Understanding the Basics

Before you start building, let’s clarify the fundamental concepts you’ll encounter in Jsonify. Understanding these will make creating your automations much easier.

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Core Components

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1. Workflows

Think of a Workflow as the master plan or recipe for your automation. It’s a sequence of actions that you define for an AI Agent to follow. Each workflow is designed to achieve a specific goal, like extracting all product reviews from a site or finding contact information for a list of companies. You build workflows visually in the Workflow Editor.

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2. AI Agents

An AI Agent is your digital worker. It’s an AI equipped with its own browser instance that executes the steps defined in your workflow. When you run a workflow, Jsonify assigns one or more AI Agents to carry out the tasks, navigating websites, interacting with elements, and extracting data just like a human would, but much faster and at scale.

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3. Workflow Blocks

Blocks are the individual instructions or steps within a Workflow. Each block performs a specific action, such as:

• Open Websites: Tells the agent which website(s) to visit first.
• Extract Data: Instructs the agent on what specific information to find and save.
• Interact with Page: Allows the agent to click buttons, fill forms, or perform other interactions.
• Find Links: Directs the agent to locate specific links on a page.

You combine these blocks sequentially in the Workflow Editor to build your automation logic.

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The Workflow Editor

This is your main workspace for creating and modifying workflows. Here’s a quick overview:

• Canvas: The central area where you visually arrange your workflow blocks.
• Block Panel: (accessible via a ’+’) Contains all available blocks you can use onto the canvas.
• Configuration Panel: When you select a block on the canvas, this panel appears, allowing you to set its specific parameters (e.g., entering URLs for Open Websites, defining data fields for Extract Data).

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Running Workflows & Getting Results

Once your workflow is built:

1. Run: You initiate the workflow via a “Run” button. Jsonify assigns AI Agents to start executing the steps.
2. Monitor: You can monitor the progress in real-time.
3. Results: When the workflow completes, the data extracted or generated by the AI Agents is collected and made available in your Dashboard, in formats like tables (JSON/CSV) ready for download or further analysis.

Now that you understand these basics, you’re ready to build your first workflow!