Creating Your First Workflow

This guide takes a workflow from recording to validated execution.

1. Define task scope

Document these before recording:

• Start URL and required login context
• Inputs required per run (member ID, DOB, claim number, etc.)
• Expected output fields and completion criteria

2. Capture a clean recording

• Use one browser profile and stable zoom.
• Complete a successful run end-to-end.
• Avoid dead ends, retries, or extra tabs during capture.

3. Review generated steps

After upload, inspect generated instructions:

• Ensure selectors reference stable UI anchors.
• Replace fragile text matching with explicit labels when possible.
• Add waits only where state transitions are truly asynchronous.

4. Define variables

Use variable names that match business meaning, for example:

• member_id
• date_of_birth
• claim_number
• portal_username
• portal_password

Store secrets as credentials instead of literal strings.

5. Run a controlled test

• Launch one run with known-good input.
• Validate all expected outputs.
• Capture screenshot evidence for the final confirmation step.

6. Prepare for batch

Before enabling operators:

• Add error handling for common stop conditions.
• Document acceptable failure reasons.
• Verify at least 95 percent success on a 20-case pilot sample.

Done criteria

A workflow is production-ready when:

• Inputs and outputs are fully defined
• Variables are secure and reusable
• One-run and small-batch tests are stable
• Operations team has a rollback or retry procedure