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 moved 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 Workflow, 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.

• For on-premise or Nintex for Office 365 users, it encourages collaboration between workflow designers The user who designed the workflow, or the point of contact for information about the workflow and process experts A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process., tracking workflows that are added to processes, highlighting where they impact the procedures and reporting on processes with associated workflows across the organisation.
• For Nintex Workflow A cloud-based platform where you can design workflows to automate simple to complex processes using drag-and-drop interactions, without writing any code. users it goes one step further to allow 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. within Nintex Process Manager to automatically provide detailed frameworks to workflow designers, then map the resulting automation solutions back into the process when they’re ready. This adds greater collaboration and accelerates the process for building effective solutions by exchanging clear information directly between the two platforms.

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

What can I do with Automation?

Nintex Workflow Generator

Note: To connect to a Nintex Workflow instance, your Promaster A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. must first activate the Enable automation option in the Process Editing options.

You can integrate with Nintex Workflow 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 Workflow 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 Workflow help documentation.​

Workflow association

If you want to associate workflows created in Nintex Workflow, 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?

• 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. within Nintex Process Manager can identify automation opportunities through tags and activity keywords in captured processes.
• Automation Specialists can request process automation from within the Nintex Process Manager process.
• Workflow designers The user who designed the workflow, or the point of contact for information about the workflow are presented with clear frameworks for new workflows and have established lines of communication for clarifying the requirements.
• Workflows map back to the process automatically, identifying the steps captured in the workflow. The Automation Specialist verifies the workflow mapping and publishes the newly automated process with just a few clicks.
• Automated steps are highlighted and easy to identify. Anyone who has privileges to edit the process (for example: Process Experts A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process., Process Owners A user responsible for ensuring the process is operating effectively, and continuously improving. Not necessarily a subject matter expert, but empowered with organisational authority to approve changes as needed.) can easily identify the automated steps to understand where workflows handle tasks and where human agents need to take action.
• Workflows and forms can be tracked to the processes they are in, and users can see at a glance how many workflows connect to their processes.

Who has automation rights?

Promasters A Nintex Process Manager 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 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.