How to Migrate from Proxy to Ceven
Proxy by Convergence is an autonomous web agent that navigates sites and completes multi-step online tasks. Ceven, on the other hand, 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 the process of migrating your workflows from Proxy to Ceven, highlighting the benefits of the transition and ensuring a smooth handover.
Migrate from Proxy to Ceven in 6 steps
Inventory Your Workflows
Start by documenting each workflow you currently run in Proxy. Focus on the outcomes each workflow achieves rather than the specific steps, as this will help you design more efficient processes in Ceven.
Connect Your Tools
In Ceven, connect the same tools and services you use with Proxy. This ensures that your workflows will have access to the same data and resources, maintaining consistency during the transition.
Rebuild for Outcomes
Instead of recreating each Proxy workflow one-for-one, design your Ceven workflows to achieve the same outcomes but with greater efficiency. Leverage Ceven's AI steps and human-approval gates to add flexibility and robustness.
Validate in Parallel
Run your Proxy and Ceven workflows side by side on real data. This allows you to compare results and ensure that Ceven's workflows are performing as expected before making the full switch.
Add Approval Gates
Implement human-approval gates in Ceven for critical steps, especially those that interact with systems of record. This adds an extra layer of security and control during the transition.
Schedule and Cut Over
Once you are confident in Ceven's workflows, schedule the final cutover. Monitor the new workflows closely for the first few cycles to ensure everything runs smoothly.
Why teams switch from Proxy to Ceven
Teams often switch from Proxy to Ceven because of the enhanced capabilities and flexibility offered by Ceven. Proxy excels at autonomous web navigation and task completion, but Ceven provides a broader range of features, including AI-driven workflows, human-approval gates, and the ability to build and host no-code pages/apps.
Ceven's extensive integration library allows teams to connect with 1,000+ tools, making it easier to automate complex, multi-step processes. Additionally, Ceven's scheduling and approval features provide more control and visibility over workflows, which is crucial for teams managing critical business processes.
What moves over and what doesn't
When migrating from Proxy to Ceven, the workflow outcomes and the tools you use can be transferred, but the specific steps and configurations will need to be rebuilt in Ceven. Proxy's autonomous web navigation capabilities can be replicated in Ceven using AI steps and custom logic.
However, Proxy's specific task completion algorithms and some proprietary features may not have direct equivalents in Ceven. It's important to focus on the outcomes and redesign workflows to leverage Ceven's strengths, such as AI steps and approval gates.
Avoiding the common pitfalls
One common pitfall is attempting to replicate Proxy workflows exactly in Ceven without considering the unique capabilities of the new platform. Instead, focus on the outcomes and redesign workflows to take advantage of Ceven's features, such as AI steps and approval gates.
Another pitfall is not running Proxy and Ceven workflows in parallel during the transition. This side-by-side validation is crucial to ensure that Ceven's workflows are performing as expected before making the full switch. Additionally, failing to implement human-approval gates for critical steps can lead to errors and data inconsistencies.
Frequently asked
Can Ceven automatically import my workflows from Proxy?
No, Ceven does not support automatic import of workflows from Proxy. You will need to rebuild your workflows in Ceven, which is often an opportunity to consolidate and improve them.
How do I ensure data consistency during the migration?
Run both Proxy and Ceven workflows in parallel on real data. This allows you to compare results and ensure that Ceven's workflows are accurate before making the full switch.
What are the benefits of using Ceven's human-approval gates?
Human-approval gates add an extra layer of control and security, especially for critical steps that interact with systems of record. They help prevent errors and ensure that workflows are reviewed by a human before execution.