Assignment Builder

Use the Duvo Assignment Builder to create automations by describing tasks in plain English. Build from templates or start from scratch.

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 Click Generate to submit your description. Duvo streams the SOP as it builds it, so you can watch the workflow take shape in real time. If the result isn’t what you expected, click Stop to cancel generation mid-stream and adjust your description before trying again.

When the AI modifies an existing SOP — through generation, editing, or refinement — the changes are shown as a visual diff. Additions appear with a green gutter and background, removals with a red gutter, and modified lines show word-level highlights so you can see exactly what changed. This makes it easy to review what the AI adjusted before accepting the result.

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.

If your assignment is connected to a Case Queue as a consumer, you can choose which case to test with before starting. A case selector appears in the test panel — use it to pick a specific case by name or ID, or leave it on Next available case to let the queue dispatch automatically. You can also paste a case URL directly into the selector to jump to a specific item.

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.

The builder also detects when your description implies a recurring task. If you write something like “send a weekly report” or “check inventory every morning,” a scheduling suggestion appears after generation completes. Click the suggestion to open the schedule setup directly — or dismiss it and set up scheduling manually later.

Evaluations Tab

The Evaluations tab in the builder gives you a performance summary for an assignment based on its recent job history.

Eval scores: Duvo automatically scores completed and failed jobs against criteria derived from the assignment’s SOP. The Evaluations tab shows aggregated scores for the last 24 hours or the last 7 days. Use the time window selector to switch between views.

Issue alerts: If the same type of failure recurs across multiple recent jobs, the tab surfaces a consolidated alert so you can address the root cause in the SOP rather than investigating each failure individually.

Click View past jobs within the tab to jump to the Jobs List filtered to this assignment.

View-Only Access

If you open an Assignment that you do not have permission to edit, the builder shows a View only banner at the top. You can still inspect the SOP, review connections, and run the Assignment — but edits are disabled. To get edit access, ask an Administrator or Manager to update your role or transfer ownership.

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.