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 also versioned, allowing every update to be tracked. The draft–publish workflow ensures automations can be safely developed, tested, and deployed without disrupting business operations.

Creating a Process

After testing your automation in the Playground, the next step is to save it as a draft process. A draft process allows you to formalize and iterate on your automation before publishing it to production.

1

Convert a Playground

Click Create Process after building your automation in the Playground.

2

Name Your Process

Give your process a name. For example:

• validate the reports

• review the submissions

• to process the data

3

Create a Draft Process

Click on Create a Draft Process.

Publishing

When your draft is ready, you can publish it to make it production-ready. Publishing locks the process to prevent further edits, ensuring consistency across all runs. To publish your process, click on Publish Process.

Editing

Once a process is created, you can edit it to make improvements or updates. Edits are made in a draft state, allowing you to test changes before publishing them live.

1

Navigate to Processes

From the left navigation menu, go to Processes.

2

Select a Process

Click on the process you want to edit.

3

Open the Actions Menu

Click the actions menu (⋮) in the top right corner.

4

Edit in Draft

Click Edit, then select Edit in Draft in the confirmation popup. Your draft is now open for editing.

Draft changes won't affect your process until you republish. All runs will continue using the previously published version. To make your changes live, navigate to Processes and click on Publish Agent at the top.