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Automate Academy Tasks

Automate Tasks

Take a deep dive into the different tasks available in Automate

Intro

Browse the video topics below to get a closer look into the tasks available in Automate. Each chapter provides video tutorials and instructions designed to increase your product knowledge.

Chapter List

Chapter 1: Overview of Tasks

Get started with Automate tasks with a step-by-step tutorial on setting up your first task.

Chapter 2: Database to Excel

How to create a task that accesses an SQL database and writes the results to an Excel spreadsheet.

Chapter 3: Interactivity Report

How to create a task that uses the Interactivity and Input Actions to write to a data entry application.

Chapter 4: Excel to SQL

How to create a task that extracts data from a Microsoft Excel spreadsheet and insert that data into an SQL database.

Chapter 5: File Transfer Automation

How to create a task that completes automated file transfers.

Chapter 6: Web Browser Automation: Login

How to create a task using web browser actions to input login information on a website.

Chapter 7: Web Browser Automation: Extract Data

How to create a task using web browser actions to extract data from a website and write it to a file.

Chapter 8: Web Browser Automation: Best Practices

Learn the best practices to use when creating web browser automation tasks.

Chapter 9: PDF to Excel

How to create a task that extracts data from a PDF and writes it to an Excel file.

Chapter 10: Email Capture

How to create a task for Automate to monitor an email inbox.

Chapter 11: CSV to Excel

How to create a task that reads a CSV file and imports the data to Excel.

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