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User Manual

Smart Automation

Install the Smart Automation platform on a device and manage scheduled, self-driving automation projects with Anywhere AI.

Smart Automation

Smart Automation walkthrough

Self-driving tasks on the device

The Smart Automation platform runs on a connected device and carries out automation projects on its own. Once installed, it shows an overview of each project — its name, an optional summary, whether it is active and when it last ran — and keeps things moving in the background.

Three states you may see

  • Installed and running — you see the project overview with the key details of each Smart Automation project.
  • Not installed yet — you are prompted that installation is required, with a button to start the setup on the device. This state also shows the configured AI provider (Claude CLI or Gemini CLI) with a Change-Settings button and an "AI feature module" notice, since both installation and running need a provider key.
  • Not supported — if the device cannot run the platform, an informative status message explains why.

Install the platform on a device

  1. Open the device and go to Smart Automation.
  2. If installation is required, choose the button to start the full-screen setup.
  3. The installer branches by provider — a Claude CLI installer or a Gemini CLI installer, matching the configured AI provider.
  4. The setup runs a multi-step installation over SSH, showing live terminal feedback as it prepares the device. You can stop it if you need to.
  5. When installation finishes, the project overview appears.

Create a project

  1. From the project overview, start a new project.
  2. Choose one of three modes: upload from a JSON definition, generate with AI, or start an empty project.
  3. Author the project — projects follow a two-phase model, a writing/authoring phase and an execution phase, and support their own environment variables.
  4. The project appears in the overview, where you can run and manage it.

Manage automation projects

  1. Open the Smart Automation overview on the device.
  2. Use search to find a project, and open its Portal HTML summary to review results.
  3. Review each project’s status, summary, last execution time and agent type (single, multi or executor).
  4. Activate, pause or adjust projects as needed, and open a project’s Settings for its own options.

Project settings and result delivery

  • Each project has its own Settings page.
  • Control whether the project’s Portal page is published.
  • Choose how results are delivered: copy them to a folder, or upload them to an S3 storage server using the S3 configuration.
Back to Automation

Return to the Automation overview and your projects.