Automator Guide
Automator Guide
Table of Contents ⊕
Choose a workflow
A. In the Automator app on your Mac, choose File > New.
Application: A standalone workflow that runs when you open it or drop files or folders on it.
Quick Action: A workflow that you can add to Finder windows, the Touch Bar and the Services
menu. For more information about using Quick Action workflows, see Use Quick Action workflows
on Mac.
Folder Action: A workflow attached to a folder in the Finder. When items are added to the folder,
the workflow runs and the files are used as input to the workflow.
Image Capture Plug-in: A workflow that‘s available in the Image Capture app on your Mac.
R. Click Choose.
A. In the Automator app on your Mac, find an action by doing any of the following:
See all available actions: Click the disclosure triangle to expand the Library.
See actions related to a specific category: Select the category in the Library column.
Search for a particular action: Enter a word in the search field. If you click a category in the Library
and then enter a search term in the search field, only the actions related to the category are
searched.
Record your own action: Click the Record button and complete the task you want to automate.
When finished, click the Stop button.
F. To add an action to your workflow, double-click it.
If you created a specific type of workflow, such as an Application or Calendar Alarm, the workflow is
saved as that type. For example, if you chose the Calendar Alarm workflow, when you save it,
Automator automatically opens Calendar and creates a Calendar alarm event.
See also
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I. Press and hold the Control key, click one of the selected files to show the shortcut menu, then choose
Create Workflow.
A new workflow is created in Automator, and the selected files are specified in the first action.
Helpful? Yes No
Support Automator User Guide Create a workflow using selected files on Mac
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In the Automator app on your Mac, click the action in the Library. A description of the selected
action appears in the bottom-left corner of the Automator window.
The description may contain the actionʼs required input, output and result. Although some actions
require no input or output, others have very specific input requirements, such as a specific type of file
from a previous action. For example, an action that requires a graphic file for input can only follow an
action in the workflow that has a graphic file as output.
See also
Helpful? Yes No
Support Automator User Guide Get information about actions in Automator on Mac
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@. In the Automator app on your Mac, select the action that you want to copy in the workflow.
You can also copy actions by dragging them from one workflow to another.
Whenever you rearrange actions, you should compare the input and output of the actions in the workflow
to ensure they work together.
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Find out what input is required by the action: Click the action In the Library.
A description of the selected action appears in the bottom-left corner of the Automator window. The
type of input required is listed in the description.
Choose whether to use input from the previous action: In the action, click Options, then click “Ignore
this actionʼs input”.
See also
Get information about actions in Automator on Mac
View the results of an action in Automator on Mac
Helpful? Yes No
Support Automator User Guide Use results from a previous action in Automator on Mac
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Select the action, press and hold the Command key, then press the Up Arrow key or the Down Arrow
key.
Whenever you rearrange actions, you should compare the input and output of the actions in the workflow
to ensure they work together.
See also
Copy actions in Automator on Mac
Delete actions from an Automator workflow on Mac
Helpful? Yes No
Support Automator User Guide Change the order of actions in an Automator workflow on Mac
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Select an action or group of actions, then choose Edit > Delete, or press the Delete key.
See also
Copy actions in Automator on Mac
Change the order of actions in an Automator workflow on Mac
Disable or enable actions in an Automator workflow on Mac
Helpful? Yes No
Support Automator User Guide Delete actions from an Automator workflow on Mac
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Some actions have an option allowing the user to select the settings when the workflow is running. When
the user runs the workflow, the choices are displayed in a dialogue.
D. In the Automator app on your Mac, in the action, select the settings you want. The settings you
select appear as the default settings.
See also
Helpful? Yes No
Support Automator User Guide Allow action options to be selected at runtime in Automator on Mac
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Workflow receives input: The type of data that will be used as input to the workflow. If you choose
Automatic, Automator guesses the type of input you want to use in your workflow.
Note: Only Quick Actions that receive files as input are available in Finder windows.
Application: The app(s) you want to use to process your workflow. The app must be open for the
workflow to be available.
Input is: If the workflow receives input from URLs, addresses, phone numbers, dates or email
addresses, you can specify different input options.
Output replaces selected text: When the workflow receives input from Text or Rich Text, you can
specify that the output replaces the selected text.
Image: An image for your Quick Action. You can select an image on your Mac or choose an image
from the menu.
Colour: A colour for your Quick Action (visible in the Touch Bar only).
W. Click Choose.
After you create a Quick Action, it automatically appears in the Action pop-up menu at the top of a
Finder window, at the bottom of the Finder window preview pane in Column or Gallery view, and in the
Services menu. You can also access Quick Actions in the Touch Bar by adding a Quick Actions button.
W. Drag the Quick Actions button to the bottom of the screen until it appears in the Touch Bar.
Y. Click Done.
O. Click Finder.
P. Select the tickbox next to each action you want to be available from the Finder.
Y. Select the tickbox next to each action you want to be available from the Touch Bar.
To make the Touch Bar show only Quick Actions, click the “Touch Bar shows” pop-up menu, then
choose Quick Actions.
To make Quick Actions appear when you press the Function key, click the “Press Fn key to” pop-up
menu, then choose Shows Quick Actions.
See also
Helpful? Yes No
Table of Contents ⊕
B. In the Automator app on your Mac, if the Log area is not displayed, choose View > Log.
H. Click Run.
The workflow executes from the top, running each action in sequence.
Status messages appear in the Log area at the bottom of the window, telling you which action is
running and when it is complete.
If problems occur, warnings and error messages appear in the Log area.
See also
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In the Automator app on your Mac, click the disclosure triangle by the actionʼs name to collapse the
action; click the triangle again to expand it.
You can also collapse or expand all actions in a workflow by holding down the Option key and clicking
the disclosure triangle in the title bar of an action.
See also
Helpful? Yes No
Support Automator User Guide Expand or collapse actions in an Automator workflow on Mac
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E. Press and hold the Control key, then click the action to display the shortcut menu.
Note: If you disable an action that generates data required for the workflow, or is otherwise necessary for it
to run, the workflow will fail.
See also
Helpful? Yes No
Support Automator User Guide Disable or enable actions in an Automator workflow on Mac
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View results for a single action: Click Results in the bottom-left corner of the action, then click Run.
View results for the previous action: Drag the View Results action from the Utilities category to the
workflow, placing it after the action you wish to check, then click Run.
See also
Helpful? Yes No
Support Automator User Guide View the results of an action in Automator on Mac
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Look at the log at the bottom of the workflow window. Choose View > Log to open it.
Place the View Results action (from the Utilities category) in the workflow. The View Results action
displays the results or output passed from the previous action. By placing the View Results action in
the workflow between two actions, you can see the data that is flowing through the workflow at that
point.
See also
View the results of an action in Automator on Mac
View the values of variables in Automator on Mac
Helpful? Yes No
Support Automator User Guide View events performed by a workflow in Automator on Mac
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Some variables in Automator are constant values — for example, “Todayʼs date” or “My name”. Automator
temporarily holds a value while a workflow runs.
Some actions may allow you to choose a declared variable from a pop-up menu. Other actions give you
the option to create a new variable from a pop-up menu.
For more information about adding variables to an action, see Add variables to an action.
For more information about adding variables to a workflow, see Add variables to a workflow.
See also
View the values of variables in Automator on Mac
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B. Click Variables in the top-left corner of the Automator window, then select a category from the Library.
I. Drag the variable you want to use onto the field or pop-up menu of an action.
When you use a variable in a text field, the variable may be used in-line with other text. When the workflow
runs, the variable is evaluated and the value of the variable appears as a part of the text in the field.
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A. Click Variables in the top-left corner of the Automator window, then select a category from the Library.
A Get Value of Variable action is added to the workflow. The value of the variable is passed to the next
action.
If the Get Value of Variable action receives text as input from the previous action, the variable is appended
to the text.
See also
About variables in Automator on Mac
Add variables to an action in Automator on Mac
View the values of variables in Automator on Mac
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The loop action repeats actions that come before it in the workflow. Actions that are placed after the loop
action in the workflow donʼt run until the conditions have been met for the workflow to exit the loop.
E. Click Actions in the top-left corner of the Automator window, then click Utilities in the Library.
J. Drag the Loop action into your workflow, then do one of the following:
To have a dialogue appear when the action runs asking the user whether to loop or continue,
choose “Ask to continue”.
To automatically repeat without asking, choose “Loop automatically”, enter a number in the “Stop
after” field, then choose the type of condition where you want the workflow to stop repeating.
See also
Helpful? Yes No
Support Automator User Guide Use the loop action to repeat parts of your workflow in Automator on Mac
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You can use the log to analyse these events and diagnose problems after the workflow runs. Warnings and
error messages appear in the Log area.
You can also use the View Results action to help troubleshoot your workflow. This action shows the result
information passed from the previous action. You can temporarily place this action after any action in the
workflow to see the information flowing through the workflow at that point.
See also
View events performed by a workflow in Automator on Mac
View the values of variables in Automator on Mac
View the results of an action in Automator on Mac
Helpful? Yes No
Support Automator User Guide If your workflow doesnʼt work in Automator on Mac
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H. Click Run.
As your workflow runs, the values of the variables are displayed in the log.
To run your workflow one step at a time to see the point where variables change, choose Workflow > Step.
See also
Helpful? Yes No
Support Automator User Guide View the values of variables in Automator on Mac
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F. Open Automator.
You can also double-click the .action file itself to open it and install it in Automator.
See also
Helpful? Yes No
Support Automator User Guide Import additional actions into Automator on Mac
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J. Type Run Shell Script in the search field, then select Run Shell Script in the search results.
O. Click the Shell pop-up menu, then choose the shell environment.
See also
Helpful? Yes No
Support Automator User Guide Use a shell script action in an Automator workflow on Mac
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The AppleScript script can interact with the other actions in your workflow. It can receive input from the
previous action, and return results to the following action.
H. Click Actions in the top-left corner of the Automator window, then select Utilities in the Library.
You can edit, compile and test your script right in the action, or you can develop your script in Script
Editor.
See also
Control Automator with scripts on Mac
Introduction to Automator AppleScript Actions Tutorial
AppleScript website
Helpful? Yes No
Support Automator User Guide Add AppleScript scripts to a workflow in Automator on Mac
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The JavaScript script can interact with the other actions in your workflow. It can receive input from the
previous action, and return results to the following action.
F. Click Actions in the top-left corner of the Automator window, then select Utilities in the Library.
You can edit, compile and test your script right in the action, or you can develop your JavaScript in
Script Editor.
To learn more about JavaScript for Automation, go to JavaScript for Automation Release Notes.
See also
Control Automator with scripts on Mac
Helpful? Yes No
Support Automator User Guide Add JavaScript scripts to a workflow in Automator on Mac
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To see Automator commands available to scripts, use Script Editor, included with macOS.
N. Drag the Automator icon onto the Script Editor icon to open the ScriptEditor dictionary for Automator.
To learn more about AppleScript and how to use scripting terms, go to AppleScript Language Guide.
See also
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Tip: If the Script menu doesnʼt appear in the menu bar, you can enable it in Script Editor preferences.
F. Choose Script Editor > Preferences, then select “Show Script menu in menu bar”.
F. Enter a name for your workflow, click the File Format pop-up menu, then choose Application.
P. Click Save.
Q. In the Finder, open the Scripts folder in the Library folder, then copy your Automator app into the
Scripts folder.
See also
Helpful? Yes No
Support Automator User Guide Add an Automator workflow to the Script menu in Script Editor on Mac
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Action Shortcut
Collapse all the actions in a workflow Option-click the disclosure triangle in the title bar of
one of the actions
Open Command-O
Close Command-W
Save Command-S
Duplicate Shift-Command-S
Convert To Option-Shift-Command-C
Print Command-P
Undo Command-Z
Redo Shift-Command-Z
Cut Command-X
Copy Command-C
Paste Command-V
Duplicate Command-D
Find action (sets the prompt to the search field) Option-Command-F
Find Command-F
Run Command-R
Record Option-Command-R
Minimise Command-M
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