Overview

Build any workflow for your processes by simply adding Stages.

By Combining different Stages you can model your process and improve efficiency by delegating activities to AI Automated Agents.

Start by building your current process and then optimize the process by replacing stages with AI Automated Agents.

Process is an easy-to-use process builder that enables users to create processes without the complexity of mainstream BPM tools.

Build a customized workflow for your operations by integrating multiple stages. Utilize this modular approach to represent your current processes.

Begin by mapping out your existing processes using the designated stages. Subsequently, optimize these processes by strategically substituting certain stages with AI Automated Agents, streamlining operations and improving productivity.

The available Stages are:

Form
Use this stage for Humans. Build forms to request information, notify, or seek for approvals.
RPA Bot
Automate any process by using pre-built AI Automation bots.
Logic
Control the flow of the process by testing the value of a variable.

Getting Started

Who can create Processes?

Users with the Admin or Process Manager role in Processes & AI Agents are entitled to create or edit Processes.

Create a New Process

To create a Process, go to the Process section in Processes & AI Agents and click the “New Process” button.
Provide a Name, a Description and specify which group (Security Group) is allowed to see and execute the Process.
Leave the status in Draft until the Process is completed.
Click “Save”.
Start adding stages. Expand the newly created process and click “Add Stage”. There is no limit on the number of stages that can be added to a process.

Stages

AI Agent Stage

Adding an AI Agent to a Process means you can connect it to other actors involved in your Process, including RPA Bots, Humans and other AI Agents.

In order to add an AI Agent Stage to your Process, you must follow these steps:

Navigate to the Processes section of the Processes & AI Agents module of the Portal.
Create a new Process, or edit an existing one.
Click on the "Add Stage" button.
Select the Stage Type = AI Agent.
Enter an appropriate Stage Name and Description.
Select the AI Agent that will be integrated into the Process using the "Select an AI Agent" dropdown.
If you need the current AI Agent Stage to continue the thread of a previous AI Agent Stage, you may check the "Continue conversation on thread" option and select the previous AI Agent Stage's corresponding Thread Variable. If you don't follow an existing Thread, your AI Agent Stage will create a new one. This step is optional.
Enter the Prompt for this interaction with the AI Agent. You may enter both static text as well as dynamic values in the form of Process Variables. You may add these Variables by clicking on the "Variables" button or typing their names in the following format: ##variableName##
If you wish to add additional rules, limits or restrictions to the current prompt, you may do so in the Guardrail Text field. This step is optional.
Provide a Output Variable name for the Process Variable that will store the AI Agent's response. This field is optional; if you don't provide a name yourself, the Variable will be given an automatic name.
Optionally, you may set a timeout for this stage. However, consider that AI Agents deliver their responses in a matter of seconds, so timeouts will likely not be needed.
Click the "Save Stage" button to add the new Stage to the Process.

Form Stage

Use this stage for Humans. Build forms to request information, notify, or seek approvals.

Configure a Form Stage as follows:

Use the Form Builder to create a Form for this stage.
Add a new Stage to the Process.
Provide an appropriate Stage Name and Description.
Select Stage Type = Form.
Select the Form you created from the "Select a Form" dropdown list.
Set a Responsible user for this stage. The form can be assigned to the Process Launcher or another user with access to the Tasks section of the Processes & AI Agents module.

RPA Bot Stage

Automate any process by using pre-built AI Automation bots.

Configure an RPA bot Stage as follows:

Build an RPA workflow with ElectroNeek Studio Pro and publish it to the Orchestrator.
Add a new Stage to your Process.
Provide an appropriate Stage Name and Description.
Select Stage Type = RPA Bot.
Select the Orchestrator where the Workflow was published.
Select the Workflow.
Select the Bot Runner that will be used to execute the bot.

If the bot requires data to be injected into the Bot or if the Bot is expected to return values, you must configure the variables in the “Data” tab.

Open the “Data” tab and provide the Input Variables or constants required for the bot.

IMPORTANT: The variable name is the one the bot will use to get the value.

Specify the name of the Output Variables the RPA Bot will return after the execution. You just need to declare the names of the variables as they were named in the RPA bot.
These output variables can then be used in other Stages of the Process.

Example of how to send data to an RPA bot

In the RPA Bot stage, we have configured a Variable and a Constant to be sent to the Bot:

In the RPA Bot, we’ll read those values (in Studio Pro) using the following workflow activities:

The parameters are received in the “webhook_data” internal variable as a JSON object.

For this case it would be:

{ “TopicArticle” : value, “Environment” : “Production” }

Example of how to receive data from an RPA bot

In the RPA Bot stage, we have configured two output Variables that the stage expects to receive from the selected RPA Bot:

In the RPA Bot, we’ll send variable configuring the output variables in Studio Pro as follows:

IMPORTANT: Be sure to select the options “Is Global” and “Output Data” in the “Assign value to variable”

In the “Output” tab of ElectroNeek Studio Pro, select the options as shown below:

Logic Stage

Control the flow of the process by testing the value of a variable.

Configure a Logic Stage as follows:

Add a new Stage to the Process.
Provide an appropriate Stage Name and a Description.
Select Stage Type = Logic.
Select the Variable that will be tested.
Set up new Cases by defining their Value (what the Variable value must be in order for the Case to be executed) and its corresponding Action. Actions include:
1. Go to next stage
2. Jump to specific stage
3. Mark process as Success
4. Fail the process.
After adding all your Cases, you may set up a Default Case. This is the Case that will execute if none of the other Cases that you defined occur.