What are Processes?
A Process is a reusable automation definition. You create it once, then run it whenever you need.
Viewing Processes
The Processes page shows all your automations:- Search - Find processes by name
- Filter - By status (draft, ready, archived)
- Sort - By name, date created, last run
Creating a New Process
Enter Details
| Field | Description | Example |
|---|---|---|
| Name | Short, descriptive title | ”Weekly Sales Report” |
| Description | What the automation does | ”Open Excel, pull data from CRM, generate PDF report” |
Process Details View
Click any process to see its details:- Overview
- Performance
- Documentation
- Settings
- Process name and description
- Current status
- Last execution info
- Quick run button
Running a Process
From the process detail page:- Click the Run button
- Fill in any required parameters
- Choose HITL mode (if configurable)
- Click Start Execution
Process Status
| Status | Meaning |
|---|---|
| Draft | Still being configured, not runnable |
| Ready | Can be executed |
| Running | Currently executing |
| Archived | No longer active, hidden by default |
Workflow Visualization
Some processes show a visual workflow diagram: This helps you understand the automation steps at a glance.Editing a Process
To modify an existing process:- Open the process detail page
- Click Edit in the settings tab
- Make your changes
- Click Save
Archiving vs. Deleting
| Action | What Happens |
|---|---|
| Archive | Hides the process, keeps history, can be restored |
| Delete | Permanently removes the process and all its data |
Duplicating a Process
To create a copy:- Open the process
- Click the … menu
- Select Duplicate
- Give it a new name
Bulk Actions
Select multiple processes to:- Archive them all
- Delete them all
- Export their configurations
Tips for Good Processes
Use descriptive names
Use descriptive names
Bad: “Process 1”
Good: “Daily CRM Data Export to Excel”
Write clear descriptions
Write clear descriptions
Include:
- What the automation does
- What inputs it needs
- What outputs it produces
Start simple
Start simple
Build and test one step at a time. Don’t try to automate everything at once.
Use parameters
Use parameters
Instead of hardcoding values, use parameters so you can reuse the process with different inputs.