For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manual Steps

Manual steps let you record a flow by picking the real targets on a real page, save it, and run it again whenever you need it. Instead of asking the AI to invent the procedure, you author the correct procedure once.

Open "Manual steps" in the side panel to create, run, and edit them.

When Manual Steps Are a Good Fit

  • You repeat the same routine task regularly

  • Letting the AI improvise produces inconsistent results, and you want the correct sequence pinned down

  • You need to guide users through internal systems the AI cannot reasonably infer

  • You want to call the recorded flow from Claude Code or Codex (MCP Integration)

Recording a Flow

  1. In the side panel, choose Manual steps → Create new steps

  2. A recording panel appears on the page

  3. Pick a target

    • Click to pick — click the target element on the page

    • Pick by area — drag a rectangle around the target

  4. Each pick adds one step. Recorded steps can be reordered or deleted

  5. When you need to use the page normally (to move to the next screen, for example), press Stop and use the page. Nothing is recorded while stopped. Press Resume selecting to go back to recording

  6. Enter a name for this navigation and press Save

The recording panel can be dragged, minimized, and resized. If you interrupt your work, the draft is restored when you come back.

What Is Recorded, and What Is Not

Content

Recorded

How to locate each target (CSS selector, role, label) and the order of the actions

Not recorded

The values you typed

Input values are never stored at capture time. At run time you enter them yourself, or in Agentic mode the AI decides them on the spot. Strings that look like personal data are also masked out of element labels.

Running a Saved Flow

  1. Open "Manual steps" in the side panel

  2. Select a flow from the dropdown

  3. Press Run

What happens next depends on the current navigation mode.

  • Normal — guides you through the saved steps in order. You perform the clicks and typing

  • Agentic — treats your chat message as the goal: the AI runs the steps and fills in the values

Steps that amount to irreversible actions — confirming a purchase, making a payment, cancelling an account — are not executed automatically even in Agentic mode. They go through a confirmation dialog (Confirm & Run).

Automatic Selection from Chat

Manual flows are matched against your chat goal using their name and description. Saying something like "run my saved search flow" surfaces the matching flow as a candidate.

To exclude a flow from automatic selection, turn Use in extension off on the dashboard.

More Actions

With a flow selected, "More actions" offers:

Action
Description

Edit

Re-pick targets on the page, and add, delete, or reorder steps. Saved as a new version

Test

Verify the flow works without consuming credits

Publish

Publish the flow to the Waylume library (Pro or above; may be hidden depending on availability)

Repairing a Broken Flow

When the site's UI changes and a recorded target can no longer be found, repair mode lets you pick a replacement target. The repair is saved as a new version, so the previous version is preserved.

Managing Flows on the Dashboard

The extension handles creation, execution, and quick on-page editing. The dashboard handles listing, publication management, and history.

Under Step management on the dashboard you can:

  • Edit the name and description (the description affects how accurately the flow is matched from chat)

  • Toggle Use in extension (turning it off removes the flow from automatic selection and from the extension list; you can turn it back on at any time)

  • Review version history

  • Publish or unlist a flow

  • Delete a flow (this removes the flow, its version history, and any related publication data, and cannot be undone)

Plan Limits

  • The Free plan allows up to 3 manual flows

  • Publishing a flow requires the Pro plan or above

  • Calling saved flows through MCP requires the Pro plan or above

Next Steps

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