How to use Albato Extension

Hello! We've created the Albato Extension for Google Chrome, which helps analyze the text on web pages and send summaries to various systems such as Trello, Slack, Google Sheets, and others. Additionally, this extension provides a contextual menu for processing selected text, including generating comments and explaining text using artificial intelligence.

To start using the extension after installation, you'll need to launch the scenario in Albato. We hope you enjoy using this extension!

If you have any feedback regarding the performance of the extension, please write it in our Facebook community; If you need assistance with automation set up, you can always contact our technical support, which is available for all users

The extension currently has the following features:

Main menu:

• Analyze web page text and send a summary to Trello
• Analyze web page text and send a summary to Slack
• Analyze web page text and send a summary to Google Sheet
• Analyze web page text and send a summary to Notion
• Analyze web page text and send a summary to the system of your choice

Context menu (it works with selected text on the page):

• Summarize selected text
• Create a comment (displays an AI-generated comment in a pop-up window)
• Explain this (uses artificial intelligence to explain the highlighted text and shows the result in a pop-up window)
• Fix spelling and grammar (displays a pop-up window with errors detected in the highlighted text)
• Copy text (sends selected text to your system, e.g. for contact analysis in HubSpot)

Variables passed by the extension:

• Page title
• Page URL
• Divides the text into chunks of 2000 characters and returns the number of chunks
• Selected text
• Page text analyzed without tags

For each function of the Extension in Albato (Solution), there is a certain scenario. You can configure all the scenarios at once or do it iteratively. For example, you can configure only the sending of article summaries to Slack. In addition, when working with the "Context Menu" and "Main Menu" automations, you can change the apps and systems to which data should be sent. We will explain this in the "Context Menu Settings" and the "Main Menu Settings" sections.

To use the extension, you need to follow these steps, some of which are required, while for the settings of others, you can go later to change the apps or systems where data is sent and other settings.

1. Install the Albato Extension (required)

• Go to the Albato extension page
• In the top right corner, click Add to Chrome
• In the dialog box, click Add extension

2. Pin the extension to the Chrome toolbar. (required)

• In the Chrome browser, click the extension icon in the toolbar.
• In the drop-down menu, click on the pin icon next to the Albato Extension

The Albato Extension will now appear in the Chrome toolbar.

3. Install the Solution - Albato Extension (required)

Click in Extension - Connect Automation or follow the link https://albato.com/app/solutions/wizard/376 and install the solution.

You can also go to the Albato Solutions section and install the solution there.

Each scenario is responsible for a certain feature of the extension. If, at this stage, you don't want to send messages to Slack or Google Sheets, you can configure only the context menu or configure only the main menu and summaries for Slack. We'll discuss these settings below - see "Context Menu Settings" and "Main Menu Settings".

Next, you need to set up connections to apps and systems, specify where exactly the data should be sent. If you don't plan to send data to HubSpot, simply skip the setup. Setting up Webhooks and OpenAI connections is required for starting the Extension.

Next step, we need to set up a webhook in the Extension and disable the scenarios with the apps you don’t connect to Albato

Go to the settings of any scenario

Click on the Webhook Catcher icon, copy the URL, click the Catch webhook button, open the extension, then open the Settings, paste the webhook, and finally click the Send button next to Slack: Send article summary.

Next, the catcher will catch all the variables we receive on the webhook.

Close the webhook catcher settings, and exit the Automation. Make sure the checkbox is unchecked for scenarios where you have not connected the apps and click the Save buttons.

Depending on the selected scenarios, Albato may ask to make additional settings in the scenario.

In this example, go to the automation with Trello (Send article summary) and specify the column to create a card (You can go to the connection stage by making lists)

Click the Start button. This completes the basic settings and you are ready to use the solution!

If you want to make changes to the way scenarios work, you need to pause the Solution. Then go to the scenario settings and change the settings as needed. For example, if you're not satisfied with the app or status where the card or message is created.

Troubleshooting Extensions

If any functionality of the Extension is not working properly, you can contact technical support or go to the History of your Solution. Here you will see all the data that is passed through the integration, as well as any possible errors.

Next we will tell you how to add your app to the Solution and how to set up automations with context or main menu only.

Context menu settings (Optional)

Keep the Context menu automations active

Next, set up the apps connections.

💡 Scenario: Context menu: Summarize - will create tasks / cards in Notion with a summary. Context menu: Copy text - will create tasks in Hubspot with text inside (if you want to transfer data to another app, do not set up a connection; we will tell you how to connect your app below).

Next, go to the settings for any scenario

Now we need to set up a webhook in the Extension, and configure the Incoming Data Filter. Click on the Webhook catcher icon, then catch the webhook, open the Extension and paste the webhook in to the Settings, then click the Send button next to Slack: Send article summary.

Next, the catcher will catch all the variables we receive on the webhook

Next, let's go to the settings of the Context menu scenario: Copy text.

Delete the HubSpot step: Create new task step.

Click on the "+" icon, then select "Action" and choose the app you need.

If you can't find the app you need, you can set up a connection via HTTP request or use our App Integrator (Contact our support team).

Main menu settings (Optional)

If you're already familiar with the settings for the Context menu, you'll easily be able to set up the Main menu. Don't forget that you can also connect your own app and add it to the current automation. But if you encounter any difficulties, don't worry, we're always here to help! Contact us in a chat, and our technical support team will be happy to assist you.