Automation discovery helps you analyze your records and identity opportunities for automation.

Before you begin

You must install the Automation Discovery application (sn_auto_discovery) before configuring. For more information, see Install Automation Discovery.

Role required: administrator

Procedure

  1. Navigate to All > Process Mining > Process Configuration.
  2. Select the Incident table [incident].
  3. (Optional) Use the KPI Dashboard field to select a KPI dashboard to associate with this process configuration.
  4. Navigate to the Automation Discovery tab.
  5. Select Enable automation discovery and Auto-run with model generation, and complete the required fields.
    auto discovery fully enabled

    Your project runs automation discovery with model generation automatically when both options are selected.

  6. Select Update.
  7. Navigate to All > Process Mining > Process Mining Workspace.
    The Process Mining Workspace page opens.
  8. Open the project, and select Automation Opportunities
    Your project's results are broken up into two categories: Automation Opportunities and Not Categorized.auto discovery process map
  9. Select a record for additional information.

    Point to Open process map to trigger additional mining.

    If you decide not to select Enable automation discovery or Auto-run with model generation, your Automation Opportunities don’t display. From the Analyst Workbench, select Generate report to create a report.

    no auto discovery enabled

    Fill out the required fields to create your report.