Documentation - Selfotix

1 Getting Started

Install the Selfotix Chrome extension from the Chrome Web Store or selfotix.com.
Pin the icon to your browser toolbar for quick access.
Navigate to any website you want to collect data from.
Click the Selfotix extension icon in your toolbar. A popup menu will open.
Check Account Status:
- Free Users: Sign In is optional. You can skip this.
- Paid Users: Please Sign In. Check Account Info to verify your plan and credits. If your details look wrong after 2 minutes, please contact support.
Click the big purple button Build Workflow to start.
The side panel opens on the right side of your browser — you are now inside Selfotix.

Beta Bonus: You get 5,001 free AI actions (no account required). After beta: 1,001 free credits per month.

2 First Screen – “What would you like to do?”

Card	Description	Action
Create with AI	Let AI generate your workflow	Select AI Model → Generate Flow
Create Manually	Build your workflow step by step	Open empty builder
Browse Templates	Start from pre-built workflows	Load Yellow Pages, Indeed, etc.
Product Walkthrough	Take a guided tour of all features	Start interactive guide

Free Plan: 5,001 AI BYOK credits (no account required). After beta: 1,001 free credits.

Important: AI features operate on a BYOK (Bring Your Own Key) model. You must add your OpenRouter API Key in the AI Settings tab to use them.

3 Main Interface & Navigation

Left Vertical Navbar

Folder+ – Workflows Management (saved folders)
Magic wand – AI Settings & Prompts
Database – Saved Data & Results tables
Question mark – Documentation
Bell – Latest updates & announcements

Top Context Tabs

New Flow | Templates

AI Settings | Prompts

Saved Data | Results

4 Workflows Management

This is your command center for everything saved. Access via the Folder icon.

Create & View

Create Folder: Click Folder+ icon → Type name → Save.
View Workflows: Select folder from dropdown to see workflow cards.
Best Practice: Always put related workflows in the same folder.

Folder Actions (Three Dots)

Export Flows: Download `.json` backup of folder.
Import Flows: Upload `.json` file.
Delete Folder: Removes folder + all workflows (No Undo).

Icon	Action	Description
	Run	Starts collecting data immediately.
	Edit	Loads workflow into New Flow for changes.
	Duplicate	Creates identical copy (great for variations).
	Move	Moves workflow to another folder.
	Delete	Removes permanently.

5 Building a Workflow (Manual Mode)

This section covers the lifecycle of creating a bot: setting up, picking elements using the inspector, and handling pagination.

5.1 The Setup Process

1

Initialize

Select Create Manually. Choose a folder and name your workflow (e.g., “Daily Leads”).

2

Open Inspector

Click the Pointer Icon located at the very top right of the panel header. This opens the Smart Inspector overlay on the webpage.

3

Select & Add

Hover and click on the element you want (e.g., a price tag). The inspector popup will show the CSS selector with two options:

“Add This” / “Add” Instantly adds a new step to your side panel with the selector filled in. Best for speed.

“Copy” Copies the selector to your clipboard. You must then manually click “+ Add Step” in the panel and paste it.

Note: The same “Copy” vs “Add” logic applies if you use the ✨ ASK AI Agent inside the inspector.

Mini-Tutorial: Scraping an E-commerce List

Goal: Get names and prices of laptops.

Open the store page. Click Create Manually.
Click the top-right Pointer Icon .
Click on a laptop’s name. In the popup, click “Add This”. (Step 1 added!)
Click on the price. In the popup, click “Add This”. (Step 2 added!)
Back in the side panel, verify the steps and click Run.

5.2 The Smart Inspector Popup

Detailed breakdown of the on-page wizard.

When you activate the Pointer, the popup guides you through these modes:

Step 1

Select Data Fields

Click items to extract (Title, Price). Use “Add This” to save them.

Step 2

Select Pagination

Find the “Next >” button. Updates the pagination setting automatically.

Step 3

Select Parent

(Optional) Define the container wrapping the repeating items.

✨ ASK AI Agent: Inside this popup, click “Ask AI” to auto-detect selectors. The AI results will also have “Copy” and “Add” buttons for easy saving.

5.3 Pagination & Global Settings

Located at the bottom of the “New Flow” panel. Essential for multi-page scraping.

Pagination Strategies

Standard (Click Next) Google, Amazon

Use Pointer to select the “Next >” button (Step 2 of Inspector).
Set “No of Pages” limit (e.g., 5).

Infinite Scroll Twitter, LinkedIn

Set “No of Scrolls” (e.g., 20) instead of a button.
Set “Scroll Max Delay” for loading time.

Global Configuration

Min/Max Delay:
Random wait time (e.g., 3s-7s) between actions to mimic human behavior and avoid bans.
Webhook URL:
Paste a Zapier/Make URL. Selfotix sends the entire dataset here when finished.
Agent Instructions:
A prompt for a specific AI agent in the flow (e.g., “Summarize this blog post”).

6 Building a Workflow (Agentic Mode)

The Self Agent (The Architect)

Fastest Way

Don’t want to build steps manually? Self Agent creates the entire workflow for you. It analyzes the page, understands your goal, and generates the workflow automatically.

How to use:

Click Create Flow in the side panel (or “Create with AI” on the main screen).
Select your AI Model (e.g., GPT-4o, Claude 3.5 Sonnet).
Type your prompt (Optional): “Scrape all job titles, company names, and links for React developers on this page.”
Click Generate Flow. The agent will build the steps instantly.

Note: The agent attempts to configure pagination automatically. You can verify or adjust these settings in the Pagination & Global Settings toggle (same as Section 5.3).

7 Automation (Actions)

Selfotix offers a powerful suite of actions to interact with web pages, extract data, and integrate AI logic. Mix and match these building blocks to create your perfect workflow—whether it’s simple scraping or complex multi-step automation.

#	Actions	Purpose	Examples
1	Loop	Repeat steps. Define range (e.g., 1 to 20). “Repeat” setting defines cycles (e.g., 1-20 repeat 2 = run 1-20 twice).	• Loop 20 times → scrape 20 pages • Loop over “City List” source
2	AI Agent	Send data to AI → get processed result back.	• Extract article → Summarize • Chain extract → classify → outreach
3	Webhook	Send data out & receive back (Zapier/Make).	• Send leads to Google Sheets • Get competitor price from API
4	Insert Text	Type Saved Data, Custom Text, or AI/Webhook responses into forms.	• Type search keyword • Auto-login & fill filters
5	Screenshot	Capture visual proof or full page/element.	• Snap product page • Visual regression monitoring
6	Tech Stack	Detect technologies used on current page.	• Check if Shopify • Filter: “Only HubSpot + WP sites”
7	Open URL	Navigate to new page – static or dynamic.	• Open next product detail page • Loop: open each profile URL
8	Click Button / Link	Simulate mouse click – next page, load more.	• Click “Load more” 5 times • Click filters → accept cookies
9	Copy Text	Store text for later paste.	• Copy tracking code • Copy auth token → paste in header
10	Paste Text	Paste previously copied text.	• Paste keyword into new tab • Auto-fill multi-step forms

Automation Logic: Single vs. Multi

Single Automation

Execute actions once. You can optionally use values from Saved Data or interact directly with the current page.

AI / Webhook
Open URL / Click
Copy / Paste / Screenshot
Tech Stack / Page Data

Multi-Step Automation (Bulk)

To run actions on multiple items, you must follow these rules:

Select Saved Data: You must reference a previously scraped list (Saved Data).
Mandatory Loop: AI, Webhook, Open URL, Click, Copy, Paste, Screenshot, and Tech actions must be inside a Loop to run for every item in your list.

8 AI Enrichment (The Analyst)

Selfotix Enrichment is a powerful alternative to expensive data tools like Clay. It allows you to process your scraped data rows individually using advanced AI models.

How it works

Go to the Saved Data tab.
Select a table you have already scraped (e.g., “Company List”).
Click the Enrichment icon.
Enter a prompt using column names as variables (e.g., {Company}).
The AI processes every row and adds a new column with the result.

Example: Finding CEOs

Input Table:

Your Prompt:

“Who is the current CEO of {Company}?”

Result Table:

Note: We do not provide databases or email lists. You enrich the data you collect.

Requires BYOK (OpenRouter API Key)

9 Prompt Library & Overlay

Access via the “Q Prompts | AI” button in the Magic Wand tab.

The Prompt Library Popup

Clicking the search button opens a comprehensive overlay on your webpage. This tool allows you to generate or select high-quality prompts without leaving your workflow.

1. Browse Categories

Select from pre-built, optimized prompts for common automation tasks. Categories include:

Lead Generation Data Enrichment Company Research Sales Outreach Marketing & PR

Example: Choose “Sales Outreach” -> “Write Cold Email Opener” template.

2. AI Prompt Generator

Not sure what to write? Describe your goal in plain English, and the AI will generate a structured system prompt for you.

You type: “Create a polite LinkedIn connection message for this person based on their bio.”
AI Generates: “Role: Networking Expert. Task: Draft a 300-char connection request referencing specific details from {Bio Column}…”

One-click copy Supports GPT-4o, Claude 3.5, & DeepSeek

10 Data Management

Saved Data Tab

View interactive tables of collected data.

Menu Options (Three Dots):

Copy to clipboard
Download CSV
Add & Send to Webhook
Delete table

Results Tab

Live view while running. Shows running time and table output.

11 Templates

Production-ready workflows available in the Templates tab.

Note:

Before editing any workflow template, always move it to your User Workflow folder. Templates stored in default or system folders may be overwritten during template updates or extension upgrades, which can permanently erase your changes. Moving the template ensures your customizations are preserved and allows you to safely adjust the workflow based on the target website’s behavior. When editing, update delay times, target elements, and selectors as needed using Pick Selector or Get Selector for accuracy. Adding extra delays or scroll delays can improve reliability. If the workflow pauses while scrolling, wait up to one minute for it to reconnect and continue automatically. If issues persist, stop the workflow using the ✖ icon in the navbar, click the Create Manually button, then click Stop.

Yellow Pages

Indeed

Clutch.co

& More

12 Running, Editing & Re-using

Run: Folder+ → Select workflow → Click Play icon.

Edit: Click Pencil icon → Modify → Save.

Move: Click Move icon → Select destination.

13 Best Practices

Beginner Checklist

Always start with 1–2 pages test.
Use 3–8 second delays.
Save every 2–3 steps.
Use folders from day 1.

Advanced Checklist

Chain Loop + Open URL + AI Agent.
Use data sources for dynamic inputs.
Lock finished selectors.
Export JSON weekly (backup).

14 Troubleshooting

Selector finds nothing

Site structure changed? Re-pick with pointer or Ask AI.

Website blocks / Captcha

Too fast. Set min delay 3s, max 8–12s.

AI gives bad results

Prompt is likely too vague. Be specific + give examples.

15 FAQs & Limits

Do I need coding?

No. The “✨ ASK AI Agent” and “Agentic Flow Creator” handle the complexity.

How many free credits?

1,001 free credits (AI BYOK).

What is BYOK?

“Bring Your Own Key”. To use AI features, you must provide your own OpenRouter API key in settings.

Where is my data stored?

In your system. It never leaves your device unless you send it via Webhook.

Selfotix User Documentation