Introduction to Apps

Last Updated: Mar 8, 2023


When a user logs in to, the App Summary screen displays the Apps to which the user has access under the respective App Category. When any user logs in for the first time and no apps are shared yet, the App Summary screen appears blank until the Apps are shared.

An App is a complete process that can be automated under a defined App category to achieve a target action. An app consists of the following:

  • Tasks: The users can automate a series of simple or complex tasks from the Task design screen. The task consists of nodes, a block of steps to perform the desired action. These nodes are linked sequentially which allows the flow of data based on the requirement.
  • Datasets: A dataset is an ordered collection of data in the form of tables, SQL queries, etc. The data from the Datasets can be fetched for processing tasks. These datasets are used to provide input data to the tasks.
  • Models: ML Models (Machine Learning models) are used to generate predictions using the patterns extracted from the input data. For example, document processing the critical information from the pdfs is identified and extracted automatically by the application of the ML (Machine Learning) models.
  • Filesets: Filesets are a group of related files for storing both organized and unorganized data. The user can view/create filesets from the Filesets screen.
  • Presentations: Presentation is a graphical representation of data for the business user. The data that is captured and processed by can be visualized in the form of charts and graphs. Based on the requirement, the user can arrange the data in a logical order and an order of relevance or importance.
  • Forms: Form is a container of the list of specified fields present in a row of a table. It also contains the activity logs of the field values.
  • A list of Users and Roles: There are 3 types of users in and roles are assigned to those users on an App basis. Each user in an app can be assigned different app-specific roles.
  • Clusters: Cluster can be created in and multiple machines in which bots are running can be grouped in one cluster. With this, enhances a cluster of machines’ abilities to operate at an exceptional rapid speed.
  • Secure data: A utility for securely accessing secrets. A secret is anything that the user wants to tightly control access to, such as API keys, passwords etc. Vault provides a unified interface to any secret, while providing tight access control and recording a detailed audit log.

For example, when a user tries to do invoice processing using a Doc Reader node, ML models are used to extract data from the PDFs and pushed into the dataset for task execution. Presentations are then used to view the data in the form of charts and graphs based on the requirements of the business user.

App Categories are the logical segregation of the Apps.

For Example, in the Finance department of a company:

  • App Category would be:
    • Finance App
  • Different Apps under that Category would be:
    • Accounts Payable, Accounts Receivable
    • Expense Management

In the HR department,

  • App Category would be:
    • HR App
  • Different Apps under that Category would be:
    • Onboarding
    • Leave Management
    • Offboarding

App Category can be created only by the Tenant Admin and App can be created by the user who is provided with the privilege to create an App.

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