Install Your Automation Tool: Step-by-Step Setup

Ready to start automating your web browsing? Let’s get Agentic WorkFlow installed and working in your browser. Think of this as adding a smart assistant to your browser that can help you save time on repetitive tasks.

What You Need Before Starting

✅ Check these first:

Chrome, Firefox, or Edge browser (any recent version from the last 2 years)
10 minutes of time for installation and setup
Permission to install browser extensions (if you’re on a work computer, check with IT first)

💡 New to browser extensions? They’re like apps for your browser - small programs that add new features. You probably already use some (like ad blockers or password managers).

Step 1: Find and Install the Extension

Let’s get the tool installed in your browser. The process is slightly different depending on which browser you use.

flowchart TD
    A[🌐 Open Your Browser] --> B{Which Browser?}
    B -->|Chrome| C[🏪 Chrome Web Store]
    B -->|Firefox| D[🦊 Firefox Add-ons]
    B -->|Edge| E[🔷 Edge Add-ons]

    C --> F[🔍 Search '`Agentic WorkFlow`']
    D --> F
    E --> F

    F --> G[➕ Click 'Add to Browser']
    G --> H[👀 Review What It Can Do]
    H --> I[✅ Click 'Add Extension']
    I --> J[🎉 Look for New Icon in Toolbar]

    style A fill:#e1f5fe
    style I fill:#e8f5e8
    style J fill:#fff3e0

If You Use Chrome

Go to the Chrome Web Store
- Type chrome.google.com/webstore in your address bar
- Or search “Chrome Web Store” in Google
- ✅ Checkpoint: You should see a page that looks like an app store
Find our extension
- Use the search box to look for “Agentic WorkFlow”
- Click on the correct result (it should have our logo)
- ✅ Checkpoint: You should see a page with an “Add to Chrome” button
Install it
- Click the blue “Add to Chrome” button
- A popup will appear asking for permissions - click “Add extension”
- ✅ Checkpoint: You should see a new icon appear in your browser toolbar (it looks like connected boxes)

If You Use Firefox

Go to Firefox Add-ons
- Type addons.mozilla.org in your address bar
- Or click the menu button (three lines) → “Add-ons and themes”
- ✅ Checkpoint: You should see the Firefox add-ons page
Find our extension
- Search for “Agentic WorkFlow”
- Click on the correct result
- ✅ Checkpoint: You should see a page with an “Add to Firefox” button
Install it
- Click “Add to Firefox”
- Click “Add” when Firefox asks for confirmation
- ✅ Checkpoint: Look for the new icon in your toolbar or extensions menu

If You Use Edge

Go to Edge Add-ons
- Type microsoftedge.microsoft.com/addons in your address bar
- ✅ Checkpoint: You should see the Microsoft Edge Add-ons page
Find and install
- Search for “Agentic WorkFlow”
- Click “Get” then “Add extension”
- ✅ Checkpoint: New icon should appear in your toolbar

Step 2: Give It Permission to Help You

Now we need to tell your browser what the extension is allowed to do. Think of this like giving a new employee their access card and explaining what they’re allowed to help with.

Understanding What Permissions Mean

💡 Why does it need permissions? The extension needs to read and interact with websites to automate tasks for you. Your browser asks permission to keep you safe.

What it needs to do its job:

Read the current webpage - So it can find text, links, and other content you want to work with
Save your automations - So you don’t have to rebuild them every time
Download files - So it can save the information it collects for you

Setting Up Permissions (Easy Way)

Click on your new extension icon (the connected boxes in your toolbar)
- ✅ Checkpoint: A small popup should appear
Look for permission requests
- Your browser might show messages like “This extension wants to…”
- Click “Allow” or “Grant” for each request
- ✅ Checkpoint: The extension popup should open without error messages

If you see a “Permissions” or “Settings” option:

Click on it

Turn on these helpful features:

✅ Access to all websites (recommended - lets you use it anywhere)
✅ Download files (lets it save your work)
✅ Read webpage content (required for automation)

What Each Permission Does

🌐 “Access to all websites”

What it means: The extension can work on any website you visit
Why it’s helpful: You can create automations that work on news sites, shopping sites, social media, etc.
Is it safe? Yes - it only acts when you tell it to

💾 “Download files”

What it means: The extension can save files to your Downloads folder
Why it’s helpful: When you extract text or data, it can save it as a file for you
Is it safe? Yes - it only saves what you tell it to save

📄 “Read webpage content”

What it means: The extension can see the text, images, and links on webpages
Why it’s helpful: This is how it knows what to automate (like finding text you selected)
Is it safe? Yes - it only reads, doesn’t change anything unless you tell it to

Step 3: Set Up Your Workspace

Now let’s create your personal workspace where you’ll build and organize your automations.

Opening Your Automation Builder

Click your extension icon (the connected boxes in your toolbar)
- ✅ Checkpoint: You should see a popup menu
Look for “Open Workflow Studio” or “Create Workflow”
- Click on it
- ✅ Checkpoint: A new tab should open with your workspace
Set up your workspace name
- You might be asked to name your workspace
- Try something like “My Automations” or “Personal Projects”
- ✅ Checkpoint: You should see a clean workspace with toolboxes and a canvas area

Configure Helpful Settings

When you first open the workspace, you might see some setup options:

Recommended settings for beginners:

Auto-save: ✅ Every 30 seconds (so you don't lose work)
Beginner mode: ✅ Shows helpful tips and explanations
Debug mode: ✅ Helps you see what's happening when things go wrong

Test That Everything Works

Let’s make sure your installation is working properly:

Open a simple website for testing
- Try Wikipedia, BBC News, or any blog
- ✅ Checkpoint: The page should load normally
Test text selection detection
- Highlight some text on the page (drag your mouse to select it)
- Go back to your extension popup
- ✅ Checkpoint: It should mention that it detected your text selection
Test the workspace
- In your Workflow Studio, look for a toolbox or panel with different tools
- ✅ Checkpoint: You should see categories like “Extension Tools”, “Data Tools”, etc.

Step 4: Workspace Organization

Setting Up Your Environment

Create Project Folders

My Workflows/
├── Learning Projects/
├── Personal Automation/
└── Work Projects/

Configure Default Settings
- Set preferred data export format (JSON/CSV)
- Choose default workflow execution mode
- Configure error handling preferences
Import Sample Workflows
- Download starter workflow templates
- Import them into your workspace
- Test execution to verify functionality

When Things Don’t Work (Troubleshooting)

Don’t worry if you run into issues - these are the most common problems and their simple fixes.

”I can’t find the extension icon”

What you’ll see: No new icon appeared in your browser toolbar after installation

How to fix it:

Check if it’s actually installed
- Chrome: Type chrome://extensions/ in your address bar
- Firefox: Type about:addons in your address bar
- ✅ Test: You should see “Agentic WorkFlow” in the list
Make the icon visible
- Look for a puzzle piece icon in your toolbar (extensions menu)
- Click it and find “Agentic WorkFlow”
- Click the pin icon next to it
- ✅ Test: The icon should now appear in your main toolbar
Try restarting your browser
- Close all browser windows completely
- Open your browser again
- ✅ Test: Check your toolbar for the new icon

”It says ‘Access Denied’ or won’t work on websites”

What you’ll see: Error messages when trying to use the extension, or it doesn’t detect text you select

How to fix it:

Give it permission for the current website
- Right-click on the extension icon
- Look for “This can read and change site data”
- Choose “On all sites” (recommended) or “On this site”
- ✅ Test: Try selecting text on the page again
Some websites block extensions
- Try using it on a different website (like Wikipedia)
- If it works elsewhere, the original site is blocking it
- ✅ Test: Wikipedia should always work for testing
Reset permissions
- Go to your browser’s extension settings
- Turn the extension off, then back on
- Re-grant permissions when asked
- ✅ Test: Try the extension on a simple website

”The extension is slow or makes my browser freeze”

What you’ll see: Browser becomes unresponsive, or automations take a very long time

How to fix it:

Close other tabs
- Too many open tabs can slow things down
- Close tabs you’re not using
- ✅ Test: Try your automation with fewer tabs open
Restart your browser
- Close the browser completely
- Open it again and try the extension
- ✅ Test: Performance should improve after restart
Start with simple tasks
- Try selecting just a few words instead of entire articles
- Test on simple websites before complex ones
- ✅ Test: Small text selections should work quickly

”It won’t capture text I select”

What you’ll see: You highlight text but the extension doesn’t detect it

How to fix it:

Make sure text is actually selected
- The text should be highlighted (colored background)
- Try selecting different text or refreshing the page
- ✅ Test: Can you copy the text with Ctrl+C? If not, try selecting again
Wait for the page to fully load
- Some websites load content slowly
- Wait a few seconds after the page opens before selecting text
- ✅ Test: Try on a fully loaded page like Wikipedia
Try a different website
- Some sites use special formatting that’s harder to detect
- Test on news sites, blogs, or Wikipedia
- ✅ Test: Simple text on basic websites should always work

Staying Safe While Automating

Your Data Privacy

💡 Good news: Your information stays on your computer

What gets stored: Only the automations you create and their settings
Where it’s stored: Locally in your browser (not sent anywhere)
Who can see it: Only you (unless you choose to share an automation)

Best practices for staying safe:

Start with public websites (news, Wikipedia) before trying sensitive sites
Don’t automate login information until you’re comfortable with the tool
Review what you’re capturing before saving sensitive information

Smart Permission Management

Recommended approach:

Grant “all sites” permission for convenience (you can revoke it anytime)
Test on trusted websites first (Wikipedia, BBC, major news sites)
Be cautious with banking or personal sites until you’re experienced

You’re All Set! What’s Next?

🎉 Congratulations! You now have Agentic WorkFlow installed and ready to use. Here’s what you can do:

Immediate Next Steps

Build Your First Automation - Create a simple text-saving automation (takes 30 minutes)
Learn About Browser Permissions - Understand how to safely use automations on different websites
Understand How Information Flows - Learn how data moves through your automations

When You’re Ready for More

Extension Tools Reference - See all the tools available for automation
Get Help - Find solutions to common questions
Join the Community - Connect with other users

Quick Reference

✅ What you accomplished:

Installed the browser extension
Set up permissions safely
Created your workspace
Tested that everything works

🚀 You’re ready to: Build your first automation that saves text from websites!

⏱️ Time to complete: 10-15 minutes 🎯 Difficulty: 🌱 Beginner (anyone can do this) 📋 What you needed: A modern web browser