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How to edit & create automations with the automation visualizer?
How to edit & create automations with the automation visualizer?
Updated over 2 months ago

You have now been đŸȘ„granted đŸȘ„the ability to make new automations appear and customize them to your precise needs.

Welcome to the Automation Visualizer. This is your home base for creating, editing, and perfecting all your automation.

There are two reasons you might be looking to get more details on how to use the automation visualizer:

  1. To edit your automations.

  2. To create a new automation.

Below, we will explain how to do both.

But first, here’s what an automation looks like in the visualizer:

  1. The trigger for your automation (e.g. clicking on it in the Magical extension’s panel).

  2. The “action” that will take place - filling fields - and the website this will take place on.

  3. The fields that can be filled with Magical.

  4. The data you want to autofill in the form.
    ​

1 - Edit your Automations

As you go about your day, you will see automations appear in the extension that reflect your real workflows.

But what if your workflow changes or you make a mistake? Simply edit your automation.

To find your automation:

  1. Head over to the Magical Workspace by clicking the 🏠button in the Magical panel.

  2. On the top left, click Automations.

Click on or search for the automation you would like to work with.

To fill more fields:

  1. Click “Fill with”.

  2. Choose “Info from a site” or “Text template”.

  3. If you choose “Info from a site” a pop-up will appear that shows all the available information from the source page you are using. Simply select the site info you’d like to insert into the field.
    ​

    Coming soon: Multiple sources of site info per automation!

To remove fields:

  1. Click the “x” on the site info or template located inside the field to remove it from your automation.


To edit fields:

  1. Click the “x” on the site info or template located inside the field to remove it from your automation.

  2. Click “Fill with”.

  3. Choose “Info from a site” or “Text template”.

  4. If you choose “Info from a site” a pop-up will appear that shows all the available information from the source you are using. Simply select the site info you’d like to insert into the field.
    ​
    Coming soon: Multiple sources of site info per automation!

Tips:

  • Make sure to click Save when you’re finished editing!

  • You will need to have site info labelled on your source.
    ​Learn more about that here

2 - Create new automations

Want to create your own completely custom automation from scratch? Magical has you covered in just a few clicks.
​

  1. From the Automations main page - click “Create New”.

  2. Start by selecting a site under “Fill fields.” Magical can fill out forms pretty much anywhere!

  3. Then specify the exact page you want to fill by opening up that page in a new tab or choosing it from your open tabs.

  4. Magical will scan the page for fields, and then display them so you can choose how to fill them.

  5. Click “Fill with”.

  6. Choose “Info from a site” or “Text template”.

  7. If you choose “Info from a site” a pop-up will appear with many common websites, or you can click “Add” to add your own. Once you’ve chosen a site, you can select the info you’d like to insert into the field.
    Coming soon: Multiple sources of site info per automation!

  8. If you choose “Text template” a dropdown will appear for you to select one of your existing templates.

  9. When you’re finished, click “Save”, then test out your automation by clicking “Try it out.”

In this example, we want to fill out a new patient form on WebPT. Open that page in a new tab and it will show up for you to select in the automation visualizer.
​

Tips: - You will need to have site info labelled on your source. Learn more about that here. - Give your automation a descriptive name you will recognize, so you can easily find it in the extension later!

Frequently Asked Questions

  • How do you turn off automations?

    • Next to every automation, there is a toggle that allows you to turn it off. It will go from green to grey when it's off. Turning it off will prevent the automation from appearing in Magical as you work.

  • How do you delete automations?

    • Click on the automation you want to delete. Click the “...” menu on the top right corner and then click “Delete”. This will remove the automation forever.

  • Are there recommendations for automations?

    • Yes, recommended automation will appear in the extension for you to use. They are based on your job function peers' favorite automations or your teammate's automations. Coming soon - you will soon be able to discover new automatons in the workspace.

  • Does the visualizer show the columns that will be filled in a spreadsheet?

    • Not yet - but we are working on it!

  • What is the “Are there missing fields” box for?

    • When there is a field on the form you want to fill that isn't detected by Magical - this is a way to let us know we missed it.

  • Why am I seeing more than one Name/Phone Number/etc. in the list of site info?

    • They probably belong to two different pages! For example, one lives on webpt.com/patient and the other lives on webpt.com/contact.

    • Be sure to look for the exact page you want to use as your source and “Try it out” when you’re finished to make sure everything works as expected!

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