Autto in four stages
Autto’s approach to automation is completely unique; that’s what makes it stand out. Autto handles the creation and implementation of workflows so that automating everyday processes is as simple as possible. With Autto you build your workflow in our online editor, obtain its web address, and control who uses it. When you publish your workflow, that web address is where users use the workflow. As the workflow is used, you can track what users are doing and retrieve data in Autto.
Click on the button for any stage to learn more about that stage!
You tell Autto which steps to create by making a flowchart-like diagram with actions, linking the actions, choosing square brackets, settings and conditions
You decide who can use your workflow web address by choosing between three options: Invitation Required, Registration Required, or Public
Users go to the web address to use the workflow. Then they can answer questions, see information and get the resulting files
Inside Autto you can view the workflow’s performance and the activity of the workflow’s users. You can then export the data to spreadsheets
Autto is a unique web-based tool that makes automation simple and accessible. It gives you the ability to create workflows based on processes you already use and then lets you decide who can use them to automate tasks. In this introduction on the concepts behind Autto, we will look at the four stages of using a workflow in Autto. We’ll look at how you build, publish, and control a workflow. Then we will discuss how workflows function and how you can track them with Autto.
Imagine the process that you want to automate as a series of tasks. Now imagine those tasks shown in a step-by-step diagram or flowchart. This is the principle behind workflows in Autto; we help you create that flowchart. The step-by-step diagram we create in the workflow editor is made up of actions that represent each step. These actions each have a particular purpose and are linked together to tell Autto in which order to take the steps.
We will need information for the actions, like the address to send the email to. These pieces of information are stored in Square Brackets. For example, we might have a form action with a question that asks “What is your email address?”, the answer to which is stored in a Square Bracket we could call [UserEmail]. The next step could be to use the email action to send an email to [UserEmail]. Once we’ve created actions, we will need to add details to the action, like writing the content of the email we want to send. We can also include the information we stored in Square Brackets. For example, we might have asked someone’s name so that we can add it into an email, “Hi [Username],”.
To fully automate your processes we have conditions. Conditions are decisions based on information stored in a Square Bracket. There are different types of conditions, but they all work on the idea that “if x happens, then y must happen.” For example, a condition could be if something is “Yes,” then we do one set of steps or if it’s “No,” we do another set of steps. A condition can also work by including specific text in a document if something is true.
Now we have created a workflow template for Autto to automate our process. But, how do we actually use the workflow? First, you need to publish it. Publishing a workflow does two things, it decides who can use the workflow and it creates a fixed version of the workflow on a web address.
Most workflows will only be used inside a company to automate an internal business process. However, we might want to make other workflows available to agents, contractors, or customers. For example, we might create a workflow to submit a job application or automate a process like a parking ticket appeal.
There are three choices for who can access a workflow. First, the workflow can allow only invited users (for secure access). Second, the workflow can be open to anyone who registers. Third, the workflow can be made public so that it can be run by anyone with the workflow address.
Once the workflow has been published, Autto creates the workflow web address. Users will need to visit the web address in order to run the workflow.
A user runs a workflow by visiting the web address – this shows them a simple webpage, which can be customized by the creator of the workflow. The user only sees the questions and information they need to complete the workflow.
Emails, smart document creation and conditions all work in the background of the automation to produce the results of the workflow. Since workflows are accessed through a shared web address they can be run anywhere – on mobile devices, on tablets as well as on desktop computers. Once a workflow has been built and published, running it again is as simple as visiting the workflow’s address.
You’ve built, published, and began to use the workflow, what comes next? It’s important the workflow creator understands how users are using the workflow and collects this data. This is Autto’s tracking function where we can see who is using a workflow and how it is being used. We can also create queries to get detailed information on one aspect of the workflow. All data is downloadable in convenient file formats.