Assignment Overview
Introduction
A Duvo assignment is your automated teammate—a smart assistant that handles repetitive business tasks across your systems and tools without human intervention. Unlike traditional automation that follows rigid, pre-programmed rules, Duvo assignments understand your goals and adapt to different situations.
What Can Duvo Assignments Do?
Duvo assignments excel at cross-system workflows that move data and actions between multiple tools like CRMs, email, spreadsheets, and ERP systems. They handle repetitive processes you do the same way every time, such as processing orders, generating reports, or onboarding customers.
Assignments are perfect for data gathering and routing—collecting information from various sources and sending it to the right people or systems. They manage scheduled maintenance tasks that need to happen daily, weekly, or monthly, and handle form filling and data entry by navigating systems and inputting information accurately. They also provide monitoring and alerting by watching for specific conditions and notifying the right people when action is needed.
Key Components of a Duvo Assignment
Every Duvo assignment operates as if it were you performing the task, using your logins and access to work seamlessly across your systems.
SOP (Standard Operating Procedure)
Defines what the assignment does, when it acts, and how it handles different situations. These are the detailed rules that guide your assignment's behavior and decision-making.
Connections
Allow the assignment to access your systems on your behalf. For example, if the assignment needs to send an email, it uses your email logins to compose and send it as if you wrote it yourself. All logins are stored securely and encrypted.
My Logins
When you make your logins available to DUVO via our secure vault, the assignment can log into your systems (email, ERP, CRM, spreadsheets, or any other tool) just as you would.
Files
Provide the assignment with reference information it needs to complete tasks. You can upload documents, conversion tables, pricing guides, company policies, standard operating procedures, or any other reference materials the assignment should consult. For example, if your assignment needs to apply different shipping rates based on zones, you can add a rate table to the files for the assignment to reference.
Browser automation
Enables the assignment to work with any web-based system, even those without traditional API connections. This is particularly valuable for internal business systems, legacy applications, or specialized tools that are critical to your operations but still require manual interaction. The assignment can navigate these systems through the browser just like you would—clicking, typing, and filling out forms.
Human-in-the-loop controls
Provide approval points where you review and authorize actions before the assignment executes them. You decide which actions require your oversight and which can run automatically.
Audit trail
Provides complete logs of everything your assignment does, ensuring transparency and compliance. You can always see exactly what actions were taken, when, and using which logins.
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