Add Bot Task

Bot Tasks contain work to be done by WorkFusion's bots automating human labor. Bot Tasks can exist only as a Business Process step, and you can create them using code tools or in a no-code manner.

Examples: address parsing, determining the width and height of an image, interacting with your API or repository, or filtering content that does not meet specific criteria.

Add to BP flow

You can add a Bot Task to a BP using one of the following methods:

• Drag the Bot Task element to the canvas from the toolbar, or click the canvas and, in the context menu, choose Add Bot Task. In this case, a blank task is created. You should select an Operation and configure the task.

  

• In the Reusable components panel, navigate to the Bot tab and drag an option to the canvas, or click a Bot Task element in the canvas and, in its context menu, choose Duplicate or Copy. In this case, the task configuration is copied from the source task. You can edit the task if needed.

  

  If you duplicate a task or BP, all subsequent changes in the source and the duplicated task or BP are synchronized.

  If you copy a task or BP, you are prompted to edit its name. The copy and the source are not synchronized.

Select Operation

If you drag a Bot Task element to the canvas from the toolbar or add it from the canvas context menu, a blank task is created, and a side panel appears where you can choose an Operation. The Operation serves as a template to create a Bot Task.

Click an Operation category and click Select next to the option of your choice.

The following Operation categories are available:

• OCR Bridge to create Bot Tasks for optical character recognition (OCR). For more information, read Add OCR step to Business Process.

• No-code to create Bot Tasks with complex decision logic without code. For details, read Configure no-code Decision rules step and Configure no-code Transformation step.

• ETL to create Bot Forms, otherwise known as ETL. It is a special Bot Config type intended for flexible re-using, where instead of direct code editing, you can define initial parameters (variables) through a user interface form. For more details, read Convert Bot Configs into ETL forms.

• Connectors to create custom BP elements for interfacing with external systems. For details, see Configure no-code Generic Connector.

• AutoML Bridge to create Model steps (previously, AutoML Bridge steps). For details, read Add and configure Model and Dataset steps in Business Process.

• Other for Operations beyond the above categories.

Configure no-code Bot Task

Once you select an Operation, a Bot step configuration panel opens where you can configure the Bot Task settings in a no-code manner.

To configure a Bot Task without using code, act as follows:

1. On the Design tab, set a name for the task and fill in other fields as required. The settings can differ, depending on the Operation category and type you have chosen.

2. On the Input/ Output tab, set the data flow from and to the particular step.

   

   warning

   Enabling the Input/ Output feature for a step turns a BP into a schema-based one. So, for the BP to execute as expected, you have to set contracts for other steps within the BP as well. For more information, refer to Configure input and output contracts in Business Process steps.

3. Save the task before closing it. After saving the task, make sure to save the BP.