Whenever the list grows

I type each row of a spreadsheet into the same web form, one customer at a time.

How it goes now

Copy the name.Switch to the portal.Paste.Copy the email.Switch.Paste.Pick the plan.Save.Back to the sheet. Next row.

One customer at a time, all afternoon.

Tell Kitewell once

You

Build a workflow with inputs NAME, EMAIL, and PLAN that opens https://portal.example.com/customers/new in the browser, signs in with the portal/password secret if needed, fills in the form, saves, and screenshots the confirmation. I will run it over a sheet.

That's the whole setup. Kitewell lays out every step for you to check, and nothing is saved until you apply it.

For your own version, copy this and fill in the blanks:

Make a workflow with an input for each column of my sheet that opens [the form's address], signs in if needed, fills in the form, saves, and takes a screenshot of the confirmation. I will run it over the sheet.

Download KitewellDownload for MacDownload for WindowsKitewell runs on Mac and Windows. Mac · Windows

Then it runs on its own

Batch sheet · New customersRunning on this computer

Register one customerSigns in if needed, fills in the form from the row, saves, checks it worked, and takes a screenshot.Done
Once for every rowPaste the spreadsheet into a batch sheet: each row is one run, with progress and failures kept.Done

What you get instead

Batch sheet · New customers

57 of 60 registered. 3 need a look.

New customers

NAME	EMAIL	PLAN	Status
Ana Ruiz	[email protected]	Team	Done
Ben Okafor	[email protected]	Personal	Done
Chloe Martin	[email protected]	Team	Needs a look
Dev Patel	[email protected]	Personal	Done

Sample data

Good to know

The sign-in is saved on this computer and reused for every row. The password comes from a secret and is typed for you; the model never sees it.
Every customer gets a screenshot of the confirmation, so a row that needs a look shows you why.

What it needs