# Introduction Pline is a browser extension that enables efficient data extraction on websites. It works on any platform as long as Chrome runs and supports extensions. Whether you are extracting data for a one-time task or handling high-demand workflows, Pline adapts to your needs without compromising performance. With easy installation, efficient memory use, and Chrome's secure environment, Pline streamlines data extraction with just a few simple steps. #### **Step 1: Install Pline** {% hint style="info" %} Currently, Pline is only available on [Chromium-based browsers](https://www.google.com/search?q=chromium+browsers\&oq=chromium+browsers\&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIGCAEQLhhA0gEIMzkyOGowajSoAgCwAgE\&sourceid=chrome\&ie=UTF-8). {% endhint %} * Visit [**Pline's official website.**](https://www.pline.io/) * Click '[**Install Browser Extension**](https://chromewebstore.google.com/detail/pline-fast-no-code-web-sc/nofglcjcdjbndpbofoplngfchpjeneii)' to be redirected to the Chrome Web Store.

#### Step 2: Add Pline to Chrome * In the Chrome Web Store, click the **‘Add to Chrome’** button to begin the download.

{% hint style="info" %} A prompt will appear to add Pline to Chrome. {% endhint %} * Click the '**Add Extension**' button to complete the installation.

#### Step 3: Launch the Pline Extension * After installation, click the **Extensions** icon 🧩 in the Chrome toolbar and select **Pline** Extension. * On first use, review the **Terms of Service** and **Privacy Policy** as needed. * Click **‘Agree and Use Pline’** to proceed. {% hint style="info" %} *For quicker access, pin the Pline extension to your toolbar by clicking the pin icon next to it.* {% endhint %} ### **You're All Set!** Pline is now installed and ready to help you extract data efficiently. Start transforming your data workflows with ease! # Key Features Learn about critical features and functionalities to use the Pline Data Extraction tool seamlessly. * **AI-Powered Extraction:** Pline automatically understands website structure and helps you capture accurate data with minimal tagging. * **No-Code Workflows:** Build Custom or Prebuilt Workflows using a simple point-and-click interface, no technical skills required. * **Smart Browser Extension:** Extract data from public or logged-in pages, tag elements instantly, and create workflows directly from the extension. * **Multi-Page & Detail-Page Extraction:** Capture data from listing pages, inner pages, and paginated results quickly and efficiently. * **Data Integration:** Send extracted data to connected apps, automate updates, and keep your pipelines synced in real time. * **Team Collaboration:** Share workflows, work together on extractions, and manage projects in a unified workspace. * **Downloadable Reports:** Export clean, structured datasets in CSV format for analysis or reporting. * **Enterprise-Grade Security:** Pline follows strict security standards with privacy-by-design architecture and regular independent testing. # Key Terminologies This glossary of terms will help you better understand and leverage Pline's powerful data extraction features. **`Web Scraping`** The automated process of extracting data from public and private web pages. **`Workflow`** A workflow is a custom template you create for extracting data from web pages. It outlines the steps for capturing the necessary information. **`Data Field`** A specific piece of information you want to extract from a web page. **`Pagination`** Pagination defines the navigation buttons used on websites to browse the next or previous pages. It can be a load more, scroll, next, or a see more button based on your target web page. **`Integration`** The process of connecting different tools or systems so that data can flow and work together seamlessly. **`Encryption`** A process that converts data into a secure, unreadable format to protect it from unauthorized access. # Signing Up for Pline Creating an account on Pline unlocks powerful features to enhance your data extraction workflow. With a Pline account, you’ll gain full access to: * **Comprehensive Dashboard**: Centralize your data extraction activities. * **Saved Datasets**: Review and manage your extracted data. * **Credit Usage Management**: Track and optimize your data extraction credits. Signing up is quick and straightforward! *** ### Step 1: Open Pline extension * Click the pinned Pline Extension in your toolbar. * Select "[Sign In](https://platform.pline.ai/login)" at the top-right corner of the extension panel.

You will be automatically redirected to the Pline Platform for registration. * Click "[Sign Up](https://platform.pline.ai/login)" to create a new account.

### Step 2: Connect Google account * Link your Google account for a fast and secure signup process without having to remember another password.

{% hint style="info" %} Alternatively, you can enter your work email to register for Pline. {% endhint %} * Click **“Get Started,”** then choose to open the Pline Platform or start your extraction directly. *** **Welcome to Pline!**

After signing up, you’ll see the **demo page** for your workflow. From here, you can: * **Start data extraction:** Launch a live demo to see Pline extract data in just 10 seconds. * **Go to the platform:** Skip the demo and access your Dashboard to manage datasets and workflows.

{% hint style="info" %} This demo runs in a simulated environment, so the actual extraction may vary slightly. {% endhint %} Your account is now active, and the onboarding process is complete. Explore your Pline Dashboard, the central hub for managing your data extraction: * **Datasets**: Organize and review your extracted data. * **Workflows**: Create, customize, and streamline workflows for efficient extraction. * **Credit Use**: Monitor your extraction credits and optimize usage. * **Account Management**: Update your profile, subscriptions, and settings with ease. Enjoy a seamless data extraction experience with Pline! # Creating a Workflow Pline workflows are custom templates for extracting data from web pages. They specify the steps needed to extract data from websites. Pline offers two workflow options: ### 1. Prebuilt Workflow Ready-made templates designed for common instant data extraction tasks without additional setup. #### Recommended for: * Simple, hassle-free extraction of product details or pricing. * Standard tasks where speed and accuracy are critical. * Beginners or experts who need instant results. ### 2. Custom Workflow Fully customizable templates that let you define specific steps and criteria for extracting data tailored to your personalized requirements. #### Recommended for : * Unique website layouts or extract to multi-layered data. * Users who want to fine-tune the data-gathering process. * Extracting only the specific data that matches precise criteria. Whether you choose a Prebuilt Workflow or a Custom Workflow, Pline ensures a seamless experience, enabling you to gather the information you need precisely and efficiently. To explore the full potential of Prebuilt and Custom Workflows, including detailed instructions, practical use cases, and tips for maximizing efficiency, visit the dedicated pages: * [Custom Workflows](/getting-started/creating-a-workflow/custom-workflows) – Discover how to create fully tailored workflows for complex data extraction needs. * [Prebuilt Workflows](/getting-started/creating-a-workflow/prebuilt-workflows) – Learn how to leverage ready-made templates for instant results. # Custom Workflows Custom workflows in Pline enable users to customize their data extraction processes to align perfectly with the unique structures of specific websites. This ensures accurate and highly efficient data collection, effectively addressing the unique needs of each individual. ### Using Custom Workflows All custom workflows are stored within the Pline Ecosystem. Follow these simple steps to get started with using Custom Workflows. #### Step 1: Create a Workflow Open the Pline extension and click **"Build Workflow.”**

#### Step 2: Select Page Type Webpages present data in various layouts, such as **Vertical, Grid, or Horizontal Layouts.** * Choose the layout that matches the page structure (e.g., Grid Layout).

#### Step 3: Auto Grouping Result Pline automatically detects and groups similar items on the page. If it looks good, click on **“Yes, Looks good.”**

If that’s not the group you want to extract, you can try selecting the next group. * You can easily add, edit, or remove fields based on your requirements.

{% hint style="info" %} If any required data is missing, you can **manually add new fields** by selecting the required elements directly on the page. {% endhint %}

#### Step 4: Select Pagination Type * Select the appropriate pagination type, then locate it on the page and tag it.

* Preview the sample data to ensure the correct items and fields are being extracted as expected.

#### Step 5: Save the Workflow Give your workflow a name, then hover over the dropdown menu to save it for future use.

{% hint style="info" %} You can also directly save and run the workflow. {% endhint %} # Prebuilt Workflows Pline's Prebuilt Workflows eliminate complex setups, enabling easy, instant data extraction. They are designed to meet common data extraction needs across various domains. ### **Using Prebuilt Workflows** Pline's Prebuilt Workflows enable instant data extraction through a few simple steps. ### Step 1: Open the Extension Open the Pline extension and click **"Run"** on the workflows you want to use. {% hint style="info" %} Prebuilt workflows are designed for specific page structures. If you navigate to a different page, the workflow may not work as expected. {% endhint %}

### Step 2: Create a Dataset * Create a new dataset by entering a name and clicking **“Create Dataset.”**

* Pline automatically extracts data until the page ends, or you click Stop Collection.

After stopping the extraction, you can: * Download the data in CSV format. * Visit the Pline Platform for additional context on the datasets. # Workflow Status Pline categorizes workflows into three distinct statuses based on their usage within the current calendar month. Understanding these statuses will help users manage their workflows effectively and make informed decisions about their subscription plans. ### **1. Monthly Active Workflows(MAW)** Monthly active workflows are those used for data extraction at least once in the current calendar month. Users can create unlimited workflows, but only active ones count. This status resets on the first day of each month. #### **Monthly Active Workflow Limits by Plan:** Different subscription plans offer varying limits on the number of monthly active workflows: * **Starter Plan:** Up to 10 monthly active workflows * **Professional Plan:** Up to 30 monthly active workflows * **Enterprise Plan:** Scalable monthly active workflows Once a user reaches the monthly active workflow limit for their plan, any additional workflows remain locked until the next calendar month unless the user upgrades their plan. ### **2. Inactive Workflows** Inactive workflows are workflows that have not been used or haven’t extracted any data in the current calendar month. Workflows that were used only once during onboarding or accessed from the workflow directory for trial purposes are also considered inactive. Since these workflows were not actively used for data extraction, they do not count towards the inactive workflow limit. A workflow is classified as inactive if it has not been executed in the current month, regardless of its past activity. ### **3. Locked Workflows** Locked workflows are workflows that become inaccessible when a user reaches their monthly active workflow limit based on their subscription plan. Once the limit is reached, only the designated number of monthly active workflows remain accessible, while all others are locked. #### **How to Unlock Locked Workflows:** To regain access to locked workflows, users have the following options: * **Wait until the next calendar month** when the workflow count resets. * **Upgrade to a higher plan** that supports more monthly active workflows. By understanding these workflow statuses, users can efficiently manage their workflows and optimize their usage based on their subscription limits. # Edit Workflows ## Editing Via Browser Extension Follow these steps to edit a workflow using the Pline Browser Extension. ### Step 1: Launch the Extension Open the Pline Browser Extension window and select the workflow you want to edit.

#### Step 2: Enter Edit Mode Click on the three dots and choose **Edit Workflow**. {% hint style="danger" %} All schedules and integrations will be disabled and must be recreated for the new version. {% endhint %}

#### Step 3: Edit Your Workflow Pline will automatically navigate to the website, allowing you to add, delete, or rename fields.

After editing the fields, select the appropriate **pagination type** based on the website. {% hint style="info" %} For example, Amazon uses the Next button as the pagination type. {% endhint %}

#### Step 4: Preview & Run Review the sample data, then run the workflow by clicking the **Update and Run** button, or hover on the dropdown to **Update and Save**.

Pline automatically extracts data until the page ends, or you click Stop Collection.

After stopping the extraction, you can: * Preview the sample data to verify the accuracy of the extraction. * Download the data in CSV format. * Visit the Pline Platform for additional context on the datasets. ## Editing Via Pline's Platform You can also edit workflows directly from the Pline's Platform using the steps below: #### **Step 1:** Navigate to Workflows Navigate to the **Workflows** Tab in the Pline Platform.

#### **Step 2:** Enter Edit Mode Click the three dots next to the workflow in the Actions column and choose Edit Workflow. {% hint style="danger" %} All schedules and integrations will be disabled and must be recreated for the new version. {% endhint %}

#### **Step 3:** Edit Your Workflow Pline will automatically navigate to the website, allowing you to add, delete, or rename fields.

After editing the fields, click **Next** and select the appropriate pagination type based on the website. {% hint style="info" %} For Amazon, use the **Next button** as the pagination type. {% endhint %}

#### **Step 4:** Finalize & Run Review the sample data, then run the workflow by clicking the **Update and Run** button, or hover on the dropdown to **Update and Save**.

Pline automatically extracts data until the page ends or you click Stop Collection.

After stopping the extraction, you can: * Download the data in CSV format. * Visit the Pline Platform for additional context on the datasets. # Extract Data From Listing Page **Listing Page Extraction** in Pline enables efficient collection of structured data from pages that contain multiple items, such as product lists, job listings, property results, or travel listings. Users can then select the fields they want to extract (e.g., title, price, location), and Pline captures this information across all detected items. This method is ideal for extracting bulk data from search results or category pages quickly and accurately. Follow these simple steps to quickly extract data from the Listing Page using Pline. {% hint style="success" %} In this guide, we’ll demonstrate how to extract data specifically from **Amazon product listing pages.** {% endhint %} ### Step 1: Create a Workflow Open the Pline extension and click **"Create New Workflow.”**

### Step 2: Select Page Type Webpages present data in various layouts, such as **Vertical, Grid, or Horizontal Layouts.** * Choose the layout that matches the page structure (e.g., Grid Layout).

### Step 3: AI-Driven Field Detection Pline uses AI to automatically detect and group similar items on the page and **preselect relevant fields**. If the grouping looks correct, click **“Yes, Looks good.”**

{% hint style="info" %} If not, select the next group. You can **add, edit, or remove fields** as needed before proceeding. {% endhint %}

### Step 4: Select Pagination Type * Select the appropriate pagination type, then locate it on the page and tag it.

* Preview the sample data to ensure the correct items and fields are being extracted as expected.

### Step 5: Run the Workflow Give your workflow a name and click **Save and Run.**

### **Step 6: Access and Export Your Data** * Stop the extraction once you’re done.

* Download your dataset in **CSV** or explore further in Pline's Platform.

# Extract Data from Table Layout **Table View Extraction** in Pline enables accurate collection of structured data from pages that present information in a row-and-column format, such as price lists, comparison tables, financial data, schedules, or directories. Users can select the fields they want to capture, and Pline extracts this information consistently across all rows in the table. This method is ideal for gathering organized, tabular datasets quickly and with high precision.\ \ Follow these simple steps to extract data from a Table View using Pline. {% hint style="success" %} In this guide, we’ll demonstrate how to extract data specifically from **Yahoo Finance.** {% endhint %} ### **Step 1: Create a Workflow** Open the Pline extension and click **“Build Workflow.”**

### **Step 2: Select Page Type** Choose **Table View** if the page presents data in a tabular format.

{% hint style="info" %} If that’s not the group you want to extract, you can try selecting the next group. {% endhint %} * You can easily add, edit, or remove fields based on your requirements.

{% hint style="info" %} If any required data is missing, you can **manually add new fields** by selecting the required elements directly on the page. {% endhint %}

### Step 4: Select Pagination Type * Select the appropriate pagination type, then locate it on the page and tag it.

* Preview the sample data to ensure the correct items and fields are being extracted as expected.

### Step 5: Run the Workflow Give your workflow a name and run it, or hover over the dropdown menu to save it for future use.

### **Step 6: Access and Export Your Data** * Stop the extraction once you’re done.

* Download your dataset in **CSV** or explore further in Pline's Platform. # Extract Data From Both Listing and Detail Pages ### Step 1: Create a Workflow Open the pline extension and click **"Build Workflow."**

### Step 2: Select Page Type Webpages can appear as **Vertical, Grid, or Horizontal Layouts.** * Select the layout that matches the Amazon results page (i.e., Grid Layout).

{% hint style="info" %} If not, select the next group. You can **add, edit, or remove fields** as needed before proceeding. {% endhint %}

{% hint style="info" %} Make sure you extract fields from the product URL or link that will direct to the detail page. {% endhint %} ### Step 4: Select Pagination Type Select the appropriate pagination type, then locate it on the page and tag it.

### Step 5: Select Fields to Extract * Select the field with the detail page link, click **“Select fields from the detail page,”** and Pline will direct you there automatically.

* Click on the data you want to extract, enter a field name, save it, and repeat for all required fields.

* You can easily add, edit, or remove fields based on the data you need.

* Preview the sample data from both the listing page and the detail pages.

### Step 6: Run the Workflow Enter a workflow name and click **"Save & Run"** to start the extraction.

#### Step 7: Access Your Data * Stop the extraction once you’re done.

* Download the data in CSV or explore it further on Pline’s Platform.

# Extract Data From Detail Page **Detail Page Extraction** in Pline enables precise collection of structured data from individual pages, such as product listings, job postings, or property details. Users can select the specific elements to capture (e.g., title, price, rating), and Pline will extract these fields across all open detail pages. This approach is ideal for gathering unique, page-specific information accurately and efficiently. Follow these simple steps to extract data from a Detail Page using Pline quickly. {% hint style="success" %} In this guide, we’ll demonstrate how to extract data specifically from **Amazon product detail pages.** {% endhint %} ### **Step 1: Create a New Workflow** * Open the Pline extension and click **"Build Workflow.”**

* Select **Detail View** as your page type.

{% hint style="info" %} Choose the **"Detail Page"** when you want to extract information from an individual product page, job listing page, article page, etc. {% endhint %} ### **Step 2: Select Fields to Extract** Click on the data fields you want to extract from the page.

{% hint style="success" %} Enter a name for each field, save it, and repeat for all fields. {% endhint %} ### Step 3: Run the Workflow Enter a workflow name and click **"Save & Run"** to start the extraction.

### **Step 4: Review and Approve Extracted Data** After running the workflow: * Review the extracted records in the preview panel.

* Click Approve if correct, or Reject to make changes.

### **Step 5: Extract from Multiple Pages** Open multiple detail pages in separate browser tabs.

{% hint style="info" %} Pline automatically extracts data from each open tab. {% endhint %} ### Optional: Enable Auto-Approval Turn on Auto-Approval to save records automatically as you browse.

### **Step 6: Access and Export Your Data** * Stop the extraction once you’re done.

* Download your dataset in **CSV** or explore further in Pline's Platform.

# Team Collaboration With the introduction of Team Collaboration, Pline has evolved into the World's First Collaborative Web Data Extraction Platform. This feature empowers users to create an organization within Pline, inviting team members to collaborate by sharing and accessing prebuilt workflows and datasets. ### Key **Benefits of Team Collaboration** * **Streamlined Access**: Team members can create workflows and share them with others, enabling seamless collaboration on data extraction. * **Faster Onboarding**: New members can hit the ground running with ready-to-use workflows. * **Eliminate Redundancy**: Centralized workflows and datasets prevent duplication of effort. * **Scalable Solution**: Effortlessly support growing teams and larger projects. * **Improved Team Performance**: Reduce reliance on individuals and build a stronger, more cohesive team.

A list of datasets and team members' email addresses, with an option to invite with 'Add ' button for collaboration.

The next section provides a step-by-step guide on inviting and managing team members to ensure seamless collaboration and boost teamwork efficiency. # Inviting a New Team Member The Team Collaboration feature in Pline makes it easy to share datasets and workflows within your organization for efficient collaboration. Here's how to invite new team members: * **Access the Pline platform** * Navigate to the **Teams** section and click on **Invite Team Member**.

* **Enter the required information** * **Email Address**: Provide the email address of the person you want to invite. * **Role**: Assign one of the following roles: * **Admin** * **Contributor**\ For more details on roles, refer to [Pline Roles in Team Collaboration](/features/team-collaboration/roles-in-team-collaboration). * **Send the invitation** * Once all fields are completed, click **Send Invite**.

The invitee will receive an email with a link to join your organization on Pline. * **Manage your team** * Use Pline's intuitive **Team Management** tools to manage, remove, or re-invite team members as needed. The next section provides a comprehensive guide to these features, ensuring seamless collaboration for your team. # Managing Team Members Effective team management is key to seamless collaboration. Pline offers intuitive tools to help you manage your team efficiently. ## Managing team members * **Access team management** * Log in to the Pline Platform and navigate to the **Teams** tab.

* **View team details** * This section provides a detailed overview of your team members, including: * **Personal information**: Full name and email address. * **Role**: Assigned role, either **Admin** or **Contributor**. * **Date added**: When the team member joined your organization. ## Deleting team member If a team member no longer requires access, you can remove them with the following steps: * Find the team member you want to remove in the **'Teams'** tab. * Click the **three-dot menu (⋮)** next to their name and select **"Delete User."** * Review the confirmation pop-up and click **Remove User** to complete the action.

## Re-inviting a team member Pline allows you to re-invite a team member **only if they have not yet accepted the original invitation**. If an invited user hasn’t joined your organization (for example, if they missed the email), you can easily resend the invitation with the following steps: * Go to the **Teams** tab and open the **Invitations** section. * Locate the pending invite in the list. * Click **“Re-invite”** next to the user’s name.

A new invitation email will be sent, allowing them to join your organization. {% hint style="info" %} If a user has already been removed from the organization after joining, they are completely removed and must be invited again as a new member. {% endhint %} # Roles in Team Collaboration The Pline Collaborative Platform streamlines team collaboration through role-based access, ensuring responsibilities are clearly defined and effectively managed. The platform supports three distinct roles: Pline supports the creation of three distinct roles : 1. **Owner** 2. **Admin** 3. **Contributor** ## Owner The Owner holds the highest level of authority within the platform, with comprehensive control over team management, subscription handling, and administrative functions. Key responsibilities and capabilities include : * Manage payments and billing * Upgrade, downgrade, or cancel subscription plans * Invite, add, or remove team members * Assign roles (Admin or Contributor) to team members. * Build and access custom workflows * Contribute to datasets ## Admin The Admin acts as a superuser within the team collaboration framework, with broad permissions to oversee team members and workflows. Key responsibilities and capabilities include: * Invite and add team members * Delete team members * Build and access custom workflows * Contribute to datasets ## Contributor The Contributor role is designed for members who actively engage in project tasks but do not require administrative privileges. Key responsibilities and capabilities include: * Build workflows * Access prebuilt workflows * Contribute to datasets By defining these roles, Pline fosters a structured and efficient collaboration environment tailored to the unique needs of every team. # Scheduled Data Extraction The Scheduling Workflows feature in Pline automates data extraction, ensuring consistent, accurate, and timely collection, eliminating the need for manual intervention. With this feature, users can schedule data extraction workflows in advance, ensuring tasks are executed seamlessly and without delays. **Key Benefits of Scheduling Workflows** * **Enhanced efficiency**: Automates repetitive tasks, saving time and reducing manual workload. * **Consistency and accuracy**: Ensures regular data extraction, minimizing missed opportunities or outdated information. * **Custom frequency options**: Allows you to set hourly, daily, weekly, or monthly schedules to match your specific needs. * **Resource optimization**: Enables tasks to run during off-peak hours, maximizing resource utilization and system performance. The following page provides a step-by-step guide to setting up and managing scheduled workflows. Learn how to configure new schedules, adjust settings for your needs, and ensure consistent, reliable results every time. # Creating a New Schedule Pline’s Schedule Workflow feature lets you configure and automate data extraction workflows to run at specific times, eliminating manual effort and ensuring reliable results. Here's how to schedule a new workflow : ### **Step 1: Access the Pline Platform** * Navigate to the **Schedules** section and click the "**Create a new Schedule**" button.

### **Step 2: Set Up the Workflow** * Click the '**Select a workflow'** dropdown and choose the workflow you want to schedule.

* Enter the URLs for data extraction. * Click the **Validate Link** to confirm the workflow matches the URLs

{% hint style="info" %} The URLs must belong to the same domain as the selected workflow. {% endhint %} * Remove any invalid links if detected, then click **Next**.

### **Step 3: Create or Append a Dataset** * Choose to create a new dataset or append to an existing one, and click next to proceed.

### **Step 4: Configure Schedule Settings** * Enter a schedule name, start date, and time. Set the repeat frequency and end condition (Never, End Date, or After X Runs), and optionally enable email notifications.

* Review the schedule summary and click **Schedule** to confirm.

In the following section, learn how to monitor your scheduled workflows and take actions such as pausing or deleting them when needed. # Managing Scheduled Workflows Pline offers powerful yet easy-to-use tools for managing scheduled workflows. You can view details, pause, or delete workflows as needed to stay in control. The section below explains each action step by step. ## Managing Schedules 1. Log in to the Pline Platform 2. Navigate to the **Schedules** tab, where you’ll find an overview of all scheduled workflows, including: * **Schedule Name**: The name of the workflow. * **Frequency**: How often the workflow runs. * **Status**: The current status of the workflow. * **Next Run:** The date and time of the next scheduled run. * **Previous Run:** The date and time of the last scheduled run. * **Number of Runs:** Total number of times the workflow has executed.

For comprehensive information about a specific scheduled workflow, refer to [**Viewing Scheduled Workflow Details**](/features/scheduled-data-extraction/viewing-scheduled-run-details)**.** ## Pausing a schedule If you temporarily don’t need a scheduled workflow, follow these steps to pause it: * Find the schedule you want to pause in the **'Schedules'.** * Click the three dots next to the schedule name. * Select **'Pause schedule'** to complete the action. {% hint style="info" %} The **Pause** option is available only for **active schedules**. Once paused, the schedule will remain inactive until you manually reactivate it. {% endhint %}

## Deleting a schedule If you no longer need a scheduled workflow, you can remove it with the following steps: * Find the schedule you want to remove in the '**Schedules'.** * Click the three-dot menu next to the schedule name. * Select 'Delete schedule' to remove it from your list.

{% hint style="info" %} Once deleted, the workflow cannot be recovered. {% endhint %} # Viewing Scheduled Run Details Pline offers detailed insights into your scheduled workflows, enabling you to monitor key aspects such as workflow information, extraction links, datasets, schedule summaries, and run histories. Follow these simple steps to begin : ## **Access schedule** 1. Log in to the **Pline Platform**. 2. Navigate to the **Schedules** tab.

3. Click the three dots, then select **View Schedule** to see the details. Upon selection, you’ll see a detailed breakdown of the schedule, including the following:

### Workflow details Provides key information about the workflow, including its name, data fields, and extraction links. * **Available Details**: Lists the data fields and datasets the workflow is configured to extract. * **Extraction Links**: Provides a list of URLs the scheduled workflow will extract data from. Click **View Links** to see the full list.

### **Datasets** Specifies the dataset where the scheduled workflow will store the extracted data. Simply click on the dataset name to navigate directly to it. ### **Schedule summary** Offers an overview of the schedule summary. * **Start Date**: The date the scheduled workflow is set to begin. * **Start Time**: The time the scheduled workflow is scheduled to start. * **Repeat Frequency**: How often the scheduled workflow will run. * **Next Runs:** The specific time the workflow is scheduled to run. * **Ends After**: Indicates when the schedule will stop(date or number of runs).

### **Scheduled runs** Displays the execution history of the scheduled workflow, along with its current status: * **Completed**: Successfully run and finished. * **Failed**: Encountered errors during execution. * **Processing**: Currently in progress.

Refer to the [Workflow Scheduled Status ](/features/scheduled-data-extraction/workflow-schedule-status)section for detailed status updates on a scheduled workflow. # Workflow Schedule Status The **Pline Platform** provides detailed status updates for scheduled workflows, enabling users to monitor and manage them effectively. Scheduled workflows can have the following statuses: * **Completed**: Workflow executed successfully, with data stored in the dataset. * **Processing:** Workflow is currently running and performing data extraction. * **Failed:** Workflow encountered errors and could not be completed. * **Active:** The workflow is scheduled and ready to execute as planned. * **Paused:** Workflow has been temporarily halted and will not execute.

A Pline schedule summary panel displaying an automated data extraction workflow with scheduled runs and workflows status

# Proof of Record **Proof of Record™** helps you track the origin of your data. For every data point, you can see: * **Who** extracted it (name or email) * **When** it was extracted (timestamp) * **Where** it came from (URL) * **What** it looked like (screenshot of the page) Every captured record is accompanied by metadata, including the extractor’s name or email, a timestamp, the source URL, and a screenshot of the page at the moment of extraction. This feature is especially valuable where **data reliability**, **transparency**, and **auditability** are non-negotiable. ## Why does it matter? ### Transparency and traceability In an era of AI-generated content and automated scraping, trust in data is everything. With **Proof of Record™**, every piece of information can be **traced back to its origin**. This creates a **source lineage** that empowers you to: * Validate the authenticity of your datasets * Ensure data consistency across teams and tools * Build trust with stakeholders, clients, and auditors ### Trust and accountability Data errors are inevitable, but ambiguity doesn’t have to be. Proof of Record™ provides your team with the accountability framework it needs to identify the root cause of inconsistencies or anomalies. Whether it's internal QA, external audits, or cross-functional handoffs, you’ll always know **what happened, when, and by whom**. ### Operational efficiency and troubleshooting Instead of wasting time verifying the source of a data point or tracking down errors manually, you get everything you need to investigate, validate, and resolve issues at a glance. No guesswork. No redundant meetings. Just clarity. *** ## What's included with each record

Data Detail	What You Get
Who	Name or email of the user who performed the data extraction
When	Timestamp of when the data was extracted
Where	The source URL from where the data was captured
Screenshot	Screenshot of the web page as it appeared during the data extraction

## The value it brings * Enhances data governance for regulated industries * Improves confidence in data-driven decisions * Strengthens collaboration across teams through transparency * Accelerates troubleshooting by removing ambiguity With **Proof of Record™**, you're not just capturing data, you’re capturing **context**. That context becomes your safety net, your audit trail, and your competitive edge. # Enable Proof of Record ## For New Workflows **Step 1: Configure your workflow**\ Set up your workflow and review the sample data to ensure it's pulling correctly. **Step 2: Enable screenshot capture**\ While naming your workflow, expand **Advanced Settings** and select **Proof of Record** to enable automatic screenshot capture.

## For prebuilt Workflows To enable screenshot capture as Proof of Record, check the "Enable screenshot capture as Proof of record™ " option in advanced settings when creating a dataset or attaching a workflow to an existing one.

## How to access proof of record screenshots Navigate to the **Pline Platform** and select the **"Datasets"** tab. Click on your dataset to view data items and field names. Locate the "Proof of Record" column, which contains the extraction date and time.

Once you click, you'll see the following details: * **Extracted By**: The profile that initiated the extraction process. * **Extracted On**: Date and time of the extraction. * **Source URL:** Website from which the dataset was extracted. * **Screenshots**: Includes screenshots of the listing page and individual item pages (if applicable).

# Data Integration Data integration in Pline enables seamless connection and sharing of collected data with external platforms and services, allowing for automatic syncing, storage, and notifications. This eliminates manual data handling, improves workflow efficiency, and ensures your data is always up to date where you need it. ### Benefits of Data Integration * **Automate data transfer:** Effortlessly sync data to connected platforms without manual copy-pasting. * **Smart data management:** Keep your data organized in tools you already use. * **Real-time updates:** Receive instant syncs and notifications as data is collected. * **Flexible options:** Integrate with various platforms like Google Sheets, Email, and Amazon S3. ### Available Integration Options * **Google Sheets:** Sync datasets automatically to Google Sheets for easy viewing and sharing. * **Email:** Receive data updates and reports directly via email. * **Amazon S3:** Store your collected datasets securely in Amazon S3 buckets for scalable data management. The following section will guide you through setting up and managing integrations with tools like Google Sheets, Email, and Amazon S3 for seamless data flow and automated updates. # Setting Up Google Sheets Integration Pline’s Google Sheets integration lets you automatically sync your extracted data with a connected Google Sheet, enabling easier collaboration and sharing, all without manual data entry. Here's how to set up a Google Sheets integration: ### Step 1: Access the Pline's Platform Navigate to the Integrations section and click on the "**Create Integration**" button.

### Step 2: Set Up the Dataset * Select the workflow or use the dropdown to choose the workflow you want to integrate.

* Manage your dataset settings by either manually selecting specific datasets or automatically including all current and future datasets.

* Select the existing datasets you want to connect, then click **"Next".**

### Step 3: Configure Destination Select "**Google Sheets"** as the destination and complete the required configuration fields: * **Integration Name:** A custom name to identify this integration. * **Google Sheet Name:** The name of the Sheet where your data will be sent. * **Tab Configuration:** Choose whether to combine all dataset data into one tab or send each dataset to a separate tab. * **Integration Access with Team Members:** Enter the team member’s information to share access.

### Step 4: Connect to Google Sheets After configuring the Google Sheet integration, sign in with the Google account you want to use. Once connected, click "**Finish**" to complete the setup.

# Setting Up Email Integration Pline’s Email integration allows you to automatically send extracted data and reports directly to your inbox, enabling real-time alerts, reporting, and streamlined communication without manual exports. Here's how to set up Email Integration: ### Step 1: Access the Pline's Platform Navigate to the **Integrations** section and click the **Create Integration** button.

### Step 2: Set up the dataset * Select the workflow or use the dropdown to choose the workflow you want to integrate.

* Manage your dataset settings by manually selecting specific datasets or automatically including all current and future datasets.

* Select the datasets you want to connect, then click **"Next".**

### Step 3: Configure Destination Select **Email** as the destination and complete the following configuration fields: * **Integration Name**: A custom name to identify the integration. * **Recipient Email Address**: Enter the email address where you want to send the data. * **File Type**: Select the file type for the exported data (CSV or JSON). {% hint style="info" %} The download link included in the email will expire after 7 days. {% endhint %}

\ After you've successfully set up your Email integration, click "**Connect"** to complete the process. # Setting Up Amazon S3 Integration Pline’s Amazon S3 integration enables you to automatically send and store extracted data in your S3 buckets, providing secure, scalable, and centralized data storage without the need for manual uploads. Here's how to set up Amazon S3 Integration: ### Step 1: Access the Pline Platform Navigate to the "**Integrations"** section and click the "**Create Integration"** button.

### Step 2: Set up the dataset * Select the workflow or use the dropdown to choose the workflow you want to integrate.

* Manage your dataset settings by manually selecting specific datasets or automatically including all current and future datasets.

* Select the datasets you want to connect, then click **"Next".**

### Step 3: Configure Destination Select **Amazon S3** as the destination and complete the following configuration fields: * **Integration Name**: A custom name to identify this integration. * **File Name**: A custom identifier for the file stored in the S3 bucket. {% hint style="info" %} Use the naming convention: **`{filename + dataset ID + timestamp}`** {% endhint %} * **S3 Bucket Name**: The name of the bucket where data will be stored. * **File Type**: Choose the export format, either CSV or JSONL. * **Integration Access with Team Members:** Enter the team member’s information to share access.

After you've successfully set up your Amazon S3 Integration, click "**Connect".** ### Step 4: Link AWS IAM Account Provide the necessary AWS credentials to authorize access to your S3 bucket, and click "**Connect"** to finalize and activate the Amazon S3 integration.

# End-to-end Data Encryption Pline’s End-to-End Encryption (E2EE) feature is purpose-built for enterprises that prioritize data confidentiality, compliance, and zero-trust principles. When enabled, sensitive data is encrypted immediately on the client side, before it leaves the browser, ensuring that only authorized users can access it. Even Pline cannot decrypt or view the data. This feature is essential for organizations managing regulated, proprietary, or mission-critical data, and supports compliance with standards such as GDPR, HIPAA, and SOC 2. ### Enterprise-Grade Benefits * **Client-Side Encryption by Default:** Data is encrypted at the point of capture in the browser, reducing the attack surface and meeting encryption-at-source requirements. * **Zero Visibility, Even by Pline:** Encrypted data is never accessible to Pline. This aligns with **zero-trust architecture** and reduces third-party data exposure risk. * **Strict Access Control & Key Ownership:** Only authorized team members with the proper decryption keys can access the data. Keys are never transmitted or stored by Pline, ensuring full ownership remains with your organization. * **End-to-End Confidentiality:** Encryption persists across the entire data lifecycle from extraction to transmission to storage, maintaining **data integrity and confidentiality** at every stage. * **Supports Regulatory Compliance:** Ideal for teams handling data subject to **regulatory frameworks** such as GDPR, HIPAA, CCPA, or internal infosec standards. {% hint style="info" %} Once End-to-End Encryption is enabled for a dataset, Pline will be unable to assist in viewing or recovering the encrypted data. Please ensure your decryption keys are securely stored {% endhint %} The following section outlines the steps to enable End-to-End Encryption in both new and existing workflows. # Enable Encryption When Creating a New Workflow Pline allows encryption to be configured directly during workflow setup, ensuring secure data handling from the start. Here’s how to enable End-to-End Encryption during workflow creation: ### Step 1: Launch the Pline Extension and Build a Workflow Open the **Pline Browser Extension**, build the workflow with the required **page type**, **data fields**, and **pagination**, then click **View Sample Data** to validate the extraction.

### Step 2: Enable End-to-End Encryption In the workflow setup screen, expand **Advanced Settings** and enable **End-to-End Encryption** before saving or running the workflow.

### Step 3: Generate Encryption Key * Click **Generate Encryption Key** if you are using the encryption feature for the first time.

* Pline will automatically redirect you to the platform, and click **Generate New Key**.

* Enter a **key name**, set a **password**, and click **Generate** to create the encryption key.

{% hint style="danger" %} Ensure that you store your encryption key securely. Pline does not retain your decryption key and cannot recover it. {% endhint %} ### Step 4: Run the Encrypted Workflow Select an encryption key from the dropdown and click **Save and Run** to start the workflow.

Your data will be extracted and stored in an encrypted format, ensuring complete privacy and security. # Enable Encryption on Existing Workflows End-to-End Encryption can also be enabled for workflows already created and saved in the platform. Here’s how to enable encryption on existing workflows: ### Step 1: Launch the Extension Open the Pline Browser Extension, select a prebuilt workflow, and run it.

### Step 2: Enable Encryption In the workflow setup screen, expand **Advanced Settings** and enable **End-to-End Encryption**.

### Step 3: Generate Encryption Key * Click **Generate Encryption Key** if you are using the encryption feature for the first time.

* Pline will automatically redirect you to the platform, and click **Generate a New Key**.

* Enter a **key name**, set a **password**, and click **Generate** to create the encryption key.

{% hint style="danger" %} Ensure that you store your encryption key securely. Pline does not retain your decryption key and cannot recover it. {% endhint %} ### Step 4: Create an Encrypted Dataset Select an encryption key from the dropdown and click **Create Dataset**.

Your data will be extracted and stored in an encrypted format, ensuring complete privacy and security. # Real Estate Scraping Real estate professionals rely heavily on accurate listing data, including property details, pricing, agent information, and availability. With Pline, you can extract property listings from sites like Redfin, Zillow, Realtor, or Trulia, without coding. Pline’s automation identifies patterns in listing pages, groups similar items, and exports clean datasets ideal for market research, lead generation, valuation analysis, and competitive monitoring. The following steps outline a step-by-step process for extracting data from real estate websites. {% hint style="info" %} In this guide, we’ll walk you through extracting data from **Redfin** step by step. {% endhint %} ### Step 1: Create a Workflow Open the Pline extension and click **"Build Workflow.”**

### Step 2: Select Page Type Webpages present data in various layouts, such as **Vertical, Grid, or Horizontal Layouts.** * Choose the layout that matches the page structure (e.g., Grid Layout).

{% hint style="info" %} If not, select the next group. You can **add, edit, or remove fields** as needed before proceeding. {% endhint %}

### Step 4: Select Pagination Type * Select the appropriate pagination type, then locate it on the page and tag it.

* Preview the sample data to ensure the correct items and fields are being extracted as expected.

### Step 5: Run the Workflow Give your workflow a name and click **Save and Run.**

### **Step 6: Access and Export Your Data** * Stop the extraction once you’re done.

* Download your dataset in **CSV** or explore further in Pline's Platform.

# Jobs Scraping Job market insights rely on accurate, up-to-date data, including job titles, company names, locations, salaries, and posting dates. With Pline, you can extract job listings from platforms like LinkedIn, Upwork, Indeed, Glassdoor, or Monster without writing code. Pline automatically identifies job cards, groups similar data points, and produces clean datasets ideal for recruitment research, competitor tracking, talent mapping, job board aggregation, and hiring analytics. This guide provides a step-by-step process to extract job listing data using Pline. {% hint style="info" %} In this guide, we’ll walk you through extracting data from **Upwork** step by step. {% endhint %} ### Step 1: Create a Workflow Open the Pline extension and click **"Build Workflow.”**

### Step 2: Select Page Type Webpages present data in various layouts, such as **Vertical, Grid, or Horizontal Layouts.** * Choose the layout that matches the page structure (e.g., Vertical Layout).

{% hint style="info" %} If not, select the next group. You can **add, edit, or remove fields** as needed before proceeding. {% endhint %}

### Step 4: Select Pagination Type * Select the appropriate pagination type, then locate it on the page and tag it.

* Preview the sample data to ensure the correct items and fields are being extracted as expected.

### Step 5: Run the Workflow Give your workflow a name and click **Save and Run.**

### **Step 6: Access and Export Your Data** * Stop the extraction once you’re done.

* Download your dataset in **CSV** or explore further in Pline's Platform.

# Lead Generation Lead generation teams rely on structured business data, such as company names, websites, services, industries, ratings, and locations, when identifying potential clients or partners. With Pline, you can extract this data from platforms like Clutch, Yelp, Yellow Pages, G2, or GoodFirms. Pline automatically groups business listing cards and organizes them into structured datasets ideal for B2B outreach, agency prospecting, market segmentation, competitor analysis, and CRM enrichment. This guide outlines how to extract business leads effortlessly using Pline. {% hint style="info" %} In this guide, we’ll extract data from **Yellow Pages.** {% endhint %} ### Step 1: Create a Workflow Open the Pline extension and click **"Build Workflow.”**

### Step 2: Select Page Type Webpages present data in various layouts, such as **Vertical, Grid, or Horizontal Layout.** * Choose the layout that matches the page structure (e.g., Vertical Layout).

{% hint style="info" %} If not, select the next group. You can **add, edit, or remove fields** as needed before proceeding. {% endhint %}

### Step 4: Select Pagination Type * Select the appropriate pagination type, then locate it on the page and tag it.

* Preview the sample data to ensure the correct items and fields are being extracted as expected.

### Step 5: Run the Workflow Give your workflow a name and click **Save and Run.**

### **Step 6: Access and Export Your Data** * Stop the extraction once you’re done.

* Download your dataset in **CSV** or explore further in Pline's Platform.

# Ecommerce Scraping Ecommerce analysis requires reliable data on products, pricing, reviews, availability, and competitors. With Pline, you can extract ecommerce listings from platforms like Amazon, Walmart, eBay, Etsy, or AliExpress without coding. Pline automatically identifies product cards, groups essential data points, and generates structured datasets ideal for competitor price tracking, product research, category trend analysis, and brand monitoring. This guide demonstrates how to extract ecommerce product data easily using Pline. {% hint style="info" %} In this guide, we’ll extract data from **Amazon.** {% endhint %} ### Step 1: Create a Workflow Open the Pline extension and click **"Build Workflow.”**

### Step 2: Select Page Type Webpages present data in various layouts, such as **Vertical, Grid, or Horizontal Layout.** * Choose the layout that matches the page structure (e.g., Grid Layout).

{% hint style="info" %} If not, select the next group. You can **add, edit, or remove fields** as needed before proceeding. {% endhint %}

### Step 4: Select Pagination Type * Select the appropriate pagination type, then locate it on the page and tag it.

* Preview the sample data to ensure the correct items and fields are being extracted as expected.

### Step 5: Run the Workflow Give your workflow a name and click **Save and Run.**

### **Step 6: Access and Export Your Data** * Stop the extraction once you’re done.

* Download your dataset in **CSV** or explore further in Pline's Platform.