Orchestration workflow

The Orchestration section guides you through the steps to deliver and orchestrate automations, including the involvement of a human worker in the loop. The figure below illustrates the actions available for the purpose via the Control Tower (CT) and WorkSpace (WS) user interfaces.

Create, design, and run Business Process

In the Work.AI platform, Business Processes (BP) are the means to deliver automations. Currently, BPs are available in two implementations:

• Schema-based, where each step can have a contract defining variables expected as input for this step and those produced as the output.

• Schemaless, designed without any contracts.

A BP can include the following:

• Manual Tasks
• Bot Tasks
• Decision and Transformation steps
• Triggers
• Connectors
• Embedded processes
• Asynchronous and synchronous sub-process execution elements
• Connections
• AutoML Bridge steps
• OCR steps

Implement Business Process

To implement a BP in Control Tower, the following actions are essential:

1. Create a BP. See the Create Business Process guide.

2. Design the BP flow. Start with the Build Business Process flow in Workflow designer topic and explore how to work with the following:

   • Bot Tasks to allow for automatic execution of specific steps in the designed workflow. For details, see Add Bot Task.

   • Manual Tasks to involve human workers into assisting the bots with their tasks, for instance, by reviewing and correcting the output of automated steps. Read the guidelines in the Set up Manual Task section and the Add Manual Task topics.

   • Trigger steps to start a BP by an external system event. For instructions, see Start Business Process with no-code Trigger element.

   • Decision logic by adding the Transformation and Decision steps to the flow. See the Configure no-code rule-based Bot Tasks guide.

   • Connectors to integrate the automation with external services. For details, read Configure no-code Generic Connector.

   • Triggering sub-processes by internal events to implement a more complex automation logic. For details, see the Start Business Process by internal event guide.

   • Connections between the BP components to join them into an end-to-end automation flow. For more information, see Add connections.

   • Step contracts, required if you are building a schema-based BP, to implement the data flow across the process steps. For detailed instructions, read Configure input and output contracts in Business Process steps.

   • AutoML Bridge steps to integrate machine learning models into the BP to do information extraction and classification tasks. For more information, see Add and execute AutoML Bridge step.

   • OCR steps to provide for optical character recognition on the BP input if needed. For details, see Add OCR step to Business Process.

Below is a sample Business Process for document handling.

Run Business Process

Once your BP is set up as appropriate, do the following:

1. Set options for the BP run.

2. Run the BP.

Schedule Business Process

To run a BP automatically at regular intervals, set a schedule as described in the Schedule Business Process section.

Analyze and monitor automations

To keep track of your Business Process executions, you can do the following:

• Utilize WorkFusion Analytics. In Work.AI, Analytics is available in two implementations: the default Superset-based one and legacy Tableau-based one. You can use one of the implementations or both of them simultaneously.

  Work.AI offers a set of out-of-the-box dashboards, or you can build custom ones according to your specifications. For details, read the Analyze and monitor section.

  

• Investigate BP logs. For details, refer to the View logs and repair Business Processes topic.

• View MT and BP results. For instructions on viewing BP results, refer to the article. For the same guidelines on MT, read the topic.

Manage human workers

CT provides the functionality to manage workers, monitor their statistics, and handle worker profiles. For details, refer to the Manage workers section.

Process Manual Tasks

WorkSpace is the point to involve a human worker in your automation and the place where tasks are done when they require human assistance.

Label documents

Labeling (earlier known as Tagging over Document (ToD)) is designed to prepare the documents fed to a Business Process for processing by the Optical Character Recognition (OCR) engine. The primary actors in the process are Subject-Matter Experts and Data Analysts. They review the documents in Workspace, discover business logic, and find out how to label them.

The GIF below illustrates the labeling process.

To learn more, read the guides in the Document labeling section.

Manage and process assignments

An assignment is an object representing a Manual Task in Workspace.

For instructions on working with assignments, refer to the following articles:

• View assignments
• Sort assignments and create custom queues
• Process individual assignment

Manage worker account

Workspace enables users to manage their accounts, including updating passwords, editing personal details, and tracing sessions. For details, refer to the Manage account topic.

note

For a general overview of WorkFusion applications, read the following documentation:

• Control Tower
• Workspace