Are you ready to streamline your processes and boost efficiency with Task Magic, but unsure of the best way to plan your automation steps? Look no further! In this blog post, we'll dive deep into the ultimate strategy shared by Jeremy Redman from KyleBot to help you figure out your steps before using the platform effectively.

Getting Started with Task Magic

Hey everybody, Jeremy Redman here with KyleBot. Imagine this: You're about to embark on your automation journey with Task Magic, but you're stuck at the initial phase of planning your steps. Don't worry; you're not alone in this! Many beginners face the same question - what is the best way to figure out my steps before using the platform?

The Fundamental Question

The crux of the matter is understanding the sequence of steps needed to create a successful automation flow. Jeremy emphasizes the importance of visualizing the process before diving in. It all starts with breaking down your actions into simple, manageable steps.

Recording Your Actions

One powerful technique suggested by Jeremy is to record yourself performing the task manually in a Chrome browser. By capturing your actions in a video, you can observe the workflow and identify the sequence of steps involved. This exercise not only provides clarity but also highlights any inefficiencies in the process.

Key Guidelines for Planning Your Steps

Jeremy introduces some key guidelines to streamline the planning process:

Understanding One Automation Flow

Jeremy demonstrates the concept of an automation flow using a concise example. By articulating a trigger-action scenario within seconds, he emphasizes the importance of clarity and brevity in defining your steps.

Visualizing Your Automation Steps

Task Magic simplifies the process of defining steps by offering a range of actions, including click, type, scrape, parse, screenshot, and more. Each action corresponds to a specific task within your automation flow, enabling you to visualize and implement your steps seamlessly.

Conclusion

Embarking on your automation journey with Task Magic can be daunting, especially when planning your steps. However, by following Jeremy's expert advice and leveraging the user-friendly features of Task Magic, you can craft a well-defined automation flow tailored to your needs. Remember, simplicity is key, and starting small can lead to significant victories in your automation endeavors.

Step 1- On opening Task Magic we get the option -Go to page-type-click and Scrape List

Step 2- We get more options in steps

Hey everybody, Jeremy Redman here with KyleBot. How's it going? Hey, so we got a question and the question is very, it's very rudimentary. It's one of the most rudimentary early stage questions that we get. And we're going to make a bunch of videos around this topic so it makes sense. It gets drilled in.

And the question really is, It because I have it here. I'm so I'm going to read it What is the best way to figure out my steps before using the platform? So they're saying okay, so they're looking at videos kyle If you show like how steps look like in a in a given automation They look, you know, step one, step two, step three, step four, step five, right?

Yep, right here. So step one, go to page. Okay. Step two, type something, right? Step three, click. Oh, this is a great one. Right. And step, step four, scrape a list. They'll scrape data from that page. So people don't know when they're going in or when you're first getting started. It's like we, we got, we got posed a question.

Should I use a Google doc and list my steps? What are my steps? How would I think about building the automation before just using the platform? How would I brainstorm it essentially? Like Google Docs, whiteboard, scribbles on a piece of paper is what this person wrote. Does Task Manager supply an online template or editable PDF?

We don't right now supply an editable template, but the one thing that I mentioned is, and then I have a lot of this written out, Is the best thing to do before you do your flow is if you've never used task magic before is record yourself doing that task in chrome in a regular chrome browser in a recorded video.

Okay, so that's one. So, like, that's a great exercise. And then watch that video of the task actually being accomplished. Okay, that's number one. Can you do that task in chrome? And your regular Chrome browser, not our chromium builder in regular Chrome. Can you, so Kyle, with this example, you record the loom.

Okay. And you're in your Chrome browser, your regular Chrome browser. And you go to seniorly, seniorly. com, and then you type in San Francisco and then you click this tag, I'm guessing a search tag or something. So, and then you, this is scraping something. So the first thing is, can you do that task manually in the, um, Chrome browser and your regular Chrome browser?

Can you do it once? Right. So if you record yourself doing it once, okay, now a couple tenants with that is, um, you want to make sure that that task takes no more one time running through at one time takes no more than 60 seconds in a recorded loom. In a loom video or a recorded video, it doesn't take more than 60 seconds.

If it takes more than 60 seconds, it most likely needs to be broken up into more than one flow or more than one automation. Um, so. And the way I think about steps themselves, right? Like, okay, again, in, in Kyle's example here, step one is go to page, right? So every action you take in Chrome, that is your step, typing a URL.

That's a step. So type step, click, I clicked on a button. That's a step. I typed in this field. That's a step. I copied this which would be scraping. Uh, that's another step So as you think about what flow is it and how would it look in here? Okay, that's how you kind of think about it and brainstorm again back to the beginning Everything that manual task that repetitive task or that lengthy task must be done Inside a regular chrome browser if you can't do that or let's say you don't know how to do it That's more of the limited plan of what we're doing.

If you don't know how we do have like a limited plan That's the highest plan. It's three thousand dollars Um where we'll help you build that system for you So build a system with you, but we'll take over all the heavy lifting and we'll consult on what it is Otherwise you can use everyone else in this community here Um, so outside of that So if you like a cool tip or rule of thumb that I use is if you you if you're describing it in the video like I go here, then I do this, then I go here, and I do that, or I do that, like if you use then and or, or that's a separate step, like I navigate to this URL.

Then I click here. Then I enter this in the cell and Google feeds. Then I click there. So everything, like these are things that you think about as you go through. Once you have that, I think you do have your framework. Um, again, one flow shouldn't be more than 60 seconds because I can describe to you a Zapier or a make flow right now.

And Kyle, time me. Okay. I'll sign me. Okay. Tell me when to go. Uh,

when you're gonna go to the six minute mark, you have warm up until six minutes. Okay. Okay. So. All right. So I'm going to use air table and Excel. Okay. Wait. Okay. You want me to go off of this? All right. I look at the recording time for six minutes. Yeah. Okay. Okay. So here it goes. All right. So every time a new row is triggered in air table, I then want to create an action to send an email in Gmail.

How long was that? 10 seconds. 9 seconds. 10 seconds. There we go. I just described an entire flow in 10 seconds. An entire flow with one action or one trigger and one action. So two steps. Okay, I do this. I do this Now think about it if you can't just in eight to ten seconds. I just described that I think it was under 10 seconds But if in 60 seconds, you're probably talking some outrageously complex flow Okay, it needs to be broken down.

So by definition here forth A recorded video of no more than 60 seconds with steps, all steps in 60 seconds is one flow. If it's more than 60 seconds, it needs to be, it's multiple flows. And again, we have a limited plan where we build your system if you don't want to do it at all. And we have where you get one flow for 500 bucks and three flows for a thousand, is it Kyle?

Correct. Or build it yourself. So like that, those are our guidelines. So Kyle, is there anything that you want to add as far as like mindset or how to think about steps, how to think about one automation and one flow, how to brainstorm it, how to write it down, things like that. No, I think it's just staying simple, starting small with it.

People that are working on content generation should work on content generation for Facebook before they do every social media platform they have. And what do you mean by that? Set your automation up to work on Facebook before you worry about an automation that works on Facebook Twitter and Pinterest.

Yeah. Stay simple, start simple and get a win. Yeah. Yeah. Get a win. Cause then it starts to get addicting. And, um, the way it, the way we did the. Click this type this do that right scrape this you'll see in the prompt window when you press what new Web recording and web you'll see the prompt window on the left and the chromium window on the right And on the left you see what do you want your next step to be go to this url?

Okay, what's next you'll see Click, type, scrape, one, scrape, many, right? What are the other options there? Hover, scroll down, right? So these steps, right? Filter, what else, Kyle? Parse, screenshot, refresh. But yeah, so like, yeah, screenshots are a really good one. Like if you want to take, that's why we named those, those actions.

So if you're clicking, that's, if you click once, you're That's one step. If you click again, that's another step. If you type something, if you type, if you have a form, okay, a form, and you, you have six cells, Right. And that six fields in that form, how many steps will that be Kyle? If you say that again, I'm getting cut out.

You have a form on your site and it's six fields. Yeah. How many steps would that be? Generally speaking, just generally high level. Six typing steps, and then you probably have one step to submit the form. Yeah, dude. Nice. Thanks. Yes. Correct. Six steps for each field, right? One step for each field, for a total of six.

And then you probably click a submit button, which is seven. That's probably the easiest thing, like the easiest thing we can tell you. So, start learning the tool with that in mind, okay? Another reason why you might ask yourself, Why a loom video or recording and that's because we are a visual tool We aren't a an api or or an app based tool.

You can use our app Automation tool the magic is the the browser the web automation where you can visually Click something and just do those things without any APIs or data connections, things like that. Um, anything else to add here, Kyle? Nope, that's it. Okay, so that's how you should brainstorm. Let us know in the comments, um, if this doesn't make any sense or it makes all the sense.

Again, no wrong answers. Let us know in here. Thanks.