US 12,067,376 B2
Methods and systems for building custom automation workflows
Siben Nayak, Bangalore (IN); Govinda Sambamurthy, Bangalore (IN); Anil Sharma, Bangalore (IN); Srivatsan Vijayaraghavan, Bangalore (IN); Nishant Sehgal, Bangalore (IN); Sandeep Gupta, Bangalore (IN); Shirish Peshwe, Bangalore (IN); Archit Singh, Bangalore (IN); Harsh Madhogaria, Bangalore (IN); Jitin Maherchandani, Bangalore (IN); and Shyamalendu Tripathy, Bangalore (IN)
Assigned to INTUIT INC.
Filed by INTUIT INC., Mountain View, CA (US)
Filed on Jul. 28, 2022, as Appl. No. 17/815,859.
Application 17/815,859 is a continuation of application No. 17/153,919, filed on Jan. 21, 2021, granted, now 11,429,351.
Prior Publication US 2023/0048472 A1, Feb. 16, 2023
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 8/20 (2018.01); G06F 9/50 (2006.01); G06F 9/54 (2006.01); G06N 20/00 (2019.01); G06Q 10/0633 (2023.01)
CPC G06F 8/22 (2013.01) [G06F 9/5027 (2013.01); G06F 9/543 (2013.01); G06N 20/00 (2019.01); G06Q 10/0633 (2013.01)] 18 Claims
OG exemplary drawing
 
1. A computer implemented method of constructing automation workflows, the method comprising:
generating pre-configured actions for a workflow template by at least one of:
pre-coding an integration with an application connected to the workflow template;
automatically assigning at least one set of roles and permissions for at least one user participating in the workflow template; or
automatically setting at least one condition for initializing a model file of the workflow template;
creating a custom workflow for a process by modifying the workflow template, the modifying including at least one of changing at least one of the pre-configured actions of the workflow template or adding an auto-configured user defined action to the workflow template, such that the custom workflow includes multiple custom actions, wherein at least one custom action that is different from the pre-configured actions;
generating a workflow model file for the custom workflow by adding multiple workflow properties to the custom workflow, wherein the multiple workflow properties integrate the custom workflow with an application; and
deploying the workflow model file to execute an automation workflow and complete an instance of the process, wherein the execution comprises automatic implementation of the multiple custom actions, and wherein the automatic implementation of at least one of the multiple custom actions triggers a transition of the automation workflow.