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 each individual's unique needs.

Using Custom Workflows

All custom workflows are stored within the Pline Ecosystem.

Follow these simple steps to get started with using Custom Workflows.

You must log in to your Pline account to access saved Custom Workflows.

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• Open the Pline browser extension window and click "Get Started" in either mode.

In this section, we will focus on Browse and Capture.

• Select a saved custom workflow from the "My Workflows" tab in the Pline extension panel. Review its categories and data fields before running it.

• Scroll to the bottom of the webpage.

This step is essential as it automatically enables the Pline extension to gather all relevant information from the target page.

• Now, click “Use Workflow.”

• Enter the dataset name and click "Create Dataset." Alternatively, you can add it to an existing dataset.

• Pline will display the number of records extracted from the webpage. Now, you can click on "Approve" to approve and save all the collected records.

Once the process is complete, you can download the CSV file for quick analysis. However, for the best experience and more advanced options, we recommend accessing the entire dataset on the Pline platform.

Best Practices

Follow these tips to create efficient and reliable custom workflows.

• Use descriptive names for workflows.

• Regularly review and update workflows for frequently changing websites.

• Test workflows on smaller datasets before applying them to larger ones.

• Use preview options to check how the workflow interacts with your target page and adjust as needed.