Processes

Learn how to transform your automations into reusable processes.

What is a Process?

A process is an automation workflow built using one or more procedures. It represents a complete business task, such as processing an invoice from receipt to payment.

Process States

A process can exist in one of two states:

1. Draft – A version of the process for development and testing.

2. Published – A finalized, production-ready version of the process.

Processes are versioned, so every update is tracked, enabling clear change management. This draft–publish workflow ensures that automation can be safely developed, tested, and deployed without disrupting business operations.

How to Create A Draft Process

1

Convert a Playground

Click on Create Process after building your automation in the Playground.

2

Name Your Process

Give your process a name using one of the following patterns:

• Starts with "to"

• Ends with "is", "if", or "are"

Examples:

• to do something

• a book is good if

• the cool penguins are

• the valid string is

Additional Rules:

• Only use alphanumeric characters, including letters A-Z, a-z and numbers 0-9.

• Do not use special characters, including but not limited to: ! - @ # $ % ^ & * ( ) _

• This makes it easy for Kognitos to read the process name like an English phrase!

3

Create a Draft Process

Click on Create a Draft Process .

Troubleshooting Process Creation

1. Make sure the process name is valid. Your process should either start with 'to' or end with 'if', 'is', or 'are'. The process name should also only contain alphanumeric characters. If these naming conventions are not followed, you may encounter the following error: The name you entered is not a valid procedure name.

2. Test your automation in the Playground first. If there are any errors, Kognitos may prevent you from creating the process. Run and test the script to identify issues before saving it as a new process.

Publish a Process

When you are ready to finalize your process, you can publish it. Once published, the process becomes locked for edits, making it stable for production but unchangeable without creating a new draft.