- Step1: Install the Cognifirm Chrome extension from the Google Web Store.
- Step2: Create an account or log in to your existing Cognifirm account.
- Step3: Use the drag-and-drop interface to build your automation workflow.
- Step4: Import your Excel or CSV data into the desired online system.
- Step5: Set up rule-based notifications and customize as needed.
- Step6: Test your automation to ensure it functions correctly.