Access Automation Co-Pilot in SAP and ServiceNow

Automation Co-Pilot makes a shared automation accessible for end users in SAP (via Chrome extension) and ServiceNow (via embedded widget). An employee submits an order request and a manager approves the request.

Automation Co-Pilot

Business users can directly access authorized automations from their favorite business applications without having to open a new interface, or learn a new app. You can invoke Automation Co-Pilot as a widget in ServiceNow and as a sidebar in SAP. To make the widget accessible:
  1. Create and configure the widget in your preferred application.
  2. Assign any pre-built automations in Automation Co-Pilot required for teams to complete their daily tasks.
The widget populates assigned automations for specific roles.
Image presents examples of embedded automations and a few attributes.

Example Summary

A company employee (Jane) submits a request to order replacement hardware. Jane (operating in ServiceNow) uses the embedded widget to launch an automated bot to process the order, and submit for approval to a Cost Center Manager (Gerald). Gerald (operating in SAP) uses the embedded widget to launch automations that approve and complete the hardware shipment order.

The widget is visible in ServiceNow as a custom ServiceNow component that is placed into the Employee Service Portal page. The widget is invoked as a sidebar through the web browser. For users operating in SAP S/4HANA, the sidebar appears on a page load trigger.
Image demonstrates the workflow as both individuals contribute.

Setup

  1. Complete the setup process flow for ServiceNow. See Automation Co-Pilot using embedded widget overview.
  2. Complete the setup process flow for SAP . Automation Co-Pilot using Chrome extension.
  3. Assign automations. See Assign automations to teams.
  4. The embedded widget can contain combinations of three types of automations:
Tip: Sample code

You can download the following sample code to test this example in your own environment. See GitHub: ServiceNow .

Procedure

This embedded widget example includes the Automation Co-Pilot Process automation type.

The Hardware Replacement Request Automation Co-Pilot process allows an employee access to the business ServiceNow Service Portal for IT requests. An employee can use the embedded widget to automate requests. Jane's order request includes replacement hardware such as: keyboards, mice, or laptops.

When Jane opens ServiceNow, they can see the automated process for Hardware Replacement Request within the widget.
Image demonstrates the widget embedded in ServiceNow.
  1. Jane initiates the Hardware Replacement Request and is taken to an input page in the widget where they enters the information required to execute the automation.
  2. Jane can select the request for self, or as another employee, and click Submit.

    Image demonstrates the new request automation.
  3. After submitting her request, the next automation connects Jane to the business HR system where Jane gathers employee details, such as shipping address. The system connects to the procurement system to retrieve the available items to order.
    Note: This example includes these steps in the automation to reduce reliance on additional systems.

    Image demonstrates selecting hardware in the order form.
  4. This business rule was created in this automation example to check the total order value:

    If the total order value exceeds the company threshold of $3000, then an approval is required from the cost center owner. This generates a request to Gerald.

  5. Gerald focuses on different tasks in the cost management application (SAP). The list of automations in the sidebar is focused on orders, inventory, and other sales related processes. When the widget generates Jane's request for Gerald, a toast message displays in the inbox for the new task in the widget.
    Image demonstrates the toast message of the new task created for the embedded widget in SAP.
    Gerald selects My Tasks to view the request and continue with the Automation Co-Pilot approval process.
    Image demonstrates view of pending tasks.
  6. Gerald approves the request and adds any comments, remaining in the SAP environment.
    Image demonstrates the simple approval process through embedded automation.
  7. Jane can see the details and status of each step in the overall process in the workspace widget. She can see that all successful steps have completed, and an IT ticket has been created and closed to track the request.
    Image demonstrates the notification received upon manager closing the request.