Dashboard

SideButton's web dashboard for managing workflows, recordings, and settings.

Accessing the Dashboard

Open http://localhost:9876 when the server is running.

Dashboard Views

Home (Dashboard)

The main view shows:

• Shortcuts — Pinned workflows for quick access
• Recent runs — Latest workflow executions
• Browser status — Extension connection indicator

Actions

Your personal workflows saved in actions/ directory:

• View workflow details
• Run workflows
• Edit workflow settings
• Delete workflows

Workflows

Public workflow library from workflows/ directory:

• Browse community workflows
• Run any workflow
• Copy to your actions

Recordings

Manage action recordings:

• Start new recording
• View past recordings
• Export as YAML workflow
• Delete recordings

Run Log

Execution history for all workflows:

• See status (completed, failed, running)
• View duration and timestamp
• Inspect step-by-step events
• See extracted variables
• Debug failed runs

Settings

Configure SideButton:

Shortcuts

• Pin workflows to dashboard
• Set custom icons
• Organize favorites

User Contexts

• LLM Contexts — Instructions prepended to AI prompts
• Env Contexts — Environment variables for workflows

Connection

• Server status
• Extension status

Browser Connection

The sidebar shows connection status:

Status	Meaning
🟢 Browser Connected	Extension is connected, ready for automation
🔴 Browser Disconnected	Extension not connected

Reconnecting

If disconnected:

1. Navigate to any webpage in Chrome
2. Click the extension icon
3. Click "Connect This Tab"

Working with Workflows

Running a Workflow

1. Navigate to Actions or Workflows
2. Click a workflow card
3. Fill in any required parameters
4. Click Run
5. Watch the run log for results

Creating a Shortcut

1. Find a workflow you use often
2. Click the ⭐ or pin icon
3. It appears on your Dashboard

Viewing Run Details

1. Go to Run Log
2. Click a run entry
3. See:
   • Overall status
   • Duration
   • Parameters used
   • Step-by-step events
   • Extracted variables
   • Error messages (if failed)

Settings Deep Dive

LLM Contexts

Customize AI behavior for specific domains:

Field	Description
Industry	Match by workflow category (Sales, Engineering, etc.)
Domain	Match by allowed_domains
Context	Text prepended to LLM prompts

Example:

• Industry: Sales
• Domain: linkedin.com
• Context: "You are helping a sales professional. Be concise and professional."

Env Contexts

Define reusable values:

Name	Value
github_base_path	/Users/me/GitHub
default_org	mycompany

Use in workflows: {{env.github_base_path}}

Keyboard Shortcuts

Shortcut	Action
Cmd/Ctrl + K	Quick search (coming soon)
Esc	Close modal

Troubleshooting

Dashboard won't load

1. Is the server running? Check terminal for errors.
2. Try a different browser
3. Clear browser cache

Workflows don't appear

1. Check workflows/ and actions/ directories exist
2. Verify YAML files have correct syntax
3. Check server logs for parsing errors

Run log is empty

Runs are stored in run_logs/ directory. Check:

1. Directory is writable
2. Server has permission to write files

Next Steps

• First Workflow — Run your first automation
• Recording Mode — Create workflows
• Troubleshooting — Common issues