Introduction: In the realm of automation, the choices can sometimes be overwhelming. Whether you are a seasoned pro or just dipping your toes into the world of automation, knowing where to start can be a daunting task. In this blog post, we will explore the key considerations when deciding between using apps, web recording, or guided tutorials to kickstart your automation journey.

Understanding the Options: When you first delve into automation, you are presented with four main options: guided templates, web recording, apps recording, and desktop recording. Each option serves a unique purpose and caters to different automation needs.

Desktop Recording - Streamlining Desktop App Automation: Desktop recording is the go-to choice when you have specific tasks on desktop applications that require automation. Whether it's streamlining processes on apps like Notion, automating actions in I messages, or managing tasks via the command line or files on your computer, desktop recording is the ultimate solution.

Apps Recording - Simplifying Automation Like Never Before: Apps recording bridges the gap between familiarity and efficiency. If you are well-versed in tools like Make or Zapier, apps recording offers an array of over 150 apps to choose from. From setting triggers in Google Sheets to executing actions seamlessly, the apps recording feature simplifies automation processes with ease.

Web Recording - Capturing Actions with Precision: Web recording emerges as a powerhouse for automating tasks within web browsers. By enabling users to record and capture actions like typing, clicking, and pasting, web recording ensures precision in replicating tasks. From navigating to specific URLs to executing multi-step processes, web recording simplifies complex automation workflows.

Choosing the Right Path: Selecting the appropriate automation method boils down to understanding your specific needs and level of expertise. Guided tutorials serve as a stepping stone for beginners, offering structured lessons on automation fundamentals. In contrast, apps recording caters to users familiar with automation tools, providing a vast library of apps for seamless integration.

The Power of Web Recording: While guided templates and apps recording have their merits, web recording emerges as a versatile and powerful tool for automation enthusiasts. By meticulously capturing actions within a web browser, users can replicate intricate workflows with precision and efficiency.

Experimentation and Creativity: Automation is not a one-size-fits-all solution. Embracing trial and error, experimenting with different methods, and staying creative are essential components of mastering automation. Whether you are creating workflows for personal or professional use, being open to exploring new avenues is key to achieving automation success.

Conclusion: In conclusion, mastering automation entails the art of choosing the right tools for the job. Whether you opt for guided tutorials to learn the ropes, dive into apps recording for seamless integration, or harness the power of web recording for intricate workflows, the key lies in understanding your unique requirements and experimenting with different approaches. By embracing the diversity of options available, you can pave the way for a seamless and efficient automation journey.

Step 1-We have three options for automation Guided templates, Web and Apps

Step 2- Click on App to get new flow for Trigger

Step 3- Search any app in Search column and Start Triggering

Step 4- Here we can add or Create new record either to save login details , send email or anything else

Step 5- Now for the Web automation click on Web

Step 6- By clicking on Web we get another pop up window click on Continue with cookies

Hey everybody, Jeremy Redmond here with Kyle. How's it going? Hey, so we got, we got a question and this is for the wonderful, wonderful course. All right, how do I know to start with apps, web recording or guided tutorials? So what they mean by this is if you go to new automation, when you first log into this, you go to new automation and you see guided templates, web recording and apps recording or apps, right?

So apps, web and guided templates. And we are adding a fourth option, which is desktop recording that'll be on here as well. So it will say four ways to automate. So desktop is pretty clear, right? If you have a desktop app, right in your doc, like Kyle, if you can show your doc, so if you have an app in your doc there, like, you know, notion, you want to use that notion thing or, uh, I messages, which is a really big one.

If you want to automate I messages. Or the command line or the files on your computer. Boom, you would use desktop recording. Apps, the second one from the bottom, will be. Apps, that is, if you can open it, Kyle. That is essentially, if you come in here and you want to automate, and you just want to do automation like you're familiar with in Make or Zapier or Padlet.

This is an exact API apps builder that is literally the same thing as Kyle will demo it is New flow. It's somewhat outside of the magic of task magic, which is browser recording or web recording which we will get into um, so you grab apps, right you go from an air table trigger to Uh, like a Google sheet trigger, whatever you need.

So if you, you start triggering here, so there's the first trigger. So you trigger with, let's say Google sheets. Boom. So you take Google sheets, new row, right? Boom, whatever. Then you can add an action. And that action is just send an email or something or a dollar. Right. Do something in a doubt. There you go.

Right. So boom, this is exactly if you know what you want to do. We have a little over 150 apps. If we're missing an app, you can also request an app on our roadmap board. Then if you go back, Kyle, you have web recording, which that is the main thing that we do here. Okay, so if you click that, that is you get these prompts, okay, and you can essentially record and capture the typing, the clicking, the copy, pasting and all the things that you would do inside of any browser.

So Kyle, if you can demo that, continue without cookies, normally you'll see that cookies and you will grab cookies if you know you're automating, uh, like a platform like Facebook where you know you have to log in, you will first just short out of this, you will go into Facebook in a regular Chrome browser.

You'll use the cookies extension that we give you in here that we point to on how to the directions on how to do that. And then you just grab the cookies and paste it in there now to just start here and learn web recording. That's that's the extension there. So web recording is essentially this. We prompt you here and we say go to page.

You just type in the URL HTTPS, whatever that whole thing, and it goes to that page, right, Kyle, if you do that, cool. Now you can see step one, it captured that navigating to that thing. Say Kyle, the next thing I want to do is navigate to another URL. What do I do? You would scroll down and then click go to page so that we add another go to page step and then I'll go to Bing instead I'll click save and then i'll click the play icon so that the browser runs that step and now we're on bank Great.

So if I want to run a next step, so it it should say what's next but okay So if if it doesn't show what's next it normally should say what's next But then you hit the plus button to add another step if it's not done So then you will say, type into that box that's there, the search box, boom. So you start typing something, right?

So you're, you're letting the intent know that, hey, I'm typing this. And then you confirm that step. And it is essentially capturing what you would do in the web browser. Now, to get started, if you go back, Kyle. To the new automation page. Okay, so, boom. So, web essentially is, if we don't have an app for that, you go to web, right?

Or if it's in desktop, that's clear. You use desktop if you have something on the desktop you want to automate. Apps? It's just like Make or Zapier, except we have about 150 to 200 apps that we have there. And you can also use Webhooks, Google Sheets, and then you can also use TaskMagic to connect as well.

Um, it's really limited to your creativity. And Web is everything else. Okay, so if you want to go to apps, check if we have an app that we if we don't create, it's time to do web. So web is if you know how to do that task that you're trying to automate in a web browser, boom, use web. Okay. So, and then guided templates are essentially if you click guided templates, Kyle,

are browser web based templates that we've set up for you that just run you through how to do certain actions like start here or certain how to learn task magic, like getting started, scraping sites, content generation, LinkedIn flows, some Instagram flows, things like that. And we'll be adding more and more there.

So Kyle, is there anything that you would add to that? Like, Hey. What is my mindset on which of those I choose? Um, I think one important thing is that it's okay to be wrong. You might bind and that's the point of building an automation. You might find that an app was a great way to start, and then you hit this problem and that problem, and now web is going to help you.

And now I hit this problem and now apps is going to help me. I mean, it's a continuous process that you're going through of finding what the best option is for you. Um, so I think people just don't need that. You need to be willing to try, I guess, and not feel like you need to build one way or another.

Just try and find out what the best option is for you for that specific situation. Yeah, that's great. So I guess if I would, if I could make another thing, I feel like it's I feel like if you don't know what you're doing at all, try some of the guided tutorials, right? So I guess during onboarding, we show you the guided tutorials so you can learn how it works, right?

And see some of the guided tutorials we have. Okay. That's number one. And then you use apps if you're familiar with Zapier or make, so use apps. Okay. Desktop is. The only time you can control desktop apps is using desktop. So that's that's the kind of simple one. Um, and then using a combination is but the most powerful one is the web recording piece.

So again, before you do it in our thing, you should make sure that you could record that in a loom video, the task in a loom video and like a 60 second or less loom video to be one flow, um, and make sure you can do that flow inside a Chrome browser. Anything to add on top of that, that you would think out loud when you're building your flow.

And if you find yourself saying, I click this, then I click that, then I type this, you're kind of going down the right direction. Um, until you start hearing you repeat things in that way. I think you still haven't really figured out your flow with that. Yeah. Like I'm thinking if you come in here and you don't know what you're doing, you either know what to automate.

Right. And so my step, the, the advice to you is if you know what you want to know, the task just is Do the task in a regular Chrome browser, then all you're doing in our recorder is recording each step that you did in the regular browser, then it will just do that thing you did like a macro or like a recorded macro like you would use in Excel or, um, back in the day.

Anything to add on top of that? No, that's it. Okay. Let us know if this is helpful, if we can make any changes to this. Um, and then again, just experiment and be creative, right? Look at some of the examples and how they were done. Look at some of the tutorials and how those were done. You can really do anything.

So let us know, give us a thumbs up or, or just no, don't do thumbs down. Just do thumbs up.