# Automation

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

Automation provide the following three advantages:

<table><thead><tr><th width="145.8570556640625">Benefit</th><th>Description</th></tr></thead><tbody><tr><td><strong>Clarity</strong></td><td>We can see if processes are scheduled to run.</td></tr><tr><td><strong>Control</strong></td><td>Centralized scheduling, status, and log access let you fine-tune performance without jumping between pages.</td></tr><tr><td><strong>Auditability</strong></td><td>Metrics such as <em>Last Run, Next Run, Data Processed</em>, and <em>Status</em> are scoped to bot tasks, making it easy to demonstrate SLA compliance.</td></tr></tbody></table>

### 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

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#### 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.
  {% endstep %}

{% step %}

### Automation Table

* A sortable, searchable grid listing every bot task. To sort the Automation tasks, click the **Name** <img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/EQHkqECzySvANw2w6IA7/Unknown%20image" alt="" data-size="line">column header.
* Action buttons above the grid: **Create**, **Import**, **Search**, and column visibility settings.
  {% endstep %}
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#### Automation Table Columns

<table><thead><tr><th width="176.1429443359375">Column</th><th>What It Shows</th><th>Key Interactions</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>User-defined task label.</td><td><ul><li>Click <strong>Configure</strong> to open the task in Flow Builder for design changes. </li><li>Double-click to rename inline.</li></ul></td></tr><tr><td><strong>Agent</strong></td><td><p>The bot assigned to the automated task: </p><ul><li><strong>Integration Bot</strong> (handles API-level flows) or </li><li><strong>Replication Bot</strong> (handles high-volume replication).</li></ul></td><td>Click the dropdown to switch bots.</td></tr><tr><td><strong>Last Run</strong></td><td>timestamp (Local-timezone) of the most recent execution, regardless of outcome.</td><td></td></tr><tr><td><strong>Next Run</strong></td><td>Scheduled date &#x26; time of the upcoming execution.</td><td></td></tr><tr><td><strong>Last 24 Hrs</strong> Data Processed</td><td>Total records moved in the past 24 hours.</td><td>Click the value displayed in the <strong>Last 24 Hrs</strong> column to open the log view pre-filtered to show the raw payload and response.</td></tr><tr><td><strong>Status</strong></td><td><p>Current lifecycle state: </p><p>• <strong>Success</strong> (green) </p><p>• <strong>Error</strong> (red) </p><p>• In Progress (blue)</p></td><td></td></tr><tr><td><strong>Actions</strong></td><td>Context menu ( … ) and/or inline button.</td><td><p>Click either <strong>Configure or the 3 dots.</strong> </p><p>If you click the <strong>3 dots</strong>, you will get an option to </p><ul><li><strong>Copy</strong></li><li><strong>Duplicate</strong></li><li><strong>Delete</strong> </li></ul><p>the automated task</p></td></tr></tbody></table>

## Create a New Automation Task for a Project

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{% step %}

#### 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**.
   {% endstep %}

{% step %}

#### Select Agent

3. In the **Agent** column, click **Select Automation Agent** to choose between *Integration Bot* and *Replication Bot* options from the drop down.
   {% endstep %}

{% step %}

#### Configure workflow

4. 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.
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