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How to Add, Edit, Delete, or Transform Site Info for Automations

How to Add, Edit, Delete, or Transform Site Info for Automations

Updated this week

1. You can control what site info is used during an automation. To get started, click the Magical icon on the page where the site info exists

2. Click the "Pencil" button at the top of the Magical panel to "Add site info"

3. To create new site info, click the "+ New" button

4. You can point and click on anything to label it

5. Label each piece of site info you need to successfully complete your automation

6. Click "Save" so Magical remembers

7. Repeat as necessary until all important pieces of site info are labelled

8. When you're finished, hit "Done editing" to save all your new labels

9. You can also edit existing pieces of site info by clicking the three dots next to their labels

10. From here, you can rename, hide, or split site info labels

11. Splitting labels can be useful if you need to keep only part of the information, or need it for different purposes

12. For example, you may want to split out the house number from a street address

13. You can also "Transform" site info by using AI to extract, re-format, summarize, calculate, translate, or combine information. Let's look at an example

14. Once you've selected a piece of site info, click "Transform"

15. Describe in plain english how you would like to transform this site info

16. Once you have inputted your instructions, click "Preview" to see if the AI understood your instructions correctly

17. If everything looks good, you can hit "Save"

18. And voila, you now have a new piece of site info created by AI that you can use in your automations

19. When you're finished, you can hit the back arrows to return to the main Magical panel

20. Now, you're ready to run your automation with your new site info!

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