Generate an Automation in the Automation Portal

You can create an automation for any routine identified by Automation Finder and listed within the Automation Portal.

To create an automation:

  1. In the Automation Portal, navigate to the Automation Insights - Report Management page.

  2. Click the report that contains the routine you want to automate.

  3. On the Routines tab, click the routine you want to automate.

  4. Click the variation to automate.

  5. Click the instance to automate.

    The Actions of list is displayed.

  6. Click Generate Automation.

    The Generate Automation window is displayed.

  7. Enter a Name and Description for the automation.

  8. Check the legal notice.

  9. Click Save. A success message is displayed.

  10. To see the list of all generated automations, select Generated Automation from the side menu.

    The last automation generated is displayed at the top of the list, by default.