Help Centre

1202 articles on connectors, functions, recipes and troubleshooting – the same documentation our customers use, open to everyone.

Getting Started (7)

New to Automize? Set up your workspace, build your first process and follow the day-by-day tutorials.

Building Processes (547)

Design automations on the canvas – RPA actions, steps, branching and the building blocks of a process.

Connectors (307)

Connect Automize to the apps you already use – banking, email, storage, CRMs and 300+ more.

Functions & Formulas (268)

Reference for CALC functions and formulas – text, maths, dates, logic and data manipulation.

Forms & Data (10)

Capture input with forms and structure information using wikis and data tables.

Reports & Dashboards (4)

Turn process activity into dashboards, charts and scheduled reports.

Orchestration (35)

Coordinate work at scale with the Action Centre, pools, queues and transactions.

Credentials & Connections (8)

Store secrets safely and manage the connections your processes authenticate with.

Administration (13)

Manage users, roles, plans and workspace-wide settings.

Troubleshooting & FAQ (3)

Fix common issues and find answers to frequently asked questions.

Reading about it is the slow way

Try the document tools free, or have your first automation live in 7 days.