Assignment Memory

Introduction

Assignment Memory is a powerful feature that allows you to personalize how an assignment works specifically for you, without changing the core SOP that everyone else uses. This means multiple users can run the same assignment with their own individual preferences, thresholds, and requirements automatically applied.


What is Assignment Memory?

Memory is your personal context layer for any assignment you have access to. When you add information to Memory, the assignment will remember and apply those preferences every time you run it—but only for your jobs. Other users running the same assignment will have their own Memory settings applied to their sessions.

Think of Memory as your assignment's personalized notepad about your specific preferences, while the main SOP remains the shared "company policy" that applies to everyone.


How Memory Works

When you run an assignment, Duvo combines:

  • The assignment's core SOP (shared by all users)

  • Your personal Memory settings (specific to you)

  • Any job-time prompts you provide during that specific session

This allows the same assignment to adapt to different users' needs automatically, without requiring separate assignments for each person or constant manual adjustments.


Why Use Memory?

Personal thresholds and preferences: Set approval limits, priorities, or preferences that match your role and authority level

Saves time: Avoid providing the same context or guidance every time you run an assignment

Maintains consistency: Your preferences are automatically applied to every job, ensuring the assignment always works the way you need it to

Preserves shared workflows: The core SOP stays intact for everyone else while you get personalized behavior


How to Add Memory

To add information to Memory for a specific assignment:

  1. Open the assignment you want to personalize

  2. Navigate to the Memory section in the assignment settings

Assignment Memory
  1. Describe your preferences in plain English, just like you would in the Assignment Builder

Your preferences will now automatically apply every time you run this assignment.


Real-World Examples

Example 1: Purchase Order Approvals

Your company has a PO approval assignment that processes purchase orders. The core SOP requires human approval for orders over a certain amount.

User A (Department Manager) adds to Memory: "Auto-approve all purchase orders under $5,000 from approved vendors. Flag anything over $5,000 for my review."

User B (Director) adds to Memory: "Auto-approve all purchase orders under $10,000. For orders between $10,000-$25,000, check if they're budgeted before requesting approval. Anything over $25,000 requires VP sign-off."

Both users run the same assignment, but it automatically adapts to their different approval authority levels.

Example 2: Customer Communications

Your team uses an assignment that drafts customer response emails. Different team members have different communication styles and preferences.

User A (Account Manager) adds to Memory: "Always use a warm, conversational tone. Include my direct phone number in the signature. CC me on all customer correspondence."

User B (Technical Support) adds to Memory: "Keep responses concise and technical. Include links to our documentation. Don't CC me unless it's urgent."

The same assignment produces emails that match each user's style and preferences automatically.

Example 3: Report Generation

A weekly sales report assignment pulls data and distributes reports to leadership.

User A (Sales Manager - West Region) adds to Memory: "Only include data for California, Oregon, and Washington territories. Highlight accounts over $50K in annual value. Send the report to my regional team."

User B (Sales Manager - East Region) adds to Memory: "Only include data for New York, New Jersey, and Pennsylvania territories. Highlight accounts over $100K in annual value. Send the report to my regional team and VP of Sales."

Each manager gets a personalized report from the same assignment without duplicating the workflow.


What to Include in Memory

Memory works best when you provide:

  • Personal thresholds: Dollar amounts, quantity limits, time frames specific to your role

  • Preferences: Communication style, formatting choices, notification preferences

  • Contextual rules: Exceptions or special handling for your department, region, or responsibilities

  • Contact information: Who should be notified, CC'd, or involved in your jobs

  • Priority guidance: What matters most to you when the assignment needs to make judgment calls


Key Takeaways

  • Memory personalizes assignment behavior for your specific needs without changing the core SOP

  • Multiple users can run the same assignment with their own individual Memory settings

  • Memory is perfect for thresholds, preferences, and personal context that applies to all your jobs

  • Memory complements (but doesn't replace) job-time prompts for one-time guidance

  • You can update Memory settings at any time

Assignment Memory ensures that automation works the way you need it to, while maintaining consistency and collaboration across your team. Set it once, and let your assignments remember what matters most to you!

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