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Delegate & Cartographer user guide
- Overview
- Quickstart
- 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
Record yourself performing a task on screen, to use afterward as the basis for a routine, a skill, or PDD source material.
Record yourself performing a task on your screen, to use afterward as the basis for a routine, a skill, or as source material for documentation such as a PDD.
Select New recording to start, or use the search bar to find an existing one. Switch between list and grid view.
Each recording captures your steps and which apps you used:
From a recording, you can:
- Build routine — turn the recording directly into a Routine.
- More — Build skill (a generalized knowledge skill), Document AS-IS (feeds Cartographer's AS-IS documentation), or Add to business task (files it under a Cartographer business task).
- Show in Explorer — locate the recording file on disk.
- Delete — remove the recording.
- Add optional notes (up to 250 characters) describing what the recording is for.
See Recording your tasks for how to make a recording and everything you can build from it.