TaskMagic Glossary

Some words and things

Browser Recording

A browser recording is an automation that takes place in a browser. This may include Apps (API) steps but will most likely contain more click, type, etc. steps that interact with the website

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Apps

Apps is a

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Variables

Variables are “words” that can be used to replace data in your automation with some other data from other sources. If your automation is connected to a google sheet then you will have your headers (like first name, last name, email). If your automation is triggered when a new row is added to google sheets, then google sheets sends TaskMagic (kyle, wilson, notkylesemail@taskmagic.com). Now, in your automation if you have a type step you can put @email which when running will be replaced with notkylesemail@taskmagic.com. So, if we have a form entry automation, it can now enter whatever was in our Google Sheet in our automation just by us selecting the variables and adding it to our automation

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Workspace

Workspaces are like folders that you can share with your teammates and store automations inside of. If you invite someone to your workspace then you are granting them access to create and manage the automations inside that workspace unless you lock your automation.

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Triggers (Browser Recording and Apps)

Triggers are the key to starting an automation. For example, when the doorbell rings, the dog should start barking. The doorbell being rung is your trigger which starts the automation (the dog barking). If the doorbell is not ever rung, then the dog will not bark*

Triggers are most commonly either setup to run at a certain time of day (when it is 9am on Monday, on every hour of the day, every day at 9am) or when a new event happens in some other place. For example, new record added to Airtable, new row in Google Sheets, new form in Typeform or new doorbell ring.

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Actions (Apps only use actions)

Actions are APIs we have available that are normally used to modify something else. Create, Get/Find, Update or delete are the most common actions we will see here. Actions are essentially the same as a Browser recording. One Apps Action usually accomplishes multiple Browser Recording steps so it may feel like these automations are much smaller. Where an apps action is “Add new person to Hubspot”, the Browser recording is go to hubspot.com, click people, click add new, type name, type email … and so on. This accomplishes the same functionality but in this scenario an apps action is the quicker and better option.

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