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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

  1. Launch Aiviro Editor. A licence prompt appears on first start.
  2. Paste your Client ID and API key and click Test Credentials.
  3. Check status text for Connection successful mesagge and then Save.

Licence dialog

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

  1. Click File → New Project.
  2. Click File → Save Project and choose a folder and name the project DemoQuickStart.
  3. 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:

  1. Launch Microsoft Edge with a Google query that shows the USD → EUR rate.
  2. Read the current exchange value into a variable.
  3. Close the browser.
  4. 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.
  5. Save the note under a filename that also contains today’s date, and exit Notepad.

Action tree


Add actions for the browser phase

#Action typeHow to add itWhat it does
1Open URLAdd 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.
2aSet 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.
2bGetRight-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.
3Key shortcutAdd Action → Keyboard → Key shortcutAlt + F4Closes Edge once the value has been captured.

Get action

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

#ActionParameters
4Custom Commandnotepad
5Wait ForText: 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 nameExpression
6notepad_entry_first_linef"Exchange rate for {CONSTANTS['DAY_OF_WEEK_NAME']}, {CONSTANTS['DAY']}/{CONSTANTS['MONTH']}/{CONSTANTS['YEAR']}"
7notepad_entry_second_linef"1 USD = {current_rate} EUR"
11filenamef"Rate_{CONSTANTS['FULL_DATE'].strftime(r'%d-%m-%Y')}.txt"

Insert a Flow → Create variable action, paste the expression.


Type, save and exit

#Action typeParameters (click VAR to insert created variables)Purpose
8Type textnotepad_entry_first_lineWrites the first line.
9Key shortcutEnterStarts a new line.
10Type textnotepad_entry_second_lineWrites the second line.
12Key shortcutCtrl + SOpens Save As.
13Wait ForText: *.txtEnsures the dialog is visible.
14Type textfilenameTypes the dynamic filename.
15Key shortcutEnterConfirms the dialog.
16Key shortcutAlt + F4Closes Notepad.
17Wait 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.

note

Ready-made scenario JSON — paste directly into a new project.

Click to view / copy
{"aiviro_actions": "{\"obj\": [{\"obj\": {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"title\": {\"value\": \"Get USD to EUR rate - DEMO\", \"__class__\": \"0x1\"}}, \"children\": [{\"values\": {\"url\": {\"value\": \"https://dollarstoeuro.com/usd-to-euro\", \"__class__\": \"0x1\"}, \"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"as_admin\": {\"value\": false, \"__class__\": \"0x3\"}, \"sensitive_data\": {\"value\": false, \"__class__\": \"0x3\"}, \"timeout\": {\"value\": 15, \"__class__\": \"0x4\"}, \"sleep_time\": {\"value\": 1, \"__class__\": \"0x4\"}}, \"children\": [], \"unique_id\": \"9CRk47v-TVmodoJalPDZ6w\", \"__class__\": \"0x2\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"values\": {\"query\": {\"values\": {\"text\": {\"value\": \"\\\\b\\\\d\\\\s?\\\\.\\\\s?\\\\d{2}\\\\b\", \"__class__\": \"0x1\"}, \"find_method\": {\"value\": [\"REGEX\"], \"__class__\": \"0x8\"}, \"element_index\": {\"value\": null, \"__class__\": \"0x9\"}}, \"__class__\": \"0x7\"}, \"reference\": {\"values\": {\"text\": {\"value\": \"1 USD\", \"__class__\": \"0x1\"}, \"find_method\": {\"value\": [\"AUTO\"], \"__class__\": \"0x8\"}, \"element_index\": {\"value\": null, \"__class__\": \"0x9\"}}, \"__class__\": \"0x7\"}, \"element_index\": {\"value\": 0, \"__class__\": \"0x4\"}, \"alignment\": {\"value\": true, \"__class__\": \"0x3\"}}, \"__class__\": \"0x6\"}, \"variable_name\": {\"value\": \"current_rate\", \"__class__\": \"0x1\"}, \"result_type\": {\"value\": \"text\", \"__class__\": \"0xa\"}, \"result_is_secret\": {\"value\": false, \"__class__\": \"0x3\"}}, \"children\": [], \"unique_id\": \"EtiK8s1bQFifpA8fpREkQw\", \"__class__\": \"0x5\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"values\": {\"text\": {\"value\": \"\\\\d{1,2}:\\\\d{2}(\\\\s(?:AM|PM))?\", \"__class__\": \"0x1\"}, \"find_method\": {\"value\": [\"REGEX\"], \"__class__\": \"0x8\"}, \"element_index\": {\"value\": -1, \"__class__\": \"0x4\"}}, \"__class__\": \"0x7\"}, \"variable_name\": {\"value\": \"rate_time\", \"__class__\": \"0x1\"}, \"result_type\": {\"value\": \"text\", \"__class__\": \"0xa\"}, \"result_is_secret\": {\"value\": false, \"__class__\": \"0x3\"}}, \"children\": [], \"unique_id\": \"EtiK8s1bQFifpA8fpREkQw\", \"__class__\": \"0x5\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"key\": {\"value\": [\"LEFT_ALT\", \"F4\"], \"__class__\": \"0xc\"}, \"wait\": {\"__class__\": \"0xd\"}}, \"children\": [], \"unique_id\": \"GfmuqjG2RAStBmsi4C4fXA\", \"__class__\": \"0xb\"}, {\"values\": {\"command\": {\"value\": \"notepad\", \"__class__\": \"0x1\"}, \"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"as_admin\": {\"value\": false, \"__class__\": \"0x3\"}, \"sensitive_data\": {\"value\": false, \"__class__\": \"0x3\"}, \"timeout\": {\"value\": 15, \"__class__\": \"0x4\"}, \"sleep_time\": {\"value\": 1, \"__class__\": \"0x4\"}}, \"children\": [], \"unique_id\": \"CBswwaKbSN2r0qFudrGZ1g\", \"__class__\": \"0xe\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"values\": {\"text\": {\"value\": \"UTF - 8\", \"__class__\": \"0x1\"}, \"find_method\": {\"value\": [\"AUTO\"], \"__class__\": \"0x8\"}, \"element_index\": {\"value\": null, \"__class__\": \"0x9\"}}, \"__class__\": \"0x7\"}, \"timeout\": {\"value\": 30, \"__class__\": \"0x4\"}}, \"children\": [], \"unique_id\": \"KbFrQ2d6QfCT-EPj7BySDg\", \"__class__\": \"0xf\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"assign_item\": {\"name\": \"notepad_entry_first_line\", \"expression\": \"f\\\"Exchange rate for {CONSTANTS['DAY_OF_WEEK_NAME']}, {CONSTANTS['DAY']}/{CONSTANTS['MONTH']}/{CONSTANTS['YEAR']}\\\"\", \"__class__\": \"0x11\"}}, \"children\": [], \"unique_id\": \"sVI9jMfpQLuf2Ulf5fuU9Q\", \"__class__\": \"0x10\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"assign_item\": {\"name\": \"notepad_entry_second_line\", \"expression\": \"f\\\"1 USD = {current_rate} EUR\\\"\", \"__class__\": \"0x11\"}}, \"children\": [], \"unique_id\": \"0hAaoIbqTduBUslyiFL2oA\", \"__class__\": \"0x10\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"assign_item\": {\"name\": \"filename\", \"expression\": \"f\\\"Rate_{CONSTANTS['FULL_DATE'].strftime(r'%d-%m-%Y')}_{rate_time.replace(':','.')}.txt\\\"\", \"__class__\": \"0x11\"}}, \"children\": [], \"unique_id\": \"OPYnp2LsQv-Cz_n-Up8ZNA\", \"__class__\": \"0x10\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"value\": null, \"__class__\": \"0x9\"}, \"text\": {\"value\": \"notepad_entry_first_line\", \"__class__\": \"0x13\"}, \"wait\": {\"__class__\": \"0xd\"}, \"timeout_between_actions\": {\"value\": 0, \"__class__\": \"0x4\"}, \"clear\": {\"value\": false, \"__class__\": \"0x3\"}}, \"children\": [], \"unique_id\": \"ADQKsoakS7Cq_i6VK46y9Q\", \"__class__\": \"0x12\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"key\": {\"value\": [\"ENTER\"], \"__class__\": \"0xc\"}, \"wait\": {\"value\": 1, \"__class__\": \"0x4\"}}, \"children\": [], \"unique_id\": \"tPsOFAQ7TKOY8S_5Pq3tnA\", \"__class__\": \"0xb\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"value\": null, \"__class__\": \"0x9\"}, \"text\": {\"value\": \"notepad_entry_second_line\", \"__class__\": \"0x13\"}, \"wait\": {\"__class__\": \"0xd\"}, \"timeout_between_actions\": {\"value\": 0, \"__class__\": \"0x4\"}, \"clear\": {\"value\": false, \"__class__\": \"0x3\"}}, \"children\": [], \"unique_id\": \"xVAq_lpqSE2CHSNuPUBzKA\", \"__class__\": \"0x12\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"key\": {\"value\": [\"LEFT_CONTROL\", \"KEY_S\"], \"__class__\": \"0xc\"}, \"wait\": {\"__class__\": \"0xd\"}}, \"children\": [], \"unique_id\": \"2xomsBEwSLWoDGa3nJw2hQ\", \"__class__\": \"0xb\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"values\": {\"text\": {\"value\": \"*.txt\", \"__class__\": \"0x1\"}, \"find_method\": {\"value\": [\"AUTO\"], \"__class__\": \"0x8\"}, \"element_index\": {\"value\": 0, \"__class__\": \"0x4\"}}, \"__class__\": \"0x7\"}, \"timeout\": {\"value\": 30, \"__class__\": \"0x4\"}}, \"children\": [], \"unique_id\": \"BOKyDOqrSYOK_Iar2qKO_w\", \"__class__\": \"0xf\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"value\": null, \"__class__\": \"0x9\"}, \"text\": {\"value\": \"filename\", \"__class__\": \"0x13\"}, \"wait\": {\"__class__\": \"0xd\"}, \"timeout_between_actions\": {\"value\": 0, \"__class__\": \"0x4\"}, \"clear\": {\"value\": false, \"__class__\": \"0x3\"}}, \"children\": [], \"unique_id\": \"Bb904aFcRu6nnYWKXPpAwA\", \"__class__\": \"0x12\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"key\": {\"value\": [\"ENTER\"], \"__class__\": \"0xc\"}, \"wait\": {\"value\": 1, \"__class__\": \"0x4\"}}, \"children\": [], \"unique_id\": \"tPsOFAQ7TKOY8S_5Pq3tnA\", \"__class__\": \"0xb\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"key\": {\"value\": [\"LEFT_ALT\", \"F4\"], \"__class__\": \"0xc\"}, \"wait\": {\"__class__\": \"0xd\"}}, \"children\": [], \"unique_id\": \"a8bssccTQeKrSbLuMeSFnw\", \"__class__\": \"0xb\"}, {\"values\": {\"enable_execution\": {\"value\": \"Enabled\", \"__class__\": \"0x1\"}, \"required_success\": {\"value\": true, \"__class__\": \"0x3\"}, \"search_object\": {\"values\": {\"text\": {\"value\": \"Rate 17-09-2025 - Notepad\", \"__class__\": \"0x1\"}, \"find_method\": {\"value\": [\"AUTO\"], \"__class__\": \"0x8\"}, \"element_index\": {\"value\": null, \"__class__\": \"0x9\"}}, \"__class__\": \"0x7\"}, \"timeout\": {\"value\": 30, \"__class__\": \"0x4\"}}, \"children\": [], \"unique_id\": \"PdcVuLb3RVyM_Ed3_aiwGQ\", \"__class__\": \"0x14\"}], \"unique_id\": \"CHGmR_aoS5iHelGSiX-Zfw\", \"__class__\": \"0x0\"}}], \"__mapping__\": {\"0x0\": [\"src.actions.markup\", \"Section\"], \"0x1\": [\"src.parameters.primitive\", \"StrValue\"], \"0x2\": [\"src.actions.other\", \"RDPOpenUrl\"], \"0x3\": [\"src.parameters.primitive\", \"BoolValue\"], \"0x4\": [\"src.parameters.primitive\", \"IntValue\"], \"0x5\": [\"src.actions.input_actions\", \"GetAction\"], \"0x6\": [\"src.parameters.aiviro_positional\", \"OnTheRightElementValue\"], \"0x7\": [\"src.parameters.aiviro_internal\", \"TextElementValue\"], \"0x8\": [\"src.parameters.aiviro_common\", \"FindMethodValue\"], \"0x9\": [\"src.parameters.primitive\", \"NoneValue\"], \"0xa\": [\"src.parameters.misc\", \"GetCommandResultValue\"], \"0xb\": [\"src.actions.keyboard_actions\", \"KeyShortcut\"], \"0xc\": [\"src.parameters.aiviro_common\", \"BaseKeyValue\"], \"0xd\": [\"src.parameters.primitive\", \"ImplicitWaitValue\"], \"0xe\": [\"src.actions.other\", \"StartProcessRDPAction\"], \"0xf\": [\"src.actions.input_actions\", \"WaitForAction\"], \"0x10\": [\"src.actions.other\", \"AssignAction\"], \"0x11\": [\"src.parameters.misc\", \"VariableAssignmentDataValue\"], \"0x12\": [\"src.actions.keyboard_actions\", \"TypeText\"], \"0x13\": [\"src.parameters.variable\", \"VariableValue\"], \"0x14\": [\"src.actions.input_actions\", \"WaitUntilDisappearAction\"]}}"}

Test the scenario

  1. Click Run ▶️ in the top toolbar.
  2. Watch robot execute the actions step by step.
  3. When finished, open the Recent Runs panel (clock icon) to confirm a green Succeeded status.

Recent run succeeded

If it failed, use the Logs and Screenshots tabs to troubleshoot, then adjust the actions.


Enable scheduling

  1. Click Scenario Settings (cog icon) in the toolbar.
  2. Tick Active.
  3. Set Schedule type to Daily, choose 09:00 (your local zone).
  4. Save.

Scenario settings


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.

Auto mode


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.