Your first task

Start with a small spreadsheet or short document and complete the whole loop in about ten minutes.

1. Pick a template

Open the workspace and choose Spreadsheets, Reports, OCR, or another template. Each template states the accepted source material and expected output.

2. Upload sources

Drop in the original files. Confirm that you are authorized to process the information; use non-sensitive sample material for your first run.

3. Describe the outcome

State at least three things:

1. what needs to be done;
2. who will use the result;
3. which format you need.

Example:

Clean this sales workbook, normalize dates and region names, summarize sales by region, flag missing data, and deliver a new Excel file plus a one-page summary.

4. Review the plan and run

The Worker prepares the steps. Confirm the scope, start execution, and watch state on the task page.

5. Inspect and revise

Read the execution summary and exceptions before opening deliverables. Request concrete changes inside the same task when another pass is needed.