One Platform, Layered

Everything below is one system. Each capability builds on the layer beneath it — from the automation engine at the foundation to governance at the top.

The capabilities on this page, grouped into the layers that build on one another.

Process Automation

Build complex automations without writing a single line of code. A visual, drag-and-drop builder with 600+ actions for any workflow.

No-Code Process Builder

Build automations visually with drag-and-drop. No coding or process engineering skills required — anyone can automate their work.

600+ Automation Actions

A comprehensive action library covering browser, desktop, file, database, API, email, Excel, Word, PDF, SAP, and more.

Visual Process Maps

See your entire process as an intuitive, interactive flow diagram. Understand, optimise, and manage processes at a glance.

Decisions & Gateways

Add conditional logic, branching paths, and decision gateways to handle complex business rules within your automations.

Sub-Processes

Build reusable process components and nest them within larger workflows. Modular design for maintainability and consistency.

Loops & Iteration

12 loop types including for-each row, file, folder, API record, and more — to process bulk data and repeat tasks efficiently.

Bot Orchestration

Deploy, monitor, and manage your entire bot fleet from a single command centre — across any operating system or environment.

Attended & Unattended Bots

Run bots on demand with a click (attended), or schedule them to run autonomously without supervision (unattended).

Bot Command Centre

Monitor your entire bot fleet from a single dashboard. See which bots are online, away, or offline — with real-time health status.

Multi-Bot Execution

Run multiple bots simultaneously across Windows, Mac, and Linux machines — whether on physical PCs, VMs, or cloud infrastructure.

Scheduling & Triggers

Schedule bots to run at specific times, intervals, or in response to events. Flexible time-based and trigger-based execution.

Bot Health Monitoring

Track bot performance with last-ping timestamps, activity logs, and automatic error notifications when something goes wrong.

Bot Configuration

Configure each bot independently — set execution preferences, environment settings, and per-bot options to match your infrastructure.

Check the system requirements for supported operating systems, network rules, and machine specifications.

Cloud Automation

Automate the apps that expose an API entirely in the cloud — no bot and no machine to keep online. Deploy a bot when you need to drive the screen, and cloud flows when there is an API. One platform, both worlds.

Bot-Free Execution

Run automations entirely in the cloud. No desktop bot, no machine to keep online — Automize executes your flow server-side, around the clock.

API & App Integration

Connect SaaS applications directly through their APIs and pre-built connectors. Move, sync, and transform data between systems without a single click on screen.

Scheduled & Event-Triggered

Run cloud flows on a schedule, or fire them instantly from webhooks and external events — orchestrated reliably on the server, with no PC left running.

Hybrid Automation

Mix cloud steps and bot steps in one process. Use the cloud where an API exists, and a bot where it does not — the same visual builder for both.

Always-On Reliability

Server-side execution with automatic retries and idempotent runs. No bot to keep awake and no machine to maintain — your flows just run.

Instant Scale

Run many flows concurrently without provisioning bots or machines. Cloud automation scales up and down with your volumes automatically.

Integrations

Connect to the systems your business already runs on — from SAP and Microsoft Office to REST APIs and databases.

Browser Automation

85+ browser actions — click, type, scroll, extract data, fill forms, navigate, handle pop-ups, and interact with any web application.

SAP Integration

22+ dedicated SAP GUI actions for automating transactions, document posting (MIRO), data entry, and SAP-specific workflows.

Microsoft Office

100+ Excel actions, Word document generation, Outlook email automation, and Teams messaging — deep integration with the tools you already use.

REST APIs & Webhooks

Connect to any system via REST APIs with full HTTP support (GET, POST, PUT, DELETE). Trigger automations from external events via webhooks.

PDF Processing

Merge, split, extract, encrypt, and manipulate PDF documents. Automate document workflows end to end.

Database & SQL

Execute SQL queries directly against databases. Read, write, and transform data across your systems without middleware.

312 Pre-Built Connectors

Connect to the tools your business already uses — accounting, CRM, payments, e-commerce, communication, and more. No custom coding required.

Xero

Sage

QuickBooks

Microsoft 365

Google Workspace

Slack

OpenAI

Shopify

HubSpot

SAP OData

PayFast

View all 312 connectors

Queues & Work Management

Manage high-volume workloads with prioritised queues, automatic retries, and real-time throughput analytics.

Work Queues

Manage high-volume workloads with prioritised queues. Feed items into a queue and let bots process them in order — with full status tracking.

Retry Logic & Error Handling

Configurable max retries, unique reference enforcement, and automatic failure recovery — so no work item falls through the cracks.

Queue Analytics

Real-time queue statistics showing new, in-progress, successful, and failed items. Monitor throughput and identify bottlenecks instantly.

AI & Intelligence

AI is woven into every layer of the platform — from building processes to diagnosing failures to extracting data from documents.

Smart Action Search

Describe what you want to automate in plain English. AI finds the right actions and helps you build processes faster.

AI Error Diagnosis

When a process fails, AI analyses the error, identifies the root cause, and suggests fixes — reducing downtime and manual debugging.

AI Process Chat

Chat with your processes using natural language. Ask questions, get summaries, and make changes conversationally.

Document Intelligence

Extract structured data from invoices, CVs, bank statements, timesheets and more using AI-powered document processing.

AI Data Transformation

Clean, restructure, and transform data automatically. AI handles format conversions, deduplication and data quality checks.

OCR & Text Recognition

Extract text from images, scanned documents and PDFs using optical character recognition — turning unstructured content into usable data.

Analytics & Reporting

Measure what matters. Real-time dashboards, custom reports, and deep analytics to track ROI and optimise performance.

Executive Dashboard

Real-time KPIs at a glance — total transactions, success rate, time saved, cost saved, and active bots. Drill down by hour, day, week, month, or year.

Custom Reports

Build custom reports with multi-field filtering, row and column aggregations, and one-click Excel export. Share reports with your team.

ROI & Cost Analysis

Track time saved, costs reduced, and ROI per process. Compare manual vs. automated performance with built-in analytics.

Infrastructure Heatmaps

Visualise bot utilisation across days and hours with heatmaps. Identify peak usage, idle time, and optimise your infrastructure.

Error Analytics

Detailed error breakdowns by type, frequency, and process. Pinpoint failure patterns and resolve issues before they escalate.

Activity Feed

A live, chronological feed of all automation activity — process runs, completions, failures, and performance metrics in real time.

Collaboration & Governance

Work together securely. Teams, permissions, knowledge sharing, and data collection — all governed from one place.

Teams & Groups

Organise users into teams with group-based permissions. Manage access at team level for streamlined governance across departments.

Process Sharing

Share processes, reports, and resources with team members using granular permission controls. Collaborate without compromising security.

Knowledge Base

Built-in wiki with version-controlled documentation. Maintain process documentation, SOPs, and team knowledge in one place.

Dynamic Forms

Create dynamic data collection forms with 30+ input types, validation rules, and multi-section layouts. Track and manage all submissions.

Contextual Help Centre

348+ built-in help articles with parameter documentation, error guides, tips, and related actions — right where you need them.

Multi-Tenant

Complete data isolation between organisations. Each company operates in its own secure environment with independent settings and users.

Security & Compliance

Enterprise-grade security is not an add-on — it is built into the foundation. Every layer is hardened by default.

Single Sign-On (SSO)

Enterprise SSO with Google, Microsoft, Apple, SAML 2.0 and OIDC. Centralise authentication and enforce identity policies across your organisation.

Two-Factor Authentication

Add an extra layer of protection with TOTP-based two-factor authentication for all user accounts.

Role-Based Access Control

Granular permissions with named roles — Viewer, Editor, Admin — and team-based access. Control exactly who sees, edits, and runs what.

Brute-Force Protection

Intelligent rate limiting and automatic account lockout protect against brute-force attacks and credential stuffing.

Security Headers & Encryption

HTTPS enforcement, HSTS, Content Security Policy, CSRF protection, and secure session management are built in by default.

Data Export & Portability

Export all your data at any time in standard JSON format. Full GDPR-compliant data portability — your data is always yours.

Infrastructure & Deployment

A cloud-hosted, performance-optimised platform that runs wherever your business does — with zero platform lock-in.

Multi-OS Support

Deploy bots across Windows, Mac, and Linux — on physical machines, virtual servers, or cloud instances. No platform lock-in.

Cloud-Hosted Platform

Hosted on AWS with enterprise-grade infrastructure — containerised deployment, health monitoring, and automatic scaling.

Cloud File Storage

Secure, cloud-based file storage with folder hierarchies, file sharing, and access controls. All your automation assets in one place.

Performance Optimised

Built-in caching, gzip/brotli compression, and optimised SQL queries ensure fast response times even at enterprise scale.

Automated Migrations

Versioned database migrations ensure seamless platform updates. Your data schema evolves safely with every release.

Notifications

Get notified via email, WhatsApp, or Microsoft Teams when processes complete, fail, or need attention. Stay informed, always.

Ready to automate?

Start building your first automation today — no coding required.

Platform Features