Role-specific workflow
Task entry points, field mappings, steps and output standards.
Internal operations · Project practice
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.
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 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.
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.
Agree inputs, source systems, output format and role permissions.
Collect information through the available API or interface and compare it against business rules.
Keep human confirmation for discrepancies involving amounts, permissions or unclear rules.
Update results within approved permissions and keep execution records and supporting evidence.
Perform repeated data collection, field comparisons, authorized actions and result preparation.
Define reconciliation rules, resolve amount and permission differences, and approve significant writes.
Task entry points, field mappings, steps and output standards.
Retries, human checkpoints and recovery procedures.
Execution records, usage guidance, maintenance and acceptance material.
For teams doing repeated work across systems. Integration depends on system access and interface stability, assessed during diagnosis.
Start with this workflow and define a practical first step.
Source: Enterprise AI Implementation Solutions · office automation case
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