In the fast-paced world of automation and productivity tools, understanding the intricacies of breaking down workflows into manageable steps is key to optimizing efficiency and achieving desired outcomes. In a recent conversation with KyleBot, Jeremy Redman shared invaluable insights on how to approach and dissect a flow from a video perspective. Let's delve into the details discussed and uncover the essence of step-by-step automation.

Jeremy Redman kicks off the discussion by highlighting a fundamental question that many individuals encounter in the early stages of automation: "What is the best way to figure out my steps before using the platform?" This question serves as the foundation for establishing clarity within workflows. Understanding the sequential steps involved in any process is essential for successful automation implementation.

To elucidate the concept of steps within a workflow, Jeremy provides a practical example of breaking down tasks into manageable actions. By showcasing a scenario where actions such as going to a webpage, typing, clicking, and scraping data are considered individual steps, the importance of granularity in defining workflow components becomes evident.

One of the key takeaways from the conversation is the recommendation to record oneself performing a task in a regular Chrome browser before embarking on automation. By visually capturing the steps involved and analyzing the process in a recorded video, individuals can gain valuable insights into the efficiency and complexity of the workflow.

Jeremy emphasizes the significance of keeping workflows concise and efficient by limiting each flow to under 60 seconds. This guideline promotes a systematic approach to automation, ensuring that complex tasks are segmented into manageable components. By adhering to this principle, individuals can streamline processes and enhance overall productivity.

In discussing the functionalities of automation tools, the conversation delves into the various actions that can be performed, such as clicking, typing, scraping, filtering, parsing, and taking screenshots. Each action signifies a distinct step within the workflow, underscoring the importance of meticulous planning and execution in automation processes.

The overarching theme echoed throughout the conversation is the value of simplicity and starting small when approaching automation tasks. By focusing on mastering one platform or tool before expanding to others, individuals can build a strong foundation for automation success and progressively enhance their capabilities in workflow optimization.

The conversation concludes with a reminder of the visual nature of automation tools, emphasizing the ability to interact with web elements without the need for complex APIs or data connections. By harnessing the power of visual automation, users can streamline processes, eliminate manual tasks, and boost overall productivity with ease.

In conclusion, the insights shared by Jeremy Redman in the discussion with KyleBot shed light on the importance of breaking down workflows into manageable steps for effective automation. By embracing a systematic and visual approach to automating tasks, individuals can enhance their efficiency, optimize workflows, and unlock the full potential of automation tools. Remember, success lies in simplicity and strategic planning when it comes to workflow optimization in the realm of automation.

Step 1- We can see all the steps like go to page- Type -Click -Scrape list

Step 2- We can also use different icon for the automation

Hey everybody, Jeremy Redman here with KyleBot. How's it going? Hey, so we got a question and the question is, is very, it's very rudimentary. It's one of the most rudimentary early stage questions that we get. And we're going to make a bunch of videos around this topic. So it makes sense. It's, it gets drilled in.

And the question really is it because I have it here. I'm so I'm going to read it. What is the best way to figure out my steps before using the platform? So they're saying okay, so they're looking at videos kyle If you show like how steps look like in a in a given automation, um, they look you know Step one step two step three step four step five Right.

Yep right here. So step one go to page Okay. Step two, type something, right? Step three, click. Oh, this is a great one, right? And step, step four, scrape a list. They'll scrape data from that page. So people don't know when they're going in or when you're first getting started. It's like we, we got, we got posed a question.

Should I use a google doc and list my steps? What are my steps? How would I think about? Building the automation before just using the platform. How would I brainstorm it? Essentially like Google docs, whiteboard scribbles on a piece of paper is what this person wrote. Does task manager supply an online template or editable PDF?

We don't right now supply an editable template, but the one thing that I mentioned is, and then I have a lot of this written out. Is the best thing to do before you do your flow is if you've never used task magic before Is record yourself? doing that task in Chrome in a regular chrome browser in a recorded video.

Okay, so that's one So like that's a great exercise and then watch that video of the task actually being accomplished Okay, that's number one. Can you do that task in chrome? You And your regular Chrome browser, not our chromium builder in regular Chrome. Can you, so Kyle, with this example, you record the loom.

Okay. And you're in your Chrome browser, your regular Chrome browser, and you go to seniorly seniorly. com and then you type in San Francisco and then you click. This tag, I'm guessing a search tag. So, and then you, this is scraping something. So the first thing is, can you do that task manually in the, um, Chrome browser and your regular Chrome browser?

Can you do it once? Right. So if you record yourself doing it once, okay. Now a couple tenants with that is, um, you want to make sure that. That task takes no more one time running through at one time takes no more than 60 seconds in a recorded loom in a loom video or a recorded video. It doesn't take more than 60 seconds.

If it takes more than 60 seconds, it most likely needs to be broken up into more than one flow or more than one automation. And the way I think about steps themselves, right? Like, okay, again, in, in Kyle's example here, step one is go to page, right? So every action you take in Chrome, that is your step.

Typing a URL. That's a step. So type step, click. I clicked on a button. That's a step. I typed in this field. That's a step. I copied this, which would be scraping. Uh, that's another step. So as you think about what flow is it and how would it look in here? Okay. That's how you kind of think about it and brainstorm again, back to the beginning.

Everything that manual task that repetitive task or that lengthy task must be done Inside a regular chrome browser if you can't do that or let's say you don't know how to do it That's more of the limited plan of what we're doing. If you don't know how we do have like a limited plan That's the highest plan.

It's three thousand dollars Um where we'll help you build that system for you So build a system with you, but we'll take over all the heavy lifting And we'll consult on what it is. Otherwise, you can use everyone else in this community here. Um, so outside of that so if you like a a cool tip or rule of thumb that I use is If you you if you're describing it in the video, like I go here then I do this Then I go here And I do that or I do that like if you use then and or or that's a separate step Like I navigate to this url, then I click here Then I enter this in the cell and google feeds Then I click there so everything like these are things that you think about as you go through Once you have that I think you do have your framework.

Um again One flow shouldn't be more than 60 seconds because I can describe to you a Zapier or a make flow right now. Kyle, time me. Okay. Okay. You're right. Tell me when to go. Go when you're going to go with the six minute mark, you have warm up until six minutes. Okay. Okay. So, all right. So I'm going to use air table and Excel.

Okay. Wait, okay. You want me to just go off of this? All right. The recording time for six minutes. Yeah. Okay. Okay. So here it goes. Okay. Alright, so every time a new row is triggered in Airtable, I then want to create an action to send an email in Gmail. How long was that? 10 seconds. 9 seconds. 10 seconds.

There we go. I just described an entire flow in 10 seconds. An entire flow with one action or one trigger and one action. So two steps. Okay, I do this, I do this. Now think about it. If you can't just in eight to 10 seconds, I just described that. I think it was under 10 seconds. If in 60 seconds, you're probably talking some outrageously complex flow.

Okay. It needs to be broken down. So by definition here, fourth, A recorded video of no more than 60 seconds with steps all steps in 60 seconds is one flow if it's more than 60 seconds it needs to be it's multiple flows and again we have a limited plan where we build your system if you don't want to do it at all and we have where you get one flow for 500 bucks and three flows for a thousand is it Kyle correct or build it yourself So like that, those are our guidelines.

So Kyle, is there anything that you want to add as far as like mindset or how to think about steps, how to think about one automation and one flow, how to brainstorm it, how to write it down, things like that. No, I think it's just staying simple, starting small with it. People that are working on content generation should work on content generation for Facebook before they do every social media platform they have.

And what do you mean by that? Set your automation up to work on Facebook before you worry about an automation that works on Facebook Twitter and Pinterest. Yeah. Yeah. Stay simple, start simple and get a win. Yeah. Yeah. Yeah. Get a win. Cause then it starts to get addicting. And, um, the way it, the way we did the, Click this type this do that right scrape this you'll see in the prompt window when you press what new Web recording and in web you'll see the prompt window on the left and the chromium window on the right And on the left you see what do you want your next step to be go to this url?

Okay, what's next you'll see click type Scrape one, scrape many, right? What are the other options there? Hover, scroll down, right? So these steps, right? Filter, what else, Kyle? Parse, screenshot, refresh. But yeah, so like, yeah, screenshots are a really good one. Like if you want to take, that's why we named those, those actions.

So if you're clicking, that's, if you click once, that's one step. If you click again, that's another step. If you type something, if you type, if you have a form, okay, a form, and you, you have six cells, Right. And that six fields in that form, how many steps will that be Kyle? If you say that again, I'm getting cut out.

You have a form on your site and it's six fields. Yeah. How many steps would that be? Generally speaking, just generally high level. Six typing steps and then you probably have one step to submit the form. Yeah, dude. Nice. Nice. Yes. Correct. Six steps for each field, right? One step for each field for a total of six.

And then you probably click a submit button, which is seven. That's probably the easiest thing, like the easiest thing we can tell you. So start learning the tool with that in mind. Okay. Another reason why you might ask yourself, Why a loom video or recording and that's because we are a visual tool We aren't a an api or or an app based tool.

You can use our app Automation tool but the magic is the the browser the web automation where you can visually Click something and just do those things without any APIs or data connections, things like that. Um, anything else to add here, Kyle? Nope, that's it. Okay, so that's how you should brainstorm. Let us know in the comments, um, if this doesn't make any sense or it makes all the sense.

Again, no wrong answers. Let us know in here. Thanks.