Autonomous Process Tools
These tools help create and manage processes, define workflows, and handle tasks that are part of larger business functions.
Overview
Tool Name
Purpose
This tool allows users to execute predefined processes efficiently, including workflows powered by related tools like notebooks, scheduling, Google Drive integrations, and test management. It ensures systematized and automated execution of operational, development, or analytical tasks.
Functions Available
-
run_process
: Executes a process based on its unique identifier or name. -
process_manager_tools
: Facilitates managing and executing defined processes within workflows. -
process_scheduler_tools
: Includes scheduled tasks and timer-based executions for specific processes.
Key Features
User Defined Autonomous Process Creation
Create and define detailed processes tailored to specific automation workflows.
Autonomous Process Configurations
Update and manage configurations for pre-existing processes.
Autonomous Process Deletion
Delete or hide redundant processes to streamline bot operations.
Input Parameters
run_process | Run Autonomous Process |
---|---|
Input Parameters | Definition |
process_id | Unique identifier for the targeted process (e.g., analytics_proc-abcdef ). |
process_name | Human-readable name for the process (e.g., Analytics Refresh Workflow ). |
parameters | JSON object containing process-specific inputs (e.g., {"schema": "SALES", "limit": 100} ). |
concise_mode | (Optional): Boolean flag to determine the verbosity of returned outputs. Default: False . |
process_manager_tools | Autonomous Process Manager | |
---|---|---|
Input Parameters | Definition | Format |
process_id | Identifier of the process to manage. | String |
process_instructions | Instructions or steps to modify or define within the process. | String |
process_scheduler_tools | Autonomous Process Scheduler | |
---|---|---|
Input Parameters | Definition | Format |
task_id | Unique ID for scheduled tasks. | String |
action_trigger_details | Schedule timing details (e.g., “Once, Every weekday at 9 AM”). | |
next_check_ts | Timestamp for the next scheduled execution (format: YYYY-MM-DD HH:MM:SS ). |
Genbot Tip
Processes must include comprehensive and clear instructions for smooth execution.
How It Works
Using this tool, users specify the desired process to run along with optional inputs (JSON parameters or execution settings). These processes may involve complex workflows that entail notebook executions, external file handling, test management, or scheduled tasks, based on user customization.
Reminder
Deleting a process permanently removes it, so validate before proceeding with this action.
- Processes marked as “hidden” won’t appear in default views but are still executable.
process_manager_tools
– These tools help create and manage processes. They might be used to define workflows, start, stop, or monitor processes, and handle tasks that are part of larger business functions.
Genbot Tip
Example of How Process Manager Tools + Process Runner Tools Are Complimentary
Process Runner Tools:
-
This would be used to execute the SQL query and retrieve data.
-
Run the Python script to process the data and generate the report.
-
Orchestrate the message to send the report.
Process Manager Tools:
-
This would set up the entire workflow.
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Using Process Scheduler to schedule the data retrieval and processing to run weekly.
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Ensure the report generation runs only after data retrieval finishes.
-
Integrate any error handling if data retrieval or processing fails.
Putting It Together
Process Runner: Start Task -> Run Process -> End Task
Process Manager: Define Workflow -> Define Steps -> Schedule Workflow -> Monitor & Orchestrate Steps
Example on Streamlit
In this example, we’ll be showing the full process instructions for the multi-step Formula 1 data analysis process.
Example on GenesisAPI
Example on Slack
How To Use
Suppose you’re looking to create a repeatable and automated step-by-step process that you can also schedule to run in the background. These are known as “Tasks”. Tasks are objectives that the Genbots are assigned to carry out autonomously.
Process Scheduler Tools
Overview
Tool Name
Purpose
This tool enables bots to schedule processes to run automatically at specified times or intervals. It ensures time-based automation and helps manage recurring or one-time tasks without manual intervention.
Key Features
Schedule Autonomous Processes
Schedule processes with flexible time intervals or specific calendar dates.
Configure Scheduled Autonomous Processes
Update or deactivate existing schedules to adapt to changing workflow needs.
List All Scheduled Autonomous Processes
List and monitor schedules to ensure seamless task management.
Input Parameters | Definition |
---|---|
process_id | The unique identifier for the process to execute. |
parameters | (Optional): A dictionary or JSON object containing inputs specific to the selected process. |
task_id | Unique ID for a scheduled task. |
task_details.process_name | Name of the process to be scheduled (e.g., Daily Sales Refresh ). |
task_details.action_trigger_type | Always set to TIMER . |
task_details.action_trigger_details | Description of the schedule (e.g., “Every day at 9 AM”). |
task_details.next_check_ts | Timestamp for the next process run (e.g., 2023-12-01 09:00:00 ). |
task_details.task_active | Boolean to set the schedule to active (True ) or inactive (False ). |
Deactivate or | Deactivate or Delete a Schedule |
---|---|
Input Parameters | Definition |
task_id | ID of the task to deactivate or delete. |
Genbot Tip
Ensure the next_check_ts
is formatted in the correct timestamp format and lies in the future.
- Descriptive and clear
action_trigger_details
improve readability and manageability of schedules.
How It Works
The tool accepts a process name and scheduling details, creating a timer-based trigger to execute the specified process. Schedules can be updated or removed as workflows evolve.
NOTE: Deactivating a schedule does not delete it, meaning it can be reactivated later if needed.
Example on Slack
Genbots know whether a message was sent due to an automated scheduled task.
Genbots Send Alerts For Task Problems
If a Genbot encounters an issue with a scheduled task, it will notify you with details along with suggestions to resolve it. If the issue is bad enough, it will suspend the task until the user can fix or clarify the task.
Process Example
In this example scenario, we have a process for “Generating Sales Reports” that runs weekly and includes the following steps:
1. Importing sales data from a Snowflake stage.
2. Cleaning the data to remove any inconsistencies.
3. Aggregating the data to get weekly totals.
4. Generating the final report and sending it via Slack.
Process Runner Tools
Overview
Tool Name
Purpose
This tool allows genbots to execute step-by-step predefined processes effectively. It ensures tasks are carried out in a systematic manner by utilizing streamlined and automated workflows.
Key Features
Step-By-Step Autonomous Process
Enables running step-by-step pre-defined processes to perform specified tasks or workflows.
User Defined Process Creation and Configuration
Provides flexibility by running processes based on user-defined configurations or parameters.
Input Parameters | Definition | Format |
---|---|---|
process_id | The unique identifier for the process to execute. | String |
parameters | (Optional): A dictionary or JSON object containing inputs specific to the selected process. |
Genbot Tip
Processes must be defined and validated before execution to avoid runtime errors.
How It Works
The tool identifies and runs processes that are already defined and configured. Tasks are completed in alignment with the predefined logic, leveraging any required tools or steps.
Reminder
The tool fails if the process is unregistered or improperly configured. Refer to “How To Use Process Runner Tools” To learn how to create a process.
Creating a Process Using Genesis Process Runner Tools
This section will guide you step-by-step on how to create a process in Genesis using the process runner tools. By the end of this guide, you will have a clear understanding of how to define, configure, and execute a process. We will also provide a simple example process for you to follow along.
Understand the Components of a Process
Before creating a process, it’s essential to understand the key components:
-
Process Name: A unique identifier for the process.
-
Process Instructions: Detailed steps or logic the process will follow.
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Process Configuration: (Optional) settings or parameters that the process may require.
-
Visibility: (Optional) Whether the process is visible in the list of processes or hidden.
Step-by-Step: How to Create An Autonomous Process
Step 1: Start By Asking To Create A New Process
Step 2: Provide The Process Details
1. Uses a naming convention that highlights the objective. Upon note creation, the process ID will be automatically populated following a naming convention such as <bot_id>_<task_name>_<random_id>
2. This is where you put step-by-step instructions for the Genbot to use as a workflow. These steps follow the Let’s Verify Step-By-Step and the Genbot goes through a verification of each step of the autonomous process before proceeding onwards to the next step.
Here is an example with the objective of calculating the Sum of Two Numbers that you can copy and try below.
User Prompt
Process Configuration is optional! this following example includes a configuration where the user can define what number 1 and number 2 is to add together.
Recap of The Process Instructions:
Step 1. Input Parameters:
-
number1: The first number for the addition.
-
number2: The second number for the addition.
Step 2. Calculation:
- Calculate the sum of number1 and number2.
Step 3. Output:
-
Output the result of the addition.
Step 3: Seeing The Process In Action
Now that the process has been created, the next step is to test the process and ensure it’s running as intended.
Genbot Tip: Notice how in this example, the supervisor flagged an instance where a step of the process was skipped or not done correctly.
- Process Runner Tools are a great way to automate workflows, handle complex step-by-step operations in a scalable repeatable way.
Example on Streamlit
In this example, we are asking the Genbot to run the multi-step autonomous process Formula 1.