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Automate a review or repetitive task so Bold runs it on a schedule or when an event occurs. Each automation retains its own instructions, permissions and execution options.

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Before automating

Check that the task:
  • has a clear goal;
  • uses data available in Bold;
  • can be reviewed through a traceable result;
  • does not depend on ambiguous decisions without defined criteria;
  • has a human owner.

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Configure the automation

Path: Smart Factory > Automations
1

Create the automation

Click New automation.
2

Assign a name

Enter a name that identifies the work, such as Daily review of shop floor stops or Weekly low-stock check.
3

Define the instructions

Specify the goal, the data sources to query and the result format.Example: “Review yesterday’s MOs, identify unplanned stops longer than 15 minutes and produce a summary with the reason and affected station.”
4

Select the intelligence level

  • Low: for simple queries or direct reads.
  • Medium: for regular analysis that needs to relate several data points.
  • High: for complex tasks that need more reasoning.
5

Configure execution

  • In Work mode, use Read only to query data without changing it. Select Allow changes only if the automation should act in the system.
  • In Clarification questions, choose Allow so the automation pauses the task when it needs information. With Don’t allow, it works with the available data.
  • Enable Memory if the automation needs to retain context between runs, such as to compare periods.
6

Define the triggers

Choose when it should run:
  • Click Add scheduled to specify a time and frequency, such as every day at 09:00.
  • Click Add by event to trigger it when one of the available events occurs. Add conditions if the event supports compatible properties.
  • Do not add a trigger if you will only start it manually with Run now.
7

Assign permissions

Grant only the access needed for the task:
  • Enable View in the areas it must query, such as Employees or Files.
  • Enable Edit, Upload, Delete or Manage only if it must perform those actions.
  • If you chose Read only, do not grant modification permissions.
8

Save and test the automation

Click Save changes. Then use Run now to test it manually. The test does not replace the configured triggers.

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Useful examples

Start with read and analysis automations. Add actions that change data only once the criteria have been tested.