Automation Hub user guide

Authorized users like Subject Matter Experts, Process Owners, RPA Business Analysts, Process Consultants who know the process in detail, can bypass the Idea Approver's approval flow by sharing a CoE-driven idea. Check out the Idea Review Phases for more information.

Below you can find a graphic display of the CoE-driven idea flow:

To start the process click the Submit idea button available on the top, right-hand side of the page.

On the selection screen, choose Idea to proceed with submitting an automation opportunity.

As per your current permissions, you are now asked to select a Business Area for your automation. From the dropdown list, choose one that applies. Continue with a Category, Sub-Category, if the case. Based on the selection and according to your permissions, the system loads the list with available idea flows (e.g. Employee-driven idea, CoE-driven idea, Citizen Developer automation, Change request, Agentic AI idea) that can be selected in Idea type.

In the first section of the form, the Overview, you can set an Automation name, add an Automation ID, a description of the process in the Description field.

In the Detailed Assessment section, you can reply to a set of questions specific to your idea that will help the system compute a general idea score, as well as two scores regarding the suitability of your automation idea and how ready the task or process is to be automated.

The sections from this form are mandatory, except for the Average Employee Full Cost/year, Error Rate, and Review/Audit related questions.

To learn more about the Detailed Assessment, check the Detailed Assessment page.

In the third section you can assign and invite a Process Owner to add more information for the automation idea once the idea is approved.

A Process Owner can be any user that is part of the specific Automation Hub tenant and has the Active or Pending status in the Assign Roles page.

After providing information for all the questions, the last step is to click Submit.

After submitting it, your idea is reviewed by the assigned Process Owner.