Co-Pilot for Automators in Bot Editor

Natural language prompts can make developing sophisticated bot automation simple and fast.

Prerequisite

See Availability

Capabilities

Co-Pilot for Automators supports the following features in the Bot editor. Consider describing the following with a natural language prompt.

  • Create an action and automatically create variables for mandatory attributes of the action.
  • Describe and reference existing variables in prompts using the established variable tag (ex. $variable_name$).
  • Create an action and a variable, and map them together with a single prompt (ex. Connect to Salesforce and set username to $salesforceUserName$).
  • Update attributes of an action in the Bot editor.
  • Specify the conditions of loop and if/else actions to describe the behavior of the bot and match the built-in iterators (ex. For each: file in a folder, row in a database table).

Procedure

Follow these steps to create or edit automation in the Bot editor with Co-Pilot for Automators.

  1. Log-in to the Control Room with a valid user account and navigate to Automation > Create new > Task Bot.
  2. Enter a name and folder where you want your bot to be saved. Click Create & edit to display the bot outline in the Bot editor with the start and end elements.
  3. To open Co-Pilot for Automators, click the Co-Pilot button or click Assistant > Co-Pilot.
    Access Co-Pilot in the Bot editor.
    Access Co-Pilot in the Bot editor
  4. Within the Co-Pilot chat window, describe your automation scenario and click Send or use the Ctrl+Enter shortcut key when you are done.

    For example, you can describe a file-copy automation with Prompt user for two folders. Loop first folder to find excel files and copy them to second folder.

  5. Automation Co-Pilot analyzes the prompt, automatically generates the automation, and responds with a success message.
    Automate in the Bot editor.
    Automate in the Bot editor
  6. Provide feedback to Automation Co-Pilot by clicking Yes or No.
  7. If needed, edit your automation by further describing your automation scenario within the Co-Pilot chat window.
  8. Finally, review your automation, save it, and test it to ensure that the automation works as expected.