Automagica Portal

The Automagica Portal offers additional functionalities to manage your robot workforce.

A grasp of the Automagica Portal functionalities:

  • Bot management: Connect and centrally manage robots

    • Securely connect bots to the Portal

    • Assign bots to processes and/or teams

  • Role / Team management

    • Create a team and

  • Process management: create processes that represent automated processes

    • Queueing: intelligent queueing to divide workload over one or more robots

    • Scheduling: schedule processes and view schedule

    • API integration: start processes with an API call

    • E-mail triggers: start processes with a unique e-mail address

  • Event reporting: log actions and changes made by (team)members for a complete audit trail

  • Version control: manage your scripts and keep track of your versions

    • Keep an overview of development / production versions

    • Historic overview of versions

    • Download different versions

  • Reporting on successful/failed jobs

    • Overview of performed jobs both in calendar with color codes

    • Filter jobs based on date / outcome in overview

    • View logs / rerun jobs

    • Add e-mail / SMS / Teams / Slack / Telegram notifications on job status

  • Credential management: keep your credentials in a central secure vault

  • UI elements overview: view and edit elements recorded with Automagica Wand

Getting started

You can get started with the Automagica Portal at portal.automagica.com.

Introduction

After signing up in the Portal Automagica Portal with the one-click-installer if you don’t have a bot installed yet.

Once installed, your robot will be automatically connected. If this is not the case you can manually set this up as described in [the bot section]](bot.md).

Adding a process

You can add a process by using the ‘create’ button and selecting process. A process consists of several parts

  • Name: arbitrary name of the process

  • Bots: dropdown menu with all your available robots.

  • Add version: select either a Python (.py), Jupyter Notebook (.ipynb) or Automagica Flow (.json) file to add it to this process.

    • Entrypoint: If you have created an Automagica Flow with additional Python .py or subflows (.json) you can add those files to the upload. Make sure to specify the main-file as entrypoint, this is the file your automation starts with

  • Add trigger: once your file is uploaded you can add triggers to start the process

    • Schedule: specify date/time to run the process

    • E-mail: obtain a unique e-mail that triggers this process when an e-mail is send to it. Parameters can be put in the subject line

    • API: API call to trigger the process

  • Add notification: once your file is uploaded you can add notifications when process fails or ends completes successfully

Once you have defined the process you will see a new section ‘Jobs’ in the menus. If a process is performed it is now called a ‘job’. A job one specific instance of a process, possibly with custom parameters.