The Concept

AutoMate is a software platform for building, managing, and launching automated tasks within Windows. It provides all the tools necessary to completely automate business processes, regardless of their complexity. Tasks are developed via drag-and-drop without writing a single line of code. Simply drag together each action object in the sequence it should be executed.


AutoMate breaks down business processes into "visual" steps with the use of "actions". These steps when combined with triggers are called a "task". Actions are used to instruct AutoMate how to carry out a task. A "trigger" is a condition or event in Windows that essentially directs AutoMate to execute a task automatically. More details regarding the aforementioned objects are as follows:


A Task is the primary and most important object in AutoMate. A task is composed of a series of steps based on AutoMate actions. Tasks can be designed to automate any of a very wide spectrum of business processes. An unlimited number of tasks may be created and organized on a single AutoMate installation. A task can also have triggers that cause it to run automatically.  


Actions are the available processes that can be used to build the steps to be carried out when a task is run. AutoMate has over 230 available actions from which to build tasks. These actions are assembled visually (without the use of code) via drag-and-drop in the Task Builder An intuitive development interface where AutoMate Tasks are created. Task steps are created by dragging-and-dropping actions from a palette in Task Builder and placing them in the sequence desired for execution. interface. Each action used to construct the task becomes a step. Upon execution, these steps are performed in a sequential order.


Triggers are events or condition that cause a task to run. When a task includes a trigger, it monitors the system for the trigger event (such as a schedule, a file arriving in a designated folder, or a particular event being written to the Windows event log). When the specified system event occurs, AutoMate triggers the execution of the attached task.


To conserve system resources during normal runtime, AutoMate is comprised of three primary components, two of which are  graphical interfaces that are easy enough for a first-time user to begin to get productive with them the first time around. This is accomplished without sacrificing fast, efficient logical navigation for experienced users. The three main components are as follows:

Task Administrator

The Task Administrator is the central tool used to administer and customize all aspects of AutoMate. It is highly graphical, yet uncluttered and is only loaded when administering tasks on the local or remote machine. The Task Administrator is used to organize tasks, connect to remote AutoMate installations, set task properties such as triggers and administer global settings such as default logon, mail server, database connections and much more.

Task Builder

The Task Builder is used to visually assemble AutoMate actions into sequential task steps to be carried out, whether the task is triggered or run manually. This component is also highly graphical, and so is loaded only when designing tasks. Additionally, the Task Builder is fully equipped with a wide variety of debugging tools to easily examine and troubleshoot problem tasks, eventually ensuring maximum reliability when the task is put into production.

Task Service

The AutoMate Task Service runs as a system service, generally doing the work of launching tasks according to the triggers attached to them. The Task Service has no real interface, uses very little system memory, and runs continuously in the background. It maintains the task database and global application preferences. Additionally, it watches for trigger events, and launches, maintains, and monitors running tasks.

See Also

How AutoMate Works

Task Administrator Quick Tour

Task Builder Quick Tour

About Creating Tasks

Adding Task Steps

Setting Triggers