ALBATO

How to create your first Automation

Connect Your App Accounts to Albato

Manuel Bernal

Soumitra Yadav

Learn how to setup powerful automations to automate routine tasks in no time.

Automations

Explore Albato's data modes: seamless real-time transfers or targeted data migration.

Automation timing

Trigger Setup

Simplify information search and processing, saving time and completely automating your processes.

Filter customization

Action Setup

The fields that need to be configured vary depending on the selected app and differ from app to app.

Fields Settings

Sorting fields - "Light view" button

Configure the rule to update fields if you have chosen to process duplicates with record update.

Updating duplicates

Understand Albato Algorithms for error handling in your automations.

Albato Error Handling

Learn how Albato halts automations after error-only runs, with daily and weekly checks based on your account's time zone.

Albato's Error-Driven Automation Halt Policy

To create the key access, you must indicate the apps you want to use and connect your accounts to Albato. Check out!

Key Access creation

Automation Builder

Allows you to look up data values ​​from previous automation steps and automatically replace, delete or supplement them.

Find and replace

JavaScript code allows you to run your own custom code. Just enter your code into the step settings following this instruction!

JavaScript code

Like other Albato tools, it is added between steps of an automation. To do this, click on the "+" and select the tool from the list.

Split string into elements of a row section (array)

This is a tool that removes HTML tags, for example <div>, <p>, <span>, <br> and others.

Remove tags

The tool allows users to send data received from the previous steps to AI.

AI tools

Analogue of a filter "Stop automation". It allows you to set the condition when the bundle stops and continues to work.

Stop automation on condition

Allows to perform mathematical operations on the data from the previous steps.

Mathematical operation

This step allows you to configure the rule to process duplicates when creating an action on the data's target app.

Duplicate Search Setting

Allows to turn the dataset into a single variable.

Rows gluing

Allows you to set the phone number format.

Phone number formatting

Allows you to postpone an action for a specified period of time, postponing the next automation step.

Automation delay

Allows to set a condition for processing different parts of the bundle. A "IF ELSE" feature analogue.

Router

Allows you to analyze datasets from previous steps and, if necessary, combine different sets.

Rows union

Allows you to add or subtract days, hours, minutes. Specify a time zone for a date, change the hours or minutes to a static value.

Date and time modification

Allows to set a sequence of values. Every time the automation is started, next value from the sequence will be transferred.

Round robin

How to work with HTTP requests

This tool works like scissors, which allows you to cut data from any set of values.

Data cropping

Necessary step for Albato to capture the test data packet from the data source app.

Webhook catcher

Iterator tool

This tool allows you to overwrite the incoming data from the streaming app.

Table lookup

Built-in Tools

We've gathered the most frequent causes of errors in automations and created a step-by-step guide to solve them.

How to fix automation errors

Common Errors in Automations

Troubleshoot Automations

Albato has a Data Migration feature that allows you to send data for a certain period of time

What is Data Migration?

Every time an automation has errors, it receives one penalty point.

How do "Penalty points" work

Once you read this guide you will understand how to work with Row sections, and what tools you'll need to do so.