How to Run a Custom Browse and Capture Workflow

Learn How to Approve Various Datasets and Run Custom Pline Workflow.

Now that your custom Browse and Capture workflow is ready, running it is simple. Follow these steps to get started:

Step 1: Select a Workflow

• Visit the webpage where you want to extract the data.

• Click the Pline Extension and select Browse and Capture mode.

• Go to the My Workflow tab and choose your custom Browse and Capture workflow.

For quick access to frequently used workflows, save them as Favorites in the Pline Portal.

Step 2: Create a Dataset

• Once you click “Use workflow,” you’ll need to create a dataset.

• Pline gives you the option to either:

  • Create a new dataset to start fresh.

  • Add to an existing dataset to merge the extracted data with previously saved records.

• After selecting, click “Create dataset” to initiate the workflow.

Pline also lets you merge records with existing dataset files for the same domain and page.

Step 3: Running the Workflow

• Now, simply browse through the web pages, and Pline will automatically collect the data for you.

• You can also extract data from multiple tabs simultaneously; all you have to do is open similar web pages on new tabs (multi-tab data extraction).

• For each tab, click Approve or Auto-approve to save your extracted records.

If you don't want to add a record to your dataset, simply click on the Reject option.

• The workflow will continue running until you manually click Stop Collection.

• After stopping the extraction, you can:

  • Preview the sample data to verify the extraction.

  • Download the data in CSV format.

  • Visit the Pline Platform for further analysis of the collected data.

You can access the complete dataset or download the CSV or JSON file from your Pline Platform.