Automation Manager -- Quick Overview

Automation Manager allows you to configure integrations and automate recurring jobs directly from the RegScale UI. It replaces the need to run commands exclusively through the CLI by providing a simplified, centralized interface.

Accessing Automation Manager

Click your user profile icon in the top-right corner of RegScale.
Select Automation Manager from the dropdown menu.
You will be directed to a dashboard with tiles for all available integrations.

Keys & Secrets Management

You can manage credentials in two ways:

Config via Integration Tile -- Click Config on a specific integration tile to add or update required keys.
Keys & Secrets Tab -- Upload an init.yaml file containing all of your secrets, or create new keys individually.

The system will validate entries and notify you if required values are missing.

Configuration Options

Clicking Config on an integration tile will display three tabs:

Scheduler
Choose the job type you want to run for that integration.
Enter a job name.
Set the execution date and time.
Define the cadence (for example, once, hourly, daily, monthly, quarterly).
Click Schedule Job to initiate.
Keys
View current keys associated with this integration.
Add new secrets or update existing ones.
Missing keys will be flagged.
Jobs
Review all past and pending jobs.
Each record includes execution details and status (success or failure).
Failed jobs will provide error information to help troubleshoot.

Job Monitoring

Once a job is scheduled, Automation Manager will handle execution in the background. Job statuses update automatically (such as Queued, Running, Completed, or Failed). You can return to the Jobs tab to monitor progress and view detailed results.