task-mining
2024.10
true
  • Release notes
    • 2024.10
  • Getting started
  • Setup and configuration
  • Unassisted Task Mining
  • Additional resources
    • Unassisted Task Mining analysis guide
    • Troubleshooting
    • Glossary
    • FAQs
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Task Mining
Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Nov 21, 2024

Glossary

Find below the definitions for the most common terms encountered in Task Mining.

Term

Definition

Assisted Task Mining (ATM)

Empower your employees to capture variations of a known task and easily merge these into a comprehensive picture of the existing process.

Unassisted Task Mining (UTM)

Record your employees’ desktop activities and discover repetitive tasks suited for automation and process improvement.

Recorder

A lightweight installation on the desktops of employees participating in UTM and ATM projects. It captures screenshots and metadata for every keyboard input and mouse click, applies PII masking, and prepares the data for AI analysis.

Trace

ATM: A single unique instance of completing the known task from start to finish

UTM: A single unique instance of repeated similar discrete steps as identified by the AI model

Task Graph

A visualization that depicts the actions and steps completed by a user and all of their variations.

Task

UTM: A set of repeated discrete steps identified as a culmination of multiple traces by the AI model.

ATM: A set of repeated discrete steps identified as a culmination of multiple traces visualized in the task graph.

Task Candidate

UTM only: An item identified by UTM analysis as a repetitive set of discrete steps.

Action

Interactions a recording user takes with their applications and systems within a task. For example, keyboard inputs and mouse clicks into an application.

Step

A group of actions that share something in common (ex. applications, same screen, etc.) populated in the task graph together. Steps are not unique to a task/trace, and they can span tasks/traces.

Project

An undertaking that aims to identify process optimization or automation candidates in a specific area of business.

For ATM - Recording variations of a specific task to get an end-to-end understanding of how it's performed in real life.

For UTM – Recording employees' day-to-day activities for a certain period of time in order to identify repetitive tasks that are worth looking into.

Hierarchy of Primary Terms

Project → Task → Trace → Step-> Actions

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