Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect UiPath Automation Hub to Sana so a manual process someone just described in a conversation can be captured as an automation idea, scored against the standard assessment, and filed in the right category.

In summary, the connector has the following key characteristics:

Category: Productivity
Connector type: Real-time
Auth type: API keys
Hosting type: Managed

Tools

Tools are the operations the agent can use when you ask Sana about UiPath Automation Hub. In practice, the agent may call more than one to complete a single request.

Tool

Create idea

List automation ID options

List category id options

Update category idea

Update idea

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in UiPath Automation Hub.

Trigger

New Automation Published

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in UiPath Automation Hub when generating the key.

Before you start

Sana connects with an Automation Hub Open API token — a tenant ID, a token and an app key — which only an Automation Hub administrator can generate. Have all three to hand before you start.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Your UiPath Automation Hub admin has completed the required set up – see Before you start above.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find UiPath Automation Hub in the list of available connectors

Scroll to the Available connectors section and locate UiPath Automation Hub.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the UiPath Automation Hub card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Provide your UiPath Automation Hub credentials

You'll be asked to paste the credentials for UiPath Automation Hub so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 6: Complete the set up

You've successfully connected your UiPath Automation Hub account. Click Continue to complete the setup and start using the connector.

Known limitations

Ideas cannot be read: Ideas can be listed by name and id, but their description, category, assessment answers, status and any Automation Hub scoring cannot be read. The connector cannot report on the state of your automation pipeline.
Ideas only: Automations, processes, tasks, task mining recordings, components and users are not available — only the automation idea pipeline.
Assessment answers are fixed: The five assessment answers are set when an idea is submitted and cannot be changed afterwards.
Attributed to the connected user: An idea submitted from Sana records the connected account as its owner, whoever it was raised on behalf of.