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Automation Request Guide & Examples

Need automation? Here’s how to tell us exactly what you need.

Jane avatar
Written by Jane
Updated over a week ago

How to Describe Your Automation Request

Not sure how to explain your automation idea? No worries — just describe the steps you usually take, and we’ll help turn it into a workflow.

Here’s what to include to help us build exactly what you need:

What We Need

What to Write

1. Where does it happen?

Provide the website link, platform name, or upload the file you want us to work with.

2. What should the automation do?

Describe the steps you’d normally take. Screenshots, screen recordings, or flowcharts help a lot!

3. How often, and how much?

Let us know how often this task runs (daily/weekly) and how many items are involved (e.g. 100 rows, 50 listings, 30 clicks)

4. What result do you want?

What should happen after the task is finished? (e.g. download a file, update a spreadsheet, send an email, just perform the task — no output needed)

5. Extra materials (optional, but super helpful!)

Attach any sample files, before/after screenshots, or screen recordings. This helps us deliver exactly what you need, faster.

📂Example 1: Web Automation Request

Where it happens: https://www.linkedin.com/

What I need automated: I want to search for jobs with a keyword and extract job details into a spreadsheet. Here's what I usually do:

  1. After logging in, go to the homepage

  2. Click "Job" section

  3. Search for: Python Developer Spain

  4. Click "Search"

  5. Apply filters:

    1. Experience level: Intership

    2. Workplace type: Remote

  6. From the results, collect:

    1. Job title

    2. Company name

    3. Location

    4. Date posted

    5. Applicants

  7. Save everything into an Excel file (one row per job)

How often / how much:

  • Once per day

  • Around 50–100 job listings each time

Expected result:

  • An Excel file with all job listings

  • If login fails or the site layout changes, I’d like an error message or basic log

Extras included:

  • Sample screenshot

  • Short screen recording

📂Example 2: Spreadsheet Automation Request

Where it happens: Two Excel spreadsheets I update weekly.

What I need automated: I manually match customer IDs across two files. I want a bot to fill in missing info.

  • Sheet A (Main):

    • Column A: Customer ID

    • Column B: Customer Name

    • Column C: Tier (currently blank)

  • Sheet B (Reference):

    • Column A: Customer ID

    • Column B: Tier info

The steps:

  1. For each row in Sheet A, find the matching ID in Sheet B

  2. If a match is found, copy the Tier info to Column C in Sheet A

  3. If no match, mark it as “Not found”

How often / how much:

  • Weekly task

  • ~2,000 rows per run

Expected result:

  • A new Excel file with the matched tier info filled in

  • Same layout as original

  • A simple log for any unmatched or duplicate IDs

Extras included:

  • Sheet A - before

  • Sheet B - reference

  • Expected result

Final Tips

  • Don’t worry about being too technical — just describe what you do manually, and we’ll figure out the rest.

  • If you’re unsure how much detail to include, more is always better than too little.

  • If your case is completely different (like using a desktop app or managing cloud documents), feel free to describe it in your own words. We’ll ask if we need more info.

💡Got a task in mind? Just click the chat in the bottom-right and tell us about it!

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