ThinkAutomation Studio

The ThinkAutomation Studio is used to configure your Message Sources and to build and test your Automations. It can also be used to view the Message Store of processed messages and to configure Custom Actions. The ThinkAutomation Studio can be run on the same computer running the ThinkAutomation Server or on any remote computer that can connect to it.

The ThinkAutomation Studio does not need to be left running for messages to be processed.

When you run the ThinkAutomation Studio for the first time you will be asked to register your license (or start an evaluation), setup your System Administrator login password and configure the Message Store database.

A default user with username 'Admin' will be created with your specified password. Use the 'Admin' user to login. You can create additional users if required using the Server Settings.

A default Solution will be created using the company name used during registration. You can create a new Solution using the New Solution button.

ThinkAutomation Desktop Connector

The ThinkAutomation Desktop Connector is a stand-alone application that you can optionally install on multiple computers on your network.

Users can use the ThinkAutomation Desktop Connector to manually execute Automations by sending messages or by dragging and dropping files, attachments and Outlook Messages. For example, you may have an Automation that generates a quotation PDF, sends the quotation to the customer and records it in your CRM system. The ThinkAutomation Desktop Connector could be installed on all the sales team computers. Sales team members can then simply drag and drop quote request emails on to the relevant Automation. Automations are executed immediately by the ThinkAutomation server and the results displayed.

The ThinkAutomation Desktop Connector cannot be used to edit Automations or make any other configuration changes.

See: The ThinkAutomation Desktop Connector Application for more information.