SmartAutomation

Integrate and Automate all Applications

SmartAutomation is our highly scalable, purpose-built platform upon which we build automations and integrations for business and enterprise systems. This provides “connected” employee experiences, regardless of where the data or systems reside. SmartAutomation enables the completion of any task, simple or complex, with a click of a button — all without leaving search. It is also used by our customers to develop their own automations and integrations.

SmartAutomation provides the following core capabilities:

  • Out-of-the-box automations and integrations to key business applications
  • The ability to easily create automations and integrations with our drag and drop design studio
  • Secure, high performance operations
  • Management of sophisticated workflow scenarios
  • Enables the completion of any task, simple or complex, with a click of a button — all without leaving search.
  • Can leverage and move data between source systems
  • Can run standalone, or integrated with BA Insight’s SmartHub to create Digital WorkHubs that provide microservices to automate tasks and/or activity streams across multiple systems, reducing the need to visit and interact with each one individually.

Use Our Out-of-the-Box Automations to enable Digital WorkHubs to Your Enterprise Systems:

  • Microsoft Teams
  • ServiceNow
  • Salesforce
  • Microsoft Dynamics
  • SharePoint Online
  • SharePoint on-premise
  • OpenText
  • NetDocuments
  • Egnyte

We will build new automations and integrations as requested, so if you don’t see one on the list, please contact us at bainsight@uplandsoftware.com.

Key Capabilities:

Intelligent Automation

SmartAutomation dispatches intelligent, automated APIs to perform actions and complete entire workflows.

Integration of Systems

Integrate all of your cloud-based/on-premise systems, regardless of whether they have APIs.

API-first Strategy

Expose RESTful Open-API endpoints across all your systems with no APIs, limited APIs and open systems. Easily create deep integrations across all such systems.

Integrated with Search

BA Insight’s Digital WorkHubs and Smart Automation enable users to quickly get to the data and information they need while also enabling them to complete entire business processes directly from within the WorkHub.

Admin Console

SmartAutomation provides a friendly UI console for power users and integrators to utilize a Low-Code/No-Code drag and drop design studio to quickly create automations. Equally, IT staff, administrators and developers can go one step further by utilizing the advanced capabilities to rapidly build highly complex and intelligent integrations.

Centralized Testing

SmartAutomation provides sandbox testing to visually reaffirm the quality of every automation and application integration during development, before it is deployed into a production environment.

Supports Multiple Platforms

SmartAutomation can be deployed wherever required due to our flexible deployment options. It includes deployment in your cloud, our cloud, on-premises or a hybrid deployment.

Scalable

SmartAutomation is designed to automatically scale based on API load to deliver the most optimal user experience.

Flexible Deployment

SmartAutomation can be used standalone or within a Digital WorkHub.

Key Benefits:

  • Make your search actionable
  • Deliver higher quality search experiences
  • Realize business results faster
  • Automate workflows and activity streams
  • Eliminate user and data error
  • Solve data connectivity problems
  • Reduce efforts by removing system switching
  • Low code/no code approach reduces project timeframes
  • Reduce customization and increase innovation
  • Improve productivity by bringing together data and actions
  • Deliver meaningful ROI