Skip to content
Private Preview
Join Waitlist →

SDK examples and automation recipes

Decide whether a workflow should be automated now or handled through current review, export, and sharing steps.

Updated 31 May 20264 min readAuthor: Redactorr Support Team · [email protected]Last reviewed: May 2026

Outcome

You can document the automation need safely and use current workflows until a supported automation path exists.

Your progress

Mark each step as you complete it. This is saved only in this browser.

0 / 3 steps complete

Before you start

Know the workflow you want to repeat.
Avoid storing raw documents or secrets in automation examples.
Use synthetic examples when asking for future automation support.

Visual frame

Review asset

SDK and automation recipes storyboard

Synthetic automation frame only. It avoids unsupported SDK package names, code samples, auth flows, and production payloads.

StartManual workflow
TodayExport/share
ExamplesSynthetic only

Synthetic frame

Manual workflow

Describe the steps you repeat.

InputSupported document
ReviewHuman approval
OutputRedacted package
Automation planning starts with an actual user workflow.

SDK examples and automation recipes boundary frame

Reference frame for a deferred or gated topic. It routes users to current supported workflows and safe escalation.

BoundaryWhat is safe to rely on right now.
RouteThe current supported workflow or article to use instead.
EscalateWhat support can receive without private material.

Guided steps

Follow the task, then check the result.

Map the repeated workflow

Write the manual steps you want to automate: input, review, output, recipient, and error handling.

Success check: The automation request is grounded in a real workflow.

Use current export or sharing

If a reviewed export, secure package, or AI-safe copy solves the job today, use it while the automation contract is unavailable.

Success check: There is a current safe workaround or a clear product gap.

Prepare a safe recipe request

Use fake payloads, placeholder secrets, and synthetic document names when describing the desired recipe.

Success check: The request contains no real secrets or private document data.

Branch questions

Completion check

The desired automation maps to a manual workflow.
Current export/share paths were checked.
Only synthetic examples are included.

Support boundary

Support can use by default

  • Article slug and selected boundary question.
  • Screen, plan, or workflow name if visible.
  • Browser, viewport, and account-visible state.
  • Synthetic example or already-redacted sample only after review.
  • Intent ID
  • Article slug
  • App route

Requires your consent

  • User-written description
  • Email address
  • Explicit attachment
  • Redacted sample
  • Support bundle previewed to the user

Not collected by default

  • Raw original document text
  • Full local file paths
  • Pasted private content
  • Unmasked screenshots
  • Replay capture

Safe support summary

Copy a scrubbed handoff.

Redactorr KB support summary

Article: /knowledge-base/sdk-automation-recipes
Selected issue: A customer agreement references automation support not visible in your workspace.
Playbook progress: 0/3 steps marked complete

Safe context to include:
- Article slug and selected boundary question.
- Screen, plan, or workflow name if visible.
- Browser, viewport, and account-visible state.
- Synthetic example or already-redacted sample only after review.
- Intent ID
- Article slug
- App route

Requires explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture

User note:
- Describe the step and symptom without pasting raw document text, secrets, files, or restoration material.

Article details

SDK examples and automation recipes

Decide whether a workflow should be automated now or handled through current review, export, and sharing steps.

Current Boundary

Do not rely on SDK examples, automation recipes, or code samples as supported unless Redactorr provides a current public contract for the API or workflow. Current safe guidance should focus on reviewed export and sharing workflows.

Outcome

You can document the automation need safely and use current workflows until a supported automation path exists.

Before You Start

  • Know the workflow you want to repeat.
  • Avoid storing raw documents or secrets in automation examples.
  • Use synthetic examples when asking for future automation support.

1. Map the repeated workflow

Write the manual steps you want to automate: input, review, output, recipient, and error handling.

Check before you continue: The automation request is grounded in a real workflow.

2. Use current export or sharing

If a reviewed export, secure package, or AI-safe copy solves the job today, use it while the automation contract is unavailable.

Check before you continue: There is a current safe workaround or a clear product gap.

3. Prepare a safe recipe request

Use fake payloads, placeholder secrets, and synthetic document names when describing the desired recipe.

Check before you continue: The request contains no real secrets or private document data.

Completion Check

  • The desired automation maps to a manual workflow.
  • Current export/share paths were checked.
  • Only synthetic examples are included.

Safe Examples

  • A pseudo-workflow using DEMO_FILE_001 and example.test.
  • A placeholder token named REDACTED_SAMPLE_TOKEN.

If You Need Support

Contact support when:

  • A customer agreement references automation support not visible in your workspace.
  • A manual workflow cannot be completed without repeatable automation.

Include only support-safe context:

  • Article slug and selected boundary question.
  • Screen, plan, or workflow name if visible.
  • Browser, viewport, and account-visible state.
  • Synthetic example or already-redacted sample only after review.

Still stuck?

Copy a safe article handoff.

Start support with the article, the issue, and safe context. Raw document text, files, restoration material, and unredacted screenshots stay out unless you explicitly choose otherwise.

Support can start here
  • Article slug
  • Selected issue
  • Screen name
  • Action name
Redactorr support case

Source: Article playbook: sdk-automation-recipes
Route: /knowledge-base/sdk-automation-recipes
Selected issue: A customer agreement references automation support not visible in your workspace.

Safe context:
- Article slug and selected boundary question.
- Screen, plan, or workflow name if visible.
- Browser, viewport, and account-visible state.
- Synthetic example or already-redacted sample only after review.
- Article slug
- Selected issue
- Screen name or article section
- Action name

Only include with explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture
- Hidden diagnostic uploads

User note:
- Describe what you tried and what happened. Do not paste raw document text, secrets, files, restoration material, or unredacted screenshots.

Support case builder

One case format, wherever you start.

This is the same support case shape used by diagnostics and article handoffs.

Safe to include
  • Article slug and selected boundary question.
  • Screen, plan, or workflow name if visible.
  • Browser, viewport, and account-visible state.
  • Synthetic example or already-redacted sample only after review.
  • Article slug
  • Selected issue
Consent boundary

Private material belongs behind an explicit consent step, not in the initial case.

6 default exclusions

Before you copy0/4 ready
Open safe support guide