Work with supported files and PDFs.

Describe what should happen to the file

Tell Agent which supported file to use and what the finished file should contain. Agent can work with files as part of a larger browser task, including opening a PDF, completing supported fields, uploading a requested file, or downloading a finished result.

Fill

Complete supported fields with the information supplied in your request.

Review

Read a supported file and use its contents as context for the task.

Upload

Choose the requested file for a supported website upload control.

Download

Save the result offered by the website when the request calls for a local copy.

Provide exact values and output requirements

List the values that must be entered and name the output you expect. If a PDF has several similar fields, identify the section or label for each value. If a website should create a report, say which format to download.

Agent should not guess private or legally significant information. Review completed forms and files before submitting or sharing them.

Confirm the saved result

1. 1

   Check the visible file

   Review the completed fields, content, and formatting.

2. 2

   Confirm the destination

   Make sure the result was saved or downloaded where the task requested.

3. 3

   Ask for a correction

   Use the same Agent conversation when a field or section needs to change.