What the source did
- One bot, set up in about a day.
- Logs into the business software every morning and runs the daily routine.
Summary written by Agent Cookbook. See the original for the full context.
Approval rule
🛡
Customer messages and invoice changes are drafts until you approve.
Set it up
- Write down the exact routine you do in the software each morning. The post doesn't say which tasks his bot runs, so we don't give a prompt for it.
- Sign the box browser into the software yourself.
- Ask your bot to do that routine once while you watch, then save it as a weekday-morning routine.
Common failures
⚠
- Two-factor prompts break unattended logins; use a trusted-device session.
Variations
- Evening wrap-up: tomorrow's jobs and missing info.
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