What Is WalkMe Automation?

Last Updated May 19, 2026

Brief Overview

WalkMe Automation lets you automate repetitive tasks and processes for your end-users directly within your applications — no back-end development or API integration required.
Using a combination of Smart Walk-Thru step types and ActionBot, you can guide users through complex processes, auto-fill forms, redirect pages, and trigger actions on their behalf — all using WalkMe.

Use Cases

  • Automate repetitive data entry across HR, CRM, and support systems
  • Eliminate empty clicks and reduce user error
  • Streamline multi-step processes into seamless guided flows
  • Personalize content using dynamic user data

WalkMe Automation Tools

Auto-Steps

Auto-Steps are a Smart Walk-Thru step type that perform element-oriented actions on behalf of the user, such as clicking buttons, filling in text fields, and selecting dropdown values.

Auto-Steps: Getting Started Guide

Action steps

Page Action Steps are a Smart Walk-Thru step type that perform page-oriented actions on behalf of the user, such as redirecting to a URL, refreshing the page, or opening the WalkMe Menu.

Action Step: Getting Started Guide

Auto-Play

Auto-Play triggers WalkMe content automatically — without requiring the user to seek it out. Use it to proactively deliver Smart Walk-Thrus, ShoutOuts, and Surveys based on page context, user attributes, or behavior. It's particularly effective for onboarding, feature adoption, and anticipating user pain points.

Auto-Play: Getting Started Guide

Dynamic Text

Dynamic Text allows you to auto-populate text fields and personalize content using values pulled from the user's environment, reducing manual input and shortening process flows.

How To Use Dynamic Text For Automation

ActionBot

ActionBot allows users to complete tasks through a natural conversation interface. Builders create a Bot and Conversation that trigger a Smart Walk-Thru as the action, combining guided and automated experiences.

What Is the WalkMe ActionBot?

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