Automate Academy Tasks
Automate Desktop

Overview of Tasks

Chapter 1 | Automate Tasks

The Automate Task Builder is the foundation of the Automate product. This video will show you how to build and use tasks in Automate with a step-by-step tutorial. You’ll also learn about actions, the pre-built software robot components that make Automate such a powerful tool. Pat Cameron, Director of Automation, will teach you how to create a basic task and run it in Automate. In this video, you’ll:

  • Use a pre-built, drag-and-drop action
  • Build a sample task with the Run Action
  • Run your sample task
  • Add comments in a task to document what you’re doing
  • Use and store snippets to save multiple steps

Watch this chapter now and start creating tasks with Automate.

Ready for the next chapter?

Chapter 2: Database to Excel