Automation

Centralized workspace to configure, schedule, and monitor all automated integration tasks

The Automation tab is the dedicated command center for every automated workflow in a project.

Automation provide the following three advantages:

Benefit	Description
Clarity	We can see if processes are scheduled to run.
Control	Centralized scheduling, status, and log access let you fine-tune performance without jumping between pages.
Auditability	Metrics such as Last Run, Next Run, Data Processed, and Status are scoped to bot tasks, making it easy to demonstrate SLA compliance.

Access Automation

1. Navigate to Projects from the Home page.

2. Click a project name to open its workspace. The system directs you to the Automation tab.

Permissions note: Only users with the Project Owner, Admin, or Integrator role can create, edit, or delete automation tasks. All other roles have read-only access.

Page Layout

1

Project-Level Dashboard (collapsible)

• Task Summary: Mirrors the metrics from the main Project page Active Tasks, Total Runs, Successful Runs, and Errored Runs, but filters them to bot tasks only.

• Records Moved: Use the same four time-filters (Yesterday, Last 7 Days, Last 30 Days, Last 12 Months) to check the performance trend.

2

Automation Table

• A sortable, searchable grid listing every bot task. To sort the Automation tasks, click the Name column header.

• Action buttons above the grid: Create, Import, Search, and column visibility settings.

Automation Table Columns

Column	What It Shows	Key Interactions
Name	User-defined task label.	Click Configure to open the task in Flow Builder for design changes. Double-click to rename inline.
Agent	The bot assigned to the automated task: Integration Bot (handles API-level flows) or Replication Bot (handles high-volume replication).	Click the dropdown to switch bots.
Last Run	timestamp (Local-timezone) of the most recent execution, regardless of outcome.
Next Run	Scheduled date & time of the upcoming execution.
Last 24 Hrs Data Processed	Total records moved in the past 24 hours.	Click the value displayed in the Last 24 Hrs column to open the log view pre-filtered to show the raw payload and response.
Status	Current lifecycle state: • Success (green) • Error (red) • In Progress (blue)
Actions	Context menu ( … ) and/or inline button.	Click either Configure or the 3 dots. If you click the 3 dots, you will get an option to Copy Duplicate Delete the automated task

Create a New Automation Task for a Project

1

Create a task

1. In the Automation tab for the required project, click Create next to Automated Tasks.

2. Provide a descriptive label (for example, SFDC Leads → NetSuite Customers Nightly) and click Enter.

2

Select Agent

1. In the Agent column, click Select Automation Agent to choose between Integration Bot and Replication Bot options from the drop down.

3

Configure workflow

1. Under the Action column, click Configure to set up a workflow.

You will be directed to the Flow Builder page to continue with workflow creation. For more details regarding Flow Builder, refer here.