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 Agents.

The easy-to-use Process Builder enables users to create managed processes without the complexity of mainstream BPM tools. Build a customized workflow for your operations by integrating multiple Stages of different types.

Begin by mapping out your existing processes using the designated sub-processes, tasks or, as we call them, Stages. Subsequently, determine the best possible "process actor" to perform this Stage: a Human (through a Form), an RPA Bot (for simple, repetitive, rules-based tasks), or an AI Agent (for analytical, content creation and complex decision-making tasks, among others.)

These "process actors", when combined in a Process, can work together and share data, to collaboratively carry out the full process in the most optimal way. You may think of AI Agents as the "brain" of your process, and the RPA Bots as the "muscles" -- AI Agents analyze, make decisions and generate content, and RPA Bots connect and integrate with Cloud and desktop-based apps.

The available Stages are:

• AI Agent
  Automate tasks, from simple to complex, using context-aware, memory-enabled smart AI Agents.
• Form
  Use this stage for Humans. Build forms to request information, notify, or seek approvals.
• RPA Bot
  Automate tasks using pre-built Robotic Process Automation (RPA) bots, integrated via Orchestrator.
• HTTP Call
  Perform customizable HTTP requests from your Process, without the need of a local client.
• 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.

How does data get passed between Stages of a Process?

All Processes have their own set of Process Variables. These variables are pieces of data stored in the memory of the Process, which may be used as input and output information for all Stages in that Process.

• In an AI Agent Stage, the Agent's response will be saved to a Process Variable. You may also include Process Variables in the Prompt.
• In a Form Stage, all fields of the Form create a Process Variable automatically, with the field's Name as the variable name, and its value reflecting the content of that field at the time of Form submission.
• In an RPA Bot Stage, you may optionally send Process Variables as Input values for the Bot and/or save Output variables from the Bot into Process Variables to be used in later Stages.
• In an HTTP Call Stage, the obtained HTTP response will be saved to a Process Variable. You may optionally use Process Variables to configure aspects of the HTTP request such as Headers, Query Params and Body.
• In a Logic Stage, the selected Process Variable will be evaluated to determine the outcome of the configured Cases.

When the Process is launched, and a new instance of the Process (called a Job) is created, each Job will have its Process Variables reflected as Job Variables, with their values corresponding to the Job's specific context.

Create a New Process

1. To create a Process, go to the Process section in Processes & AI Agents and click the “New Process” button.
2. Provide a Name, a Description and specify which group (Security Group) is allowed to see and execute the Process.
3. Leave the status in Draft until the Process is completed.
4. Click “Save”.
5. 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:

1. Navigate to the Processes section of the Processes & AI Agents module of the Portal.
2. Create a new Process, or edit an existing one.
3. Click on the "Add Stage" button.
4. Select the Stage Type = AI Agent.
5. Enter an appropriate Stage Name and Description.
6. Select the AI Agent that will be integrated into the Process using the "Select an AI Agent" dropdown.
7. 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.
8. 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##
9. 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.
10. 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.
11. 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.
12. 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:

1. Use the Form Builder to create a Form for this stage.
2. Add a new Stage to the Process.
3. Provide an appropriate Stage Name and Description.
4. Select Stage Type = Form.
5. Select the Form you created from the "Select a Form" dropdown list.
6. 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:

1. Build an RPA workflow with ElectroNeek Studio Pro and publish it to the Orchestrator.
2. Add a new Stage to your Process.
3. Provide an appropriate Stage Name and Description.
4. Select Stage Type = RPA Bot.
5. Select the Orchestrator where the Workflow was published.
6. Select the Workflow.
7. 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.

8. 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.

9. 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.
10. 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:

HTTP Call Stage

Perform HTTP requests from within your Process.

Configure an HTTP Call Stage as follows:

1. Add a new Stage to the Process.
2. Provide an appropriate Stage Name and a Description.
3. Select Stage Type = HTTP Call.
4. Enter the URL of the endpoint you want to interact with. This field is required.
5. Select the HTTP Method you want to use. Available methods are: GET, POST, PUT, DELETE, PATCH. This field is required.
6. Optionally, you may set up the Headers of the HTTP call. You may add as many Headers as you need. You can add a new Header by following these steps:
   1. Click the "Add" button next to "Headers".
   2. Assign a Key to the Header. You may type it manually, or select from a dropdown list of common Header Keys, such as "Authorization" and "Content-Type".
   3. Enter a Value for the Header. You may enter it manually, or link it to a Process Variable by clicking the "Link to a process variable" button and selecting it from the list, or by simply typing its name between double "#" symbols (eg. ##apiToken##).
7. Optionally, set up Query Parameters for your HTTP call. You may add as many as you need. You can add a new Query Parameter by following these steps:
   1. Click the "Add" button next to "Query Params".
   2. Assign a Key to the parameter by typing it manually.
   3. Enter a Value for the parameter. You may enter it manually, or link it to a Process Variable by clicking the "Link to a process variable" button and selecting it from the list, or by simply typing its name between double "#" symbols (eg. ##userID##)
8. Set up the Body of the HTTP call, in JSON format. You may include Process Variables by entering their names between double "#" symbols (eg. ##invoiceNumber##)
9. Enter an Output Variable Name to determine the name of the Process Variable that will hold the HTTP response obtained when the HTTP call is performed.
10. Optionally, you may set a timeout for this stage. However, consider that HTTP requests may take shorter or longer times depending on multiple factors.
11. Click the "Save Stage" button to add the new Stage to the Process.

Logic Stage

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

Configure a Logic Stage as follows:

1. Add a new Stage to the Process.
2. Provide an appropriate Stage Name and a Description.
3. Select Stage Type = Logic.
4. Select the Variable that will be tested.
5. 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.
6. 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.