Introduction: In today's fast-paced world, automation has become a vital tool for streamlining processes and increasing efficiency. One fundamental aspect of automation that often sparks curiosity is the concept of recording steps. Understanding why recording steps is crucial in automation platforms can significantly enhance your automation workflows.

What is Recording in Automation? At its core, recording steps in automation involves visually capturing a series of actions to automate a specific task. It's akin to recording a loom video, where each action is documented for playback. Synonyms like capturing, transcribing, or documenting can be used interchangeably to describe this process, highlighting its essence in simplifying automation tasks.

Recording Steps in Action: When you delve into an automation platform like TaskMagic, the visual aspect of recording steps comes to life. Contrary to traditional automation tools, which operate mainly on the backend, TaskMagic focuses on capturing actions on the frontend – the user interface you interact with. By visually recording steps, users can create efficient automation processes tailored to their needs, unlike rigid systems like Zapier.

Comparison with Macro Recording: Drawing parallels with recording macros in Excel sheds light on the benefits of recording steps in automation. Just as recording a macro simplifies repetitive tasks in spreadsheets, recording steps in automation platforms simplifies complex processes. This visual approach empowers users to create dynamic automation sequences that can be replayed effortlessly.

Importance of Recording Steps: The significance of recording steps lies in its ability to enhance automation efficiency. By capturing these steps, users can play them back, schedule them for future runs, and even introduce dynamic data elements into the automation process. This foundational step ensures that automation tasks are executed accurately and reliably every time.

Conclusion: In conclusion, recording steps in automation platforms like TaskMagic unveils a world of possibilities for streamlining workflows and maximizing productivity. By embracing the concept of recording, users can embark on a journey towards creating seamless automation sequences that revolutionize how tasks are performed. Dive into the realm of automation, unlock the power of recording steps, and elevate your efficiency to new heights.

Step 1- Click on Hit New automation

Step 2- Click on Web

Step 3- Continue with cookies and this will give us prompt window in right –type the web name—click on save go to URL

Step 4-This opens up the web in right and record the steps to play automatically

VIDEO TRANSCRIPT

Hey everybody, Jeremy Redman here from TaskMagic with Kyle. How's it going? Okay, cool. So we got a question in here and this is a good one. This is a good one for the course as well. And it's about getting started and if it's good for you or what does it mean or how does it differ from Zapier or Make or some other automation platforms that you're thinking about.

So we got posed the question, why am I recording steps? And what does recording have to do with my automation? So high level, this platform is very visual, right? So it is you just looking at something and essentially what we call recording. those steps. So you can also call it capturing steps, but all put together, it's almost like a video or a playback of sorts.

So that's why we call it recording. Um, we also make the comparison with if you can record a loom video, right? So it's, it's kind of like saying, it's kind of like taking a loom video. And why does loom video record it? Cause we kind of, Do record that, that Chromium window, that browser window that we give you, um, the incognito window.

So, it is, we're recording those steps, right? So, what is another, what is another adjective for recording that we could use? Or a synonym? Capturing, I don't know, write down, set down, put in writing, put down, take down, commit to paper tape. That'd be more confusing. Um, audio tape, uh, transcribe, whatever. So like, yeah.

So just in general, like recording is probably recording those steps, right? Like, like think about, don't get too heady about it, but like you record notes, but you're actually typing them, right? Like you record board minutes in a meeting. Okay. Right? So you're recording. It's the act of putting down on something right in here.

Your if Kyle shows you here, uh, if you go like, look at how the steps are like if you hit new automation, Kyle would be wonderful if you kind of did something on here while I was talking. So cool. So if you go to web, this one's not cookies. That's the cookies prompt. So if you come in here, we do have this prompt window on the left and then the browser window on the right And it's almost like a video recording, but it's not taking an actual mp4 file So it's recording recording slash capturing these steps Um, if you're familiar with make or zapier those things are Just database.

That's the difference between a visual platform like ours or RPA or robotic process automation, right? Capturing certain things on the front end, the front end of a platform is the visual part of what you see for those who don't know. So, um, the bat as opposed to the back end, which is the stuff I guess you can make that we're front end and Zapier and make would be back end, right?

Kyle. That's fair. Yeah. Yeah. So that's where the data transfers. You can only do certain calls. So like, you can only, you only get what they give you. This is kind of making and recording things on the front end, the front, what you see on the browser. So, um, Yeah, and then you're essentially just telling us what you're doing, like clicking something, doing that thing, and then confirming that thing.

That is the process of recording. Um, and it, you're recording them because there would be no other way to play them back for you, right? So, I do believe, Kyle, they, like, back in the day in Excel, you, you use the term recording a macro. Isn't it? I honestly have never set up an excel macro, but I think that's what it is.

I think that's what it is Recording macro. Ah, yeah the call. Yeah, it is So in microsoft support it says on the developer tab click record macro. Yes. So that's a great thing So like it is essentially like recording a macro. So we're using some of that terminology Um, if you don't know what a macro is You can Google it, but also it's just you recording your screen kind of in Excel to do formulas and certain things, um, like an automation inside Excel or maybe Google sheets or whatever.

So that is recording steps. Um, and why you're recording steps because once those steps are recorded, you can play those steps, right? Schedule them to run, add dynamic data, but you need to have recorded those steps before. You can play them back later, right? Or do that thing again later. Does that make sense?

Did I miss anything, Kyle? Nope. I think that's good. That's good. Okay. I think that covers it. All right. Bye. Bye. Bye.