After recording an automation you will see a number of new buttons to finish setting up your automation OR you can click play steps to immediately replay what you built

You’ll see 4 things, filter by, play step. setup trigger turn on

Filter by: How to filter your steps when viewing your automation.

More info: Filter-by to find an automation

Setup trigger: Using triggers to manage automation. More info: Setup trigger: What it does and how to use it.

Play steps: What is the play steps button. More info: Play steps button

Turn on: The ‘Turn on’ button will enable the schedule you have set for your automation. More info: What does “turn on” do.

Once you click on the 3 dots to the right of a step, the step menu will pop up: How to edit/delete/update/modify a step.

You’ll see these 6-7 options, please read: How to edit/delete/update/modify a step.

[ ] Allow error Update selector Duplicate Step Advanced settings Delete Steps Convert to click

or Convert to hover Convert to scrape

or

Convert to scrape URLs Convert to click many

When you decide to click the (+) button, you’ll see a large menu display. In this section we give you total control over how you want an automation to run, you are the boss. Take a quick look (or open each article) to see what each feature does.

Parse: Use Parse to split data from a previous step into multiple variables, extract phone numbers/emails from text, and more. More info: How the Parse Step works.

Filter: Use filter to add custom logic to your flow to skip to steps, filter out bad data or help prevent unwanted things from taking place. works best by using "scrape" to compare something from your data to some text on the screen while recording: More info: Filter.

Delay: Add delays to allow for pages to load, account for slow internet, or just to make sure the next step is ready to be completed. To add a delay that is less than 1 minute, use a decimal. For example, 0.5 would be 30 seconds.

More info: link.

URL: Navigate to any URL or use variables and a URL to navigate to a dynamic page. For example, Instagram sets all profiles to be instagram.com/username so if you have a list of usernames, you can use the variable @username to navigate to each profile. you can add the variable @username to https://www.instagram.com/ and now your automation will navigate to each profile in your list. More info: URL.

Javascript: Run a custom javascript function. Mire info: What is Custom Javascript and how is it helpful?.

Screenshot: Screenshot the page and save to Downloads. More info: Screenshots and how they work.

Custom: Add custom steps to add missed, new, or custom logic to your flow. More info:Custom Steps.

Edit automation tools: Add custom steps to introduce conditional logic, delays or even add custom code

Recapture Steps: Recapture the steps of your entire automation in Task Magic for improved accuracy and performance: More info:How to recapture a whole automation again.

Show Task History: Here you can see all the replay your automation has done and if you had any missed runs.

More info: Show Task History: How to get ready for scheduled runs.

Delete Automation: This is one of the two ways to erase the automation.

More info: How to erase an automation. @

Send to Google Sheets: This button helps you export data to your Google Sheets: More info: What’s the difference between exporting and importing data from Google Sheets?

Switch to Webhook: This option help you exporting your scraped data from an automation to any webhook.

More info: How to send scraped data to a Webhook.

Here is where you’ll find all the help you’ll ever need. We are working on updating these documents so please let us know if there any you’d like to see.

More info:How To Locate The Help Center

Yo can also go Back to your workspace and go to other automations.