OtterDesk Documents

Common workday workflows

Practical routines for hiring, testing, supervising, and retiring co-workers.

Common workday workflows

Add a new recurring role

  1. Browse the co-worker catalog.
  2. Review what the role needs and returns.
  3. Hire and configure it.
  4. Run Test now.
  5. Review activity and evidence.
  6. Set a weekly schedule after the result is acceptable.

Investigate a surprising result

  1. Open the co-worker from My Team.
  2. Read the latest activity and result.
  3. Open the evidence.
  4. Check the configuration and recent inputs.
  5. Ask a focused question in chat if available.
  6. Pause its schedule while you correct the issue, then test again.

Temporarily stop a role

Use Pause schedule when you want to keep the schedule for later. Use Archive when the co-worker should leave My Team but you want to retain its history. Use permanent removal only after you are certain the record is no longer needed.

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