Introduction: In the realm of automation, the ability to think in steps is a fundamental skill. Whether you are a seasoned professional or just starting out, understanding the process of breaking down tasks into sequential actions is crucial for building efficient automated systems. In this blog post, we will delve into the world of automation and explore how to master the art of thinking in steps with the help of KyleBot.

Header: The Foundation of Automation: Thinking in Steps Automation has revolutionized the way we work and streamline processes. At the core of any automation journey lies the concept of thinking in steps. Every action, every task is broken down into individual steps that together form a cohesive automated flow. KyleBot, a powerful tool in the automation space, provides valuable insights on how to approach this essential aspect of automation.

Header: The Importance of Planning Your Steps Before diving into building automated systems, it is crucial to plan and visualize the steps involved. KyleBot emphasizes the significance of mapping out your actions before implementing them on the platform. By structuring your tasks into clear steps, you can ensure a smooth and efficient automation process.

Header: Recording Your Manual Tasks: A Key Exercise One valuable exercise advocated by KyleBot is recording yourself performing the manual tasks that you intend to automate. By recording a video of yourself executing the task in a regular Chrome browser, you can gain a better understanding of the steps involved. This exercise helps in identifying potential inefficiencies and streamlining the process for automation.

Header: Guidelines for Creating Efficient Flows KyleBot sets out clear guidelines for creating efficient automated flows. One key principle is ensuring that each flow does not exceed 60 seconds in a recorded video. By keeping the flows concise and focused, you can maximize efficiency and effectiveness in your automation process. Complex flows that extend beyond 60 seconds may need to be segmented into multiple flows for optimal performance.

Header: Simplifying Complex Tasks with Step-by-Step Approach Break down complex tasks into manageable steps with a step-by-step approach. KyleBot recommends using simple language to describe each action, emphasizing the use of "then" and "or" to delineate separate steps. By simplifying the complexity of tasks into sequential actions, you can navigate through the automation process more efficiently.

Header: Mindset and Strategy for Building Successful Automations In the world of automation, simplicity is key. KyleBot encourages starting small and focusing on achieving quick wins. By concentrating on mastering automation for one platform before expanding to others, you can build a solid foundation for your automation projects. Begin with a step-by-step mindset and gradually progress towards more advanced automations.

Conclusion: Mastering automation requires a strategic approach to thinking in steps. With the guidance of KyleBot and the principles outlined in this blog post, you can hone your automation skills and create efficient workflows. By breaking down tasks into clear and concise steps, you pave the way for seamless automation processes that enhance productivity and efficiency. Start your automation journey today with a step-by-step mindset and watch as your processes transform with the power of automation.

Step 1- Click on Build — Click on Scrape Seniorly

Step 2- Here we can see all the automation steps done

Step 3- We can also see the icons for 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. So 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 Cool. 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 a 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.

Um, so. And the way I think about steps themselves, right? Like, okay, again, 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 3, 000, 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 Megflow right now.

Kyle, time me, okay? Let's go. Time me. Okay. You ready? Tell me when to go. Uh, go. Ha ha ha ha. When, when are you going to go? 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 Airtable and Excel. Okay. Wait. Okay. You want me to just go off of this?

I look at the recording time for six minutes, yeah. Okay, okay. So here it goes. All right. 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 ten seconds. I just described that I think it was under 10 seconds But if in 60 seconds, you're probably talking some outrageously complex flow Okay, it needs to be broken down.

So by definition here forth 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 because 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 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, screenshot's 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. If you have a form on your site, and it's six fields, 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. Thanks. 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 https: otter. ai

a an API or or app based tool. You can use our app, um, automation tool. 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.