Refining Your Assignment
Don't expect perfection on the first try. Just like training a new employee, your assignment needs guidance and refinement to learn your specific process. Multiple jobs are normal and expected when developing an assignment.
How to refine:
Run your assignment
Observe the steps it takes to accomplish the task
Note what works and what needs adjustment
Use the Assignment Builder again to describe changes, or edit the SOP directly
Test and continue refining
Common refinements:
Adjusting edge case handling
What happens when expected data is missing?
How should the assignment handle unexpected formats or values?
Clarifying which data fields to use
Which specific column or field contains the information?
What should the assignment do if multiple fields could match?
Handling data variations:
Different date formats
Varying currency symbols
Alternative naming conventions
Adding more approval checkpoints
Where do you want to review before the assignment proceeds?
What threshold requires your input?
Conclusion
Each job is a training session that helps align your assignment with your exact process. Use human-in-the-loop (HITL) approval points as strategic checkpoints to review the assignment's progress and identify where the SOP needs refinement. When making changes, focus on one modification per job—this makes it easy to understand the impact of each change and isolate what works. Refinement isn't a sign of failure; it's how you develop an assignment that truly understands your unique business process.
Things to know
The Assignment Builder is looking at the current job that happened and is visible in the interface.
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