Quick Start Guide ⏩

Below you will find a guide to immediately get started on automating your workflows.

Instructions 🗒️

After setting up your extension and authenticating with the dashboard, as mentioned in the Getting Started section, you’re ready to start building workflows!

The diagram below explains the steps that you have to follow in order to deploy your automation, followed by an example in the ‣ section.

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You’ll go to the website of your workflow, click on the Sola extension and click on Start new recording.
1. You will be presented with a popup asking what you want to share. We suggest sharing entire screen to ensure the recorder is able to capture all parts of the workflow. If you are using multiple monitors, ensure that all steps relevant to the workflow take place on the monitor that you are sharing.
2. If you want to scrape any value (to keep as an output of your workflow, or to use later on within the workflow), click on Scrape and then highlight the value you need to scrape. To finish, press Finish scraping. You can scrape one value at a time. Alternatively, copying values (e.g., ctrl + C) will also automatically create scrapes.
3. Once finish your workflow, click on Finish recording and then Yes, finish.
4. A caveat – certain sites receive special permissions from Chrome and block recording. Some sites that may give you trouble with recording include: new blank tabs, Chrome settings pages, and Google Suite apps (like Gmail, Google Forms, etc.). For these, we will provide special integration steps. Please let us know if there is an integration you need that isn’t available to you!
<aside> 💡 We have a limited version in beta to handle some desktop workflows. Please reach out if you are interested!

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Once you finished your workflow, click on Go to Sola Dashboard.
1. Click on the Import workflow button and the workflow will be added to the dashboard with “Processing” status.
<aside> 💡 Workflows take variable length of processing time, depending on the complexity of your workflow.

While the workflow is processing, we are running ai models, setting proper bot detection, mapping out site logic, and more. This can be anywhere from a few minutes to a few hours to process, but you’ll be notified whenever the workflow has finished processing!

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Once the workflow has processed, we’ll send a Slack message in your notification channel. The status of the workflow on your dashboard will also be changed to “Needs Review”.
At this stage, you’re ready to start reviewing and configuring your workflow using the dashboard.
1. You will be able to assign variables, which will allow you to dynamically modify values between each execution. Otherwise, the values you entered in during your recording will be used as constants in the workflow.
2. You can add conditional logic steps so that the automation behaves differently depending on the data received.
3. See in more detail the various features to edit workflows here: Workflows.
After finishing configuration of the workflow, you’ll need to mark each step as “reviewed and ready to run” and save changes to the cloud. From there, you will be able to run your workflow. Check the APIs page to understand better each one of the endpoints.
1. You will receive a Slack notification / email when your execution finishes. This notification will have a link to the execution details page, which will show screenshots of the run along with any applicable outputs.
2. Currently, we only support remote executions, but if you would like to run automations locally, please contact us and we may be able to enable the feature for you.
3. Remote executions run on our servers, but we convey to you all the details of the run for logging and debugging purposes (including full screenshots of your execution), and you can customize your notifications to ping you for various behaviors.

Recording your first workflow 1️⃣

As a simple example workflow, we’ll be checking the Travel State Gov website for their travel advisories for different countries. Use the interactive demo below to understand how to reproduce it on your end!

https://app.arcade.software/share/WSiM77xkk1KAaMWkAguk

The steps to reproduce this on your end are:

Open the Travel State Gov website (or wherever you would like to start recording).
Click on the Sola recording extension and start a new recording.
Navigate the site as you would in the standard workflow. In this case, we learn about a country and then scrape the content in the Travel Advisory section.
Finish recording. You’ll be redirected to your Sola dashboard, where you can then import the recording.
We’ll process your workflow and let you know as soon as it’s ready!

If you have any further questions or need assistance, please explore the rest of the documentation, and don't hesitate to reach out to our team via the shared Slack channel or by contacting [email protected]. We are here to help you!