Overview
A delegate Automation Unit in a flow diagram represents a step where the workflow performs an automated action without manual intervention. It’s designed to execute predefined tasks using scripts, bots, or automation services.
- What it does:
- It triggers an automated action without manual intervention.
- Executes repetitive or rule-based tasks automatically.
- Can interact with:
- Applications (e.g., ERP, CRM).
- Files and folders (move, rename, delete).
- APIs (send/receive data).
- System commands (run scripts).
- How it works:
- Trigger: The flow reaches the Automation Unit.
- Action Execution:
- Runs a script or automation logic (e.g., RPA bot, macro).
- Uses configured inputs (file paths, credentials, parameters).
- Output Handling:
- Returns success/failure status.
- Passes processed data to the next step.
- Error Handling:
- Retry or branch to error-handling logic if automation fails.
- Use case:
- Document Workflow: Automatically convert files to PDF.
- Data Processing: Extract data from spreadsheets and upload to a database.
- System Tasks: Schedule backups or clean temporary files.
Visual Representation
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