Creating digital workers

Enumerate the activities of a traditional job in a digital worker.

1. Create a digital worker:
   1. From the My digital workforce list, select Create.
      The Create a digital worker job pane opens.
   2. Enter a name in Job title.
      A job title covers all of the activities of the digital worker.
   3. Optional: Enter a description.
      A description is recommended. An ideal description clearly and fully defines the intended purpose of the digital worker. Ask yourself: If at some point another subject matter expert manages this digital worker, can they understand what job is being done?
   4. Required: Enter a list of job activities.
      The list of job activities is a list of steps in your job.
      Home underwriting, for example, might have the following steps:

      • Assess risk
      • Calculate debt to income ratio
      • Ensure that all legal conditions are met
   5. Set the automation level.
      The automation level is an objective and can be one of the following types:

      • Automated (or To be automated): all activities can be automated
      • Augmented (or To be augmented): some activities can be automated
      • Not specified: activities might be manual or automated

      The automation level can be updated later as the digital worker job evolves.

   6. Click Create.
      The activities that you create are now visible in the job dashboard.
2. Review the job activities in the job dashboard:
   1. Reread the list of activities.
   2. Optional: To edit or remove activities, select the overflow menu:
   3. Optional: To add activities, select Add activity.
3. Assign digital worker tasks to your activities:
   For each activity that you want to automate, you can create a task.
   1. For a job activity that you want to augment or automate, select Create.
   2. Enter a unique task name.
      A distinctive name is essential for automation developers to identify this task later.
   3. Define the purpose of the task.
      A purpose is a description that clearly defines the intended actions that the task must accomplish. Since automation developers develop the task based on this description, they need to know what they are automating.
   4. Optional: Open the task builder.
   Your digital worker appears under My workforce.