Complete guide to the Home module in AUTOMY
Knowledge Center — General Introduction
By Carlos J Quintero ·
Complete guide to the Home module in AUTOMY The Home module brings together operational KPIs, shortcuts, system health, and plan consumption for the selected environment. 🎯 What you can do Review monthly requests and compare them with the previous period.
See pending tasks and favorite processes.
Monitor active processes, users, entities, and generated documents.
Compare requests, AI, storage, documents, and email usage against plan limits.
Identify the most frequently used processes. 🧭 Dashboard Block Information Period This month, previous month, or a selected month/year.
KPIs Requests, pending, approved, rejected, and percentage change.
Quick start Favorite processes that can be started with one click.
System health Active processes, users, entities, and generated documents.
Plan and usage Current use and percentage of each quota.
AI consumption Credit and tokens grouped by model.
Most used processes Ranking by request count. 📊 Reading the data First confirm the company, environment, and portal in the top bar.
Select the period; all time-dependent indicators update.