Bots Execution

Bots are a specialized kind of App that react to events from your books. A bot can, for example, calculate taxes when a transaction is posted, convert currencies when a transaction is checked, or post a message to Slack when a comment is added.

Bot agents

Bots run on behalf of the user who installed them. Their actions are identified in the transactions and activities list so you always know which bot performed an operation.

Bot responses

Every bot execution produces a response, registered in the activity that triggered the call. You can view and replay responses by clicking on the response entry at the bottom of the activity.

Bot errors

Bot executions are designed to be idempotent and are retried up to five times with a short delay between attempts. If the bot still returns an error after all retries, the response is registered with an error flag and displayed in red.

You can replay a failed bot execution at any time by clicking the replay icon in the top-right corner of the response.

To find transactions with bot errors, run the query:

error:true

Properties

Bots read their configuration from book and account properties. Each bot defines its own set of expected properties — consult the documentation for the specific bot you are using to learn which properties to set.

Building your own bot?

Bots are apps whose primary capability is event handling. If you want to build a custom automation that reacts to Bkper events, see Event Handlers in the Build section.