Why make users complete repetitive tasks when we can simply automate them? With Auto-Steps, we can easily automate numerous tasks for your users.
Watch the video to understand how to create efficiency with Auto-Steps.
| Key Takeaways |
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This way, users can focus on what really matters instead of where to navigate to get to a feature. With Auto-Steps, automating multiple steps or an entire process is fast and easy to do. You simply capture the steps as you go. Best of all, there's no coding, API, or back end integration required! |
Utilizing Automation in your Flows
With Auto-Steps, we can automate actions for our users, saving them time, and improving their user experience.
Today, we'll look at Auto-Steps that can:
Click an element
Fill Text into an element
There are also Auto-Steps that we'll learn in future lessons that can automatically hover an element, focus an element, select a list value from a drop-down menu, and more!
The figure shows the example of an Auto-Step in a Smart Walk-Thru that will click OK on the screen for a user.
Automatically Click Elements
Auto-Click Steps, like their name, will automatically click on the selected element. Pretty straight forward, right? They are typically used for:
Clicking through navigational steps
Opening up menus or tabs for the user
Example of an Auto-Step in a Smart Walk-Thru that will click OK on the screen for a user.
Watch the video to know more. Note that the video doesn't support audio.
Automatically Fill Text Fields
Auto-Fill Steps will drop in pre-determined text into the selected element as long as it is a field where users can enter text inputs. You commonly see Auto-Fill Steps used to:
Drop in templates for users to complete
Automatically fill standard information for a user such as when Google auto-completes a form
Example of an Auto-Step in a Smart Walk-Thru that will click OK on the screen for a user.
Watch the video to know more. Note that the video doesn't support audio.
Automation's Importance in Business
Using Auto-Steps, we can eliminate routine navigational steps by replacing them with Auto-Steps. In some cases, we can completely automate a process, saving users a ton of time, effort, and reducing errors that can occur throughout the process.
Example of an Auto-Step occurring on the site where a click is automatically being made without user interaction.
Watch the video to know more. Note that the video doesn't support audio.
