Automation

Creating a Scheduled Transfer

To schedule a transfer:

1. Navigate to the Dashboard and click on "Scheduled Transfers" in the sidebar
2. Click the "Create Scheduled Transfer" button
3. Select the source cloud service and files/folders to transfer
4. Select the destination cloud service and folder
5. Set the date and time for the transfer to run
6. Configure any additional options (conflict resolution, notifications, etc.)
7. Click "Schedule Transfer" to confirm

Managing Scheduled Transfers

You can manage your scheduled transfers from the "Scheduled Transfers" section:

• View all upcoming scheduled transfers
• Edit transfer details (time, source, destination, options)
• Cancel scheduled transfers that haven't started yet
• Clone existing scheduled transfers to create similar ones quickly

Creating a Recurring Transfer

To set up a recurring transfer:

1. Navigate to the Dashboard and click on "Recurring Transfers" in the sidebar
2. Click the "Create Recurring Transfer" button
3. Select the source cloud service and files/folders to transfer
4. Select the destination cloud service and folder
5. Set the recurrence pattern:
   • Daily: Every day or every X days
   • Weekly: On specific days of the week
   • Monthly: On specific days of the month
6. Set the time for the transfer to run
7. Configure any additional options (conflict resolution, notifications, etc.)
8. Click "Create Recurring Transfer" to confirm

Managing Recurring Transfers

You can manage your recurring transfers from the "Recurring Transfers" section:

• View all active recurring transfers
• Edit transfer details (schedule, source, destination, options)
• Pause or resume recurring transfers
• Delete recurring transfers that are no longer needed
• View the history of past executions for each recurring transfer

Creating Transfer Rules

To create a transfer rule:

1. Navigate to the Dashboard and click on "Transfer Rules" in the sidebar
2. Click the "Create Transfer Rule" button
3. Select the source cloud service and folder to monitor
4. Define the trigger conditions:
   • File created: Triggers when new files are added to the source folder
   • File modified: Triggers when files in the source folder are modified
   • File pattern: Triggers for files matching a specific pattern (e.g., *.pdf)
5. Select the destination cloud service and folder
6. Configure any additional options (conflict resolution, notifications, etc.)
7. Click "Create Rule" to activate the rule

Example Use Cases

Transfer rules can be used for various scenarios:

• Automatic backup: Automatically copy new or modified files to a backup folder
• Document processing: Move new PDF files to a specific processing folder
• Team collaboration: Automatically share new project files with team members
• Multi-cloud strategy: Maintain copies of important files across multiple cloud services

Creating Workflows

To create an automation workflow:

1. Navigate to the Dashboard and click on "Automation" in the sidebar
2. Click the "Create Workflow" button
3. Use the visual workflow builder to:
   • Add triggers (events that start the workflow)
   • Add conditions (rules that determine if actions should run)
   • Add actions (tasks to perform when conditions are met)
   • Connect these elements to create a logical flow
4. Configure each element with the necessary details
5. Test the workflow to ensure it behaves as expected
6. Activate the workflow when ready

Available Actions

Workflows can include various actions:

• File transfers: Copy or move files between cloud services
• File operations: Create folders, delete files, rename files
• Notifications: Send email or webhook notifications
• Integrations: Trigger actions in third-party services (via webhooks)
• Conditional branching: Execute different actions based on conditions

Example Workflow

A document processing workflow might:

1. Trigger when new files are added to a specific folder in Google Drive
2. Check if the files are PDFs
3. If they are PDFs, copy them to a processing folder in OneDrive
4. Send a notification to the team that new documents are ready for processing
5. If they are not PDFs, move them to a different folder for manual handling

Automation Dashboard

The Automation Dashboard provides an overview of all your automation activities:

• Status of active workflows, recurring transfers, and rules
• History of recent automation executions
• Statistics on successful and failed automations
• Resource usage and quota information

Notification Options

You can configure notifications for your automations:

• Email notifications: Receive emails when automations complete or encounter errors
• In-app notifications: Get notified within the MigrateClouds interface
• Webhooks: Send notifications to other systems or applications
• Notification preferences: Choose which events trigger notifications (success, failure, warning)

Planning and Testing

• Start with a clear understanding of what you want to automate and why
• Test automations with a small set of non-critical files before scaling up
• Document your automation setup for future reference
• Regularly review and update your automations as needs change

Performance Considerations

• Schedule resource-intensive transfers during off-peak hours
• Avoid creating too many overlapping scheduled transfers
• Be mindful of API rate limits for your cloud services
• Monitor your transfer quota usage to avoid unexpected limitations

Security and Compliance

• Regularly review automation permissions to ensure they align with your security policies
• Be cautious when automating transfers of sensitive or regulated data
• Consider encryption options for sensitive data transfers
• Maintain logs of automated transfers for compliance purposes