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Automations - building & scheduling automations
Automations - building & scheduling automations

In this guide we will learn how to create a new automation, choosing a template and the basics of editing & running automations.

Updated over a week ago

Navigating to your automations

From the dashboard menu, click on 'automations':

Your automations will appear here:

Creating a new automation

A new automation can be created in two ways:

From the automations page, click ‘+ NEW AUTOMATION’ in the top-right:

Alternatively you can use the '+ New' button in the top-left:

Your new automation will open and the templates section will appear:

We can optionally give our automation a name at the top:

Clicking the back arrow in the top-left we can see our automation is saved and accessible from the automations page:

Choosing a template or starting from scratch

Once you have created a new automation, you will be sent to the templates tab:

You can choose a template as a starting point or simply click ‘Build a template’ to start from scratch.

Adding steps and inputs

Here in the ‘build’ tab we can edit our workflow and add more steps. For more information on building workflows please refer to our actions library. In this example we will create a simple 1 step workflow using the ‘scrape page or video’ action:

Unlike when using workflows within a Shopia document, in bulk workflows you can assign inputs to any field using square brackets. In this example our workflow’s input will be ‘URL’ and for this given URL a summary will be created:

Configuring settings & publishing our workflow

Before continuing you can set your default output language and AI engine for this workflow:

Let’s click ‘SAVE WORKFLOW’ in the top right and we’re ready to start using our workflow. Here in the run tab we can run this workflow one-by-one. The outputs will be saved in the ‘Table’ tab:

Accessing your Table

Clicking on the ‘table’ tab we can manage our workflows runs.

Please refer to our guide here on running & managing & running automations via table.

Accessing your API

Please refer to our guide here on running your automation via API.

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