Workflow Automations module in workativ assistant helps the Assistant automate simple to complex tasks autonomously. You can use the ‘call an automation’ function to call an active workflow within dialog or conversation. e.g., if you want the Assistant to reset a password in active directory or okta, you can setup the workflow first and then use this ‘call a workflow’ to call the reset workflow within the dialog.
Note: It might be a good idea for you to learn more about Automations first and how it can help you set up a functionality with a reduced number of steps.
How to call an automation in your Dialog:
1. Select the ‘Call an Automation’ function from the list.
2. Automation function pop up will be opened.
3. Select the workflow from the available automations list. All the active workflows in workflow designer will be listed under the workflows list.
4. Provide a name to the workflow.
5. Provide data input fields collected from the user, to send it to the workflow designer to execute the automation.
Note: If you missed adding a input node for getting input from the user, you can always add the required node before the automation node and then map the variable for that input on the Call an Automation pop up.
Remember, the values obtained from the user by the Assistant during a conversation before adding the automation node will only be available for mapping on the Variable Picker pop up. Input gathered after adding the automation node won’t be available on the Variable Picker pop up.
Call an Automation function will help you call the automation created in the Automation builder directly into a dialog conversation. The user input data that is collected and stored as context variables are passed as inputs to the automation.
When you create an Automation, you’ll need to ensure that the input for the Automation is right. Once you do so, child nodes get created automatically in the dialog flow.
Success and Failed (child)Nodes
Every automation execution has two scenarios: success and failed.
Regardless of the outcome of the Automation, you can make the Assistant to prompt the user with further information.
For example, if the Automation is successful, you can set the Assistant to respond with something like: “Automation Successfully Completed. Can I help you with anything else?”
Or, if the Automation fails to run, you can prompt the user with a query using the Assistant: “The automation has failed. Please ensure that you’ve entered the right information.” Again, the responses by the Assistant are up to you and you’ll need to ensure that you set the right ones depending on your use-case.
Note: If you don’t want the success and failed child nodes to be created, just uncheck the boxes beside the option in Call an Automation pop up.