Configure pre-automation time

Prev Next
Beta

Insights is currently in beta. Share your feedback with your Customer Success Manager (CSM) to help us improve.

Pre-automation time is the estimated time required to perform a workflow's tasks manually without automation. Setting this value enables Insights to calculate time saved and demonstrate ROI.

Why pre-automation time matters

Pre-automation time is essential for:

  • Calculating time saved: Insights uses pre-automation time to quantify the manual effort your automation eliminates
  • Demonstrating ROI: Time saved metrics help justify automation investments to stakeholders
  • Executive reporting: Pre-automation time enables concrete business value metrics in summary dashboards

Set pre-automation time in Studio

Before you begin

  • You must have permission to edit workflows in Studio
  • Consider estimating pre-automation time for your most frequently executed workflows first
  • Gather information about manual process times from team members who performed tasks before automation

Configure pre-automation time

  1. Open Studio
  2. Open the workflow that you would like to set pre-automation time for
  3. Click more icon represented by three vertical dots in a blue circle to open the secondary actions menu and select View Metadata
  4. Set the Pre-Automation Time using the time wheel and click Save

Best practices for estimating pre-automation time

Be realistic and consistent

Estimate the time an experienced team member would need to complete the workflow's tasks manually. Don't underestimate to make ROI look better - accurate estimates build stakeholder trust.

Consider the complete process

Include time for:

  • Gathering necessary information
  • Accessing required systems
  • Performing each task
  • Verifying completion
  • Handling typical issues or retries
  • Documentation or logging

Example estimates

Here are example pre-automation times for common workflow types. These are examples only. Your estimates should reflect your organization's specific processes and environments.

Workflow Type Estimated Manual Time Manual steps
Simple device configuration 10-15 minutes Login to device, apply config, verify, document
Customer provisioning 45-60 minutes Multiple system access, coordination, verification steps
Network change deployment 2-4 hours Planning, change window coordination, execution, rollback preparation

Updating pre-automation time

When you update pre-automation time in Studio, only new jobs executed after the change will use the updated value. Jobs that have already completed will continue to use the previous pre-automation time value (or none, if it wasn't set previously).

Implications:

  • After updating pre-automation time, time saved calculations will gradually reflect the new value as new jobs execute
  • Historical jobs will not be recalculated
  • If you're correcting a significantly inaccurate estimate, consider noting the change date for context when reviewing historical metrics

View pre-automation time in Insights

You can see which workflows have pre-automation time configured:

Summary Dashboard - Workflow Highlights table:

  • The Pre-automation Time column shows the value from the most recent job
  • Filter by Missing Pre-Automation Time to identify workflows that need configuration

At-a-Glance metrics - Time Saved:

  • The Time Saved metric seen in the Summary Dashboard and Workflow Details is based on the pre-automation time set in Studio
  • The Time Saved metric displays warnings if pre-automation configurations are missing

If pre-automation time is not set

When pre-automation time is not configured for a workflow:

  • Time saved metric displays as empty ("--") for that workflow
  • The workflow appears when filtering by Missing Pre-Automation Time
  • A Set Time link appears in the Pre-automation time column, directing you to Studio to configure the value
  • All other metrics (completion rate, runtime, job counts) display normally

Should I set pre-automation time for child workflows?

Yes, configure pre-automation time for both root workflows and child workflows. Setting pre-automation time comprehensively provides accurate time saved calculations at all levels of your workflow hierarchy.

A child job's pre-automation time does not impact the time saved calculation for its parent root job. Time saved for root jobs is calculated solely from the root workflow's pre-automation time. Configure pre-automation time for child workflows to track their individual value independently.