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. The Task tab focuses on activities that you or another user triggers manually while the Automation tab curates only those tasks that are automated. Separating automated tasks from the manual tasks deliver three key advantages:
Clarity
You see only unattended, scheduled, or event-driven tasks—no clutter from ad-hoc runs.
Control
Centralized scheduling, status, and log access let you fine-tune performance without jumping between pages.
Auditability
Metrics such as Last Run, Data Processed, and Status are scoped to bot tasks, making it easy to demonstrate SLA compliance.
Accessing the Automation Tab
Navigate to Home ▸ Projects and click a project name to open its workspace.
In the top navigation bar you will see Project · Automation · Task.
Click Automation. The tab loads a project-specific dashboard followed by the Automation Table.
Page Layout
Project-Level Dashboard (collapsible)
Mirrors the metrics from the main Project page Active Tasks, Total Runs, Successful Runs, Errored Runs, Records Moved, but filters them to bot tasks only.
Use the same four time filters (Yesterday, Last 7 Days, Last 30 Days, Last 12 Months) to trend performance.
Automation Table
A sortable, searchable grid listing every bot task.
Action buttons above the grid: Create, Import, Search, View (Active / Disabled / All), and column visibility settings.
Automation Table Columns
Name
User-defined task label.
• Click to open the task in Flow Builder for design changes. • Double-click to rename inline.
Agent
The bot assigned: Integration Bot (handles API-level flows) or Replication Bot (handles high-volume replication).
Click the dropdown to switch bots or reassign to a user (moves the task to the Task tab).
Last Run
Local-timezone timestamp of the most recent execution, regardless of outcome.
Sort to surface the newest or oldest runs; click the timestamp to open filtered logs for that run.
Next Run
Scheduled date & time of the upcoming execution.
Sort to verify your cron cadence or detect overdue tasks.
Data Processed
Total records moved during the last run of the task.
Click to open the log view pre-filtered to show the raw payload and response.
Status
Current lifecycle state: • Success (green) • Error (red) • Disabled (gray) • Queued/Running (blue)
Click the status badge to jump directly to the most recent log entry of that type.
Actions
Context menu ( … ) and/or inline button.
Configure, Run Now, Schedule, Duplicate, Export, Disable/Enable, Delete.
Creating a New Automation Task
Click Create above the Automation Table.
Task Name – Provide a descriptive label (for example, SFDC Leads → NetSuite Customers Nightly) and click Enter.
Agent – Since you are creating an automated task the application assigns Assign to Bot as default.
Click Configure to import your workflow, set up connections, and map fields.
Click Save to return to the Automation tab.
Click Schedule to define frequency (cron or interval) and Enable the task, or click Run Now for an immediate test execution.
Managing Existing Tasks
Configure – Modify connections, mappings, or schedule.
Run Now – Executes immediately; useful for ad-hoc syncs or testing fixes.
Schedule – Opens the cron editor; supports minutes, hourly, daily, weekly, monthly, or custom.
Duplicate – Copies the entire task (forms, scripts, mappings) and appends “Copy of ” to the name.
Disable / Enable – Temporarily suspend or reactivate a task without losing settings.
Export – Archive to disk or migrate between environments.
Delete – Permanently remove; requires confirmation and adequate role privileges.
For more information about creating a Task, click here.
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