Advanced Automation with Human in the Loop | Step by step tutorial

Discover Advanced No Code Automation with PLY

Welcome to the realm of advanced automation in the No Code space, where pushing boundaries becomes a routine. Today, we delve deep into the extensive capabilities of a powerful tool called Ply, which offers endless opportunities for sophisticated automation. Wouldn't it be invigorating if everyday tasks could be automated? This is where tools like Ply come into play.

Ply offers an intuitive platform for building advanced automation without the need to dive into complicated coding. With Ply, not only can you automate processes, but you can develop human-in-the-loop automation, which blends automation with your unique human skill set.

Human in the Loop Automation

Human-In-The-Loop (HITL) automation provides a distinct twist to traditional automation. With HITL, you initiate the automation process and then get prompted to provide additional inputs, allowing you to control the process at crucial steps. PLY capabilities make it easy to build HITL automation even for those unfamiliar with coding.

The scope of preferred automation can range widely. For instance, you may wish to create a trigger inside your email account that initiates an automation process, such as saving a contact to a Customer Relationship Management (CRM) system, like Airtable, in an organized and efficient way.

Creating a Human In the Loop Automation with PLY

PLY offers an in-built button in your email account for quick usage. Once you set it up, it brings forth a builder window, where you design your automation needs. Here's a step-by-step guide to create HITL automation using PLY:

1. Get the *contextual message* from your email.
2. *Retrieve the list of companies* from your database.
3. Use an interface layer to *ask the user to select* the appropriate company.
4. Develop different branches with a *logical sequence* for different outcomes.
5. In case the company exists in the database, provide the information with the *company record ID*.
6. If the company doesn't exist, *create a new record* with the company's name and feed it to the database.

Importance of Airtable and Record ID in HITL Automation

Airtable serves as your go-to database when using PLY for automation. You retrieve a list of records from Airtable and present them to the user to pick the right one. Each record in Airtable comes with a unique 'record ID' (rec ID). This ID links different aspects of your automation interface.

Whether you're linking a contact to an existing company or creating a new one, the use of rec ID helps maintain uniformity across various automation branches.

The Final Word

PLY makes Human-In-The-Loop automation an easily accessible tool to streamline your business operation. The potential for automation is vast, and with tools like PLY available, you can accelerate productivity to new heights without needing extensive technical skills.

Always remember, the ideal automation process incorporates both human intellect and AI-driven smart tools, working together to produce significant outcomes. Happy building!