Getting Started with Process Automation

Welcome to process automation – a set of components that let you automate business tasks. These tasks include moving documents, extracting and inputting data, setting deadlines, and more. The components to process automation include:

• Workflows: Build processes to extract data, route documents, and more.
• Business Processes: Build processes to route forms, retrieve data, and more.
• Bots: Build software bots that automate repetitive, routine work between multiple systems.
• Starting Events: Define how and when processes start.
• Rules: Design reusable modules to run across processes.
• Surveys: Create forms to collect data for analysis.
• Files: Upload attachments for processes to reference.
• Settings: Manage business options for processes.
• External Data Sources: Connect to a database on a remote server.
• External Connection Profiles: Connect to third-party applications.
• Capture Profiles: Capture document information automatically using profiles.

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