Step-by-step: Creating a Process Discovery AI Agent
1. Select the Agent Type
On the dashboard, click Create AI Agent and select the Process Discovery AI Agent option.2. Name Your Agent
- Add a meaningful title and optional description.
- Example: “Invoice Workflow Analysis” or “Sales CRM Process Capture”
Process Discovery Agent: Workspace Overview
Once your Process Discovery AI Agent is created, you’re taken to an intuitive workflow dashboard where the recorded actions and analysis are displayed. Here’s a breakdown of what each section and element represents:Center Workflow Panel (Main Canvas)
This is where your step-by-step process flow is visualized.- Start Node (Green)
- Marks the beginning of your process.
- Show Block
- Indicates a recorded step. For example:
Click on Start button to initiate Web/Desktop show process.
- Indicates a recorded step. For example:
- End Node (Red)
- Marks the completion of the current workflow.
- ➕ Add Step Buttons
- Located between steps. Click these to insert new skills like:
Read Table,Loop,Excel,Hover,OCR,Message Box, etc.
- This lets you extend or convert the discovery into an automation.
- Located between steps. Click these to insert new skills like:
Left Panel (Process Variants)
This panel shows insights collected across user recordings:- Variant ID – Unique process variation identifier.
- Email – Who performed the task.
- Apps Involved – Web or desktop apps used.
No data, it means no variants have been recorded yet.
Top Navigation
- Aggregate
- Groups and visualizes similar variants across users.
- Compare
- Highlights differences between multiple process executions (ideal for spotting inefficiencies).
- Start Show
- Reopens the screen recorder to capture a new user session.
- Save
- Saves your current version of the workflow.
Summary Use Case
This workspace allows you to:- Visually analyze recorded workflows.
- Identify what steps users take.
- Discover hidden inefficiencies or opportunities for automation.
- Convert any discovered flow into a Robotic Automation Agent.