Automation Tasks

The following section describes the steps to create AI-driven automated tasks for AI Action Ops using IZ Insights.

Creating an Automation Task

• Navigate to IZ Insights -> Generate Automation.
• Enter the name of the automation task and select the appropriate category:

  • Dev
  • Ops
  • Manager
• Select the task type:

  • utility - Mainly used as a utility which will be invoked by the Main task type
  • main - Main task
• Configure the following options:

  • Include in MCP Server – Indicates whether the task should be available as a tool in the MCP server.
  • Requires Manual Intervention – Indicates whether the task requires human approval or interaction during execution.
• Enter the task parameters in JSON format. Example -

{
  "type": "object",
  "required": [
    "keyword"
  ],
  "properties": {
    "keyword": {
      "type": "string",
      "description": "Keyword to search Organizations. To search for all Organizations assign an empty string to this parameter. Also display a message saying only top 10 search results are being shown if the result size is equal to 10."
    }
  }
}

• Upload the required Postman collection that will be executed by the automation task.

Run Automation Task

• Navigate to IZ Insights and choose Run Automation Task from the action menu corresponding to the automation task.
• Automation tasks can be executed in two modes:

  • Basic – Provide task parameters through a simple form.
  • Advanced – Provide the full parameter definition in JSON format.
• After submission, the execution logs can be viewed under Automation Task Logs.

Including the Task in MCP Server

• Navigate to IZ Insights and choose Task Settings from the action menu corresponding to the automation task.
• Select the appropriate option to either include or exclude the task in MCP Server and Submit

Enabling Manual Intervention

• Navigate to IZ Insights and choose Task Settings from the action menu corresponding to the automation task.
• Select the appropriate option to either enable or disable manual intervention and Submit

See Also

• Code With AI
• Automation Task Logs