> For the complete documentation index, see [llms.txt](https://docs.mydbsync.com/cloud-workflow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/automation.md).

# 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:

| Benefit          | Description                                                                                                                                                                |
| ---------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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 <a href="#accessingtheautomationtab" id="accessingtheautomationtab"></a>

{% stepper %}
{% step %}
Go to **Home > Projects** and click a project name to open its workspace.
{% endstep %}

{% step %}
In the top navigation bar, click **Automation**.
{% endstep %}
{% endstepper %}

> **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 <a href="#pagelayout" id="pagelayout"></a>

The Automation tab consists of two sections: the **Project-level Dashboard** and the **Automation Table**.

#### Project-level dashboard <a href="#projectleveldashboard" id="projectleveldashboard"></a>

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.<br>

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fz9YL79F85MfUvFBHtkTB%2Fimage.png?alt=media&amp;token=dd3a5473-ce00-438c-94cf-c5506a40cf60" alt=""><figcaption></figcaption></figure></div>

#### Automation table <a href="#automationtable" id="automationtable"></a>

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.

<div data-with-frame="true"><figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FjFZI9LGj1ao6gE86pIOq%2Fimage.png?alt=media&amp;token=ac6bfee8-587a-465c-baca-643bdbab7e3d" alt=""><figcaption></figcaption></figure></div>

**Automation table columns**

| Column                           | What it shows                                                                                                       | Key interactions                               |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------- |
| **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 <a href="#creatinganautomationtask" id="creatinganautomationtask"></a>

{% stepper %}
{% step %}
Click **Create** above the automation table.
{% endstep %}

{% step %}
In the **Task name** field, enter a descriptive label, such as `SFDC Leads → NetSuite Customers Nightly`, then press **Enter**.
{% endstep %}

{% step %}
For **Agent**, select **Integration Bot**.
{% endstep %}

{% step %}
Click **Configure** to import your workflow, set up connections, and map fields.
{% endstep %}

{% step %}
Click **Schedule** to define the frequency using an expression or interval, then **Save** the setting.
{% endstep %}
{% endstepper %}

### Managing existing tasks <a href="#managingexistingtasks" id="managingexistingtasks"></a>

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.