Selfotix User Documentation
Complete Guide – (February 2026)
Selfotix lets anyone turn any website into structured data or automated workflows — usually in under 10 minutes.
- → Collect names, prices, emails, phone numbers, reviews, jobs, company details…
- → Loop, repeat, click buttons, type text, take screenshots, detect tech stacks, open URL…
- → Use AI to generate workflows, summarize, classify, scrape data…
- → Enrich tables with built-in tools for formatting, emails, sizes, sentiment, categories…
- → Save in folders, export/import, store locally…
Note: Beginners finish their first project in 5–15 minutes.
Advanced users build powerful multi-step agents with loops, AI chains, data sources, webhooks and daily automation.
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 or automate tasks on.
- 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.
2 First Screen
| 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 |
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
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 manually: setting up, picking elements using the inspector, and handling multiple pages.
5.1 The Setup Process
Select Create Manually. Choose a folder and name your workflow (e.g., “Daily Leads”).
Click Inspect Web. This opens the Smart Inspector overlay directly on the webpage.
Once the Smart Inspector is open, you have three powerful ways to scrape the data you need:
Click the Auto Detect button. The system will automatically scan the webpage and open a results popup displaying all detected items (e.g., Titles, Links, Prices).
- + Add All Steps: Instantly add every detected field to your workflow in one go.
- + Add: Add specific fields individually.
- Test: Verify an item before adding. The system highlights matching elements on the screen.
- Copy: Copies the code behind the element to your clipboard.
Click the ✨ ASK AI Agent button. Tell the AI exactly what data you are looking for. The AI will scan the page, find it, and let you add it to your workflow with a single click.
If Auto Detect or AI don’t grab exactly what you need, hover over and click directly on the element you want on the webpage. A popup will show two options:
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:
Click items to scrape (Title, Price). Use “Add This” to save them.
Click on the “Next >” button on the webpage so the bot knows how to turn the page.
(Optional) Define the container wrapping the repeating items.
5.3 Multiple Pages & Global Settings
Located at the bottom of the “New Flow” panel. Essential for multi-page scraping.
Multiple Pages Strategies
- Use Pointer to select the “Next >” button (Step 2 of Inspector).
- Set “No of Pages” limit (e.g., to stop after 5 pages).
- Set “No of Scrolls” (e.g., 20) instead of a button.
- Set “Scroll Max Delay” to give the page time to load new items.
- Use a Loop action to automatically click through a list of links you just scraped.
- Perfect for opening individual product/profile pages to extract more details OR perform actions (like Screenshot or Website Tech Stack on every page).
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 or Make URL. Selfotix sends the entire collected dataset here when finished.
-
Agent Instructions:
A prompt for a specific AI agent in the flow (e.g., “Summarize this blog post”).
6 Agentic Mode
The Self Agent (The Architect)
Fastest WayDon’t want to build steps manually? Self Agent creates the entire workflow for you. It analyzes the page, understands your goal, and generates the exact scraping, clicking, and automation logic required.
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). Read the model descriptions carefully to choose the best one based on your workflow needs.
- Provide a Prompt: Tell the AI exactly what to do. You can type a custom request or pick from our pre-built prompts library.
- Click Generate Flow. The agent will build all the steps for you instantly.
Capabilities (What the AI generates for you):
Automatically extracts names, exact links, and details. It also configures multiple pages (finds the “Next” button) automatically.
Generates relevant text via AI, inserts it into exact input fields on the screen, and clicks submit buttons.
Loops through your existing Saved Data rows to perform repetitive actions like batch screenshots or checking Website Tech Stacks.
Collects on-page search results or article data and immediately passes it to an AI to summarize and give you key takeaways.
Extracts a list of links (like search results or profile links) and automatically sets up a loop to visit each subpage. Once there, it can extract deeper data or perform automated actions (Screeshot or Website Tech Stack) for you.
7 Automation (Actions)
Selfotix offers a powerful suite of actions to interact with web pages, scrape data, and integrate AI logic.
| # | Actions | Purpose | Examples |
|---|---|---|---|
| 1 | Loop | Repeat steps for a list of items. Choose “This Flow Scraping Or Automation” to instantly loop through links you just scraped on the current page, without saving them first! |
• Scrape 20 links, then loop to visit each one
• Loop over a saved “City List”
|
| 2 | AI Agent | Send data to AI → get processed output back. |
• Scrape article → Summarize
• Chain scrape → 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 text into forms. Simulates real human typing, ensuring it works perfectly on modern, secure websites that usually block bots. |
• Type search keyword
• Auto-login & fill filters
• Send personalized AI emails
|
| 5 | Screenshot | Capture visual proof or full page/element. |
• Snap product page
• Visual regression monitoring
|
| 6 | Tech Stack | Detects technologies used on the current page. |
• Check if Shopify
• Filter: “Only HubSpot + WP sites”
|
| 7 | Open URL | Navigate to a 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 “Connect” on 50 profiles
• Accept cookie banners
|
| 9 | Copy Text | Store text for later paste. |
• Copy tracking code
• Copy auth token → paste in header
|
| 10 | Paste Text | Paste copied text. Uses smart pasting that mimics human behavior to bypass website restrictions. |
• 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 & Data Tools
8.1 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
8.2 Built-in Data Tools (No AI Required)
Clean and format your data instantly without spending AI credits.
Cleaning & Setup
- • Remove “Not Found”
- • Remove All/Multiple Spaces
- • Remove Special Chars & Emojis
- • Delete Duplicate Rows
Text Formatting
- • Uppercase / Lowercase
- • Title Case
- • Capitalize First Letter
- • Add Space Between Words
Extraction
- • Extract First/Last Name
- • Extract Initials
- • Keep Only Numbers / Letters
- • Extract Email or Domain (@)
- • Clean URL / Remove Subdomain
8.3 Specialized AI Agents (Optional) Coming Soon…
For advanced personalization and intelligence, select a specialized AI Agent based on your goal, map your Input and Output columns, and provide a prompt.
Monitors company activity—funding, hiring, news, launches. Turns raw news into actionable buying signals by detecting momentum.
Dynamically generates personalized landing pages. Adapts headlines, messaging, and use cases to build the surface where personalization becomes visible.
Crafts persuasive, context-aware email copy to drive replies and pipeline. Converts attention into action; turns intent into response.
Handles long-form and strategic copy—value props, ad creatives, sales narratives. Ensures brand-aligned storytelling and defines the voice.
Analyzes personas, behavioral signals, and firmographic data to build deep contextual profiles. Understands exactly who you’re speaking to.
9 Prompt Library & Overlay
Access via the “Q Prompts | AI” button in the Magic Wand tab.
The Prompt Library Popup
1. Browse Categories
Select from pre-built, optimized prompts for common automation tasks. Categories include:
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.
10 Data Management
Saved Data Tab
View interactive tables of collected data.
- Copy to clipboard / Download CSV
- Add & Send to Webhook
- Delete table
Results Tab
Watch your table fill up in real-time! If the bot is still navigating or gathering details from a subpage, you’ll see “Pending…” in the cell until it finishes.
11 Templates
Production-ready workflows available in the Templates tab.
Important 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.
12 Running, Editing & Re-using
13 Best Practices
Beginner Checklist
- Always start with a 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
Website blocks / Captcha
AI gives bad results
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 BYOK credits per month.
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.
Start today
Open one template or do one “Create with AI” task. In 15 minutes you will have your first real table of valuable data.
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