摘要 |
<p>A method for creating and distributing a workflow for performing a task in a financial application involves receiving an instruction from a workflow creator to begin recording the workflow, where the workflow comprises a chronological ordering of steps which include the task; at the behest of the workflow creator, a step within the workflow is generated; an action performed within the financial application is detected, where the action is an atomic portion of the task, and added to the step; input from the workflow creator to the financial application is detected and a prompt is added to the step; after the cessation of recording, a preview of the workflow is displayed to the workflow creator for approval; if the user approves, a workflow file including the workflow is created and uploaded to a server, which notifies financial applications that the workflow for performing the task is available on the server.</p> |