Identify task improvement actions

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read

    • Initiate an automation request from a Task Mining task timeline analysis.

    Before you begin

    The project requires a task timeline analysis to take task improvement actions. A task timeline analysis contains tasks with sequential task time steps of user interactions. Use these task steps as the basis of your improvement opportunities. For more information, see Task Mining analyses.

    Automation Center must be installed to initiate an automation request. To use the Now Assist feature in the integration, you must install Now Assist for Platform and activate the User Task Step Summarization skill. For more information, see Integration with Automation Center.

    Role required: sn_tm_core.analyst, sn_tm_core.power_user, sn_tm_core.admin

    About this task

    Create automation requests for your tasks directly from Task Mining. Capture both steps and desktop actions automation properties in a single recording session, instead of recording the same process twice. When a Task Mining analyst submits an automation request, the recording is delivered to the automation team with all UI properties needed to build desktop actions.

    Procedure

    1. Navigate to Workspaces > Task Mining Workspace.
    2. Select the project with a task timeline analysis that you want to identify task improvement actions for and select the Task timeline tab.
    3. Select the task that you want to act on.
      Screenshot showing the task steps view.
    4. Create a copy to make any edits and to take task improvement actions.
      1. Select Edit to create a copy that you use for automation without affecting the original.
      2. Enter a descriptive name in the Task name field.
      3. Select Duplicate to edit.
        Screenshot showing the edit task steps dialog.
      The new task is created with the task name appended with Editable.
    5. Optional: Edit any of these steps if you want to change task details.
      1. Select the Duplicate step icon next to the step to make a copy of the step.
        The new task step is created. The Interaction column of the duplicated step is empty.
      2. Select the Delete step icon next to the step to remove a step from the task.
      3. Select the Reorder step icon next to the step to drag the step to a different order.
      4. Double-click a task field (or use the keyboard shortcut) to edit details, enter the new text, and select Apply.
        You can’t edit the Source and Datetime fields.
      Screenshot showing the editable task steps view.
    6. Select Request automation.
    7. Select the task improvement action that you want to take, and select Continue.

      The available options are:

      Generate with AI
      Open an Automation Center request based on the improvement opportunity. Populate the Description and Detailed sequence of steps fields with data from the tasks. For more information, see step 8.
      Complete manually
      Fill in the Automation Center request form with details of the improvement opportunity, and submit the request.
      Note:
      If an automation request has already been made for this task, a message with a link to the existing automation request is provided.
    8. Optional: Select Regenerate details to populate the Description and Detailed sequence of steps fields with data from the tasks again.

      Review all auto-generated instructions and correct any inaccuracies. The detailed sequence of steps is the basis of the automation.

      A maximum of 250 steps can be generated. If your task has more than 250 steps, try selecting a more appropriate task. If you want to continue with the task, you can simplify the steps to reduce their number. Alternatively, you can manually populate the Description field with step details and complete the automation request form.

      Note:
      The generate details option is available only if Now Assist for Platform is installed and the User Task Step Summarization skill is activated.

      Screenshot showing the New Automation Request form.

    9. Optional: Add a value in the Frequency field to specify in minutes how often the process should be executed.
    10. Optional: Add business applications associated with the process in the Applications used field.
    11. Select Save.
      The automation request is created and associated with the task that it was based on. A link to the automation request record is available under the Automation request column of the project's Task timeline analysis.