Workflow example
Browser and ERP workflow automation
An authorized browser-automation pattern for repeatable workflows where a supported API is unavailable or insufficient.
01 / The problem
Where the work gets stuck
Some approved workflows remain tied to browser interfaces, file transfers, and repetitive data entry.
02 / The approach
One connected workflow
A constrained browser workflow can assist with defined interface steps while preserving access controls, logging, and exception handling.
Start with the information and channels the workflow is allowed to use.
Make validation, routing, and exception handling explicit.
Keep people responsible for decisions that need context or approval.
03 / Workflow
A practical view of how information moves from the first input to the final handoff.
- 01
Confirm authorization, access, and platform constraints.
- 02
Document the exact supported interface sequence.
- 03
Automate the approved steps with validation and logging.
- 04
Route interface changes and exceptions for review.
04 / Project details
Browser-controlled workflow
This pattern is used when an authorised business process is available only through a web interface and a supported API does not expose the required actions.
Interface interaction
- Follow a documented sequence across a multi-step web application.
- Enter structured values into the required interface fields.
- Download and upload files at the relevant workflow stages.
- Interact with the CRM or ERP interface while keeping access and session handling controlled.
- Detect unexpected page states and stop for review instead of continuing blindly.
Data preparation and cleanup
- Parse downloaded files before the next browser step.
- Extract selected information from authorised email or document inputs.
- Normalise CRM or ERP fields before upload or entry.
- Apply duplicate-suppression logic to reduce repeated records.
- Preserve logs that help a person review what the workflow changed.
Browser-side controls
- Use a custom browser extension or script to coordinate the supported interface steps.
- Expose progress, validation, and exception information to the operator.
- Keep credentials outside the page content and limit actions to the authorised account and workflow.
A browser workflow of this kind can combine Python, JavaScript, Chrome extensions, and Tampermonkey to connect reviewed inputs with ERP steps.
A useful starting point
Is a similar handoff slowing your team down?
Bring the current process, the systems involved, and the exceptions your team handles manually. We will identify a useful first scope together.
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