Installing Books For Your Department

Books enable your automations to take advantage of different technologies and integrations like OCR, Outlook, and Salesforce. Before you work with these technologies, you need to ensure that you have "learned" (installed) the specific book to your department.

Learning a Book

To start, let's navigate to the Books tab from the navigation bar to the left.

Here, you'll see a list of Books that have been either learnt(integrated) or are in the process of being learnt.

Adding books to your department

Here are the steps to add a new books to your department

1. Click the orange "+ New Book" button.
2. Search for the book you need from our list of supported third party applications. (If you can't find the one you're looking for please raise a request by email us at [email protected]

3. Select your books and click on learn.

   

4. You will be promoted to add your credentials. Please note you may need to contact your organisation's IT support to get access/permission to the org's credentials.

🚧

If you are building an automation, and something doesn't seem right or errors are being thrown unexpectedly, chances are you may need to download a book that is not learned yet.