Automation Hub
Automation Hub User Guide
Last updated Jun 27, 2024

Platform Setup

This is the module where the assigned System Admin sets up the organization of the platform for each Automation Hub tenant.

The below options are available:


Following the company’s profile, create a solid organizational structure to be used for all the automations and ideas that will be shared. The System Admin is responsible for configuring a structure for Automation Categories aligned with the structure of the company.

You can define and manage the Categories based on the specific organization set-up. Furthermore, you can choose to edit these in the web editor or download the CSV version in order to apply the edits offline and upload it back.


Upload and manage company-specific document templates to be used to document the Automations in a consistent and accurate way. The Documentation repository allows you to maintain consistency across your automation efforts by organizing documentation in a uniform way. Automation Hub includes a set of pre-defined templates that allow you to standardize your documentation still you can add your own documentation according to your company's standards.

Customize Assessments

To identify suitable candidates for automation, shared ideas go through an evaluation process consisting of different levels of assessments.

Check Customize assessments chapter to find out more!

Cost Setup

The below categories allow you to configure the cost associated with the RPA implementation:

By clicking the Currency drop-down list, you can select the currency used to display prices and costs. This currency is applied to the entire automation program.

Note: All the costs are reflected in the Cost Benefit Analysis page of each Idea Profile.

Import Pipeline

Open API

Within the Open API page you have access to the details that help you generate and manage the token used in order to manipulate the Automation Hub data through API calls.

Please check the for step by step details about creating and using your Token.

We encourage you to also review the entire Automation Hub API Guide as it provides all the details you need to start using the Automation Hub APIs in a fast and compelling way. The guide is built to support the Swagger documentation, by providing relevant and easy to follow examples.

If you prefer to work with Postman, a small collection is available at this link, which can be imported by clicking the Run in Postman button.

The following API requests are currently available:

  • GET Automation Idea
  • POST Automation Idea through the Employee-driven flow
  • POST Automation Idea through the Coe-driven flow
  • POST Phase and Status for Automation Idea
  • GET Automation Pipeline
  • GET Categories
  • GET App Inventory
  • GET CBA (Cost Benefit Analysis)
  • GET Users
  • POST Add User
  • POST Edit User

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