Process steps

These are the Process steps. Add one from the Add step tab in the process designer.

• Add item to queue – Add a single item to a work queue.
• Add multiple items to queue – Add multiple items to a work queue from a state list.
• Authorize a connector (OAuth2) – Run interactive OAuth2 authorization for a connector.
• Call a .NET method – Call a static method on a .NET assembly (Windows only).
• Call a DLL function – Call a function in a native DLL or shared library.
• Call a tool on an MCP server – Call a tool on an MCP server.
• Check that a condition holds – Check that the step's conditions hold, and fail the run if they do not.
• Connect to a third-party API connector service – Connect to a third-party API connector service.
• Convert JSON to string – Convert a JSON array to formatted string using a template.
• Disconnect from a connector service – Disconnect from a connector service.
• Download project file – Download a file linked to an Automize project to local disk.
• Draw a monetary unit sample – Draw a monetary unit sample: every rand has the same chance, so larger amounts are more likely picked.
• Draw a random sample – Draw a random sample of rows to test; the same seed always draws the same rows.
• Execute a connector action – Execute a connector action (e.g. list_users, send_mail).
• Extract bill of lading data – Extract and validate bill of lading data from a transport document.
• Extract packing list data – Extract and validate packing list data from a shipment document.
• Fill 2FA code – Fill a 2FA one-time code (OTP) into the focused app field.
• Find duplicate payments – Find payments or invoices that look like the same one entered twice.
• Find gaps in numbering – Find missing and repeated numbers in a numbered series: invoices, credit notes, cheques.
• Find split purchases – Find purchases split into smaller payments to stay under an approval limit.
• Find the tools an MCP server offers – Ask an MCP server what it offers and publish it as designer actions.
• Find unusual amounts – Find amounts far from the rest, overall or per supplier.
• Get connector metadata – Get connector metadata (name, available actions, status).
• Get next item – Get the next available item from a work queue.
• Get queue statistics – Get queue statistics grouped by status.
• Is a process running – Check whether a process is still running.
• Keep PC awake – Prevent the system from sleeping by simulating a key press.
• Launch application – Launch a program or open a URL.
• List all available connectors – List all available connectors.
• List queue items – List queue items with optional status and sort filters.
• Log message – Log a message and optionally save state variables.
• Log transaction – Record a progress note against the unit of work currently being tracked.
• Mark item as complete – Mark a queue item as successfully completed.
• Mark item as failed – Mark a queue item as failed with an exception.
• Pause execution – Pause execution for a specified number of seconds.
• Raise an error – Report a process error with screenshot and log.
• Reconcile two sets of records – Reconcile two sets of records and report what did not match.
• Record in the supplier history – Record an extracted invoice, credit note or statement in the company's supplier history, and check it.
• Rename transaction – Rename the unit of work being tracked, once you know what it is called.
• Route execution based on activity conditions – Route execution based on activity conditions (if/else).
• Run a script – Run a script in a chosen language and capture its output.
• Run a sub-process/child automation – Shim - delegates to ExecutionEngine.run_process (Seam 7).
• Run AppleScript – Execute an AppleScript command (macOS only).
• Run batch file – Execute a batch script file and capture its output.
• Run code snippet – Execute a Python script file with parameters.
• Run PowerShell script – Run a PowerShell script and capture its output.
• Run Python code – Execute custom Python code.
• Run shell command – Execute a shell command and capture its output.
• Split rows into value bands – Split rows into value bands, to test each band differently.
• Start a program – Start a program and continue without waiting for it.
• Start OneDrive sync – Start the OneDrive application.
• Start transaction – Start tracking one unit of work, so it can be reported on individually.
• Stop a process – Stop a running process.
• Stop OneDrive sync – Stop the OneDrive sync process.
• Stop transaction – Finish a unit of work, and record how it ended.
• Switch on a value – Take the outgoing branch whose label matches this value - a switch or case statement.
• Test a connector connection – Test a connector connection.
• Test amounts with Benford's law – Test amounts against Benford's law, a standard screen for made-up figures.
• Throttle execution speed – Throttle execution frequency of an activity.
• Wait for a process – Wait for a running process to finish.