Quick Start
Estimated time: 30 minutes
Follow this end‑to‑end walkthrough to move from an empty installation of Aiviro Editor to a fully scheduled robot that runs by itself.
Activate your licence
- Launch Aiviro Editor. A licence prompt appears on first start.
- Paste your Client ID and API key and click Test Credentials.
- Check status text for Connection successful mesagge and then Save.
Tip: You can always revisit the licence screen via Settings → Edit Configuration → Aiviro.
Creating and Connecting a Robot
Click Start Robot. Select your robot type:
- Desktop – runs on your local PC (requires two monitors).
- RDP – connects to a remote Windows session (recommended in production, easiest to work with).
- Web – automates in Google Chrome via ChromeDriver.
Enter connection details (Display ID, RDP host, credentials, driver path, etc.). Click Connect.
Tip: Save multiple profiles (e.g. “Test-Desktop”, “Prod-RDP”)—they persist per installation.
Create a new project
- Click File → New Project.
- Click File → Save Project and choose a folder and name the project DemoQuickStart.
- Press Save.
The project opens with an empty scenario ready for recording.
Record a simple scenario
Below is a hands-on exercise that can be completed in a few minutes.
You will:
- Launch Microsoft Edge with a Google query that shows the USD → EUR rate.
- Read the current exchange value into a variable.
- Close the browser.
- Open Notepad, wait until it is ready, then compose two dynamic text lines that mix constants (date/time), plain text, and the rate you just captured.
- Save the note under a filename that also contains today’s date, and exit Notepad.
Add actions for the browser phase
| # | Action type | How to add it | What it does |
|---|---|---|---|
| 1 | Open URL | ⊕ Add Action → Other → Start Process → Open URL →https://dollarstoeuro.com/usd-to-euro | Starts default browser and jumps straight to page that shows the current USD → EUR rate. |
| 2a | Set reference (helper step) | In the live preview, right-click the fixed label text “1 USD” → Set as reference | Marks a stable anchor on the page that rarely changes. The next Get will look based on position of this reference. |
| 2b | Get | Right-click the rate value (e.g., 0.85 Euro) → Input → Get. In the Create get action dialog, edit: • Search object: OnTheRight • Query → Label: \b\d{1}\,\d{2}\b• Find method: REGEX • Variable name: current_rate | Extracts any number matching the 0,85 pattern on the right the reference label and stores it in current_rate. Works even if the rate changes each run. |
| 3 | Key shortcut | ⊕ Add Action → Keyboard → Key shortcut → Alt + F4 | Closes Edge once the value has been captured. |
Why use a reference? Anchoring the search to “1 US-Dollar” makes the automation immune to layout shifts on Google’s results page. The regular expression then picks only the numeric part, ignoring the trailing “Euro”.
Wait for Notepad
| # | Action | Parameters |
|---|---|---|
| 4 | Custom Command | notepad |
| 5 | Wait For | Text: UTF-8 (always present in Notepad’s status bar) |
The Wait For step ensures typing only starts when Notepad is fully loaded.
Build dynamic text
You will create three variables in the background (no UI interaction):
| # | Variable name | Expression |
|---|---|---|
| 6 | notepad_entry_first_line | f"Exchange rate for {CONSTANTS['DAY_OF_WEEK_NAME']}, {CONSTANTS['DAY']}/{CONSTANTS['MONTH']}/{CONSTANTS['YEAR']}" |
| 7 | notepad_entry_second_line | f"1 USD = {current_rate} EUR" |
| 11 | filename | f"Rate_{CONSTANTS['FULL_DATE'].strftime(r'%d-%m-%Y')}.txt" |
Insert a Flow → Create variable action, paste the expression.
Type, save and exit
| # | Action type | Parameters (click VAR to insert created variables) | Purpose |
|---|---|---|---|
| 8 | Type text | notepad_entry_first_line | Writes the first line. |
| 9 | Key shortcut | Enter | Starts a new line. |
| 10 | Type text | notepad_entry_second_line | Writes the second line. |
| 12 | Key shortcut | Ctrl + S | Opens Save As. |
| 13 | Wait For | Text: *.txt | Ensures the dialog is visible. |
| 14 | Type text | filename | Types the dynamic filename. |
| 15 | Key shortcut | Enter | Confirms the dialog. |
| 16 | Key shortcut | Alt + F4 | Closes Notepad. |
| 17 | Wait Until Disappear | (Notepad window) | Waits until Notepad fully exits. |
What you’ve learned
- Custom Command launches any EXE with parameters.
- Get + regex lets you pull a single value from a web page without writing code.
- Create variable shows how to build strings that mix constants and read variables.
- Wait For / Wait Until Disappear keep flows stable.
- Hotkeys, Type text, Click cover the most common desktop-interaction patterns.
You now have a repeatable scenario that can be scheduled by turning Active On in Scenario Settings and enabling Auto Mode.
Ready-made scenario JSON — paste directly into a new project.Click to view / copy
Test the scenario
- Click Run ▶️ in the top toolbar.
- Watch robot execute the actions step by step.
- When finished, open the Recent Runs panel (clock icon) to confirm a green Succeeded status.
If it failed, use the Logs and Screenshots tabs to troubleshoot, then adjust the actions.
Enable scheduling
- Click Scenario Settings (cog icon) in the toolbar.
- Tick Active.
- Set Schedule type to Daily, choose 09:00 (your local zone).
- Save.
Turn on Auto Mode
Flip the Auto Mode switch in the toolbar to On.
Leave Aiviro Editor running—the Orchestrator will now execute scenario every day at 09:00.
Verify scheduled runs
Return to Recent Runs after 09:00; a new entry should appear with today’s date.
Success → ✅; otherwise inspect logs and screenshots.
Next steps
- Explore advanced actions like Loops and others.
- Connect multiple scenarios into a bigger workflow.
- Install the Editor on a VM and keep it open for 24/7 robots.
Need help? Check the Docs sidebar or reach out to Aiviro Support.