Automated Action Bot

My Role: UX, UI

Timeframe: Jan 2026 - Feb 2026

Users can use this tool to reach out to people and businesses in a streamlined way. It is completely customizable to different websites. The user would build the sequence of actions the bot should take for the specific website. The user can also track the progress of all their campaigns.

Overview

Developing new collaborations often start with cold outreach, which takes a lot of time and effort. Tools like automated LinkedIn messaging and emails help streamline the process on these platforms. We wanted to make a universal automated outreach tool, usable across all websites (e.g., AirBnb, Zillow, Fiverr).

Problem Description

The founder, who works in sales, and I brainstormed a list of use cases. Examples below:

  • A developer wanting to acquire property could message AirBnb hosts

  • A startup founder could connect with other founders on Product Hunt

  • An Instagram influencer could follow pages to get follow backs

  • DM people on Reddit to connect regarding any topic

I went on these websites and mapped out the actions needed to complete each task. It turns out there are only 3 actions

Use Cases

I tried other tools that automate actions such as Lemlist, reply.io and Dripify to gather a list of key features. Then, we decided which ones are needed for the MVP and which ones could be introduced later.

The Technology

Clicking on a link or button

1

Writing a message

2

Rating number of stars (this is similar to clicking but we wanted to simplify the user experience)

3

We could automate the cursor to go to the designated spot on each URL, assuming each URL with the same path would have the same format (e.g., the structure of https://www.trustpilot.com/review/investmentwatches.com is the same as the structure of https://www.trustpilot.com/review/michaeljonesjeweller.co.uk)

Designing the Sequencer

The biggest chunk of work was designing the sequencer, where the user builds the automated steps for the bot to take for each URL. To get the process started, I made wireframes for specific Websites (Trustpilot and Zillow).

Trustpilot wireframes

To submit a review on Trustpilot, the user would have to complete the following steps:

  1. Click on Write a Review

  2. Rate the experience

  3. Write a review

  4. Give the review a title

  5. Enter Date of Experience

  6. Click Submit Review

I made the sequencer just for Trustpilot. The next step is making it completely customizable, where the user can designate which action each step should be (e.g., if it should be to click, write or rate)

Wireframes for generic sequence builder

Start the sequence with the first step

1

Indicate what the step should be, choosing between click, write and rate

2

Describe how the action should be implemented within the URL

3

Continue with adding a next step

4

UI and Visuals

I wanted the visuals to be modern, professional and simple. Sometimes technical tools are challenging to understand, so I wanted it to be as easy to use as possible.

Colors

I was inspired by blueprints because the user is designing the sequence by adding steps and designating details about the steps. However, I made the blue very light with dark text to make it easier to read. The primary color is a teal green representing calmness and professionalism.

Other Visual Elements

I incorporated subtle grid dots to simulate the physical paper designers may use for their work. I wanted the user to feel as if they are creating something new from nothing, tailoring the sequencer entirely to what they need. I made bold and simple, what has been completed, the current step, and which actions to choose from.

The Full Experience

After designing the sequencer, I worked on the end-to-end experience, which starts with the user uploading a CSV of URLs and includes elements such as scheduling actions, tracking progress, and managing campaigns. The central theme is to make the tool as easy to use as possible.

CSV Upload

Previewing before Launch

Before launching a campaign, users can preview how their sequence of actions will perform in the URL. This is to ensure the steps implements successfully one after another. Especially for more complicated websites with multiple actions, there is more space for error, so it's important for users to correct any errors before launch. The preview would be a short video showing the steps being implemented. The user can see which step the video is on, pause it, and manually rewind and fast forward through the steps. They can also go directly into the step to correct any errors. Previews would be shown for 4 URLs to ensure the sequence is effective across the board.

Previewing before Launch

Scheduling the Campaign

When designing the scheduler, I considered the following factors:

  • User may want to start the campaign at a later date/time

  • User may want to stagger the actions in intervals to avoid websites detecting unusual activity

  • There should be a limit of actions per timeframe (e.g., X actions per Y minutes/hours)

I derived inspiration from competitor schedulers (Lemlist, Dripify, etc.) as well

Progress Tracking

The user should be able to have an overview of all their campaigns, view their status and implement actions (e.g., pause, rename, duplicate). The user should be able to click into each campaign to see a deep dive.

Research