Configure Automation Discovery

Automation Discovery helps you analyze your records and identity opportunities for automation.

Before you begin

You must install the Automation Discovery application (sn_auto_discovery) before configuring. For more information, see Install Automation Discovery.

Role required: administrator

Procedure

1. Navigate to All > Process Mining > Process Configuration.
2. Select the Incident table [incident].
3. Optional: Use the KPI Dashboard field to select a KPI dashboard to associate with this process configuration.
4. Navigate to the Automation Discovery tab.
5. Select Enable automation discovery and Auto-run with model generation, and complete the required fields.
   

   Your project runs automation discovery with model generation automatically when both options are selected.

6. Select Update.
7. Navigate to All > Process Mining > Process Mining Workspace.
   The Process Mining Workspace page opens.
8. Open the project, and select Automation Opportunities
   Your project's results are broken up into two categories: Automation Opportunities and Not Categorized.
9. Select a record for additional information.

   Point to Open process map to trigger additional mining.

   If you decide not to select Enable automation discovery or Auto-run with model generation, your Automation Opportunities don’t display. From Analyst workbench, select Generate report to create a report.

   

   Fill out the required fields to create your report.