How to Migrate from Proxy to Ceven
Proxy by Convergence is an autonomous web agent designed to navigate sites and complete multi-step online tasks. Ceven, on the other hand, is an AI workflow automation platform that connects to over 1,000 tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build and host no-code pages/apps.
This guide will walk you through the process of migrating from Proxy to Ceven, ensuring that you can leverage the full capabilities of Ceven while maintaining the functionality of your existing workflows.
Migrate from Proxy to Ceven in 6 steps
Inventory Your Workflows
Start by listing all the tasks and outcomes that Proxy is currently handling. Focus on the outcomes rather than the specific steps taken by Proxy. This will help you identify what needs to be rebuilt in Ceven.
Connect Your Apps in Ceven
Re-authorize the same apps and services in Ceven that you were using with Proxy. Ceven's extensive integration library will help you connect all necessary tools quickly.
Rebuild Your Workflows
Describe the desired outcomes in Ceven and rebuild your workflows to achieve them. Use Ceven's AI steps and human-approval gates to add flexibility and control where Proxy might have been brittle.
Add AI Steps and Approval Gates
Enhance your workflows by incorporating AI steps for tasks that can benefit from intelligent automation. Add human-approval gates for critical steps to ensure accuracy and control.
Validate in Parallel
Run both Proxy and Ceven in parallel, using real data to validate that your Ceven workflows produce the same or better outcomes. This will help you identify any adjustments needed before fully switching over.
Schedule and Cut Over
Once you are confident in the performance of your Ceven workflows, schedule a cutover date. Ensure all stakeholders are informed and prepared for the transition.
Why Teams Switch from Proxy to Ceven
Teams often switch from Proxy to Ceven because Ceven offers a more comprehensive and flexible automation platform. While Proxy excels at autonomous web navigation, Ceven provides a broader range of capabilities, including AI steps, human-approval gates, and the ability to build and host no-code pages/apps. This allows teams to create more complex and tailored workflows that can handle a wider variety of tasks.
Additionally, Ceven's extensive integration library ensures that teams can connect to a vast array of tools and services, making it easier to streamline and automate their workflows. The ability to schedule workflows and incorporate AI steps provides a level of control and intelligence that Proxy may not offer.
What Moves Over and What Doesn't
When migrating from Proxy to Ceven, the specific steps and logic of your workflows will not automatically transfer. You will need to rebuild your workflows in Ceven, focusing on the desired outcomes rather than the exact steps taken by Proxy. However, the apps and services you were using with Proxy can be easily reconnected in Ceven.
One of the key advantages of migrating to Ceven is the ability to enhance your workflows with AI steps and human-approval gates. These features can help you create more robust and flexible automations that can handle a wider range of tasks and scenarios. Additionally, Ceven's scheduling capabilities allow you to run workflows on a regular basis, providing more control over your automations.
Avoiding the Common Pitfalls
One common pitfall when migrating from Proxy to Ceven is attempting to recreate your workflows one-for-one. Instead, focus on the desired outcomes and use Ceven's capabilities to create more efficient and effective workflows. Another pitfall is not validating your workflows in parallel. Running both systems simultaneously allows you to identify any issues and make necessary adjustments before fully switching over.
Ensure that you have human-approval gates in place for critical steps, especially when writing to systems of record. This will help prevent errors and ensure the accuracy of your automations. Finally, communicate with all stakeholders throughout the migration process to ensure a smooth transition and minimize disruption.
Frequently asked
Can Ceven automatically import my workflows from Proxy?
No, Ceven does not support automatic import from Proxy. You will need to rebuild your workflows in Ceven, focusing on the desired outcomes and leveraging Ceven's capabilities to create more robust and flexible automations.
How long does it typically take to migrate from Proxy to Ceven?
The duration of the migration process depends on the complexity of your workflows and the number of integrations required. It can range from a few days to several weeks. Planning and validating in parallel can help ensure a smooth and efficient transition.
Can I run Proxy and Ceven simultaneously during the migration?
Yes, it is highly recommended to run both systems in parallel during the migration process. This allows you to validate the performance of your Ceven workflows and make any necessary adjustments before fully switching over.