Learn more about the tasks available in Automate. Each chapter provides video tutorials and instructions designed to increase your product knowledge.

Chapter 1: Overview of Tasks
Get started with Automate tasks with a step-by-step tutorial on setting up your first task.

Chapter 2: Database to Excel
How to create a task that accesses an SQL database and writes the results to an Excel spreadsheet.

Chapter 3: Interactivity Report
How to create a task that uses the Interactivity and Input Actions to write to a data entry application.

Chapter 4: Excel to SQL
How to create a task that extracts data from a Microsoft Excel spreadsheet and insert that data into an SQL database.

Chapter 5: File Transfer Automation
How to create a task that completes automated file transfers.

Chapter 6: Web Browser Automation: Login
How to create a task using web browser actions to input login information on a website.

Chapter 7: Web Browser Automation: Extract Data
How to create a task using web browser actions to extract data from a website and write it to a file.

Chapter 8: Web Browser Automation: Best Practices
Learn the best practices to use when creating web browser automation tasks.

Chapter 9: PDF to Excel
How to create a task that extracts data from a PDF and writes it to an Excel file.

Chapter 10: Email Capture
How to create a task for Automate to monitor an email inbox.

Chapter 11: CSV to Excel
How to create a task that reads a CSV file and imports the data to Excel.


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Last Modified On: October 31, 2019