Before you begin, learn how to navigate through Automate Desktop with this detailed tour of the product. The following video provides a first look at some of the basics of interacting with the Automate Task Administrator. In this overview, automation expert Pat Cameron helps you get started by taking you on a tour of the basic functionalities provided with Automate—from viewing your folders and customizing preferences to setting defaults. In this video you’ll learn how to:
Navigate through the Automate Task Administrator
View calendars to track your tasks and history
View logs for your task, system, and audit events
See the task builder and sample tasks, and get an overview of task builder actions
Watch this video now and get started with Automate Desktop.
Want to get to know the Automate Plus management console? Start here with this detailed tour of the product and learn how to easily navigate your way around Automate Plus. Join us on a guided tour of the Automate Plus management console. In this video, you’ll get an inside look at the various functionalities Automate Plus has to offer, including:
Overview of the Management Console and other components of Automate Plus
How to view and manage users and user groups
View task & workflow history
Overview of the Workflow Designer, an interactive flow diagram
Watch this video now and get started with Automate Plus.
Learn about the many system settings within Automate Desktop to help you make the most out of your solution. This video gives you an overview of each system setting available, from Task Service settings to SNMP settings. Join automation expert Andrew Usher as he takes you through each option and provides you with the information you need to customize Automate. In this video, you’ll get an overview of the following:
System Settings menu
Log Management settings
Backup & Restore settings
Service User settings
Plus, many more
Start this tutorial now and learn how to customize Automate with a variety of setting features.
The Automate Task Builder is the foundation of the Automate product. This video will show you how to build and use tasks in Automate with a step-by-step tutorial. You’ll also learn about actions, the pre-built software robot components that make Automate such a powerful tool. Automation expert Pat Cameron will teach you how to create a basic task and run it in Automate. In this video, you’ll:
Use a pre-built, drag-and-drop action
Build a sample task with the Run Action
Run your sample task
Add comments in a task to document what you’re doing
Use and store snippets to save multiple steps
Watch this tutorial now and start creating tasks with Automate.
Automate has more than 600 pre-built actions to choose from. This video provides you with an overview and description of each available action. We'll go through each individual action available and explain how you can use them to get the most out of Automate. In this video, you’ll learn:
Where to find the actions in the Automate Task Builder
An overview of each of the pre-built actions available in Automate
Actions related to Amazon Web Services, Azure, Microsoft applications, and more apps
Watch this tutorial now for your overview of the actions in Automate.
Triggers are key in getting your tasks to run. In this tutorial, we highlight four of the most popular triggers. This video will be your guide to setting triggers and will show you how you can use triggers to get your tasks to run. Automation expert Pat Cameron gives you a tutorial on the four most popular triggers available in Automate. Here’s what you’ll learn:
Overview of the Schedule trigger
Overview of the File System trigger
Overview of the Keyboard Shortcut trigger
Overview of the Email Shortcut trigger
Watch this tutorial now to create your triggers in Automate.
The Workflow Designer is where you can take the tasks you’ve created and link them together in a workflow. This video will show you how to best create your own workflows with a step-by-step tutorial. Automation expert Pat Cameron will introduce you to the Workflow Designer and take you through creating your own workflow. In the following video, you’ll get an overview of the following:
How to create and edit a workflow
Linking your tasks together
Adding variables to your workflow
Adding a schedule to your workflow
Watch this tutorial now and create workflows with Automate.
In the simplest terms, an Automate dataset is any named group of records. The data in a dataset is laid out like a database table, which has a unique name and consists of columns and rows.
Discover how to use Automate’s dataset action when extracting a collection of data, such as a database or a spreadsheet, or retrieving information that describes one or more objects or items. Datasets are also used to store information returned by applications or the operating system itself. In this video, you’ll learn:
An overview of the dataset actions available
Practical use within a task: creating datasets and moving, inserting, and deleting columns and rows
Watch this tutorial now to learn more about the dataset action.
In this chapter, you'll find out more about variables, placeholders for varying or changeable data which let developers write flexible tasks, and datasets, a grouping of related pieces of data. Learn how to find, create, and use variables, datasets, and the Expression Builder. Automation expert Brigette Matz gives you a guided tutorial on using each of these features in Automate. In this video you’ll learn:
How to create and use variables
An overview of the Expression Builder that incorporates all the elements required to create a properly formatted expression
How to create and populate a dataset
Watch this tutorial now to learn how to get started.
In this tutorial, you'll learn how to use the Automate Recorder for web browser interactivity. Create interactive tasks without having to know which actions in the Task Builder need to be used—the Recorder creates them for you. In this video you’ll learn:
How to build web automation with the Recorder
An overview of the Recorder panel including the control, position, and web buttons, and adding additional actions, like wait or a keyboard input
In this tutorial, you'll learn how to use the Automate Recorder. Create interactive tasks without having to know which actions in the Task Builder need to be used—the Recorder creates them for you. In this video you’ll learn:
How to build desktop automation with the Recorder
An overview of the Recorder panel including the control and position buttons, and adding additional options, like wait or a keyboard input