The BUSINESS AUTOMATION plan is designed to bring you all the tools you need to start building your own seamless customer journeys, automated business processes and self-service areas for your customers. Once inside you’ll see your Dashboard, which looks like below. With the BUSINESS AUTOMATION plan you will have access to the Form & Flow Designer, the UI Designer, the Decision Manager as well as User Management and of course the Account module.
The Dashboard is the main interface for the Business Development and/or Business Process Owner responsible. This is where you’ll be working much of the time. Let’s just briefly walk you through the CORE modules in the Dashboard.
As can be seen from the image the Form & Flow Designer module holds 4 different (5 including the Flow Designer that is coupled to the Form Designer) sections. These are: Form & Flow Designer, Workflow Management, Workflow Settings and E-Signature.
As you can see when entering the first Section – the Form & Flow Designer – we have created 3 forms for you already, to help you get started. These forms are: Interactive Customer Form that is meant as a starting template for you to see how Forms and Views can be combined to create interactive, self-service areas. Besides this form there are two sign up forms, one for an external Customer and one for an internal Employee. The difference between the two is the default role and access permissions each user is given.
The Workflow Management section is the place where you as a Business (Development) Manager or Process Owner can get an overview of the processes your organization is processing (if you we’re logged in as an ‘Operator’ you would see ‘Pending Tasks’). We have already set up the Workflow Management interfaces for the ‘Operators’ in your organization in the provided templates that you can find in the UI Designer module (more on this below). For now you just need to know that you will be able to monitor the processing going on in your organization by visiting this tab in the Dashboard.
In the Workflow Settings section you can manage the general settings for your automated workflows. These settings include among others the designating of the pages where your Workflow Management interfaces are being deployed. As can be seen we have already set these up for you, so you just need to check them out and customize them to your liking. But this way, you’ll be able to quickly deploy your workflows in your organization.
Other notable settings in the Workflow Settings would be the Advanced tab and the Published Workflow Forms tab. If you’d like your users to be able to select from various Workflow Forms in their user Interface, this is where you can enable this option.
In the E-Signature section of the Form & Flow Designer, you’ll find the E-signature capabilities of your AUTOMAIT platform. There are 3 document types and document flows to choose from: Basic, Template and Stand Alone. You can set a signer order for any document, you can add two factor authentication for extra security and reuse your templates for multiple signers and much more.
The UI Designer holds 2 sections: Pages and Views. The Pages section is the center piece of the UI Designer. This is the design tool you will use to create your user interfaces and display them to the world: your organization and your organization’s customers, vendors, business partners and so on. Views is the tool you will use to create Views based on the Workflow Forms you have set up and to make all or parts of the Forms interactive. In other words, Views is an essential tool in creating interactive Customer Portals and self-service areas.
Pages already holds 10 templates when you first open the UI Designer. These templates have been made to help you get on your way with setting up your automated workflows. The templates are internal facing (the Workflow Management templates) or externally facing (Company Portal or Customer Area). Moreover, there’s an E-signature page, used to hold you E-signature application (if deleted, make sure to replace the page in the E-signature settings).
Operations Center Template and the Workflow Management Templates are the templates we’ve made to house your Workflow Management pages. As can be seen, the templates holds several elements, including a logo, a log out button and some menu items to help your ‘Operators’ navigate between the Inbox, Status, Reporting and Submit pages.
Company Hub or Customer Portal Template is a navigation page for your colleagues and customers to choose between whether to enter the Company Hub (where the Workflow Management pages are located) or the Customer Portal, where an external customer can upload and edit their information.
Customer Area and Customer Area Edit Templates are the backbone of the interactive Customer Portal. In the Customer Area, you’ll find the starting Workflow Form (an example) where an external customer can enter in some information. In the Customer Area Edit Template, you’ll find the View that has been created for the returning customer to update and maintain their information.
In the Views section you’ll find the ‘Interactive Customer Portal’ View that we have created for you, to help you get started. Note that the View is based on the Form we have made previously, the ‘Interactive Customer Form’.
In the User Management module, you’ll find several sections: Users, Add New, User Access, Email Log and Email Set-Up. These sections are of a quite administrative nature and designed to help you run your AUTOMAIT platform. In the Users section, you’ll see an overview of the Users on your platform and their corresponding roles (Administrator, Developer, Internal or External). Here you’ll be able to change the roles of the individual users (or bulk change if needed) and delete users.
In the Add New section you can add new users. Simply enter in a username and email and select the required role and click Add New User. The new user will then receive an email with an activation link and a password as well as a link to log into your platform.
In the User Access section you can control where different users are taken after having logged in. You can set up all the needed rules you need, both an an individual user basis or for a role as such. This is useful to redirect your Internal users to the Workflow Management pages and the External customer to the Customer Portal pages.
In the Email Log section you can monitor the outgoing emails from your AUTOMAIT platform. You can slo send emails from here, if need be. This section is mainly to help you check and trouble shoot if workflow notifications and confirmations are not being delivered (most often they can be found in the recipients spam folder).
In the Email Set Up section is where you can set up your own email host, for example Gmail or Outlook. This can be a bit tricky so be sure to follow the documentation strictly or involve your IT department or responsible to help you. Correct email set up will improve the deliverability of your emails and of course look professional to your outside world, as they will receive emails from you, not from the default AUTOMAIT email address.
In the Account module you can manage your organization’s account. You can upgrade/downgrade your plan and you can set up your Custom Domain. The Custom Domain is the option to have your AUTOMAIT platform seemingly hosted on your own domain. If you set it up, your frontend site of your platform can be found on this URL: yourcompany.com rather than this: automait.it/yourcompany. It is not necessary to set up the Custom Domain and you can start off by just using the AUTOMAIT domain. If/when you decide, simply set the Custom Domain in your account area.