I Know My Manual Steps What Do I Do Next? Just Record Them?
I Know My Manual Steps What Do I Do Next? Just Record Them?
Unlocking Efficiency: Automating Manual Steps with Browser Recording
Introduction: In today's fast-paced digital landscape, automation has become a key player in streamlining processes and increasing efficiency. One powerful tool in the automation toolbox is browser recording, which allows users to record manual steps and replay them with ease. In this blog post, we will explore the process of automating manual steps using browser recording and how it can revolutionize your workflow.
Understanding the Steps:
When it comes to automation, the first step is to have a clear understanding of the manual steps that need to be automated. Whether it's a repetitive task or a complex workflow, knowing the sequence of actions is crucial. The script emphasizes the importance of knowing the steps before diving into the automation process.
Creating the Browser Recording:
Once you have a grasp of the steps, the next phase is creating a browser recording. The script walks us through the process of initiating a new automation and selecting the web option. It highlights the significance of choosing whether to use cookies and provides an example of building a quick Google search automation.
Replicating Manual Steps:
The magic of browser recording lies in its ability to replicate manual steps effortlessly. By repeating the actions you would normally perform in the browser, you can create a series of recorded steps. The script demonstrates this by showcasing a Google search automation as an example.
Testing and Refining the Automation:
Testing is a crucial part of the automation process. The script illustrates how you can test each part of the automation by playing back the recorded steps. It also delves into the importance of troubleshooting and making adjustments if certain steps aren't functioning as intended.
Flexibility and Adaptability:
One of the key advantages of browser recording is its flexibility. The script discusses how you can easily delete or reorder steps, providing a customizable approach to automation. This adaptability ensures that your automation stays relevant and efficient.
Conclusion:
In conclusion, browser recording offers a user-friendly and effective way to automate manual steps. By following the steps outlined in the script, you can streamline your workflow, increase productivity, and unlock new levels of efficiency in your processes. Embrace the power of automation and watch as tedious manual tasks become a thing of the past.
Video
Steps
Step 1- To record the steps type google.com in URL of recoding window and Click on Save to URL
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Fe4a68456-0386-4b5f-af8d-f1cda6d8be15%2FUntitled.png?table=block&id=4e53551b-b110-4266-a36e-af72ec40c13e&cache=v2)
Step 2-Click on Type to record a type step
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Fcfdc659b-d4ba-44d7-af97-9910c070ef18%2FUntitled.png?table=block&id=916a6119-8d74-4d18-a60e-4b95ef4ca1b9&cache=v2)
Step 3- Type Dogs in search field and Click on Confirm
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2F75ba9b14-6900-4afd-bfef-7e195fef9f25%2FUntitled.png?table=block&id=51ab2a8a-ca46-4bd3-91bc-cdfd34973e75&cache=v2)
Step 4- Click on Click to record a Click Step
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Face42fee-ad86-4bcb-abea-8a39373c38d5%2FUntitled.png?table=block&id=d08f83d5-7f08-4eb7-8ea5-47bbb2526db8&cache=v2)
Step 5-Click on Google search —Click on Confirm to record
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2F9d176598-db3a-471c-8675-1c2afcc4b810%2FUntitled.png?table=block&id=bc74f5a5-1f87-4e9c-bc0d-5a02978f2dd9&cache=v2)
Step 6-Click on Click to record a click step
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2F0a0e7d73-d4b4-4c02-9cad-49a0e860a71f%2FUntitled.png?table=block&id=9b9d4021-5715-457c-9946-3308e97cfdad&cache=v2)
Step 7- Click on Images - Click on Confirm to record the Click step
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Ff9f0d3b5-9313-46a4-851d-ced98472168c%2FUntitled.png?table=block&id=669d7516-42e6-4bd4-a1ff-f9c85e8724a1&cache=v2)
Step 8-Now click on play buttons to check the automations
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Faf9e908e-4eeb-4a08-8cbc-6d449cae98fb%2FUntitled.png?table=block&id=e2acbfa9-cf97-40ca-acf2-ea55f20862fb&cache=v2)
VIDEO TRANSCRIPT
So once you know the steps that your automation is going to need to be completed, or at least an idea of how you want to go about recording this automation, you've gone through this in Chrome, um, and you have a good idea of the steps required to do whatever you want to do. We can create a browser recording by clicking new automation and then web.
Then we can click on whether or not we're using cookies. In this example, we're just going to build a quick Google search. So I'm going to click not on this one. And now all we need to do are repeat the steps that we would have normally done in Chrome. So in my example, I am going to quickly show you guys in Chrome here.
So while this loads, I'm just going to show you in my own Chrome browser. So what we can do here, actually, I'll just, yeah. Okay. So we'll go to google. com. This is the automation I'm going to build. Then we type dogs and then we click search and then we click images or something like that. That's what we're going to build at least.
So we can repeat these same exact steps in the recorder here. When we launched that new recording, it's going to look like this. Where we have the recording window on the left and then the browser window on the right. Oops, I didn't mean to do that. So first step, like we said, is going to be going to google.
com. Then once we're here, we're going to record a type step since that's the next step up. So I'll record a type step of clicking or typing dogs and then I'll click confirm. And then we can just click not sure for this next step is recording a click step and that's clicking Google search. And then we can confirm this.
And then the last step is clicking the images button. So we can confirm that one as well after recording that now to test our automation or work through it, make changes, et cetera. We can click the play icon next to steps to test each part of the process. So I'll click play here to go all the way back to Google.
And then we can click the play icon next to taping dogs. And then we can click the play icon on clicking search just to verify everything here is working correctly. Let's pretend that we found that this click step wasn't working. We could then delete this step and record a new step because we found that that process wasn't going to work the way we recorded it.
So I can rerecord this step again. And then we could also reorder these steps if we needed to, in any way. Let me close this so you can see that better. We can reorder these in any way, if they're recorded in the wrong order, or if you need to adjust any of your logic in those more complex flows.