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Automate Workflow and Task Library

Creating software robots, workflows, and tasks has never been easier. Start with some of our most popular processes below or use the steps as building blocks to customize your own flows.

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Sample Tasks and automation workflow examples, uploaded by HelpSystems employees and customers, highlight and demonstrate specific features of Automate and Automate Enterprise.

Workflows and Tasks Templates

Workflows and Tasks Templates

Displaying 71 - 80 of 170
Title Description Category Download
FTP - Loop Folder List

Loop folders via FTP and write the folder list to a .txt file

FTP - Loop Through Currently Uploading Files

Download a file that is still being uploaded to an FTP folder

FTP - Move Files to New Location

Move a file via FTP using the Rename command from the FTP Advanced action

FTP - Rename Folder

Rename folders via FTP 

FTP - Sync (subtask)

Synchronizes a FTP folder with a local folder

FTP - Transmit (TX)

A demonstration of a simple FTP Transmit

FTP - User Dialog/Form

Shows the use of User Defined Dialog boxes to make the task more user friendly

Generic Purge Keeping Last X Number of Files

Deletes files only keeping the most recent X number of files

Functions (Basic) VIEW
Get @Mentions Tweets and Populate to Excel

Automate the monitoring of all activities related to your twitter account on a regular basis

Workflow VIEW
Get Filename Without Extension

Loop through files in a folder, strip the file extensions from the filenames using the ExtractFileName(), and more

Looping VIEW

Become a Contributor

We are actively seeking workflows and tasks from our community. Share your workflows with us.

Simply fill out the fields below about your task or workflow and we will add it to the library. There are just a few rules for posting sample tasks and workflows:

1. Reporting a bug or requesting a feature is not permitted via this form.
2. Tasks and workflows cannot be harmful towards anyone or anything.
3. We reserve the right to remove a sample task or workflow at any time.

Contribution Form