Automation Hub - Complete Usage Guide
Overview
The Automation Hub is a powerful workflow orchestration platform that connects all your applications and enables cross-app automation. It provides AI-powered workflow generation, email integration, and comprehensive data management.
Cross-App Automation
Orchestrate workflows across all connected applications
Email Integration
IMAP/SMTP email automation with CSV support
Workflow Review
Mandatory review system for all automated actions
Data Preservation
Complete data sync and preservation across apps
Important Responsibility Notice
You are responsible for reviewing all automated actions before execution. We are NOT responsible for incorrect emails being sent or other automated actions if workflows are not carefully checked before launch.
Getting Started
1. Access the Automation Hub
Navigate to the Automation Hub from your main dashboard or marketplace:
/app-suite/automation-hub.phpThe hub features a three-panel layout:
- Left Panel: Connected apps and data preview
- Center Panel: Quick automations and workflow execution
- Bottom Panel: Email integration and custom workflow builder
2. Connected Applications
The left panel shows all connected applications with status indicators:
3. Data Preview
Click on any connected app to preview its data structure and available information:
- View sample data formats
- Understand available fields
- Check data freshness and timestamps
- Identify data for workflow integration
Email Integration Setup
Email Automation Disclaimer
By enabling email automation, you acknowledge that:
- You are responsible for reviewing all automated emails before they are sent
- We are NOT responsible for incorrect emails being sent if automation is not carefully checked
- You must verify all email content, recipients, and settings before launching workflows
- Email credentials are stored securely but you use this feature at your own risk
- You agree to comply with all applicable email marketing and privacy laws
IMAP Settings Configuration
Configure your email provider's IMAP settings for receiving emails:
| Provider | IMAP Server | Port | Security |
|---|---|---|---|
| Gmail | imap.gmail.com | 993 | SSL/TLS |
| Outlook | outlook.office365.com | 993 | SSL/TLS |
| Yahoo | imap.mail.yahoo.com | 993 | SSL/TLS |
Generate App Password
For security, use an app-specific password:
- Gmail: Google Account → Security → 2-Step Verification → App passwords
- Outlook: Microsoft Account → Security → Advanced security options → App passwords
- Yahoo: Account Security → Generate app password
Fill IMAP Settings
Enter your email provider's IMAP configuration:
- IMAP Server (e.g., imap.gmail.com)
- IMAP Port (usually 993)
- Your email address
- App-specific password
SMTP Settings Configuration
Configure SMTP settings for sending emails:
| Provider | SMTP Server | Port | Encryption |
|---|---|---|---|
| Gmail | smtp.gmail.com | 587 (TLS) / 465 (SSL) | TLS/SSL |
| Outlook | smtp-mail.outlook.com | 587 | TLS |
| Yahoo | smtp.mail.yahoo.com | 587 (TLS) / 465 (SSL) | TLS/SSL |
CSV Email List Upload
Upload CSV files containing email addresses for bulk automation:
CSV Format Requirements
email,name,company
john@example.com,John Doe,Acme Corp
jane@example.com,Jane Smith,Tech Inc
bob@example.com,Bob Johnson,StartupXYZ- Required: email column
- Optional: name, first_name, last_name, company
- Format: Standard CSV with comma separators
Quick Automations
Content Pipeline
Purpose: End-to-end content creation and distribution
Best for: Content creators, marketers, social media managers
Business Setup
Purpose: Complete business establishment automation
Best for: New business owners, entrepreneurs, consultants
Data Sync
Purpose: Maintain data consistency across all applications
Best for: Data management, system maintenance, backup
Analytics Report
Purpose: Comprehensive performance analysis and reporting
Best for: Business analysis, performance tracking, reporting
Custom Workflow Builder
Define Your Workflow
Provide a clear name and detailed description:
Good Example
Name: "Lead Generation Campaign"
Description: "Create targeted content for real estate leads, generate matching images, analyze competitor strategies, and set up automated email follow-up sequence"
AI Workflow Generation
The system uses AI to analyze your description and create logical workflow steps:
- Identifies relevant applications
- Creates sequential workflow steps
- Determines data flow between apps
- Flags email-involved actions
Review & Execute
All custom workflows go through the mandatory review process before execution.
Custom Workflow Tips
- Be specific about your goals and desired outcomes
- Mention which apps you want to use if you have preferences
- Include details about data sources and target outputs
- Specify if you need email notifications or distributions
Data Management
Universal Data Handler
Every app in your system includes automatic data export/import functionality:
Automatic Downloads
Each app can export its data in JSON format for backup or transfer
Import to Automation Hub
Data from any app can be imported directly into the Automation Hub
Cross-App Sync
Data synchronization maintains consistency across all applications
Data Preview
Preview data structure and content before using in workflows
Workflow Review System
Mandatory Review Process
Every workflow must be reviewed and confirmed before execution. This ensures you understand exactly what actions will be performed.
1. Workflow Analysis
Review each step of the workflow:
- Step name and description
- Target application
- Action to be performed
- Email involvement warnings
2. Email Settings Check
System verifies email configuration status:
- ✅ Email configured and disclaimer accepted
- ❌ Email not configured - email actions will be skipped
3. Responsibility Confirmation
You must confirm:
- You have reviewed the workflow
- You confirm it is correct
- You understand you are responsible for all automated actions
4. Execution Authorization
Only after confirmation can the workflow be executed.
Troubleshooting
Email Settings Not Saving
Causes:
- Disclaimer not accepted
- Invalid email format
- Missing required fields
Solutions:
- Check the disclaimer acceptance checkbox
- Verify email address format
- Fill in all required fields (server, port, email, password)
Workflow Steps Failing
Causes:
- App connection issues
- Invalid data format
- API rate limits
Solutions:
- Refresh app connections
- Check data preview for format issues
- Wait and retry if rate limited
Email Actions Not Working
Causes:
- Incorrect IMAP/SMTP settings
- Invalid app password
- Email provider restrictions
Solutions:
- Verify server settings and ports
- Generate new app password
- Enable IMAP/SMTP in email provider settings
Data Sync Issues
Causes:
- Database connection problems
- Data format conflicts
- Storage limits exceeded
Solutions:
- Check database connectivity
- Run data normalization workflow
- Clean up old data or upgrade storage
Best Practices
Security & Safety
- Always review workflows before execution
- Use app-specific passwords, never main passwords
- Regularly update and rotate email credentials
- Test workflows with small datasets first
- Keep email disclaimer acceptance current
Data Management
- Regularly export and backup workflow results
- Use data sync workflows to maintain consistency
- Preview data before using in workflows
- Clean up old automation data periodically
- Monitor storage usage and limits
Workflow Optimization
- Start with quick automations before custom workflows
- Be specific in custom workflow descriptions
- Test individual steps before full workflow execution
- Use meaningful names for custom workflows
- Document workflow purposes and expected outcomes
Email Automation
- Verify email content and recipients before sending
- Comply with email marketing laws and regulations
- Use professional email addresses for business workflows
- Test email functionality with personal emails first
- Monitor email delivery and response rates
Final Reminder
You are fully responsible for all automated actions performed by the system. Always review workflows carefully, verify email content and recipients, and ensure compliance with applicable laws and regulations. The automation system is a powerful tool that requires responsible use.