Workflow for business user
- Updated: 2025/10/01
Conversational automation supports both action-based and knowledge-based queries. Action-based queries enable you to execute automations and track the status of assigned tasks, allowing you to complete them efficiently. Knowledge-based queries provide access to enterprise documents, allowing you to search and retrieve information from your organization's knowledge base.
To access and use the Assistant tab, you must first meet the following requirements.
- You must have the Conversational Automation Co-Pilot User license.
- You must have access to the folder containing the enterprise documents.
- You must be part of Automation Co-Pilot team.
- You must have processes assigned to your team.

You will be greeted with a personalized message along with a set of suggested prompts to help you get started.
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Recommend automations I can run: Displays the automations available to you as
part of the Automation Co-Pilot team, along with a summary of each. You can either
type the name of the automation in the prompt window or use the clickable buttons to
run the automations directly from this window.
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Get pending tasks assigned to me: Displays a list of tasks assigned to you
for completion, including details such as the task name, a clickable link for more
information, task status, request ID, and a brief description.


The key value proposition lies in combining automation search and deployment with information retrieval. You can easily locate the right automation from a vast repository of options, tailored to your use case. The true value emerges when this is integrated with information gathering, allowing you to query across diverse data sources like PowerPoint or Excel. By leveraging an indexed repository, you can ask questions and receive instant responses, significantly reducing time spent searching for information.