Plan an Automation Solution

When planning an automation solution, it's important to choose the right technologies and features so that your solution is robust, scalable, and maintainable.

 

Why You Should Use This Questionnaire

Building an automation solution requires a tradeoff: You need to invest time and resources upfront for its development. In return, you'll save time and resources in the future. However, the return on investment isn't guaranteed, especially if you build the wrong solution.

For example, what if the solution doesn't solve your problems, or it introduces new problems? Worse yet: What if you never start using the software because you don't know where to start?

This questionnaire helps you match your requirements to technologies and features so that you can build the right solution from the start.

 

1. Will you connect applications using integrations, robots, or both?

• If integrations, build an integration. See Integrate Applications.

• If robots, build a robot, and call it from an integration. See Build Robots.

• If unsure, see Explore Options for Connecting Applications.

 

2. Do you work with trading partners?

For example, do you need to exchange files or EDI data with trading partners?

• If Yes, build B2B components, and call them from an integration. To learn more, see Streamline B2B.

  

 

3. Do you need to automate decision logic?

For example, to comply with industry regulations, adhere to internal procedures, maintain consistent access to benefits, or calculate values uniformly.

• If Yes, build decision logic. You have the following options:

  

  • Build a decision, and call it from an integration.

  • Include the logic in an integration.

  • Build adaptive automation instead, and include agentic AI.

  See Explore Options for Decision Logic.

 

4. Are you facilitating communication between healthcare systems and applications?

• If Yes, build healthcare components, and call them from an integration. See Synchronize Health Data.

  

 

5. Are adapters available for the applications that you need to connect?

For a list of all adapters, see the Adapters page on the Oracle Help Center.

• If Yes, use the adapter in your integration. See Adapters and Connectivity.

• If No, you can still connect the applications. Use a technology adapter, or build your own adapter using the Rapid Adapter Builder. See Adapters and Connectivity.

 

6. Are predefined integrations available for your use case?

Predefined integrations are available as recipes and accelerators. To find a recipe or accelerator that meets your needs, built by Oracle or a partner, all you need to do is describe your use case using natural language. The AI suggests recipes and accelerators that match your requirements. See Create a Project By Selecting an Accelerator or Recipe that the AI Suggests Using Integrations in Oracle Integration 3.

You can also browse the full list of recipes and accelerators using the Recipes and Accelerators page on the Oracle Help Center.

• If Yes, install the recipe or accelerator before you start building. See Recipes and Accelerators.

• If No, you can build the automation solution yourself.

 

7. Do you need to work with files?

For example, stage files, do file-based processing, or drop or retrieve files from an SFTP server.

• If Yes, use File Server, a built-in SFTP server, for file-based processing. See File Server.

  Some file-based activities are better suited for a data integration platform than Oracle Integration. See Explore Options for Data Integration.

 

8. Are you responsible for monitoring Oracle Integration?

You might monitor integrations, robots, or other components while you build and test, or after you deploy, or at any time while troubleshooting.

• If Yes, familiarize yourself with the observability features. See Observability.

 

9. Do you want everyone to work in a single unified workspace?

Everyone can design, manage, deploy, and monitor an automation solution in a single location.

• If Yes, build your automation solution in a project. See Projects.

 

10. Do you need a web application?

For example, to extend the functionality of another application.

• If Yes, build a web application using Visual Builder. See Visual Builder.

 

11. Do you need a disaster recovery solution?

When your Oracle Integration service instance becomes unavailable, you can easily switch over to a secondary service instance that Oracle keeps synchronized with your primary service instance.

• If Yes, you have several options for disaster recovery in Oracle Integration. See Disaster Recovery.

 

12. Which is better for your requirements: predictable or adaptive automation?

• If predictable, you are now finished with this questionnaire.

• If adaptive, keep going with this questionnaire.

• If unsure, see Choose Between Predictable and Adaptive Automation.

 

13. Where are you building agentic AI?

• If in Oracle Integration, keep going through this questionnaire.

  

• If elsewhere and using Oracle Integration as an MCP server, you are now finished with this questionnaire. See Using Integrations as Tools in an MCP Server in Using Agentic AI in Oracle Integration 3.

• If unsure, see Learn About Adaptive Automation.

 

14. Does a person need to review or approve an AI agent's work?

For example, to approve the output of agentic AI or offer assistance when agentic AI encounters an error.

• If Yes, identify the areas where agentic AI must or can contact an employee for help, and keep a human in the loop for the task. See Keep a Human in the Loop.

  

• If No, consider revisiting this decision. Agentic AI requires the same level of supervision as employees. See Keep a Human in the Loop.

 

15. Does the agentic AI need to access a RAG (Retrieval Augmented Generation) database?

For example, agentic AI might need access to one or more documents.

• If Yes, create a knowledge base. See Build a Knowledge Base.