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Autopilot user guide

Prompting guide

Guide to writing effective prompts for generating accurate automations with the Autopilot agent experience.

This guide helps you write effective prompts and prepare necessary resources for creating accurate workflows with the Autopilot agent experience.

For general prompting tips, refer to Writing effective prompts.

Provide clear, individual instructions

Break tasks into small, clear actions. Autopilot generates accurate sequences when prompted with concise, separate steps.

Prompt examples

  • "Log into ACME, download a file, and email it."
  • For an If-Else activity: "If username and password are empty, log message "Not able to extract credentials from asset". Else log message "credentials details are extracted correctly"."

Prepare the Object Repository for UI Automations

  • Define the UI elements in the Object Repository first. Otherwise, the UI automation may fail.
  • Ensure elements have accurate names and context, to help Autopilot semantically match elements.

Pre-create Orchestrator assets

Assets are shared variables or credential resources in Orchestrator. Make sure assets already exist in an Orchestrator folder before using them in an automation, as Autopilot cannot create assets dynamically.

Prompt examples

  • Vague: "Use the credentials to log in."
  • Better: "Get values from the ACME credential asset."
  • Best: "Get values from the ACME_credential asset, which is in the Test folder in Orchestrator."

Pre-create Orchestrator queues

Queues are containers that allow you to hold an unlimited number of queue items. Make sure queues exist in an Orchestrator folder before using them in an automation, as Autopilot cannot create queues dynamically.

Prompt examples

  • Vague: "Use the queue to insert data."
  • Better: "Insert transaction into queue ACMELoan."
  • Best: "Insert transaction into queue ACMELoan, which is in the Test folder in Orchestrator."

Specify activities explicitly

Clarify which activities to use. Autopilot favors activities previously used in the current workflow.

Prompt example

  • Explicit: "Send an email using UI Automation, not Outlook."

Understand Autopilot limited context

Autopilot recognizes only the resources in the current file:

  • Variables defined in the current file.
  • Activities previously used in the current workflow.
  • Assets and packages available via Data Manager.

Autopilot cannot access:

  • Other workflow files.
  • Global variables.
  • The full project structure.

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