- Overview
- Quickstart
- Delegate
- Delegate overview
- The Delegate interface
- Getting started with Delegate
- Trust and compliance
- Governance
- Features
- Cartographer
- Cartographer overview
- The Cartographer interface
- Getting started with Cartographer
- Working with existing automations
- AS-IS (Current Process) documentation
- Providing documents to Cartographer
- Delegating a task
- TO-BE design and PDD generation
- Refining your PDD and the quality checklist
- Generating an SDD
- Sending SDDs to Automation Hub
- Delegate for Testing
- Reference
- Troubleshooting
- Backup and restore
Starter tasks and keyboard shortcuts to try after setup, to learn Delegate's capabilities.
Before trying these tasks, see The Delegate interface for a tour of the interface.
Starter tasks
Try these starter tasks to learn Delegate's capabilities:
Task 1: Read a webpage
Type: Summarize the main points from https://example.com/article
What happens: Delegate uses Web reader to fetch the page, then summarizes the content. You see a tool card showing the page was accessed.
Task 2: Work with a file
Type: Read the file on my Desktop called "Q1 Report.xlsx" and tell me the total revenue
What happens: Delegate locates the file, opens it (using Excel or a compatible viewer), extracts the data, and reports the answer. You may see a confirmation prompt before it opens the file.
Task 3: Search and compile
Type: Find the top 3 project management tools for small teams and compare their pricing
What happens: Delegate searches the web, visits relevant pages, extracts pricing information, and presents a comparison table.
Task 4: Cross-application work
Type: Take the data from the spreadsheet I have open and create a summary slide in PowerPoint
What happens: Delegate sees your open applications (if Screen Context is enabled), reads the spreadsheet, creates a new PowerPoint presentation, adds a slide with the summary, and saves it.
Keyboard shortcuts
A few shortcuts worth learning early:
| Shortcut | Action |
|---|---|
Ctrl+N | Start a new task |
Ctrl+K | Open spotlight search |
Ctrl+Shift+C | Stop the current chat response |
See Keyboard shortcuts settings for the full list and how to customize them.
Next steps
Now that Delegate is set up, learn how to:
- Configure your security settings — Control what Delegate can and cannot do
- Working with external data and applications — Link Delegate to your business applications