Create an automation request from Automation Center

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create an automation request from Automation Center to automatically streamline your business processes, reduce how much time is spent on manual activities, and reduce your costs.

    This video show you how to perform the following procedure.

    Antes de Iniciar

    (Optional) Create an automation goal. For more information, see Create an automation goal.

    Role required: sn_ac.automation_business_user, sn_ac.automation_technical_user, or sn_ac.automation_admin

    Procedimento

    1. Navigate to All > Automation Center > Build > All Automation Requests.
    2. Select New.
    3. On the form, fill in the fields.
    4. Select Submit.
    5. Complete the additional fields on the form, depending on your role.
    6. Select Save.
      Nota:
      If you have the sn_ac.automation_technical_user and sn_ac.automation_admin roles, you can view the Recommendations contextual panel. For more information, see Configuring the Recommended Actions application with Automation Center.

    O que Fazer Depois

    Move the automation request to the planned state. For more information, see Move an automation request to the Planned state.