I need help creating a simple copy and paste data automation.

Question

The AppSumo video that sold me on this product did not mention at all that I\u0027d need to have some coding/developer skills. The tutorials that I eventually found make it obvious that this product is intended for someone with this kind of knowledge. I enlisted the help of my brother who has these basic skills, and after many hours we still have not been able to perform a simple copy and paste data automation. I need to copy data/text from my CRM to an online form that I must log into. The biggest challenge we\u0027re facing is that Robomotion can launch Chrome, but because I\u0027m not logged in to the window it launches, the website I need to log into asks for an emailed code verification because of 2FA. This is as far as we\u0027ve gotten to. We still aren\u0027t sure how to use the web recorder to do the actual data transfer. Some help would be appreciated.

Faik_Robomotion · Answer

Hi,\u000a\u000aRobomotion RPA, like many RPA tools, is indeed a low\u002Dcode automation product. This means it often requires some technical skills—something many of our non\u002Dtechnical community members have successfully picked up over time—to build and customize flows, especially for more complex scenarios. \u000a\u000aUnlike no\u002Dcode tools like Zapier, which focuses on connecting APIs with simple click\u002Dand\u002Dgo, RPA tools work with actual user interfaces that can vary greatly between cases. This is why RPA tools, including Robomotion, may need a bit of low\u002Dcode input to handle nuanced tasks that Zapier\u002Dlike connectors can\u0027t fully support. Any no\u002Dcode claiming tool needs this for web automation in complex scenarios. If you see no\u002Dcode, they are hiding the Javascript parts somewhere deep and have tutorials for that in Advanced usage sections. Robomotion is a low\u002Dcode automation product where we try to make it as easy as possible.\u000a\u000aIn your case, you need to automate logging into a portal, and this can differ for each site. Here’s the related part from our webinar that explains login automation scenarios: \u000ahttps://www.youtube.com/watch?v\u003DkndVY\u002DjVDM4\u0026list\u003DPLie2idTJ_1wsWg93mt0aFOXhfWNlpWKav\u0026index\u003D4\u0026t\u003D515s\u000a\u000aHandling two\u002Dfactor authentication (2FA) is more complex. If you have QR\u002Dbased 2FA, you’ll need to use our 2FA package. Here’s the related part from our webinar:\u000ahttps://youtu.be/kndVY\u002DjVDM4?list\u003DPLie2idTJ_1wsWg93mt0aFOXhfWNlpWKav\u0026t\u003D1476\u000a\u000aFor email\u002Dbased 2FA, you need to use our mail package to read the email, retrieve the code, and enter it into the flow. This video shows you how to set up email automation for sending an email. While the video covers sending emails, setup works the same for receiving:\u000ahttps://www.loom.com/share/e237ba429ae94ced9d74f92df5c9e7b4\u000a\u000aHere are 5\u002D10 minute videos from Robomotion Academy to cover the basics:  \u000ahttps://www.youtube.com/playlist?list\u003DPLie2idTJ_1wvlEgLuDUDt_bbAs\u002D29xtmL\u000a\u000aWe also have a community where you can ask questions and get support from us or fellow members on our Discord server: https://community.robomotion.io\u000a\u000aBest,

sandromc · Answer

I really appreciate your quick response to my inquiry. I will review the resources you suggested. However, I do have one question first. Can Robomotion perform the copying and pasting of data that I\u0027m trying to do by opening up a new tab in the Chrome browser that I\u0027m already signed into? This would keep me from having to do the 2FA.

Faik_Robomotion · Answer

Websites should be opened by the robot, thats how it can automate the clicks and types using the chromedriver.

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