- 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
What you can do with Delegate, the general-purpose profile, and how it completes a task from a plain-language request to a finished result.
Delegate is the general-purpose profile: the default experience, for whatever task you bring to it, across your applications, files, and web services.
What you can do with Delegate
Complete cross-application tasks
Ask for something that crosses systems and Delegate handles the whole chain, so you get a complete answer without piecing the story together manually — pull a figure from a report and check the related CRM record, triage your email and calendar first thing, or draft a follow-up message once the rest is done.
Teach it a repetitive task
Record yourself performing a task once, then have Delegate turn that recording into a routine or a knowledge skill it can repeat on your behalf. Useful when a system has no usable API and a full automation would cost more than the task is worth. See Recording your tasks.
Turn data into a deliverable
Point Delegate at a spreadsheet, a database export, or a folder of files and ask for a presentation, a proposal, or a report. It pulls the relevant data, structures it, and applies your formatting, turning raw data into a finished deliverable in minutes rather than hours.
Work through a system's own interface
When Delegate connects to a system that provides one, it can show that system's real screens inside the conversation: lists, forms, tables, and dashboards render inline, not as descriptions. Forms arrive filled in with sensible values, so you change only what matters instead of describing every field in chat, and you keep the precision of the real interface without leaving the conversation. This works through MCP Apps.
Save and reuse work
Save any successful Delegate session as a reusable routine — built once, like "weekly sales pipeline report" or "monthly expense categorization," a routine can be run on demand with a single click or scheduled to run automatically. You invest the time once to teach Delegate a workflow, then benefit from it repeatedly, and can share it with your team instead of each person rebuilding it. See Repeating work with Routines.
How Delegate works
- You ask. In plain language, in a session.
- Delegate plans. It works out the steps and which tools it needs.
- It acts, and shows you. Every action is visible as it happens. You can interrupt, correct, or redirect at any point.
- It stops when it should. Actions that change data, send messages, or reach into sensitive systems wait for your confirmation, depending on your execution mode and on what your organization allows.
Delegate draws on a model to reason about your request. Each session consumes capacity from an allowance set for your account, and Delegate tells you when you are close to the limit. See Usage and limits.
See Key concepts for the full vocabulary.
Next steps
- The Delegate interface — Tour the sidebar, chat panel, and project view
- Getting started with Delegate — Try starter tasks and learn the keyboard shortcuts