Dashboards often combine predictable navigation with consequential controls. The automation boundary should be drawn before recording.
Draw the risk boundary
Yes, for reviewed low-risk actions on a stable dashboard; keep permissions, money, deletion, and publication outside the recording.
Record the low-risk portion
Use MacroLoop for opening a known view, applying a prepared filter, exporting, or moving through records. Stop before any control whose meaning depends on the record.
Expect dashboards to change
Role changes, feature flags, and warnings can rearrange an admin page. A first-cycle watch and a finite batch are essential.
THE TAKEAWAY
Automate routine navigation, not administrative judgment.OFFICIAL REFERENCES