Working with automations

Create automations to automatically streamline your business processes, reduce the time that you spend on manual activities, and reduce your costs.

You can create automation goals, automation requests, and the tasks associated with them.

• Create and define
  Create the core components of AUtomation Center: automation goals, requests, tasks, resources, and agents. This is the starting point of the automation lifecycle where you conceptualize and structure the work that needs to be automated.
• Move through states
  Guides you through advancing your automation request from creation to publication, including options to defer or reject requests that no longer meet your criteria.
• Execute and monitor
  Guides you through running your published automations and tracking their health, performance, and outcomes in production. Once an automation is published, it moves from development into operational execution where it processes real business data and generates measurable results.
• Optimizing automations
  Guides you through measuring automation success, identifying improvement opportunities, and expanding automation scope and impact. This is the ongoing operations phase where you evolve your automations based on real-world performance data and business needs.
• Working with golive checklists
  Create a golive checklist to automatically track items that must be reviewed before publishing the automation request. Every golive checklist is associated with an automation request.
• Creating insights
  Insights help you get automated analysis of your automation execution data. Instead of manually reviewing logs and metrics, insight rules automatically generate alerts and recommendations when patterns, anomalies, or issues are detected.

Parent Topic:Using Automation Center