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How Do I Create a HuLoop Automation Project?
A HuLoop Automation Project is a workspace where you create and manage your automation workflows. It helps you organize all related tasks and processes in one place for efficient execution.
To create a new automation project, follow these steps:
- Sign in to your HuLoop account.
- Click Automation.
- You will land on the following page where you can find all your existing Automations. Click Create Automation.
- Enter the project name in the Automation Name
- Customize the default icon, icon color, and provide a description for the automation using the respective fields, if needed.
By default, the automation icon is set to the AI industry icon. You can change it to a HuLoop bot icon or choose a different industry icon, such as Banking or Healthcare. If you select an industry icon, you can also customize its color.
- Use the Sharing dropdown to share your automation with specific users based on the access permissions granted by the Admin.
- Click Save.
- After saving, HuLoop opens your newly created automation. You’ll see a default module, which contains a default suite and a default case. You can edit these defaults to match your requirements or add new modules, suites, and cases as needed.
To open and edit these defaults, select the name of the module, suite, or use case to navigate inside it. Use the edit 
icon next to the name to make changes.
