How to Upload Files to a File Picker
How to Upload Files to a File Picker
Simplifying File Upload Automation Using WeTransfer
File uploading can be a repetitive and time-consuming task, especially if you have to perform it frequently. However, with the right automation tools and techniques, you can streamline this process and save valuable time. In this blog post, we'll walk you through a step-by-step guide on how to automate file uploads using WeTransfer.
Setting Up the Automation
To initiate the automation process, start by creating a new automation and selecting the web option. In this example, we'll be focusing on uploading an image from a URL without the need for cookies. This automation will help simplify the process of transferring files efficiently.
Navigating to WeTransfer
The first step involves navigating to the WeTransfer website or any other platform where you need to perform the file upload. This sets the foundation for the subsequent automation steps.
Recording Click Actions
Once on the website, the automation tool allows you to record click actions seamlessly. From clicking the "I agree" button to confirming your selection, each click step is crucial in automating the file upload process.
Uploading Files
The next crucial step is to initiate the file upload process. By recording and executing click actions, you can prompt the file picker to open, enabling you to select the desired files for upload efficiently.
Customizing the Upload Step
To ensure a smooth upload process, you can customize the upload step by specifying the file path. Whether you choose a local file path or a URL, the automation tool accommodates both options, making the process versatile and adaptable to your needs.
Simplifying Complex File Paths
For individuals dealing with a multitude of files and folders, organizing the file path becomes essential. By using variables and specifying the file path accurately, you can automate the upload process seamlessly, saving you time and effort.
Conclusion
Automating file uploads using WeTransfer not only simplifies the process but also enhances efficiency, allowing you to focus on more critical tasks. By following the steps outlined in this blog post, you can optimize your file transfer workflow and streamline your operations effectively.
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VIDEO TRANSCRIPT
So to record an upload step, what we can do in our new automation here, I'll go ahead and click new automation and then web. And then in this example, I'm not going to use cookies. So we'll just skip past that. Um, but what we're going to do here is we're going to build an automation that uploads an image from a URL.
To, um, we transfer. So the first step of our automation here is going to be going to we transfer. com or whatever website you're trying to work on. Then next we're going to be recording a click step of the, I agree button. So I'll click plus and then click, and then I agree. And then we'll click confirm from here, which is then going to run that click in the browser.
Notice how that click happens after we confirm the step. The reason that matters is because that's why recording upload is a little bit confusing. So next we're going to record a click step so that we can work on uploading the files. And the way that that works is we click, click here, and then I'm going to click on upload files.
And we'll notice this does not show, um, the file picker open in the browser yet. Next, we're going to click confirm, which then runs the step, and that's opening up our files that we can pick from here. So what I'll do here is I'll select a file really quick to upload, and these steps are not being recorded in, um, our automation.
This is just something I'm doing so that I can continue building. My flow. So I'll select a file and then select open, and that's going to upload the file to we transfer now, before we continue, what matters is, is that we need to make sure that we're going to have that upload process automated to do that, I can click the three dots here and then change step type, and we can change this to be an upload step.
And then we click save. After we do this, we can enter any local file path. So we could copy a file path with something like this, and it's like your entire desktop file path, or we can use a URL here. Both of these also accept variables. So what's common is people will have a desktop folder with clients, and then we can do something.
Um, like this, where we have our, uh, our file path to our desktop, and then we have a client's folder. And then we're looking at that company's specific folder to upload, whatever the reason you're doing this is. Then we can click save and that upload step is done. So we would go to WeTransfer. We would click, I agree, and then we're going to run a upload step on what we recorded, which was clicking that upload file button.