Skip to main content
All Collections🤖 Flobot FeaturesBrowser Automation
How to Configure Browser Control in Yoom
How to Configure Browser Control in Yoom
Yoom Customer Service avatar
Written by Yoom Customer Service
Updated this week

📝 Overview

The "Operate the Browser" feature in Yoom is a browser RPA (Robotic Process Automation) tool that automates tasks in a web browser. This is especially useful for automating tasks on web services without APIs.

This guide will walk you through the entire process of setting up and using browser control in Yoom.

⚖️ Rules & Limitations

Feature

Details

Task Consumption

1 task per action inside the operation

Max Actions per Operation

Up to 100 actions

Browser Support

Google Chrome only

Incognito Mode

Automation runs in Chrome Incognito Mode

🛠️ Preparation Steps

1️⃣ Install Chrome Extension

  1. Add the Chrome Extension:

    Install the extension Yoom Browser Operation Setting Tool.
    ​

  2. Enable Incognito Mode.

    Manage extensions > Yoom ブラウザ操作オペレーション 設定ツール > Details

    Toggle ON Allow in incognito mode.

  3. Reload Yoom

    After setting up the extension, go back to Yoom and refresh the page.

⚠️ Ensure this is the correct Chrome extension for Browser Operations — it differs from the Chrome Extension Trigger.

2️⃣ Register Account Information (My Apps)

If your automation involves login steps, pre-register the login credentials in My Apps.

  1. In Yoom, click My Apps in the left sidebar menu.

  2. Click Link Account for Browser Automation > + Add Connection.

  3. Enter the following details:

    • service name (any identifier)

    • account name (login account)

    • password

  4. Click Add.

⚙️ Configuration Steps

1️⃣ Launch Browser Control

  1. In the Yoom editor, select Automate Browser Actions.
    ​

  2. If the Chrome extension is installed correctly, a URL input screen will appear.

  3. Enter the starting URL (the first page the automation should access).

  4. Click Start Operation.

    ⚠️ If this prompt doesn't appear, double-check the Chrome extension setup.

​

2️⃣ Record Actions in Incognito Mode

  1. A Chome incognito window will open automatically.

  2. Perform the web tasks you want to automate inside the incognito browser.

  3. Hover the mouse over elements (buttons, input fields, etc.). The hovered element will be highlighted in light blue.

  4. Click on the element once it's properly highlighted.

    💡 Example: If you hover over an email input field, it will be highlighted in blue.


​

3️⃣ Assign Actions

  1. After clicking an element, the Select Action menu will appear.

  2. Choose the actions you want to perform.

3. After selecting the action:

  • Name the action

  • Set any required details (e.g., text to input)

  • Click “Add”

💡 The action will be executed immediately in the incognito browser and added to Yoom’s editor.

4️⃣ Repeat and Build the Workflow

  1. Repeat the process for every action you want to automate.

    Hover > Click > Choose Action > Add to Workflow

  2. The Yoom editor will automatically update with each new action.

​⚠️ Important:

  • Actions performed in the incognito browser affect the live website.

  • Be cautious when performing operations like form submissions or deletions.

🧪 Testing the Automation

  1. After building your browser automation, click Test in the Yoom editor.

  2. The browser action will execute in real-time in the incognito browser.

  3. If an action retrieves data (e.g., extracting a value), Yoom will use a sample during testing.

⚠️ Testing Limitations:

  • Only one test can run at a time.

  • You cannot edit the operation during testing.

  • Complex automation may take longer to complete during tests.

✅ If the Test is Successful:

  • Click “Save” to finalize the browser automation.

⚠️ If Errors Occur:

Did this answer your question?