Web Operator | MESA Docs

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The Web Operator action is a specialized action within the AI tool that allows you to interact with a remote browser instance by talking to Yedric. With it, you can log into a system, extract data, or take actions directly in the browser, and then turn that flow into an automation.

Configure

Extracting Data Example

The following tutorial explains how to use the Web Operator via Gmail to automate gathering the 10 most recent emails from your inbox.

Web Operator Tutorial: Extracting Data - YouTube

Setup

1. Add the Web Operator step to your workflow.
2. Click the Build Web Operator instructions with Yedric button within the Web Operator step to launch Yedric.
3. Tell Yedric exactly what you want to do in the service you're using.
   • For this example, the prompt is: " Can you login to my Gmail account and list the 10 most recent emails in my inbox, including sender, subject, and the time received?"
4. Use the browser session Yedric creates to log in to the service.
5. Once logged in, tell Yedric to continue.
6. After Yedric provides your results, review them to ensure that all of the information is accurate.
7. Once you've confirmed Yedric has provided accurate results based on your instructions, tell Yedric to "save this as an automation."
8. After Yedric confirms the automation has been saved, you should see your Web Operator step has been updated with the instructions.
9. Save your workflow and begin a manual run to see how the results of this process will be automated going forward!

The data from the automation will be available in your workflow as variables.

Submitting a Form Example

The following tutorial explains how to use the Web Operator to submit a form in an automation.

Web Operator Tutorial: Submitting a Form - YouTube

Setup

1. Add the Web Operator step to your workflow.
2. Click the Build Web Operator instructions with Yedric button within the Web Operator step to launch Yedric.
3. Tell Yedric exactly what you want to do.
   • For this example, the prompt is: " I want to submit my Shopify order to this form [create a Form link]. The form only has Order Name, and Customer Name. I want you to send the order name and the customer name."
4. Yedric will create a browser session, but you will not need to use it.
5. Wait for Yedric to finish analyzing the page.
6. After Yedric provides your results, review them to ensure that all of the information is accurate.
7. Once you've confirmed Yedric has provided accurate results based on your instructions, tell Yedric to "save this as an automation."
8. After Yedric confirms the automation has been saved, you should see your Web Operator step has been updated with the instructions.
9. Save your workflow and begin a manual run to see how the results of this process will be automated going forward!
10. If you're using the Form in another workflow, verify that it was submitted based on your Web Operator step processing.

What to do with a Connection Error

1. If your Web Operator has run and did not complete the expected outcome, it's best to check the connection.
2. Navigate to My Account from your profile icon in the MESA dashboard and select the Connections tab.
3. Select the connection that your Web Operator is using (it will look like the AI step icon).
4. With the connection modal open, click the Take me to login button and log in to the service you're using with the Web Operator.
5. Save your changes to update the connection for Web Operator.

Going Further

When to use the Web Operator

The Web Operator should be used when you need to take actions in a service that requires logging in, and:

• Does not have an existing integration, or
• Does not provide an API (or the API is too limited for what you need).

When NOT to use the Web Operator

The Web Operator should not be used if you do not need to log into a service and are simply trying to extract data. Better alternatives for these instances include:

• Using the API tool when the data is available as JSON.
• Using a programming language if you’re transforming or processing data.
• Using the Scraper tool if you’re abstracting or extracting data from public web pages or forms.

Best Practices

There are a few key factors that will get you the best results with the Web Operator action:

• Be very explicit about what you want Yedric to do.
• You are responsible for logging into the target system during setup.
• Confirm that the output matches what you expect for your given example.

Technical Notes

Performance and Timing Expectations

Because the Web Operator is using AI to visually navigate, analyze, and interact with a live browser, some steps, such as extracting data, analyzing pages, or determining next actions, can take a bit of time. It is normal for certain operations to take up to a minute or more while the AI figures out what to do next.

Logging in to Third-Party Services

For privacy protection, do not prompt Yedric to automate the login process for your Web Operator by providing login details (usernames, emails, passwords, etc.). You should manually add your login credentials via the browser instance that's generated each time you use the Web Operator.