Zuora Automated Process Execution

This document provides a detailed walkthrough of executing an automated process in Zuora, using various integrations and configurations to manage data effectively. The steps below illustrate the entire process from setup to execution, ensuring all necessary actions are taken for successful completion.

Step 1

Initiate the creation of test data by establishing data storage.

Step 2

After adding the connector, you will observe the operation at the top along with three tabs: Authentication, Inputs, and Output. Authentication is required for connections to third-party applications such as Gmail and Salesforce. Depending on the operation chosen, the inputs will vary. Complete the required inputs for this step.

Step 3

This step will generate the necessary output. For our use case, provide some sample user information as input.

Step 4

Proceed with entering the necessary information.

Step 5

After inputting your information, proceed to the next step by implementing a branching process.

Step 6

Allocate devices and applications based on user roles, then branch according to designation and retrieve user information as needed.

Step 7

Use the designation configured in the previous step to establish a branching value. The output will be visible.

Step 8

If the configured output is not displayed, run the process once to update the output.

Step 9

Upon executing the process, click on the step to see the output value. Use the "Use Output" button to update the step's output.

Step 10

Verify all configured values, then proceed to the next step, utilizing the snake connector to link it to the previous step. Review the output variables and evaluate the designation.

Step 11

Select the designation and compare its value with "Business System Analyst." Assign a name to the branch.

Step 12

Create additional branches such as "UI/UX Designer" and replicate this process for "Software Engineer."

Step 13

Define three branches and include a default branch. If a value does not match any defined branches, it will default.

Step 14

Utilize the Glean agent to identify user profiles and determine device and software allocations. Prior to this, set up steps to automate email notifications.

Step 15

Add steps to prepare the message, list available software, and send an email with the prepared content.

Step 16

Configure the "Send Email" operation by dragging the user email from the first step and specifying the subject and value from previous steps. For Business System Analysts, allocate a MacBook Pro M3 14-inch with Jira, Confluence, and Asana.

Step 17

For UI/UX roles, replicate the process, renaming as necessary, and allocate an Apple Mac with Adobe Suite. Similarly, configure for Software Engineering roles.

Step 18

Allocate a MacBook Pro 16-inch with software such as Visual Studio Code for Software Engineers. Confirm completion.

Step 19

Ensure that the user role "Architect" defaults as it does not match previously defined branches.

Step 20

Invoke the Glean agent using an HTTP Client connector due to the absence of a native connector.

Step 21

Add the URL, headers, and body content to invoke the agent. Proceed to create the agent in Glean.

Step 22

Create a new agent in Glean, utilizing AI to generate a draft.

Step 23

Provide information for the agent. Use a prepared spreadsheet listing test data, defining roles, and making decisions based on location and employment type regarding device model and software suite requirements, including VPN needs.

Step 24

Capture the necessary information and utilize it to fetch details based on employment type, location, and role.

Step 25

Fetch the device model and VPN requirement from the spreadsheet.

Step 26

Return the response in JSON format, beginning with the device details.

Step 27

Provide information about the device model and VPN requirement.

Step 28

Include necessary details and respond accordingly.

Step 29

Confirm device details and provide relevant applications.

Step 30

List the software according to the device model and applications, encompassing the software suite.

Step 31

Issue the instructions and enhance them as needed.

Step 32

Generate the agent, structuring a series of steps to achieve desired outcomes.

Step 33

The agent is ready with a three-step process to return the expected results.

Step 34

Preview the agent by entering parameters such as employment type, location, and role.

Step 35

Evaluate the output generated from the input parameters.

Step 36

Verify that the correct output is generated, confirming the process functionality.

Step 37

Publish the agent, access the admin console, and navigate to API tokens to add a new token.

Step 38

Provide a name for the token, such as "Loading Agent API."

Step 39

Set the scope to restrict access to agents, assign the token, and set an expiry date before saving.

Step 40

Securely store the API token for future use.

Step 41

With the agent created in Glean and a token available for use, proceed with the next steps.