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Sending automation ideas to UiPath® Automation Hub

Introduction

Different UiPath® products work together to discover, investigate and build automation and communicate process improvements. Automation Hub is used to turn ideas for automation that are discovered from Task Mining into real automated implementations. When you identify process improvements or automation candidates, you can send ideas for improving employees' day-to-day desktop activities directly from the a trace to Automation Hub.

In Automation Hub the idea will be investigated and processed. Once the automation is built, the impact should become visible in the results in Task Mining.

Prerequisites

• The Automation Hub service must be enabled on the same tenant as the Task Mining service.

• You need to have the Submit an employee-driven idea permission assigned in Automation Hub.

  Note:

  If you have the Standard User role assigned in Automation Hub, you have the Submit an employee-driven idea permission assigned by default.

Exporting a trace to Automation Hub

As a Process Subject Matter Expert, when you identify an improvement for an employees' day-to-day desktop activities in your trace while analyzing the results, you might want to send a request to automate the activity to Automation Hub. For example, when an activity has a lot of repetitive actions or takes a long time to be executed.

You can do this directly from the trace in a task.

Note:

Be careful when completing the metrics for Number of ways to complete the process, % of Digital Input, and % of Structured Digital Data Input in the Export to Automation Hub form since the values submitted may have an impact on the automation potential or determining the ease of automation.

Follow these steps to submit an idea for automation and send it to Automation Hub.

1. Go to the Results tab, and open the task for which you want to submit a request to Automation Hub.

2. Select the trace you want to export and select the icon to open the Export context menu.

3. Select the Automation Hub option.

   The Export to Automation Hub form is displayed at the right.

   
   Note:

   A task can only have one Automation Hub idea associated. If you want to create an Automation Hub idea from a trace for a task for which you already created an Automation Hub idea, the new export will be added as documentation to the original export.

4. Enter a name for the automation idea in the Automation name field. You can, for example, use the format Project name - Task name.
   Note: The name must be a unique title within the Automation Hub instance.
5. Enter a short description of the automation idea where you can include any pre-conditions, inputs or triggers, and outcomes in the Description field.
6. Select the name of a category that is predefined in Automation Hub as an area for automation to which the automation idea is mapped from the Business area drop-down list.
7. Select the applicable option from the Number of ways to complete the process drop-down list to indicate the number of ways to complete the activity that is extracted from the data.

   If desired, you can add a Comment to explain your selection.

8. Enter a percentage value to indicate how much of the input is digital in the % of Digital Input field. If desired, you can add a Comment.

9. Select a percentage range from the % of Structured Digital Data Input drop-down list to indicate how much of the digital input is structured. If desired, you can add a Comment to explain your selection.

10. Optionally, select a process owner who will be invited to fill in a more detailed assessment of the automation idea. You can start typing the name in the Process Owner field, and select the email address from the list.

11. Select Export.

When the idea for automation was successfully sent a notification message is displayed. When you select the View in Automation Hub hyperlink in the notification message, you are redirected to the idea in Automation Hub where you are assigned as the submitter of the idea.

In Automation Hub the Show in Task Mining link is available to go back to the Task Mining project from which the idea was submitted.

Note:

The Show in Task Mining link will also be available for other Automation Hub users who have the same permissions as the user who submitted the idea.

Exporting a trace to an existing idea

Only one automation idea can be associated to a task. If you find additional traces for the same idea that you want to export to Automation Hub, these exports will be added to the same Automation Hub idea as documentation.

Follow these steps to export an additional trace and add it to an existing idea

1. Go to the Results tab, and open the task for which you want to submit a request to Automation Hub.

2. Select the trace you want to export and select the icon to open the Export context menu.

3. Select the Automation Hub option.

   The Export to Automation Hub form is displayed, showing the idea to which the trace will be added as documentation.

   

4. Select Export.

The trace export is added as documentation to the original automation idea.

Viewing the exported idea in Automation Hub

When the idea for automation was successfully sent, a notification message is displayed. When you select the hyperlink in the notification message, you are redirected to the idea in Automation Hub where you are assigned as the submitter of the idea.

Tip:

When you have exported an idea to Automation Hub, you can select the icon for the task in the Tasks tabular view on the Results tab, or from the project card on the Projects page, to open the linked idea in Automation Hub.

In Automation Hub the Show in Task Mining link is available to go back to the Task Mining project from which the idea was submitted.

Note:

The Show in Task Mining link will also be available for other Automation Hub users who have the same permissions as the user who submitted the idea.

Automation Hub

After successfully exporting a trace from Task Mining, the Automation Hub Program Manager receives an email notification and the new automation idea is shown in the Explore Automation Program page. Refer to Explore Overview in the Automation Hub Guide for more information.

Below is an overview of Task Mining specific information for the automation idea.

Element	Description	Related documentation
Idea source	An indication that the idea was submitted from a Task Mining project.
Submitted by: <Submitter name>	Task Mining submitter Note: Has default permissions to edit the About page and the Documentation page
Idea type	Task Mining idea	About information
Show in Task Mining link	Enables you to go back to the Task Mining project from which the idea was submitted.
Documentation	Contains files that Task Mining sends to Automation Hub for each trace: Studio export (.xaml file), and a Process Definition Document (.docx). Note: Any subsequent Automation Hub trace export for a task is added as documentation to the original automation idea. See Exporting a trace to an existing idea	Documentation
Collaborators	By default, the Task Mining submitter and the Process Owner (if selected) are assigned as collaborators.	Collaborators

Related documentation: Detailed assessment.