Enterprise SaaS Automation Deployment Guide
Application Scenario: for automation of repetitive operations in HubSpot/Salesforce and other systems.
Implementation Path:
- environmental isolation: Create separate conda environments to avoid dependency conflicts
- Authentication Processing: Save the login credentials in the auth.json file specified by the storage_state parameter
- operation encapsulation: Modify AgentAI/main.py to encapsulate common business flows (e.g. CRM customer entry)
- performance optimization: Adjust browser instantiation parameters for playwright_optexity branch
Examples of typical commands:
python AgentAI/agentai/main.py -url "SaaS system address" -goal "Create new order" -storage_state enterprise_authentication.json
Risk Management: It is recommended to validate the operation process in the test environment first, and important data operation is recommended to keep the manual review link.
This answer comes from the articleOptexity: an open-source project to train AI to perform web actions with human demonstrationsThe
May not be reproduced without permission:AI productivity tools " How to automate Optexity in an enterprise SaaS system?
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