation to ensure accuracy.