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Docs / Automations and logins / Run steps before each check

Run steps before each check

Automations are steps monity.ai performs on the page before every check: accept a cookie banner, open a tab, choose a filter, sign in. The check then captures the page as it looks after those steps.

Two ways to build them

Option Best for
Record in live browser Most pages. Do the steps once in a real browser (click, type, choose) and monity.ai turns them into automation steps.
Build manual automation Full control: add steps one by one and point each at an element.

Both are on the task’s Automations tab under Configure.

The Automations tab before any steps are added, with the Build manual automation option

Build steps by hand

  1. Add a step

    Click + (or Add action once you have steps) and choose the action type.

  2. Point it at an element

    For actions that act on an element, click the pointer icon and then the element in the page preview, which is outlined in blue. Or type a CSS selector.

  3. Order and test

    Steps run from top to bottom. Drag the dotted handle to reorder, use a step’s switch to skip it without deleting it, and the bin to remove it. Click Update task to save.

    Three automation steps: click the cookie button, wait three seconds, click the yearly pricing toggle

Action types

Action What it does
Click Clicks an element: a button, a tab, a link.
Type Types into a field, such as a search box or a login form.
Select Chooses an option in a drop-down list.
Mouseover Hovers over an element to open a menu or tooltip.
Iframe Makes the following steps act inside an embedded frame.
Wait Pauses for a number of seconds.
Refresh Reloads the page.
Scroll Scrolls down the whole page so lazy-loaded content appears.
Remove Removes an element, such as a banner, before the capture.
Inject JS / Inject CSS Runs your own JavaScript or adds your own CSS on the page.
Text Script Clicks elements by the text on them, written as plain commands.
Pages behind a login

You usually don’t need automations to stay signed in. Sign in once in the live browser instead. See Monitor pages behind a login.

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