Resources / Automation
Automation & Scraping (Compliance-First)
Build guardrails that keep automation useful—and policy-safe.
Policy-aware design
Know the rules
- Map platform policies; document boundaries and prohibited behaviors.
- Prefer official APIs and user-visible flows when available.
- Design with reviewer expectations and privacy labels in mind.
Operate safely
- Avoid stealth actions; require explicit user intent.
- Minimize permissions; justify and log sensitive actions.
- Plan for change—feature flags and quick rollback.
Consent & controls
Human-in-the-loop
- Explicit user actions and scopes before automation runs.
- Pause/undo controls for long or risky tasks.
- Session-level visibility: what is running, where, and why.
Usage logs
- Trace IDs for actions, inputs, and outcomes.
- Opt-in consent records and audit trails.
- Redact PII; retain per policy windows.
Rate limiting & backoff
Guardrails
- Token buckets and per-domain quotas.
- Jittered delays and human-like pacing.
- Adaptive backoff for soft blocks/timeouts.
Signals
- Detect challenge pages, throttles, or CAPTCHAs.
- Switch to slower modes on block signals.
- Expose pacing state in the UI.
Selector & resilience strategy
Stable anchors
- Prefer semantic roles/labels and durable attributes.
- Multi-cue targeting with verification steps.
- Rapid fail & fallback when DOM shifts.
Safety checks
- Pre-conditions for destructive actions.
- Visual confirmations & dry-run modes.
- Escalate to manual review on uncertainty.
Retries, queues & recovery
Resilient execution
- Idempotent actions; dedupe keys for safety.
- Visibility timeouts and resumable jobs.
- Dead-letter queues for operator review.
Observability
- Per-step outcomes (success, retry, fail, skipped).
- Queue drain time and backpressure metrics.
- Error taxonomy with actionable codes.
Storage & export
Formats
- CSV / JSON / Google Sheets export paths.
- Schema validation and field mapping.
- Batching to respect quotas.
Compliance
- Sanitization and PII handling rules.
- Clear retention windows and purge jobs.
- User-initiated export & delete flows.
Monitoring & governance
Signals
- Error telemetry with context and samples.
- Block detection and alert thresholds.
- Outcome dashboards for teams.
Review cadence
- Periodic policy checks and selector reviews.
- Runbooks for common incidents.
- Changelogs tied to permission updates.
Compliance note: We do not support abusive or policy-violating use cases.