Automate

Automate is an application for setting up business automation. The Automate application allows users to define conditions and effects. Conditions are checked continuously, and effects are executed automatically when the specified conditions were met.

Conditions can be either static time conditions ("trigger every Monday at 9am"), object data conditions built on top of the Foundry ontology ("trigger when a new alert object with priority high is added"), or a combination of static and object data conditions.

Configurable effects include submitting Foundry Actions as well as sending platform and email notifications with attachments to users.

Use cases

Automate can be used for a variety of different automation workflows, including:

• Scheduled report sending & digests: Specify a time and send out weekly reports to a predefined list of recipients. PDFs generated from Notepad or Notepad templates can be attached to emails automatically.
• Data alerting: Define and watch object sets and alert users when specific data conditions are met; for example, when the total count of open issue objects crosses a threshold.
• Workflow automation: Automate can be used to automatically perform Actions on object data meeting specified criteria. Some tasks that can be automated include:
  • Checking for data anomalies and automatically passing those objects into an Action with logic to remediate the issue.
  • Watching for suggestions or potential Actions and automatically applying them when preconfigured event and time conditions are met. Such Actions could include making an API call to an external system via Webhooks to apply a change directly in the external system.
• Watched searches: Configure automations to notify when saved object explorations have new results or when an aggregate criteria is met across all results from a search; for example, the maximum temperature across all sensor objects crosses a threshold.

Access Automate

To access the Automate application, click on the name or icon in your Foundry navigation sidebar. Follow the instruction outlined in the creating your first automation section to get started.