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Building and customizing automations
Updated over 4 months ago

Shopia's comes with many templates for all kinds of use-cases within marketing and sales. You can however use the automation builder for just about any use-case you need.

Accessing the automation builder

Building an automation from scratch

Once you've created a new automation. You can click 'Build a template' in the top-right:

You will be taken to the automation builder:

Customizing an automation

Once you've created a new automation. You can select an automation template as a starting point. In this example let's click on 'Covert blog-post to social posts & email':

You will be taken to the 'run' tab where you can test this template:

To customize your automation you can click on the build tab:

Here we can see the automation builder:

Click on 'edit this automation:

Now we can edit any steps, remove steps or add additional steps:

Building your automation

In this example we will aim to build an automation which scrapes a website for key details and then writes a simple ad. We'll start with a new automation and click 'build a template':

We'll be taken to the automation builder.

Adding steps

Let's choose the action for our first step. Click on 'search actions':

Here we can choose to add templates (left) to our automation or use a workflow tool (right). For our first step we will choose the 'scrape page or video' tool:

We now have our first step, let's add a second step by clicking 'add step' at the bottom:

Now we have to choose the action for the second step. We want to create a simple advertisement. We could choose from the many ad templates on the left however in this example we will choose the 'use custom prompt' tool:

We now have the steps we need to create our automation:

Inputs

Creating inputs

We need one input for out automation, and that is the URL of the website we want to create an ad for. Click on inputs:

We'll call our input 'Website URL':

Please note that inputs are case-sensitive

Adding inputs

To add the input to a step, you can simply copy the input code by clicking on the copy icon on the right:

You can then paste it into any fields of a step:

Alternatively you can add any inputs via the plus icon on the right hand side of any field:

We can also add constant values to any fields. Let's add what we want to extract from the the website URL in step 1:

Next we will want to use the output from this step and use it in step 2 to create an ad.

Adding outputs

We can add the output of a previous step by using the [step_x] notation, where x is the number of a previous step. In step 2, let's add an instruction to write an advertisement that uses step 1:

Testing steps

Before we save our automation, we can test individual steps. Let's edit this step by clicking on the pencil icon in the top-right:

This will open the step editor:

Let's add some test data and click 'test this step':

Your test output will appear below:

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