AI Automation Agent

Overview

The AI Automation Agent is used to create, edit, delete, and run Informat automation workflows, supporting automation group management and automation step orchestration. Through natural language interaction, users can quickly build complex business automation rules without manually configuring trigger conditions and execution logic for each step.

Core Capabilities

1. Automation Group Management

• Create Groups: Organize automation workflows by business scenario, such as "Customer Management", "Order Processing", etc.
• Edit Groups: Modify group names and sorting
• Delete Groups: Remove groups that are no longer needed

2. Automation Workflow Configuration

• Step Orchestration: Supports multiple automation step types, including data operations, conditional logic, notification sending, etc.
• Trigger Condition Settings: Configure automation trigger timing and conditions
• Field Mapping: Field mapping in automation steps is based on real table structures and field IDs

3. Automation Execution and Debugging

• Run Immediately: Support manually triggering automation workflows for testing
• Query Configuration: View detailed configuration information of existing automations
• Documentation Reference: Built-in automation documentation to help understand parameters and usage of each step

Using the AI Automation Agent

In the [Application Designer]'s [AI] module, click [Automation Agent] to switch to the automation agent conversation.

Application Cases

1. Create Automatic Reminder Rules

• Use Case: Automatically send reminder notifications to the responsible person when a customer has not been followed up for 7 days
• Example: Input "Create an automation rule that automatically reminds when a customer hasn't been followed up for 7 days"

2. Create Task Notification Workflows

• Use Case: Query overdue incomplete tasks and automatically send notifications to task owners
• Example: Input "Create an automation workflow that queries overdue incomplete tasks and sends notifications to task owners"

3. Run and Test Automations

• Use Case: After creation, need to verify that the automation workflow executes correctly
• Example: Input "Run the specified automation workflow for testing"

Important Notes

• The automation agent only manages automation groups and steps; it will not create or modify data tables, fields, or modules
• All operations are based on real automation configurations and table structures existing in the system
• Before creating automations, the agent will first read the automation documentation and application configuration
• Running automations immediately is a high-risk operation; please confirm before executing