Catalytic Basics

Refresh on the basics of using Catalytic, like completing or reassigning tasks.

Add User ›

New users can be added by a teams members or admins. All team members are able to add new team members, but only admins are able to add other admins. Other than being invited, a user can request an invite to a team at the team’s login screen. Invite and...

Catalytic Community ›

Catalytic Community is your center for collaborating and sharing with other Pushbot users—ask questions, get help from the team, or share tips. Catatlyic Community is your go to resource for: 📢 Announcements: See the latest Catalytic releases, events, webinars, training sessions, and more ❓ Questions: Get rapid guidance from Catalytic...

Catalytic Home Page ›

The Catalytic home page is the starting point for managing your day to day automation and your personal control center for Catalytic. From here, you can see an overview of all your work and the status of tasks, notifications, and Pushbot instances. View a summary of your Catalytic activity At...

Comment on an Instance or Task ›

Comment on an active instance or task to interact with other members of your team, ask a question, or cheer on a Pushbot! You can leave a comment from the instance detail page or task page. How to comment on an instance Search for the Pushbot instance by selecting on...

Complete Tasks ›

A task is a type of action that assigns work to someone to complete. A task typically includes instructions or a form with fields to fill to provide some information. Additionally, a task might have a deadline indicating when it needs to be completed. Tasks show the owner, when the...

Find Automation Opportunities ›

Catalytic is the easiest path to break through corporate inertia. Using our cloud-based automation platform, you can spark a chain reaction of productivity. Our platform brings together a number of different technology capabilities such as: Forms & surveys Task management Workflow (routing, notifications & reminders) Databases Data manipulation & transformation...

Global Search ›

With search you can find any task, instance, data table, user, and Pushbot on your team from anywhere. Search is simple and fast with no hidden or complicated operators and criteria: start typing to find what you’re looking for, or select a category and narrow your search. How to use...

Introduction to Automation ›

Automation is a broad concept that can encompass both physical and cognitive activities across a large number of different contexts. Catalytic is focused on people-friendly process automation. That means that we are focused on the automation of repetitive processes, primarily within the workplace, in a way that helps people, Bots,...

Join a Catalytic team ›

If you are joining a new Catalytic team, a team admin can invite you manually or you can request an invite from that team’s login page. Once an admin approves your request, you can create a new account. Creating an account requires an invite. Request an invite to a team...

Manage your password ›

If you’ve forgotten your password to a Catalytic team, you can sign in to the team by email and reset it from your profile. Change your password Any time you’re logged in you can change your password from My Profile. Select your photo or profile icon in the top right...

My Account ›

Your account page displays all of your personal user information. From your account page you can update contact information, notification preferences, and change other general account settings. All changes save automatically. How to view and update your account Select your photo or profile icon in the top right corner and...

Notification Preferences ›

Catalytic has built in notifications to help groups and team members keep track of automation. Each team member can configure their preferred notification settings for any personal and gorup notifications. Notifications are provided for the following types of events: New task assignments Task or Pushbot reminders When an instance is...

Pushbot Instances ›

When a Pushbot is built, an instance of it is started to manage a specific process instance. For example, if you’re running a “Vacation Request Approval” Pushbot, one instance would be started for each vacation request. Instances are started manually or with a trigger. Once an instance is started, all...

Pushbot Settings ›

The Pushbot Settings page is the command center for each Pushbot. From here, you can access all the settings, actions, and tools you need to manage a Pushbot. The settings screen is like the home page for each Pushbot: it shows all the associations and relationships between your Pushbot and...

Sign in to Catalytic ›

Each Catalytic team has their own login screen. If you’re a member of a team, you can log in to your team by going to your Catalytic team URL. Team URL’s use the format teamname.pushbot.com, where teamname is your team’s name. From the login screen, you can: Sign in to...

Trouble signing in ›

Sign in if you’ve forgotten your password If you have forgotten your password, the Sign in by email option is an easy way login with just your email address—no password needed! Once you’re logged in you can reset your password. First head to your Catalytic team URL. Team URL’s use...

Understanding Permission Levels in Catalytic ›

Permissions are determined by a user’s Role and Individual Permission Settings Roles determine most day to day permissions, like deactivating a user or viewing confidential fields. Individual permission settings govern which users can edit or view any given Pushbot, data table, or integration. These are separate from roles and are...