Automation in PTC Orbit > Choosing the right automation approach
Choosing the right automation approach
Match your operational goal to the correct PTC Orbit automation capability using this decision reference.
Decision guide
Use this table to identify which automation capability addresses your operational need. Each row maps a common goal to the recommended approach, the persona who configures it, and the topic that provides detailed instructions.
I want to...
Use this capability
Configured by
Details
Import asset data from an external system on a recurring schedule
Scheduled data ingestion
Administrator
Synchronize data between Salesforce and Snowflake
Data sync pipelines
Implementer
Generate work orders for hundreds of assets at once
Campaign-driven work generation
Administrator
Launch a sales initiative targeting specific accounts
Campaign-driven work generation (Revenue Campaign)
Administrator
Route IoT sensor alerts to maintenance teams automatically
IoT alert-to-action pipeline
Administrator
Detect and block duplicate records before they reach production
Automated data quality enforcement
Administrator
Predict future work order volume and service hours
AI-assisted automation (Demand Forecasting)
Administrator, End user
Assess asset health and risk with quantitative scores
AI-assisted automation (Scores)
Administrator
Generate charts and reports from natural language questions
AI-assisted automation (Conversational Analytics)
End user
Get notified when a record changes or a campaign completes
Event-driven notifications
End user
Combining capabilities
Automation capabilities work together. A common combination:
1. Scheduled data ingestion imports asset records from an external PLM system daily.
2. Automated data quality enforcement evaluates each imported record against matching rules and flags duplicates.
3. AI-assisted automation scores the validated assets and forecasts upcoming maintenance demand.
4. Campaign-driven work generation creates work orders for assets that meet campaign criteria.
5. Event-driven notifications alert technicians when their assigned work orders are ready.
This chain moves data from external ingestion through quality validation, predictive analysis, work generation, and user notification without manual handoffs between stages.
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