Getting started
Amazon Quick Automate is a browser-based solution that requires no installation, has minimal IT dependencies, and is always up to date. Amazon Quick Automate is designed for technical teams and power users who build, test, and maintain intelligent automations across enterprise systems. These users typically have a strong understanding of business processes, system integrations, but may not necessarily be software developers. Amazon Quick Automate equips advanced users and technical teams with the flexibility, control, and depth needed to design and scale enterprise-grade automations. To get started with Amazon Quick Automate, simply access it through your Amazon Quick Suite and begin exploring the automation capabilities that best fit your needs.
Key capabilities
Multi-agent architecture
Planning Agent designs automations from natural language inputs
UI Agent handles interface interactions
Specialized agents for process-specific tasks
Integration with
Enterprise controls and governance
Granular access control management
Comprehensive activity logging
Built-in version control
Governance features for compliance
Human-in-the-loop capabilities
Case management
Exception handling support
Real-time monitoring
Built in scalability
Setup tasks
Complete these setup tasks to prepare your Amazon Quick Automate environment for creating automations.
Sign up
Before you can use Amazon Quick Automate, you need to sign up for and create your account. The sign-up process establishes your initial workspace and provides access to Amazon Quick Automate.
Set up automation groups
Automation groups create logical groupings for automations, allowing organizations to manage permissions and resources efficiently across different departments or projects. These groups provide a way to organize your automations and setup permissions based on business units, functional areas, or project teams. By organizing automations into groups, you can apply consistent access controls, resource restrictions, and governance policies. This organizational structure supports scalable automation management as your organization's automation needs grow and evolve. After signing up, configure automation groups and permissions to organize your automations and control access across your organization. This step ensures that different departments and teams can work with automations appropriate to their roles and responsibilities.
Setting up proper automation groups and permissions from the beginning helps maintain security and compliance as your automation environment grows. You'll establish the organizational structure that supports efficient workflow management across multiple departments or projects.
Setup user roles
Amazon Quick Automate provides granular role based access: Viewer, Contributor, and Owner. Viewers can submit new project ideas, interact with human in the loop tasks, and access monitoring dashboards. Contributors can build, test, and deploy automations. Owners can control automation access to systems through integrations and secure credentials as well as user access.
Configure integrations
If your automation interacts with external applications such as Salesforce or Jira via APIs, make sure all necessary integrations are configured. For more information, see Action connectors.
Navigate to Connections → Integrations in the left panel to create new integrations.
Currently, only integrations available under the Actions tab are supported in Amazon Quick Automate.
Once an integration is created, associate it with the Automation Group where it will be used.
The associated actions will then appear in the canvas. During deployment, you can select the appropriate connection to be used by the deployed automation.
Set up Virtual Private Cloud (VPC) connections
Amazon Quick Automate can access publicly hosted internet endpoints by default. For more complex setups, including accessing privately hosted websites, Amazon Quick Automate automation jobs can optionally be associated with your VPC. For more information, see Setting up a VPC to use with Amazon Quick Suite.
With this configuration in place, all outbound network traffic from the managed browser is routed through an ENI in your configured VPC. From there, you can send that traffic to privately hosted resources or use it to obtain a persistent IP for IP allow listing.
The VPC-connected Amazon Quick Automate setup provides:
Direct access to privately hosted resources in the connected VPC
Extended access to other privately hosted resources in peered, PrivateLinked, etc. VPCs
Internet access through your managed Internet Gateway
Setup instructions
Step 1: Choose your VPC
Select an existing VPC or create a new one that includes private and public subnets in one or more Availability Zones, NAT and Internet Gateways.
Note
If creating a new VPC, the default selections in Amazon VPC creation wizards are sufficient.
Step 2: Setup connectivity to target resources
Bot traffic will egress through an ENI in your connected VPC. Choose the appropriate connectivity method:
For resources in the same VPC:
No additional setup required
For resources in different VPCs, use one of these Amazon constructs:
Amazon VPC Endpoint Services (PrivateLink) - Exposing individual service endpoints from one VPC to another
Amazon Transit Gateway - Centralized management of a cluster of peered networks
Amazon VPC Peering - Direct connection between a pair of VPCs
Step 3: Create Quick VPC Connection
Use Quick Admin tools to create a VPC Connection. This step creates two ENIs in the private subnet within your chosen VPC.
Step 4: Associate VPC Connection with Automation Group
Once the VPC Connection is created, associate it with your automation group from the VPC connection section in the automation group page. After this association is configured, all subsequent automations run within the specified group will use the VPC Connection for network access.
Create project
This section walks you through the process of creating a new automation project in Amazon Quick Automate.
To create a new project
Click the Create Project button to begin.
Fill in the project details in the Provide project details section:
Name: Enter a descriptive name for your automation project.
Group: Select the appropriate group for your automation.
Description (optional): Provide additional context about the project's purpose.
Upload Documents (optional): Attach existing documentation to jumpstart your automation.
Click Next: Business case to proceed to the business case section.
Defining the business case (Section is optional)
This section is optional but recommended for tracking ROI and prioritization. Complete the following fields:
Hours saved per case: Estimate time savings per instance.
Cases per year: Enter the expected annual volume.
Hours saved per year: This may calculate automatically based on previous entries.
Project priority: Set the relative importance of this automation.
Target launch date: Define the target implementation date.
Click Create to finalize and generate your new automation project.
Note
Required fields are marked accordingly in the interface. Optional fields provide additional context but can be completed later if needed.
After creating your project, you can access a summary page with Overview, launch goals and document section will open for review. This comprehensive layout allows you to quickly grasp the essential information about your project or resource. You will have Summary (default selected), Versions and Deployments tabs.
In Summary, the Overview section provides a high-level description and launch Goals. The Documents section contains relevant document uploaded. On the right-hand side of the page, you'll notice a Status panel. This panel offers real-time updates on the current state of your project. It may include information such as deployment status, health checks, or any ongoing processes.