Automation Builder is the state of the art automation feature launched on Labra Platform. It allows seamless movement of data between Labra Platform and any other third party downstream integration platform. Think of a scenario where you want to push revenue data from Labra to NetSuite, or maybe something like moving referrals to Marketo, or even a simple notification on MS Teams when a private offer is accepted by a buyer for your listed product. Everything on the similar lines is possible in the Automation Builder feature with minimal efforts.
Before diving into the details, let's pin down the terminology:
- Workspace: A workspace is an environment that contains recipes, connections, and other assets curated for you as a partner.
- Recipe: It’s a sequence of triggers and actions that dictate what to do when something happens. Example: When a new row is added in Google Sheets → create a record in Salesforce. In this case, creation of a new row is a trigger, and creating a record in Salesforce is action.
- Connection: The authentication link between the feature and an external app/service. Example: A connection to your Salesforce account using OAuth or API keys, or a connection to our app using your public credentials.
- Connector: The integration module in the feature that knows how to talk to a specific app or service. It defines the triggers, actions, and data structures available. Example: The Salesforce connector lets recipes create/update/query Salesforce records, or the Labra connector which listens to the events from the Labra Platform.
The feature has been launched with two screens, first one being the Workspace and other being the Dashboard.
Workspace
You will see the assets and projects curated by the Labra Team when you enable the feature. Assets are collections of recipes and connections, and projects are the equivalent of folders where you can segregate recipes and connections depending on usage.
If you click on any folder, you will move into that folder, where you can see the recipes and connections related to a particular use-case. You can edit, clone, test or start the recipes as per your need.
Once you move into a recipe, you’ll see a few tabs to manage the recipe. The Recipe tab will show you visually how the workflow is set up, you can edit the recipe and start it. The Jobs tab will provide you with the history of that recipe executions. The Connections tab will give you a list of connections you require for that recipe to run. The Test Cases tab will enable you to test out the recipe with a sample payload.
Dashboard
Dashboard will provide you with an overview of the workspace in visual format.
It gives you an idea of how many recipes have been executed, how many connections have been configured, along with the success and failure metrics. You can also filter it by time period, folders or tags.