How to Migrate from Beam AI to Ceven
Beam AI is an agentic automation platform that turns standard operating procedures into self-learning AI agents. Ceven is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build & host no-code pages/apps.
This guide will walk you through migrating from Beam AI to Ceven, focusing on rebuilding workflows, re-authorizing connected apps, and ensuring a smooth transition. There is no automatic import, so it's crucial to follow a structured approach to avoid disruptions.
Migrate from Beam AI to Ceven in 6 steps
Inventory Your Automations
Begin by documenting all the automations you have built in Beam AI. Focus on the outcomes of each automation rather than the steps, to keep an open mind to rebuild them in a more efficient way on Ceven.
Connect Your Apps
Ceven connects to 1,000+ tools. Start by connecting the same apps you used in Beam AI. You will need to re-authorize these connections in Ceven.
Rebuild Your Workflows
In Ceven, describe the outcomes you want to achieve. You wont recreate one-for-one automations, but instead, consolidate and rebuild workflows to be more efficient. Add AI steps and human-approval gates where Beam AI was brittle.
Validate in Parallel
Run both Beam AI and Ceven in parallel on real data. This ensures that your new workflows in Ceven are functioning correctly and producing the desired outcomes. Use human-approval gates on writes to systems of record.
Schedule and Cut Over
Once you have validated that Ceven is working as expected, schedule a cutover date. Ensure all stakeholders are informed and prepared for the transition. Monitor closely post-cutover to address any issues promptly.
Optimize and Iterate
Post-migration, take advantage of Ceven's capabilities to optimize your workflows further. Continuously monitor and iterate on your automations to improve efficiency and effectiveness.
Why teams switch from Beam AI to Ceven
Teams often switch from Beam AI to Ceven for several reasons. Ceven offers a broader range of integrations, allowing teams to connect to more tools and services. Additionally, Ceven's ability to run end-to-end workflows on a schedule with AI steps and human-approval gates provides greater flexibility and control over automation processes.
Ceven's no-code platform enables teams to build and host custom pages and apps, extending the functionality of their automations beyond what is possible with Beam AI. This makes Ceven a more versatile and powerful tool for teams looking to automate complex workflows.
What moves over and what doesn't
During the migration from Beam AI to Ceven, it's important to understand what will move over and what won't. Since there is no automatic import, you will need to manually rebuild your workflows in Ceven. This means that the logic and structure of your automations in Beam AI will not transfer directly to Ceven.
However, the outcomes and goals of your automations can be replicated in Ceven, often with improved efficiency and additional features. Connected apps will need to be re-authorized in Ceven, but the data and integrations themselves can be maintained. Any custom scripts or code-specific logic in Beam AI will need to be reimplemented in Ceven's no-code environment.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from Beam AI to Ceven is the assumption that the migration process will be quick and seamless. It's important to allocate sufficient time and resources for rebuilding workflows and re-authorizing connected apps, as this is a manual process.
Another common pitfall is not running both systems in parallel during the validation phase. This can lead to data discrepancies and disruptions in workflows. Ensure that you validate the new setup in Ceven thoroughly and use human-approval gates on writes to systems of record to minimize risks. Additionally, it's crucial to communicate the migration plan and timeline to all stakeholders to ensure a smooth transition.
Frequently asked
Can Ceven auto-import my automations from Beam AI?
No, Ceven cannot auto-import your automations from Beam AI. You will need to rebuild your workflows in Ceven, which often results in consolidating into fewer, more capable workflows. This process allows you to take advantage of Ceven's unique features and capabilities.
How long does the migration process typically take?
The duration of the migration process can vary depending on the complexity and number of automations you have in Beam AI. It's important to allocate sufficient time for inventorying, rebuilding, and validating your workflows in Ceven. Running both systems in parallel during the validation phase is crucial to ensure a smooth transition.
What happens to my data during the migration?
During the migration, your data remains in Beam AI until you are ready to cut over to Ceven. It's important to ensure that the data in Ceven is accurate and up-to-date before making the switch. Running both systems in parallel allows you to validate the new setup in Ceven and address any data discrepancies before the cutover.