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Actions - Specific Feedback

Proposed Actions Capability

Last edited 618 days ago by Siddhant Sahu.

Proposed Actions

Proposed Actions

Bucket

Action Name

General Feedback / Why is this important?

How crucial is this?

Enterprise Application Integrations

Credentials Manager

Used to store credentials in a native creds manager, and read / write to the manager throughput the program. Additionally, workflow tools also provide the capability to integrate with

Email Integration

Helpful for sending, receiving, extracting data, replying, forwarding, downloading attachments via email

Terminal Emulators

These are still used by specific financial services institutions for middle and back office trading / securities applications. These are often low latency and hard to break in and there’s a few types that emulators can support

REST & SOAP Web Services

OOTB action to interface with SOAP / REST APIs in a similar way as tools like Postman facilitate.

ServiceNow

Since this is one of the most commonly used ticketing platforms, an OOTB integration largely simplifies a lot of workflows.

Excel / Sheets

The most helpful integration that facilitates the following commands:

Opening & Closing Sheets

Finding values in an excel sheet

Getting values from single / multiple cells

Getting cell address, column name, row number

Navigating to specific cells, Setting cell value.

Switching spreadsheet, Saving workbook

Access password protected workbooks, appending workbooks, sheets.

Converting excel to PDFs

Deleting cells, table columns, rows

Finding next empty cell

Hiding / Unhiding rows, columns, worksheets

Sorting table values

Protecting, Unprotecting workbook

Workday Integration

Workday facilitates SOAP based UI integrations, which is why having this integration OOTB is quite helpful for interfacing their their HR / Payroll modules as well as others. This is the most commonly used HCM for big enterprises

PDF

Used to Extract text, images, fields from documents.

Additional use cases include splitting and merging documents.

Rare use cases include encrypting & decrypting documents

Active Directory

Used in scenarios where the workflow indexes on a specific user identity within the enterprise. For example, this can help you build a drag and drop integration to Azure AD

DLL Integrations

Very archaic but there are still enterprises that leverage .NET based architecture to design applications and thus have existing functions / automations wrapped up in DLLs that can be leveraged to run custom code

OneDrive / Google Drive

Integration with customer’s cloud storage to upload, download, move, rename files in a similar as one can do with a local file storage

Calendar

Integration that facilitates identification, creation, deletion, accepting, denying meetings based upon certain rule sets.

Docs / Word

Natively integrate with word/ docs features such as creating documents, adding text in new paragraphs, inserting / replacing text which is helpful in workflows that require creation of such documents as outputs

SAP

Commonly used ERP tool across a lot of traditional enterprises which is why an OOTB integration would be very helpful

Salesforce

An OOTB integration would largely reduce any finickiness with the lightening UI, which has often been a reason for instability for UI based automation. Given their vast REST web services architecture, OOTB integration largely makes this simple

Screen & Machine Interactions

Get Text

Used to obtain text against specific components or from specific parts from the field. This is often used to read what is already on the screen and then trigger workflows based on the context

Keystrokes

Sometimes, mouse clicks may not work as well on specific app types which is where keystrokes can be very crucial to tab through specific buttons, simulate specific text commands etc.

Message Boxes

Very commonly used as a debugging tool for building workflows and also presenting outputs to a user. These can have a specific time out which makes the workflow semi-autonomous

Interactive Forms

This is more of a think agent based UI layer than sits on top of the employee’s screen and takes a button, text / chat based approach to perform human in the loop actions that often require human input & review.

Clipboard

Facilitates copying and pasting from the clipboard which is help especially when one leverages the clipboard as a temporary memory store beyond just variables.

Window Manipulation

Window manipulations includes things such as activating specific windows,closing, maximizing, minimizing, resizing, restoring.

One very interesting action has been screen titles which can actually govern workflow logic since some of the titles may contain information about the transaction iteself

Mouse Clicks

Simulates mouse clicks, but this may not apply to Adept since there is an independant Adept mouse pointer.

System Commands

Includes common commands like Shut Down, Restart, Lock Computer, Log Off

Logical Constructs

Error Handling

Similar to how “Try-Catch” is used as of today.

If / Else

For most agent workflows, this becomes quite crucial to build logic

Loop

Used in most workflows since a vast majority of workflows require looping through a set of transactions

Counters

Not so frequently used but more so in complex workflows. This can be thought about in a more simplistic way than a pure coding paradign

Fuzzy Match

This is specifically used for search functions where one has to search using a generic search term and the solution may not exactly match the search term. With an LLM architecture, this is probably going to be a lot more powerful

Variables / Files / Complex Coding Constructs

Files & Folders

This includes general file & folder management which includes creating, deleting files; getting file names, renaming, creating shortcuts, printing files, opening & closing files

List

Commonly used in a variety of tasks to obtain a list of transactions / items and action them one by one

CSV / TXT

Helps read and loop through a text / CSV file to identify specific coluns, data tables or processing. The output of a specific workflow can be a CSV or text file which can then trigger another workflow

Data Tables

Exposes a tweakable large array variable that can be used to transform data in flight within the application.

Date time

A lot of workflows depend on whether a specific data is greater than, lesser than another specific date (could be system date), and indexes on derived values such as difference in # of days, months, years etc.

Inline Scripting

Used by a lot of customers to integrate existing scripts with workflows. These scripts might be doing very nuanced things like integrating with an application that only accepts VB Scripts, or Python code etc. Some common languages are:

Python

VBScript

Javascript

JSON

Used for storing data in JSON objects, parsing JSON data, editing, getting list of nodes, querying JSONs

XML

The functions are almost the same as JSON

Log to File

Used for conducting custom logging activties based on workflow requirements. Sometimes, the output of the workflow is a TXT or CSV log file. This commands makes it easier to append transaction outputs

Dictionary Variable

Helpful to store key value pairs especially in complex copy and pasting of data.

Boolean Ops

Used for creating logics around TRUE / FALSE

String Operations

For most workflows reading data, and copy pasting it, this becomes a crucial component. Some common operations are:

Compare

Find

Length

Lowercase / Uppercase

Generate Random String

Replace

Reverse

Split

Substring

Convert variable type (Boolean, Number, Text)

Trim

Browser Actions

Running Javascript Actions

While our sole goal is to automate tasks in a rather low touch way, some specific apps don’t have clickable elements that are able to execute and often require running / calling a JavaScript function to work around it. This acts as a good developer tool.

Analytics

Track / Analyze

This is typically used to track the transactional value flowing through a specific variable which can then be later dashboarded. For eg. As an accounts payable specialist, trying to automate my AP process, I would like to track the invoice amount across specific vendors, to track how much I am paying over time.

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Proposed Actions

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