Getting Started with Automation Tasks

This guide will walk you through creating your first automation task in AZExecute. By the end of this tutorial, you'll have created a simple task that executes a PowerShell script on a target machine.

Prerequisites

Before creating your first automation task, ensure you have:

• Operator role or higher in AZExecute

• At least one AZExecute agent installed and connected (for PowerShell script steps)

• A stored script (optional, but recommended for this tutorial)

If you don't have a stored script yet, you can create one in the Scripts section before proceeding.

Step 1: Navigate to Automation Tasks

From the main navigation menu, go to Operations > Automation Tasks.

Step 2: Create a New Automation Task

Click the Create button in the Automation Tasks table. This opens the task creation dialog.

In the creation dialog, provide the following information:

Name: A descriptive name for your task (e.g., "Check Disk Space")

Description: Optional details about what the task does

Type: Select "General" for a standard automation task

Click Create to save your new task.

Step 3: Add Your First Step

After creating the task, you'll be redirected to the task configuration page. Click the Steps tab, then click Add Step.

In the Add Step dialog, you'll see all available step types. For this tutorial, select PowerShell Script.

Configure the PowerShell script step:

Select Script: Choose a stored script from the dropdown

Target Machine: Select the AZExecute agent where the script will run

PowerShell Version: Choose between PowerShell 5.1 or PowerShell 7+

Click Add Step to save the step to your task.

Step 4: Configure Step Settings (Optional)

After adding the step, you can expand it to configure additional execution settings:

Execute in Parallel: Enable this to run the step concurrently with previous steps

Stop on Failure: If enabled, the task will halt if this step fails

Delay Before Next Step: Add a wait time (in minutes) before the next step executes

Click Save Step to persist your changes.

Step 5: Execute Your Task

Now that your task has at least one step, you can execute it. Click the Execute button at the top of the Steps tab.

A dialog will appear asking you to confirm the execution. If your task has custom parameters, you'll be prompted to provide values. Click Execute to start the task.