Introduction to Automation

GlobalAI's Automation capabilities are designed to help you connect your enterprise systems, automate complex processes, and manage your operations at scale. Our mission is to help you enhance process efficiency and simplify operations by automating workflows.

Instead of just moving data between systems, GlobalAI provides a single, integrated platform to orchestrate your infrastructure, integrate your applications, and apply intelligent AI Agents to your business logic. This approach helps you regain visibility and unify management across your entire technological stack.

The building blocks of Automation

To begin, let's look at the main components you will use to build your automations.

Workspaces

This is the primary, multi-tenant container for all your automation assets. You use Workspaces to organize projects, segregate resources, and manage user permissions.

Workflows

This is the visual canvas where you design and execute your automation. A Workflow has several statuses, such as `draft`, `published`, and `active` (which counts towards your license).

Vault

The secure storage for credentials, tokens, and keys. Secrets in the Vault are segregated by Workspace to enhance security and protect sensitive data.

Automation Logs

Provides a complete audit trail for your automations. You can use Automation Logs to track workflow executions and any modifications made to your automation assets.

Variables and Data

Understand how data flows through your automations. Learn about variable scope and how to use expressions to manipulate data inside a workflow.

Nodes

The individual tasks that make up a workflow. Nodes can be used for integrations (Actions), logical branching (Control Flow), or AI-based tasks (AI Orchestration).

Modules

Reusable, non-standalone sub-workflows. You can use Modules to simplify complex workflows and prevent repeating the same logic in many places.

Actions

Shareable, reusable nodes that perform a specific task, such as running a script or connecting to an external service like SAP or a database.

Automation Rules

This is an event listener that triggers a Workflow. For example, you can start an automation when a new email arrives, a database changes, or a message is received.

Dynamic Forms

This is an interactive page you can build to collect data from a user. You can use conditional logic, and form submissions can trigger a Workflow to process the data.

AI Agents

This is a component you can use in a Workflow for decision-making. You can configure an agent with specific tools, a knowledge base, and memory to handle complex tasks.

How Automation connects the platform

Automation in GlobalAI is not a standalone feature. It acts as the connective logic that links the other pillars of the platform.

Integration

The platform provides a library of over 1,500 integrations and an API-first design. This allows your Workflows to connect to and orchestrate SaaS applications, legacy systems, ERPs, databases, and more.

Infrastructure

Your Workflows can interact directly with your infrastructure. For example, a Workflow can provision new resources using an Infrastructure Template or call an on-premise, serverless Function.

AI Orchestration

You can add AI directly into your automated processes. An AI Agent in your Workflow can make decisions, transform unstructured data, or pause the automation to request human approval.