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Automation Process

Last Updated September 9, 2025
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Applies to:
WalkMe for Customers WalkMe for Employees SAP Premium WalkMe DAP Canada FedRAMP

Brief Overview

An automation process is an automated Smart Walk-Thru that can run simultaneously while a visual Smart Walk-Thru (including balloon steps) is also running.

Smart Walk-Thrus that run as automation processes must consist entirely of flow steps, and must be initiated using an auto-play rule.

Creating an Automation Process

  1. Create a Smart Walk-Thru using only flow steps
    • This can include any steps that appear as orange in the WalkMe Editor (auto-steps, wait for steps, splits, etc.)
    • A Smart Walk-Thru including any visual steps (blue steps) will not be able to run as an automation process
  2. Add auto-play rules to the Smart Walk-Thru
  3. Check the Run as automation process checkbox in the auto-play settings
    • This process will then run automatically when the auto-play rules are true, even if a visual Smart Walk-Thru is also currently running
Example use cases

  • You have built an automated Smart Walk-Thru that is triggered automatically when a user fills out a form or completes a process. If the user clicks on the WalkMe menu to start a Smart Walk-Thru, the automation on the page won't run because only one Smart Walk-Thru can run at a time. Automation process will enable two Smart Walk-Thrus to run simultaneously: visual and automation. Both will be able to run in parallel.
  • You can use this to complete automated actions based on a user's actions during a Smart Walk-Thru.
  • For WalkMe content that allows for user input, like WalkMe Surveys, you can use the automation process to automatically fill in parts of the survey.

Technical Notes

  • Automated Smart Walk-Thrus can't have UI steps (meaning regular balloons) – it must be all automation
    • Automated Smart Walk-Thrus can't connect to another Smart Walk-Thru with UI steps
  • Flow Tracker will show all the steps together

  • Clicking a launcher which initiates a Smart Walk-Thru (automated or regular) will stop all currently running Smart Walk-Thru flows

  • Passing ownership is not supported 

  • Visual Smart Walk-Thrus must have at least 1 UI step 

  • Automation requires publishing permissions
    • These can be configured as a custom role under Content Management:
      Automation

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Applies to:
WalkMe for Customers WalkMe for Employees SAP Premium WalkMe DAP Canada FedRAMP

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