The no-code bot builder
New to the builder? We'll guide you through the essentials for creating browser automations, including how to add, duplicate, and move steps, plus some useful keyboard shortcuts.
To access the builder click "New automation" on the dashboard.
# Naming your Automation
When naming your automation, please give it a memorable title so you can easily find it. We also recommend adding meta information, such as version or status, into the title, for example, "In progress".
How
- Click in the top left corner on the title "New Automation".
- Delete the default title and add your own.
# Saving your Automation
To save any edits to your automation, simply click "Save." We recommend saving periodically as you create or modify your automations. The save button is located top right.
Tip
💡 Your automation will save automatically whenever you click "Run." If you want to do a quick save, try pressing "CTRL + S" when the mouse pointer is inside the extension.
# Back to dashboard
You can return to the dashboard at any time; you will be prompted to save any changes before your return. Simply click the back button in the top left corner of the builder.
# Duplicate your automation
To duplicate your automation, click to open the kebab menu in the top right corner of the builder.
How
- Click on the kebab menu icon, top right corner.
- In the dropdown select "Save as duplicate".
- You will now be editing the duplicate.
# Starting your automation
When you enter the builder, you will be offered a series of starting points. To read more about starting points for beginners, click here.
# Quick builder Beta
Let axiom.ai build a bot for you, give it a go!
# Add first step
To dive straight in and start building your automation from scratch by combining steps, click "Add first step". The step finder will open.
# Import automation
Follow these instructions to import a previously shared or downloaded template.
How
- Click "Import automation".
- Next, click "Select file" and upload the template.
- Finally, press "Confirm" to complete the process.
# Start from template
Follow these instructions to select a template:
How
- Click "Start from template".
- Next, choose what you want to automate.
- Then, click to add the template you wish to use.
- Finally, click "Start setup" and follow the guide.
# Using the step finder
To open the step finder and start adding steps follow these instructions.
# Launching the step finder
How
- In an automation with no steps, click "Add first step" or press "Shift +"
- To add steps at the bottom of the automation, click "Add step" or press "Shift +"
- For nested steps, click "Add sub-step" or between existing substeps.
- Finally, to add steps above or below existing steps, click between the step borders.
# Close step finder
To close the step finder, click outside the finder's borders or select a step.
# Search for steps
Enter terms into the search bar to search for steps. Use familiar terms like "Google Sheet", "Click", and "Scrape" to find the steps you are looking for.
# Snippets
At the top of the finder are Snippets, which are combinations of steps commonly used to create automations. They can be a great way to start your automation.
There are four beginner snippets.
How
- Scrape data from a page to a Google Sheet.
- Scrape links from a website and scrape each page.
- Scrape pages from a list of links in a Google Sheet.
- Fill in form.
# See all steps
To see a full list of available steps, click on the "Expand all" button positioned at the bottom of the finder. You can learn to use all the browser actions steps here. For a full list see the steps reference section.
# Shortcuts and cheats for step finder
The following shortcuts can be used to interact with the step finder:
How
- "Shift +" - To open the finder.
- "Return" - Add selected step and close finder.
- "Return" - Add selected step and close finder.
- "Shift" - Return or Shift & Mouse Click: Add selected step and keep the step finder open.
- "Esc" - Close the step finder.
- Add Multiple Steps at Once: Use the step name followed by an asterisk and a number (e.g., "enter*8"). The number represents the quantity of that step type to be added.
# Disabling, Moving, Duplicating, Deleting, and Looping Steps
All steps can be moved, duplicated, or deleted using our Move toolbar.
How
- To activate the Move toolbar, click on the checkbox to the left of any step title.
- To close the Move toolbar, click "Deselect" in the bar.
# Moving steps
How
- Select the steps you wish to move by ticking the box to the left of the step number.
- To move the steps, click above, below, or between steps, and then click "Move Here".
# Duplicating steps
How
- Select the steps you wish to copy by ticking the box to the left of the step number.
- To copy the steps, click above, below, or between steps, and then click "Copy selection here".
# Deleting steps
How
- Select the steps you wish to delete by ticking the box to the left of the step number.
- In the Move toolbar, click "Delete".
# Move steps into loop
How
- Select the steps you wish to move into a loop by ticking the box to the left of the step number.
- In the Move toolbar, click "Loop".
- Select "Loop through data" step.
# Disabling or Enabling a Step or Steps
How
- Select the step(s) you wish to disable or enable by ticking the box to the left of the step number.
- In the Move toolbar, click "Disable" or "Enable".
# Working with Steps
All steps in axiom.ai require configuration once added. To learn more about individual steps, see our Steps section. However, most people will find this configuration simple enough to complete without prior knowledge.
# Step Number
The step number indicates the position of the step in the automation.
# Edit step title
Keep track of your steps by editing their titles and adding meta information.
# Expand/collapse steps
To expand and collapse steps, click in the blank space to the right of the step title and to the left of the step kebab menu.
# Disbale steps
To disable the step, click on the kebab menu and select "Disable step". Alternatively, use the Move toolbar.
# Delete steps
To delete the step, click on the kebab menu and select "Delete". Alternatively, use the Move toolbar.
# Select step to be moved or copied
To select the step you want to move or copied, click on the tick box to the left of the step number and use the Move toolbar. You can also select "Select" or "Copy / Move" from the kebab menu to the right of the step.
# Step output token
Some steps generate tokens that enable other steps to access their data. You will see a preview of this data in the output displayed in the step's footer. If you need to refresh this data, click the refresh button in the header of the preview.
# Running your automation
To run your automation, simply click "Run" and choose between cloud or desktop. We recommend testing on your desktop. However, there are advantages and disadvantages to both options. Click to learn more about running your automation.
Tip
💡 Run frequently as you build to test your automation. This will help you solve any issues before they stack up.
# Settings
There are numerous settings that can be configured individually for each automation. For beginners, we generally recommend ignoring these settings unless required for your build. To learn in-depth about the settings, click through to the relevant pages.
To access the settings:
How
- In the builder look for the vertical sidebar far left.
- Click on "Gear" icon to access the settings panel.
# Run Options
How
# Import / Export
# Error handling
# Chrome
# Undo/Redo actions
The undo/redo options let you easily go back and forth in your actions. You can go back as far as 50 steps in your actions history.
To undo, click on the three dots on the top right, next to the save button. Select “Undo” or “Redo” to perform the action.
You can also use keyboard shortcuts:
How
- Ctrl+Z undoes the last action
- Ctrl+Y redoes a previously undone action