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:

Benefit
Description

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

  1. Navigate to Home ▸ Projects and click a project name to open its workspace.

  2. In the top navigation bar you will see Project · Automation · Task.

  3. Click Automation. The tab loads a project-specific dashboard followed by the Automation Table.

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)

    • 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.

  2. 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

Column
What It Shows
Key Interactions

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

  1. Click Create above the Automation Table.

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

  3. Agent – Since you are creating an automated task the application assigns Assign to Bot as default.

  4. Click Configure to import your workflow, set up connections, and map fields.

  5. Click Save to return to the Automation tab.

  6. 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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