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Custom Template


I. RPA Five-Step Workflow


When using MoreLogin RPA to build automated tasks, follow five complete steps: define objectives → break down the process → create a template → debug the template → create a task. Following this workflow can significantly reduce errors and improve automation stability.


1. Define Objectives

First, determine your core business objectives and use cases.

Use cases: automated TikTok posting, account content warm-up, bulk post publishing, repeated multi-account operations, and more.

Clarifying the final outcome you want to achieve helps prevent redundant logic and missing functions when building the workflow later.


2. Break Down the Process

After defining the business objective, break the complete manual operation into standardized actions step by step.

Example use case: Publishing a video on TikTok

The more detailed the breakdown and the more specific each action is, the smoother the subsequent RPA workflow setup will be, with fewer logic errors and more efficient debugging.

✅ Example Breakdown (Publishing a TikTok Video)

  1. Open the TikTok app

  2. Tap the 【+】 create button at the bottom

  3. Tap the album entry

  4. Select the target video

  5. Tap “Next”

  6. Enter the post title

  7. Tap the “Post” button

  8. Wait 30 seconds to complete the current task

Tip: When breaking down the process, also include easily overlooked steps such as handling pop-ups, waiting for loading, and waiting for page transitions.


3. Create a Template

Convert the broken-down manual business process into an automation template that RPA can recognize and execute, allowing the bot to fully replace repetitive manual work. This stage consists of two core tasks: capturing and locating UI elements, and arranging and configuring workflow nodes.

3.1 Capture and Locate UI Elements

For each step in the workflow, capture the coordinates, positions, and attributes of interface controls such as buttons and input fields so that the bot can reliably identify page elements.

⚠ Important: Only when interface elements are identified reliably can RPA click and enter information without deviation, ensuring execution accuracy.

How to do it: Enable debug mode, capture the coordinates and attributes of interface controls, and lock onto the target objects for clicking and input to ensure every automated action is precise and controllable.

3.2 Arrange and Configure Workflow Nodes

Following the actual business sequence, convert the broken-down manual steps into RPA-executable commands, including page swiping and scrolling, precise element clicking, conditional branches, and exception handling for pop-ups. Drag and configure each workflow node in sequence, set the execution rules, and complete the full end-to-end automation template.

👉 To learn more about creating templates, see the complete documentation: Custom Template Documentation


4. Debug the Template

After building the template, you must run debugging and verification to ensure it operates stably. During debugging, check each workflow node one by one to confirm that it executes as expected, focusing on:

  • Whether button clicks are triggered correctly

  • Whether conditions and branch logic take effect

  • Whether pop-ups or loading pages interrupt the workflow

Follow an iterative debugging cycle: edit the template → run debugging → troubleshoot issues → optimize and iterate. Repeat until all nodes run correctly and the complete business process can finish successfully.


5. Create a Task

Once the template has passed debugging, you can create the task for formal execution.

  1. Select the cloud phone profile on which the automation will run;

  2. Configure parameters such as the task start time and recurring execution frequency based on your business needs;

After saving the parameters, the RPA bot will automatically run the task in the background without manual supervision. You can work on other tasks or close the local client, and the automated task will continue running on the cloud phone.


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