Assignment Builder

What is the Assignment Builder?

The Assignment Builder is where you describe the task you want Duvo to automate in plain English. It can create new assignments from scratch or modify and improve assignments you've already built.

Getting Started: The Welcome Screen

When you open a new assignment, the builder shows a welcome screen with suggested templates. These cover common workflows and are a quick way to get started.

You can:

• Pick a template: Click any template chip to pre-fill the input with a working example. Edit it or use it as-is before generating.

• Start from scratch: Click "Start from scratch" to type your own workflow description from a blank input.

Guided Tour for New Users

If this is your first time using the Assignment Builder, Duvo walks you through the process with a short guided tour:

1. A template is selected to show how it works.

2. You can edit the pre-filled description or replace it with your own.

3. Hit Generate to create a step-by-step workflow from your description.

You can skip the tour at any point by clicking "Skip tour."

How to Use the Assignment Builder

Step 1: Think about your task Consider the workflow you want to automate. What steps do you do manually? What's the end result you're looking for?

Step 2: Describe it in plain English Write as if you're explaining the task to a coworker. Be specific about:

• What the assignment should do

  • "Check for overdue invoices in Netsuite and send Slack reminders to #overdue"

  • "Update customer records when their subscription status changes"

  • "Monitor inventory levels and create purchase orders when stock is low"

• Where it should get information from

  • "Pull data from our CRM"

  • "Read customer feedback from the Google Form submissions"

  • "Get order details from the Orders spreadsheet in Google Drive"

• What actions to take

  • "Send an email notification, update the spreadsheet, and post a message in Slack"

  • "Create a new folder in Google Drive, copy template files into it, and share it with the team"

  • "Fill out the vendor form, attach the purchase order, and submit it through their portal"

• Any approvals or checks you want along the way

  • "Before sending any email to a customer, show me a draft for approval"

  • "If the purchase order is over $5,000, send it to me for review before submitting"

  • "Flag any customer records with missing information for me to review before processing"

Step 3: Generate SOP Duvo will analyze your description and create an assignment designed to complete that specific task.

Testing Your Assignment

Once you've generated an SOP, the right panel of the builder is where you run and test your assignment. Before you can start a Job, the builder checks that everything is in place.

Setup Checklist

The builder shows a checklist with what needs to be ready:

• Assignment configured: Your SOP has been generated.

• All connections enabled: Any connections required by your SOP have been authorized.

When both items are complete, the checklist header changes to "Ready to test" and the Start Work button becomes active. If connections are missing, the checklist shows which ones still need to be set up—click a connection badge to open the Connections panel and authorize it.

Running a Job

Click Start Work to run a Job directly from the builder. This lets you test the assignment against a real workflow before deploying it more broadly.

Scheduling from the Builder

To run your assignment on a recurring schedule, click Enable Schedule & Trigger in the execute panel. This opens schedule setup without leaving the builder, so you can configure the cadence immediately after finishing your SOP. If a schedule is already active, the button shows a countdown to the next scheduled run.

Remember

There's no pressure to get it perfect immediately. The Assignment Builder is designed for iteration—you can always come back and refine the SOP as many times as needed. Write in whatever way feels comfortable.