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42 docs tagged with "automation"

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Agents

Fusion AI agents replay a set of questions on demand, on a schedule or when an automation fires

Automation

An automation runs an action (an automation target) when something happens to an item, for example emailing a curve when it is updated. You create automations in ODSL with an AutomationBuilder: give it the item, choose one of the automation templates the item offers (the listAutomations special function lists them), set the template's properties and build it. See Automations.

Automation targets

What the Targets tab shows about each automation target, and how targets decide which automations you can create

Automations reference

Where automations and their runs are kept, ownership, test runs, the automation log fields, what the extension installs, and troubleshooting

Azure Storage Targets

Send automation data to Azure Blob Storage or Azure Data Lake Storage using the built-in storage targets

Builds, composed curves and automation

Store a composition for a range of ondates, publish a column as a composed curve, link compositions, and build them automatically when their data changes

Creating an automation

A walk-through creating an automation for a forward curve, from choosing the item to filling in the settings

Creating Automations

How to create, change, test and delete automations in OpenDataDSL using ODSL or the REST API

Creating playbooks

How to create a Fusion AI playbook, from a description, from the library, from an example or by hand

Creating Smart Curves with Fusion AI

Fusion AI can create Smart Curves directly on the platform on your behalf — no ODSL scripting required. You describe the curve you need in plain language, Fusion AI confirms the details, and then creates it for you using its built-in Smart Curve tool.

Custom Targets

Create your own automation targets, either pre-configured built-in targets or targets backed by an ODSL script

Delivering exports

Send each scheduled export by email, to a queue, a webhook or any automation target, transformed into CSV, JSON, XML, HTML and other formats

Email Target

Send automated email notifications and data attachments using the built-in email automation targets

Example: a gas forward curve

A worked example that validates a gas forward curve, from setting up its checks to sending on only the curves that pass

Export reference

Where the Export extension keeps schedules and reports, the schedule input, the report data, the output templates, the extension contents and troubleshooting

JIRA Target

Automatically create JIRA tasks from OpenDataDSL automation events

Microsoft Teams Target

Send automated messages to Microsoft Teams channels using the built-in Teams automation target

Monitoring automations

Check how your automations are running with the Overview and Activity tabs and the automation insight reports

Process Target

Trigger an OpenDataDSL process to run automatically in response to a platform event

Queue Target

Send triggered data to a message queue for downstream consumers to process

Report Target

Automatically run reports in response to platform events using the built-in report automation targets

Running every day

Run trade reconciliation models on a schedule or when a new exchange, broker or bank file is loaded

Running playbook tasks

Filling in and running playbook tasks, background runs, schedules, approvals, resuming runs and monitoring

Schedule and email

Run an Aggregator report on a schedule and email each stored date with the platform's email automation

Scheduling & Automation

Smart Curves are automatically rebuilt and cached by the platform based on a cache configuration set on the curve itself. This controls when the platform calculates and stores a new version of the curve — from never caching at all, through to rebuilding whenever dependencies are updated or on a fixed schedule.

Script Target

Run an ODSL script automatically in response to a platform event

Webhook Target

Send automation data to any external system via a webhook

What are AI Playbooks?

An introduction to Fusion AI Playbooks, repeatable AI workflows that run the same way every time

What is the Export extension?

An introduction to the Export extension, which exports timeseries, curves, events and master data in the format other systems need, on demand or on a schedule