[Video] How to scout a workflow

This video shows how to scout a workflow in the apps you use daily to help Cerby accelerate the automation building process.

Key concepts

• Scout by Cerby is a browser extension that accelerates and improves the building process of automated tasks. This extension captures how you interact with a web browser tab when performing the following manual business workflows:

  • Log in to your account

  • Update your account's password

  • Turn on multi-factor authentication (MFA)

  • Invite a user to your app

  • Remove a user from your app

  • Update a user's role in your app

• For workflow scouting tips and information about what data is captured, read the article Explore Scout.

IMPORTANT: To successfully use Scout, take the following into consideration:

• Make sure your organization was invited by Cerby to access and install Scout through the Chrome Web Store. Scout by Cerby is privately listed.

• Make sure you have generated an API key that enables you to log in to Scout and send your scouting report to Cerby. Only workspace Admins and Super Admins can generate an API key through the Cerby web app. This key must have the following scopes:

  • Read automated jobs

  • Write automated jobs For instructions, read the article Generate an API key.