1) Install Windows
Download and run the installer.
System requirements: Windows 10/11, 8GB RAM recommended
2) Log in
After installation, sign in in the Windows app. You can also log in on the web, but automation runs happen in the Windows app.
3) Load sample workflows
Start by verifying behavior with samples, then duplicate and customize. This is usually the fastest workflow.
Recommended samples
- Login / validation
- Form filling automation
- Scheduled content publishing
Checkpoints
- Keep capture areas small
- Set timeouts and retries
- Create an exception path (Exit)
4) First run
Run a sample, then stabilize by checking failure points with logs/screenshots.
Recommended order 1) Confirm 3 consecutive successes on a single page 2) Expand to scenarios with page navigation 3) Add branching (If) + retries (Loop)
5) Start Autopilot
If your goal is scheduled execution, Autopilot is the fastest path.
Wizard (3 steps) → check slot states in calendar (Planned/Queued/Done/Failed) → retry when needed
6) Tips to reduce failures
- Use DOM metadata + OpenCV together to be more resilient to UI changes.
- Keep captures as small as possible.
- Make waits/timeouts explicit, and build recovery paths (Label/Jump) for failures.
- For sensitive inputs, use TypeHidden (local encryption).
Support