Automation

Use Automation in Nintex Process Manager to integrate workflows with your processes. A workflow is an automated sequence of steps required to move a task from one stage to the next until completion of a process.

When a process map is published, it becomes much easier to identify the potential for process improvements. This is where automation comes into play. By using automated workflow technology, you can automate tasks within the processes you’ve created, allowing tasks to be diverted from user to user automatically according to the established workflow.

This feature connects Nintex Process Manager more closely with Nintex workflow A no-code/low-code solution that is used to automate parts of a given process or the entire process end-to-end. solutions (such as Nintex Automation Cloud, Nintex for Office 365, or Nintex for SharePoint). Integrating Nintex Process Manager and Nintex workflows creates efficiencies, reduces errors and accelerates your business processes easily and smoothly.

Note: This feature will be available later this year for Canadian customers.

What can I do with Automation?

You can either start by requesting automation to generate a new workflow in Nintex Automation Cloud A cloud-based platform where you can design workflows to automate simple to complex processes using drag-and-drop interactions, without writing any code.: See Nintex Workflow Generator.

OR

You can add and associate existing workflows created in Nintex Automation Cloud, Nintex for Office 365 or Nintex for SharePoint. See Workflow association.

Nintex Workflow Generator

You can integrate with Nintex Automation Cloud and request process automation directly from the process map in Nintex Process Manager.

For example: consider a common workplace process like employee on-boarding. Here's how you can use Nintex Process Manager and Nintex Automation Cloud for process mapping and workflow automation to ensure a smooth on-boarding experience. Click on the process map below for details.

For more information and steps, see Nintex Workflow Generator.

For more information about workflows, see Nintex Automation Cloud help documentation.​

Workflow association

If you want to associate workflows created in Nintex Automation Cloud, Nintex for Office 365 or Nintex for SharePoint in your Nintex Process Manager processes, you can use workflow association to indicate which activities/tasks are manual or handled by automated workflows.

For more information and steps, see Workflow Association.

What are the benefits of using automation?

Who has automation rights?

Promasters A Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site., Automation Specialists An Automation Specialist is an IT / Technology Implementer/ Partner stakeholder who manages the relationship between the Process Expert and the Workflow Designer. Automation Specialists can associate workflows with processes, in addition to having Process Editor rights to the group they have been assigned to., and Process Editors A user who can edit a process, including Promasters, Business Analysts, Process Experts, Process Owners and Process Editors assigned at a process group level. can manage automation and have the following automation rights:

Automation Rights Promaster Automation Specialist Process Editor
Add Automation Specialist stakeholders Yes No No
Add and remove workflows from the workflow list Yes Yes No
Add and remove workflows from a process Yes Yes No
Mark activities and tasks as automated Yes Yes Yes

Who is an Automation Specialist?

An Automation Specialist is an IT / Technology Implementer/ Partner stakeholder who will manage the relationship between the Process Expert A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process. and the Workflow Designer The user who designed the workflow, or the point of contact for information about the workflow. Automation Specialists can associate workflows with processes, in addition to having Process Editor A user who can edit a process, including Promasters, Business Analysts, Process Experts, Process Owners and Process Editors assigned at a process group level. rights to the group they have been assigned to.

How do I add Automation Specialist stakeholders?

Note: Only Promasters can add Automation Specialist stakeholders.

  1. Click Admin > Manage Groups

  2. On the Manage Groups page, click next to a process group and then click Manage Stakeholders.

  3. Click edit next to AUTOMATION SPECIALISTS.

  4. Click the Add by User or Role/Responsibility field and select the required values from the list.

  5. Click Save. The selected users are assigned the Automation Specialist role.