---
sourceDocument: Australia Enable AI
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/intelligent-experiences

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Auto-capture steps

# Automate repetitive tasks by auto-capturing steps in Agentic Desktop {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 min. de leitura

Create desktop actions by auto-capturing steps to automate repetitive tasks in Agentic Desktop. You can save the steps that you perform on the application elements as a reusable desktop action of type UI block.

## Antes de Iniciar

To access the Agentic Desktop functionality, perform the following steps:

* Enable Agentic Desktop on your ServiceNow instance. For more information, see [Configure Agentic Desktop](https://servicenow-prod.fluidtopics.net/3VcWwOQSuz6Ew9ufsFD04w "You can enable the Agentic Desktop application (sn_desktop_agents) if you have the admin role.").
* Download the Agentic Desktop installer to automate repetitive tasks across applications and systems. For more information, see [Download Agentic Desktop installer](https://servicenow-prod.fluidtopics.net/8a6cxzdJtIn~YN5M~hnP4w "Download the Agentic Desktop installer so that you can install Agentic Desktop on your Windows machine for designing and running desktop actions.").
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Confirm that the following system requirements are met:

* Windows 11 operating system is used.
* A .NET 9.0 runtime v9.0.10 and .NET 9 Desktop Runtime v9.0.10 is installed.
* No extended monitors are connected.
* Theme must match between the systems used for recording and execution.
* Remote Desktop must be enabled on your machine and your account must be granted Remote Desktop access permissions before you start using the Agentic Desktop Execution workspace.

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Familiarize yourself with the Design workspace and Action recorder. For more information, see [Agentic Desktop Design workspace](https://servicenow-prod.fluidtopics.net/Fu0GWG9zICohe3YooYNCBQ "The Design workspace is an interactive environment within Agentic Desktop that enables you to create desktop actions by recording and configuring user interactions with desktop applications. The workspace provides a visual canvas where you can design multi-screen automation workflows that capture business processes across different applications.") and [Action recorder in Agentic Desktop](https://servicenow-prod.fluidtopics.net/JW~NZoUC2S4aanWViaxzIg "With Action recorder, you can auto-capture steps to automate repetitive tasks in Agentic Desktop. You can save the steps that you perform on the application elements as a reusable desktop action of type UI block.").

Role required: sn_aia.admin

## Por Que e Quando Desempenhar Esta Tarefa

You can record steps that you want to automate for desktop and web applications and save them as desktop actions of type UI block that AI agents can simulate while executing automations.

With Action recorder, you can record every step you perform on desktop applications, including clicks, keystrokes, and data entry, along with visual and contextual information. This detailed recording of steps allows
automated tasks to reliably replicate your interactions.  
Nota:  
If your automation requires manual inputs, such as entering an OTP or CAPTCHA, you must provide instructions to the AI Agent to wait for the user input during execution. Otherwise, the automation can't proceed.

## Procedimento

1. From your Windows system, launch the Agentic Desktop application.
2. On the login page, in the Add ServiceNow URL field, enter the ServiceNow instance URL.  
   For example, https://\<instance name\>.service-now.com.  
3. Select Proceed.
4. Log in to your ServiceNow account by entering your user name and password.  
   Your account must have the sn_aia.admin role.

5. On the Agentic Desktop home page, select Create desktop action.  
6. In the New desktop action dialog box, select Auto-capture steps (recommended).  
7. Enter a name and description for the desktop action.
8. Select Start capturing.  
   The Agentic Desktop window is minimized and the Action recorder panel is launched. You can freely drag and reposition the Action recorder panel anywhere on your desktop screen.
9. Open the applications that you want to record steps for.
10. From the Action recorder panel, select Start recording.  
    You'll see a "Recording started" message on the Action recorder panel. You can select any of the following options when needed from the More options menu:
    * Pause: Skip recording steps
    * Restart: Restart recording the steps
    * Discard: Discard the recording if it doesn't meet your needs
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11. Perform the steps that you want to automate.  
    Each step that you perform is captured sequentially and the type of UI action is displayed for each step. For example, Capturing Mouse Left Click event.  
    Avoid performing steps too quickly while recording because the recorder may miss capturing steps.
    * When the message in the Action recorder panel appears in red, wait for the recorder to finish processing the current step before continuing.

    * Proceed with capturing the next step when the red highlight box appears around the element you interact with and the message in the Action recorder panel changes to blue.

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12. After you're done with all the steps, select End recording on the Action recorder panel.  
    You can capture maximum of 50 steps using the recorder in a recording session. While auto-capturing steps, a counter displays the remaining number of steps you can capture using the
    recorder (for example, "35 of 50 max"). Recording stops automatically after you capture 50 steps. If you need to capture additional steps, start a new recording session. The new recording adds screens and steps to
    those captured in the previous recording.

    You'll see the "Drafting recorded action(s)" message on the Action recorder panel.

    The recorded steps are displayed as screenshots in the Design workspace with anchors and steps automatically added.
13. Review the sequence of captured screens and anchors.  
    You can adjust the sequence by dragging the screens and anchors in the Screens and steps panel.
14. Review the location of anchors and adjust as necessary.  
    Nota:  
    The auto-anchoring accuracy depends on the application's accessibility, performance, and UI complexity.
15. Review and adjust steps.  
    You can modify the sequence by adding, removing, or dragging steps.
    1. From the Anchor control menu, select the Add step icon .
    2. Select the type of step to perform for this step from the contextual menu.  
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       | Goal | Step | Type | Example |
       |-|-|-|-|
       | Enter text in a field | Set Text | Input | Enter any text data such as a user name, an address, a survey response, or in any situation where text entry is accepted. Nota: If you set a static value for this field, the automation uses it during execution and doesn't prompt you for input from the Now Assist panel. |
       | Simulate a mouse click | Click | Input | Click a button, open a menu, or perform any step typically performed by a mouse click. |
       | Simulate an alternative mouse action (for example, right-click, drag, scroll, or paste) | Mouse Click | Input | Perform various mouse device actions, such as right-click and select an object or scroll on a web page. |
       | Simulate a key press or a key function | Send Keys | Input | Perform keyboard shortcuts, such as copying text by entering <kbd class="ph userinput">Ctrl + C</kbd> on fields and elements. Nota: If you set a static value for this field, the automation uses it during execution and doesn't prompt you for input from the Now Assist panel. |
       | Capture text from a window or web page | Get Text | Output | Receive text from the source area. |
       | Capture a table | Get Table | Output | Receive table from the source area when the text is in the table format. Nota: For the step to capture table data successfully, the data must already be in the table form. The step can't convert ordinary text to table data. |
       | Read text from an image | OCR Read Text | Output | Recognize text from images and return it in the standard text format. |
       [Tabela 1. Description of the actions]

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       You can add multiple steps representing your automation steps.
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16. Configure the properties for added screens, anchors, and steps.  
    For more information, see [Screen, anchor, and step properties in Agentic Desktop](https://servicenow-prod.fluidtopics.net/0DRBoY7o6ChZ6toZBxxLUA "Learn about the properties of screens, anchors, and steps. There are multiple types of steps and each step type has distinct properties. You can update the properties to modify the behavior of the steps.").
17. Provide names for all added screens, anchors, and steps.  
    When you create these elements, you can edit the auto-generated name, but follow these naming guidelines.
    * Name fields must not be empty.
    * Name fields must contain only alphanumeric characters. Spaces and special characters are not permitted.
    * Each name must be unique at its respective parent level.
      * Each screen must have a unique name at the desktop-action level.
      * Each anchor must have a unique name at the screen level.
      * Each step must have a unique name at the anchor level.
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## O que Fazer Depois

1. Configure the details of your desktop action. For more information, see [Add details to desktop actions in Agentic Desktop](https://servicenow-prod.fluidtopics.net/4yMt9yc~TSXmrYYINWKLRg "Add desktop action details, such as name, description, and associated applications, and review inputs and outputs.").
2. Test and activate the desktop action so that it can be added as a tool to AI agents. For more information, see [Test and activate a desktop action in Agentic Desktop](https://servicenow-prod.fluidtopics.net/RqGSwWEICDLMAfhJsT3Qsw "Test the desktop action and then activate it so that it’s available as a tool in the AI Agent Studio. You can add this tool to the AI agents that execute desktop actions in your desktop environment.").
3. Add the desktop action as a tool to AI agents in AI Agent Studio. For more information, see [Add a desktop action to an AI agent](https://servicenow-prod.fluidtopics.net/Ieo2VWTQR4Mlp9adasf8Bg "Add a desktop action as a tool to an AI agent in AI Agent Studio so that AI agents can perform desktop actions for repetitive tasks.").
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**Conceitos relacionados**   

* [Agentic Desktop Design workspace](https://servicenow-prod.fluidtopics.net/Fu0GWG9zICohe3YooYNCBQ "The Design workspace is an interactive environment within Agentic Desktop that enables you to create desktop actions by recording and configuring user interactions with desktop applications. The workspace provides a visual canvas where you can design multi-screen automation workflows that capture business processes across different applications.")
* [Action recorder in Agentic Desktop](https://servicenow-prod.fluidtopics.net/JW~NZoUC2S4aanWViaxzIg "With Action recorder, you can auto-capture steps to automate repetitive tasks in Agentic Desktop. You can save the steps that you perform on the application elements as a reusable desktop action of type UI block.")
* [Examples of creating desktop actions](https://servicenow-prod.fluidtopics.net/CXO0VNaPRf~Sza3SUZ0_kQ "Learn the key concepts and workflow for creating end-to-end desktop actions and building automations for your desktop environments.")
* [Examples of executing desktop actions using AI agents](https://servicenow-prod.fluidtopics.net/bpk9Wv2o69LdHwWx72hI~Q "These examples explain how to trigger AI Agents that execute automations you designed using desktop actions. The following topics walk you through the end-to-end execution flow so you understand how AI-driven execution works in your desktop environment.")  
**Tarefas relacionadas**   

* [Automate repetitive tasks by manually capturing steps in Agentic Desktop](https://servicenow-prod.fluidtopics.net/eTtj818J_kI67rzn~IIi4w "Create desktop actions by manually capturing steps to automate repetitive tasks in Agentic Desktop. The steps that you define on one or more application screens are saved as a reusable desktop action of type UI block.")
* [Add a desktop action to an AI agent](https://servicenow-prod.fluidtopics.net/Ieo2VWTQR4Mlp9adasf8Bg "Add a desktop action as a tool to an AI agent in AI Agent Studio so that AI agents can perform desktop actions for repetitive tasks.")  
**Referência relacionada**   

* [Screen, anchor, and step properties in Agentic Desktop](https://servicenow-prod.fluidtopics.net/0DRBoY7o6ChZ6toZBxxLUA "Learn about the properties of screens, anchors, and steps. There are multiple types of steps and each step type has distinct properties. You can update the properties to modify the behavior of the steps.")