How to Create a Macro?
Hi! Welcome to Hoory AI! In this user guide, we'll walk you through the process of creating a macro in your Hoory AI inbox.
What is a Macro?
Before we start, let's understand what a macro is:
A macro is a set of saved actions you can pre-define and use whenever needed. It streamlines repetitive tasks, saving you time and effort.
Creating a Macro
- Access Macro Creation:
- Go to Settings → Macros → "Add a new macro."
- Clicking "Add a new macro" takes you to the macro setup screen.
- Create a flow of actions to be performed when the macro is executed.
- Name your macro for internal reference.
3. Select Actions:
- Start by selecting actions from the dropdown menu.
- Actions can include labeling, assigning tasks, sending messages, and more.
4. Set Visibility:
- Choose a visibility status for your macro.
- Set to "Private" for personal use or "Public" for team use.
5. Save Macro:
- After defining the macro, click "Save macro" at the bottom.
Executing the Macro
- Locate Macros Section:
- In the right sidebar of your chat window, find the "Macros" section.
- Click the plus sign to expand and view the list of macros.
2. Preview and Execute:
- Preview a macro by clicking the "i" icon for a pop-up of actions.
- Execute the macro by clicking the play button.
3. View Success Messages:
- The macro will automatically perform actions in a split second.
- View respective success messages for each action.
Editing or Deleting a Macro
- To edit or delete macros, go to Settings → Macros.
- Find the specific macro and use the corresponding edit or delete button.
That’s it. Easy as that!
Wrapping up, as you learn the fundamentals, remember there's so much more to explore with Hoory. The journey doesn't end here—keep experimenting, learning, and innovating with your AI assistant to unlock its full potential.