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. It surfaces only unattended, scheduled, or event-driven tasks, keeping them separate from the manual tasks listed in the Task tab.
Separating automated tasks from manual tasks delivers three key advantages:
Clarity
You see only bot-driven tasks, with no clutter from ad-hoc runs.
Control
Centralized scheduling, status, and log access let you fine-tune performance without navigating between pages.
Auditability
Metrics such as Last Run, Data Processed, and Status are scoped to bot tasks, making it straightforward to demonstrate service-level agreement (SLA) compliance.
Accessing the Automation tab
Go to Home > Projects and click a project name to open its workspace.
In the top navigation bar, click Automation.
Permissions: 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
The Automation tab consists of two sections: the Project-level Dashboard and the Automation Table.
Project-level dashboard
The dashboard mirrors the metrics from the main Project page: Active Tasks, Total Runs, Successful Runs, Errored Runs, and Records Moved. It filters these metrics to show bot tasks only. Use the four time filters (Yesterday, Last 7 Days, Last 30 Days, Last 12 Months) to review performance trends. The dashboard is collapsible.
Automation table
The automation table is a sortable, searchable grid that lists every bot task. The following action buttons appear above the grid:
Create — add a new automation task.
Import — bring in a task definition from a file.
Search — filter the table by keyword.
View — toggle between Active, Disabled, and All task states.
Column visibility settings — show or hide individual columns.
Automation table columns
Name
The user-defined task label.
Click to rename the task.
Agent
The bot assigned: Integration Bot handles API-level flows; Replication Bot handles high-volume replication.
Click the dropdown to switch bots.
Last run
Local-timezone timestamp of the most recent execution, regardless of outcome.
Timestamp is displayed in read-only format.
Next run
Scheduled date and time of the upcoming execution.
Timestamp is displayed in read-only format.
Last 24 Hrs (Data processed)
Total records moved during the last run of the task.
Data is displayed in read-only format.
Status
Current lifecycle state: Success (green), Error (red), Disabled (gray), or Queued/Running (blue).
Status is displayed in read-only format.
Actions
Context menu (…) with task-level operations.
View Log, Duplicate, Copy, Delete.
Creating an automation task
Click Create above the automation table.
In the Task name field, enter a descriptive label, such as SFDC Leads → NetSuite Customers Nightly, then press Enter.
For Agent, select Integration Bot.
Click Configure to import your workflow, set up connections, and map fields.
Click Schedule to define the frequency using an expression or interval, then Save the setting.
Managing existing tasks
Use the Actions menu (…) on any row to manage a task:
View Log opens the execution history for a specific automation task. Use it to inspect run details, diagnose errors, and verify that data moved as expected.
Duplicate copies the entire task, including forms, scripts, and mappings. The copy's name begins with
Copy of.Copy creates a duplicate of the selected automation task, including its connections, field mappings, and configuration, but does not add it to the Automation table.
Delete permanently removes the task. This action requires confirmation and a role with delete privileges.
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