What Your Agent Can Do
- Fill forms with attachments - Upload resumes, documents, or images to web forms
- Download reports - Grab PDFs, spreadsheets, or exports from dashboards
- Process documents - Give the agent a file and have it upload it somewhere
- Collect assets - Download images, files, or exports from multiple sources
Uploading Files
Give your agent a local file to use during its session:“Here’s my resume (resume.pdf). Go to the company careers page and apply for the Software Engineer position”Your agent uploads your resume to the job application form.
“Upload this invoice (invoice.pdf) to the expense reporting system and categorize it as ‘Travel’”Your agent fills out the expense form with your document attached.
Downloading Files
Your agent can download files and make them available to you:“Go to our analytics dashboard, generate a report for last month, and download it”
“Find the latest SEC 10-K filing for Apple and download it”
“Go to the Google Slides presentation at this URL and download it as a PDF”After the session, you can retrieve downloaded files from the session.
Example: Bulk Document Processing
“For each of these 5 contracts in my folder, upload them to the DocuSign portal and send for signature to legal@company.com”Your agent processes each file, handling the uploads and form filling.