Role-specific workflow
Task entry points, field mappings, steps and output standards.
Internal operations · Project practice
Connect repetitive entry and reconciliation
Information sits in supplier portals, spreadsheets and internal systems. This practice selects APIs or interface automation according to actual access conditions, with clear steps and human checkpoints.
5 rolesDigital-worker configuration and operationRole scope recorded in the office-automation project materials
Source: the office-automation digital-worker case. The number of roles is a project record. Transaction counts, durations and amounts in the reconciliation demo are simulated.
The business problem
The same information is downloaded, compared and entered repeatedly. Some legacy systems have no usable API. Exceptions rely on manual handovers, and execution is hard to review.
Where we intervene
Map task steps and decision criteria for each role. Use browser interaction, screen-based operation and role-specific Skills for collection, comparison and write-back. Stop actions that exceed permissions and hand them to a person.
How the workflow runs
Define the task
Agree inputs, source systems, output format and role permissions.
Read and compare
Collect information through the available API or interface and compare it against business rules.
Resolve exceptions
Keep human confirmation for discrepancies involving amounts, permissions or unclear rules.
Write back and retain records
Update results within approved permissions and keep execution records and supporting evidence.
AI handles
Perform repeated data collection, field comparisons, authorized actions and result preparation.
People remain responsible
Define reconciliation rules, resolve amount and permission differences, and approve significant writes.
What the project leaves behind
Exception handling
Retries, human checkpoints and recovery procedures.
Operation and handover
Execution records, usage guidance, maintenance and acceptance material.
When this approach fits
For teams doing repeated work across systems. Integration depends on system access and interface stability, assessed during diagnosis.
Facing a similar problem?
Start with this workflow and define a practical first step.
Source: Enterprise AI Implementation Solutions · office automation case
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