All things Browser Recording
What is the step-by-step repetitive process I should replicate? Which buttons exactly do I need to click to complete this? The best way to record your automation is to make sure every click you make is intentional. We shouldn’t be clicking things that don’t need to be done or recording steps that aren’t really part of the process. The less extra steps we have the less chance we have at unneeded errors.
What do I do?
When you start a recording you will see 2 windows open. One is our “guided” window and another is the chromium browser (just like chrome but a developer friendly version which lets us work our magic). You should do most things from the guided window unless for any reason you need to interact with the browser and you do not need to record the steps. Some people like to click some stuff in the recording then go back and record the process. When you start to record a step we will begin waiting for you to click/type in the browser. Once you do that you will see a confirm button to make sure we recorded what you wanted
What do I do before I build my Automation?
Plan. What is the step-by-step repetitive process I should replicate? Which buttons exactly do I need to click to complete this? The best way to record your automation is to make sure every click you make is intentional. We shouldn’t be clicking things that don’t need to be done or recording steps that aren’t really part of the process. The less extra steps we have the less chance we have at unneeded errors.
What step is first?
Every automation starts by going to a page. It’s a good idea to slowly review your first couple automations in an incognito process to understand the flow. For example, lets say that we want to automate sending messages on openphone.com. Our first step could be openphone.com then we click “login” OR we could just go directly to my.openphone.com/login. Either method works but one is more direct than another so it is preferred.
What next?
You tell me! What is the automation? Build this flow once as if you’re doing it for one person. Don’t worry that the data is coming from somewhere else later, build it right once now then we can improve. Your next few steps should be some combination of recording click/type/any other steps to complete your automation so start recording! Click the + icon then record to record your next steps
Did it get it? Did it work?
Test!
Click the play icon next to your step and the automation will run it in front of you. You should see a green border around the element that we found as it performs any action
Should I record Cookie popups (or any other popups)?
Sure! We have allow error for any clicks that may or may not need to happen. These are things that might appear on the page which if so, we should click. It also may not appear which is fine! It will attempt to click the button, fail, then continue. You can adjust this setting by clicking the 3 dots next to any step then turning it on/off