Your First Process - Hello World

Welcome to Heptora! In the next 15 minutes, you’ll create your first automation from scratch using Heptora’s AI Assistants. No programming knowledge required: the assistant will guide you step by step.

What Will You Build?

You’ll build a simple yet powerful process that:

1. Automatically opens a web browser
2. Navigates to a specific page
3. Extracts information from the page
4. Sends you an email with the results

This process will show you Heptora’s core capabilities and how you can automate repetitive tasks in minutes.

Your “Aha!” Moment

By the end of this tutorial, you’ll have created your first functional automation. This is just the beginning of what you can achieve with Heptora.

Prerequisites

Before starting, make sure you have:

• ✅ Heptora Robot installed and activated on Windows
• ✅ Logged into the local robot with your credentials
• ✅ Access to Heptora’s web platform (app.heptora.com)

Haven’t installed the robot yet?

If you need to install the robot, see first: Robot Installation on Windows

Step 1: Access the Build Assistant (2 minutes)

Let’s start your first process using Heptora’s Build Assistant.

Access the Web Platform

1. Open your browser and go to app.heptora.com
2. Log in with your credentials
3. You’ll see Heptora’s main dashboard

Create a New Process

1. Click the ”+ New Process” button (top right corner)

2. A dialog will open with options:

   • From template: Pre-configured processes
   • From scratch: Blank process
   • With assistant: Step-by-step guidance (👈 select this)

3. Select “Create with Assistant”

Initial Setup

The assistant will welcome you and ask some questions:

Question 1: What name do you want to give your process?

Suggested answer: My First Process - Hello World

Question 2: What type of automation do you want to create?

Select: Web data extraction

Question 3: Do you have previous automation experience?

Select: None - I'm new to this

The assistant will adapt the experience to your level. Perfect to get started!

Step 2: Design the Process with the Assistant (5 minutes)

Now the assistant will guide you to build your process visually.

Understanding the Interface

You’ll see three main areas:

┌─────────────────────────────────────────────────────┐
│  Toolbar                                            │
├──────────────┬──────────────────────────────────────┤
│              │                                      │
│  Block       │      Design Canvas                   │
│  Library     │      (Drag blocks here)             │
│              │                                      │
│  [📦 Web]    │      ┌─────────────┐                │
│  [📄 Data]   │      │    Start    │                │
│  [✉️ Email]  │      └──────┬──────┘                │
│  [🔧 Other]  │             │                       │
│              │             ▼                       │
└──────────────┴──────────────────────────────────────┘

Add First Block: Open Browser

The assistant will indicate:

Step 1 of 4: We need to open a web browser.

I recommend using the "Open Chrome Browser" block

You do:

1. In the Block Library, find the “Web” section
2. Find the “Open Chrome Browser” block
3. Drag it to the canvas and drop it below “Start”
4. The assistant will automatically connect the blocks with a line

Configure the block:

• Click the block to see its options
• The assistant will ask: “Which browser do you prefer?”
  • ✅ Chrome (recommended)
  • Firefox
  • Edge

Assistant Help

If you have questions at any step, click the help icon (?) that appears next to each option. The assistant will explain what it’s for.

Add Second Block: Navigate to URL

Step 2 of 4: Now we'll navigate to a web page.

We'll use the "Go to URL" block

You do:

1. Find the “Go to URL” block in the Web section
2. Drag it below the previous block
3. The assistant will automatically connect the blocks

Configure the block:

• Click the block
• In the “URL” field, type:

  https://example.com

For this tutorial

We use example.com because it’s a simple page that’s always available. In your real processes, you’ll use the URLs you need to automate.

Add Third Block: Extract Page Title

Step 3 of 4: We'll extract information from the page.

We'll use the "Get Page Title" block

You do:

1. Find the “Get Page Title” block in the Web section
2. Drag it below the previous block
3. It will appear automatically connected

Configure the block:

• Click the block
• The assistant asks: “Where do you want to save the title?”
• Type a name for the variable:

  page_title

Variables

Variables are like drawers where you store information. In this case, you’ll save the page title in the page_title variable to use it later.

Add Fourth Block: Send Email

Step 4 of 4: Finally, we'll send you the results by email.

We'll use the "Send Email" block

You do:

1. Find the “Send Email” block in the Communication section
2. Drag it below the previous block
3. Connect the blocks

Configure the block:

The assistant will ask for several details:

Recipient:

your_email@example.com

(Use your real email to receive the result)

Subject:

My first Heptora process worked!

Message:

Hello,

My first automation process ran successfully.

Title of the visited page: {page_title}

This is the beginning of my journey with Heptora.

Best regards,
The Robot

Use variables in the message

Notice we wrote {page_title} in curly braces. This tells Heptora to insert the value of the variable we captured earlier.

Final Process View

Your process should look like this:

┌─────────────────┐
│      Start      │
└────────┬────────┘
         │
┌────────▼─────────────────┐
│  Open Chrome Browser     │
└────────┬─────────────────┘
         │
┌────────▼────────┐
│   Go to URL     │
│ (example.com)   │
└────────┬────────┘
         │
┌────────▼──────────────┐
│  Get Page Title       │
│  → page_title         │
└────────┬──────────────┘
         │
┌────────▼─────────┐
│   Send Email     │
└──────────────────┘

The assistant will show you a message:

🎉 Process completed!

You've designed your first automation process.
All blocks are correctly configured.

Ready to test it?

Step 3: Save and Validate (2 minutes)

Before running, let’s save and validate the process.

Save the Process

1. Click the “Save” button (top right corner)
2. The assistant will save your process to the cloud

Auto-save

Heptora automatically saves your changes every few seconds, but it’s good practice to click “Save” before running.

Automatic Validation

The assistant runs an automatic validation:

Checking process...

✅ All blocks are connected
✅ All configurations are valid
✅ No flow errors
✅ Robot is active and ready

Status: Ready to run

If the assistant finds any issues, it will show you:

⚠️ Warning found

Problem: You haven't configured the destination email
Block: Send Email

Suggestion: Add your email address in the "Recipient" field

[Go to block] [Ignore]

Fix any warnings before continuing.

Step 4: Run Your First Process (3 minutes)

Exciting moment! Let’s run your process.

Start Execution

1. Click the green ”▶ Run” button (top right corner)

2. A dialog will appear:

   How do you want to run this process?
   
   • Run now (once)  👈 Select this
   • Schedule execution
   • Run in test mode

3. Select “Run now”

4. Confirm by clicking “Start Execution”

Watch Real-Time Execution

You’ll see the Execution Panel with real-time information:

Status: Running...
Progress: [████████░░░░░░] 50%

Executed blocks:
✅ Start
✅ Open Chrome Browser
✅ Go to URL (example.com)
🔄 Get Page Title...
⏳ Send Email

You’ll also see:

• On your computer: A Chrome window will automatically open
• The browser will visit example.com
• The window will automatically close when finished

Execution Result

After 30-60 seconds, you’ll see:

🎉 Execution completed successfully!

Duration: 45 seconds
Executed blocks: 5/5
Errors: 0

Result:
- Browser opened: ✅
- URL visited: ✅
- Title extracted: "Example Domain"
- Email sent: ✅

[View details] [Run again] [Close]

Check Your Email

1. Open your inbox
2. Look for an email with subject: “My first Heptora process worked!”
3. Open it and you’ll see something like:

From: Heptora Robot <noreply@heptora.com>
To: your_email@example.com
Subject: My first Heptora process worked!

Hello,

My first automation process ran successfully.

Title of the visited page: Example Domain

This is the beginning of my journey with Heptora.

Best regards,
The Robot

🎉 “Aha!” Moment

You just created and ran your first automation!

You built a process that:

• Automatically controls a browser
• Navigates to web pages
• Extracts information
• Sends you results by email

All without writing a single line of code. This is only 1% of what you can do with Heptora.

Step 5: Understanding What You Just Created (3 minutes)

Now that your process works, let’s better understand what you did.

Hybrid Architecture in Action

Your process used Heptora’s hybrid architecture:

┌──────────────────────┐
│   Heptora Cloud      │  ← Here you designed and saved the process
└──────────┬───────────┘
           │
           │ (Instructions)
           │
           ▼
┌──────────────────────┐
│   Your Computer      │  ← The robot executed actions here
│  - Local Robot       │
│  - Chrome Browser    │
│  - Your applications │
└──────────────────────┘

Key advantage: Your data never left your computer. The browser ran locally, maintaining total security and privacy.

The Blocks You Used

Each block has a specific purpose:

Block	Category	Function
Open Chrome Browser	Web	Starts a browser controlled by Heptora
Go to URL	Web	Navigates to a specific web address
Get Page Title	Web	Extracts the HTML title from the page
Send Email	Communication	Sends emails automatically

Heptora has over 100 blocks available for different needs.

Variables: The Glue of Your Process

You used a variable called page_title to:

1. Capture the page title in the “Get Title” block
2. Use that title in the email with {page_title}

Variables allow blocks to share information with each other.

What Did You Really Automate?

This simple process demonstrates a fundamental automation pattern:

Input → Processing → Output

Input:       Web page URL
Processing:  Open browser, navigate, extract information
Output:      Email with results

This same pattern applies to more complex automations:

• Process PDF invoices → Extract data → Upload to accounting system
• Read emails → Classify urgent ones → Notify team
• Download data from system A → Transform → Load into system B

What’s Next? Next Steps

You’ve taken your first step in automation. Here are your options to continue:

Option 1: Improve This Process (Easy)

Experiment by modifying your process:

Simple changes:

• Modify the URL to visit another page
• Change the email message
• Add more recipients

Interesting challenges:

• Add a block to take a screenshot
• Visit multiple pages and compare titles
• Add conditional logic: “If title contains X, do Y”

Learning by doing

The best way to learn is to experiment. Modify the process, save, and run. If something fails, the Diagnostic Assistant will help you fix it.

Option 2: Use a Professional Template (Recommended)

Explore Heptora’s pre-designed templates for real-world use cases:

Popular templates:

• 📄 Invoice Processing: Extract data from PDFs and validate information
• 📊 Excel Consolidation: Combine multiple sheets into a master report
• 🏢 FACe Integration: Automatically upload invoices to the government’s FACe portal
• 📧 Email Classification: Automatically organize your inbox

To access:

1. Go to Heptora’s main menu
2. Select “Templates”
3. Explore categories
4. Click “Use Template”

Option 3: Create a Custom Process (Advanced)

Have a specific use case? The assistant can help:

1. Create a new process with the assistant
2. Describe what you need to automate
3. The assistant will recommend blocks and configurations
4. If you need complex logic, use the Advanced Blocks Assistant

Option 4: Learn More Features

Explore Heptora’s advanced features:

Essential features:

• Process Recorder: Record your actions and automatically convert them into a process
• Secrets Management: Store credentials securely
• Scheduler: Run processes automatically daily/weekly/monthly
• OCR & Documents: Extract text from images and PDFs

Important concepts:

• Execution Results: How to interpret logs and errors
• Process Selection: What tasks are good candidates for automation
• Best Practices: Recommendations for robust processes

Tips for Your Journey with Heptora

Start Simple, Grow Progressively

Don’t try to automate your most complex process right away. Follow this progression:

1. Week 1: Simple processes with 3-5 blocks
2. Week 2-3: Processes with conditionals and loops
3. Week 4+: Complex processes with multiple integrations

Leverage the Assistants

Heptora has four AI assistants to help you:

• Build Assistant: Guides you when designing processes (you already used it)
• Advanced Blocks Assistant: Generates custom Python code
• Diagnostic Assistant: Automatically analyzes and fixes errors
• Onboarding Assistant: Personalizes your learning based on your profile

Don’t hesitate to use them. For more information: AI Assistants

Join the Community

Learn from other Heptora users:

• Community forum: Share use cases and solutions
• Template library: Download processes created by other users
• Monthly webinars: Learn advanced techniques
• Help center: Complete documentation and tutorials

Measure Impact

Heptora shows you metrics for each process:

• Time saved: How many manual work hours you avoided
• Success rate: Percentage of successful executions
• Common errors: What failures occur most frequently

Use these metrics to:

• Justify automation investment
• Identify processes needing improvement
• Prioritize what to automate next

Common Troubleshooting

The browser doesn’t open

Possible cause: The local robot is not active.

Solution:

1. Verify that the Heptora icon appears in the taskbar
2. If it doesn’t appear, open Heptora from the Start menu
3. Log in with your credentials

The process fails to send the email

Possible cause: Incorrect email configuration.

Solution:

1. Verify the destination email is correctly typed
2. Check your spam folder
3. If the problem persists, use the Diagnostic Assistant

”Error: Variable not defined”

Possible cause: The variable name in the email doesn’t match the captured variable.

Solution:

1. Verify you used exactly {page_title} (including braces)
2. Make sure the variable is captured before using it
3. Check for typos

The process is very slow

Possible cause: This is normal the first time. The browser takes time to start.

Expectations:

• First execution: 45-90 seconds
• Subsequent executions: 20-30 seconds

If it takes much longer, see: Troubleshooting - Performance

Summary: What You Learned

In just 15 minutes, you:

✅ Created your first automation process from scratch ✅ Used Heptora’s Build Assistant ✅ Learned about blocks, variables, and workflows ✅ Ran a process and saw real results ✅ Understood the hybrid architecture (cloud + local) ✅ Verified that automation is accessible without programming

Skills unlocked:

• Visual process design
• Web automation blocks usage
• Variable capture and usage
• Automatic notifications

Your progress: 🏆 Level 1 - Beginner Automator

Celebrate Your Achievement

Congratulations! You just joined the automation revolution. What you created in 15 minutes would have taken days to learn with traditional tools.

This is just the beginning. With Heptora you can automate:

• Processing hundreds of documents
• Integration between legacy systems
• Automatic reports and dashboards
• Data management between applications
• And much more…

The limit is set by you.

Need more help?

If this guide didn’t solve your problem or you found an error in the documentation:

• Technical support: help@heptora.com
• Live chat: Available at app.heptora.com
• Clearly describe the problem you encountered
• Include screenshots if possible
• Indicate which tutorial step you were following

Our support team will help you resolve any issue.

Related Resources

• Robot Installation - Complete installation guide
• Credentials Configuration - Access management
• AI Assistants - Complete assistant documentation
• Process Recorder - Record your actions to automate them
• Process Templates - Pre-designed ready-to-use processes
• Execution Results - How to interpret logs and metrics