Desktop Automation Use Cases
Self-healing computer use agents running in production across EHRs, ERPs, DMS, WMS, and PMS systems. Every workflow is API-callable, fully observable, and recovers from failures automatically.
Clinical Documentation
2 workflowsCreate Encounter Notes
Navigates to a patient chart and writes AI-generated clinical documentation directly into the EHR. Handles dialog dismissals, field validation, and submission automatically.
Get Encounter Notes
Reads and extracts existing encounter notes from any patient chart. Iterates through the document list, copies content, and returns structured data with timestamps and document IDs.
Patient & Provider Data
3 workflowsGet Practitioners
Pulls practitioner directories and provider details from the EHR. Navigates the administration panel, extracts the full provider table, and returns deduplicated records with names, specialties, and NPIs.
Get Patients
Pulls patient demographics, insurance, and contact information from the EHR. Generates a filtered patient report by practitioner, exports and parses the data into structured records.
Verify Patient
Confirms patient identity by searching the EHR by name and cross-referencing date of birth against results. Returns a verification status with the matched patient record.
Appointment Management
4 workflowsGet Appointments
Retrieves appointment schedules for any provider and date range. Navigates to the practitioner's schedule view, extracts appointment details, and returns structured data.
Create Appointment
Schedules new patient appointments directly in the EHR. Navigates the scheduling module, finds available slots, creates the appointment, and returns confirmation.
Get Appointment Slots
Finds available time slots for a given practitioner. Navigates the scheduling view, scans for open time blocks, and returns available windows.
Update Appointment
Modifies existing patient appointments in the EHR. Locates the appointment by patient and time, updates the details, and confirms the changes.
Patient Messaging
2 workflowsGet Message Threads
Retrieves all message threads involving a provider from the EHR inbox. Extracts thread summaries, participants, timestamps, and message previews.
Reply to Message
Sends a reply to an existing message thread in the EHR. Navigates to the thread, composes the response, and submits it on behalf of the provider.
Document Management
2 workflowsUpload Patient Document
Uploads and labels a document to a patient's chart in the EHR. Navigates to the patient record, attaches the file, applies the correct document label, and confirms the upload.
Get Fax Documents
Retrieves incoming fax documents from the EHR fax queue. Extracts fax metadata, content previews, and file references for downstream processing.
Deployment Environments
3 workflowsOn-Premise Windows Desktop Automation
Deploy computer use agents on on-premise Windows desktop applications. Automate EHRs, ERPs, claims platforms, and any other Windows application through the visual interface.
Citrix and Remote Desktop Automation
Automate EHRs, ERPs, and enterprise applications running in Citrix, RDP, and virtual desktop environments. No special connectors needed.
Browser-Based Application Automation
Automate web-based EHRs, ERPs, CRMs, and enterprise applications through the browser. Handles SPAs, dynamic content, and complex web forms.
Automotive DMS
3 workflowsInvoice Matching Automation
Navigate the dealer management system, match AI-generated invoices to repair orders, and update billing records. Handles multi-step workflows across parts, labor, and sublet billing screens.
Vehicle Inventory Sync
Extract vehicle inventory data from the DMS, including VINs, stock numbers, pricing, and status. Returns structured data for synchronization across listing platforms and internal systems.
Service Appointment Scheduling
Create and update service appointments directly in the DMS scheduling module. Navigates the calendar, finds available bays, and books the appointment with customer and vehicle details.
Supply Chain / WMS / ERP
3 workflowsWarehouse Order Processing
Navigate the WMS to create, update, and process warehouse orders. Handles pick tickets, packing slips, and shipping labels through the desktop interface.
ERP Data Entry Automation
Automate form fills and data entry in desktop ERP systems. Navigates complex multi-tab interfaces, enters data across fields, and handles validation dialogs.
Inventory Reconciliation
Extract inventory counts and product data from the WMS or ERP, then reconcile against external systems. Returns discrepancies and structured comparison data.
Dental Practice Management
3 workflowsInsurance Verification
Pull patient insurance eligibility and coverage details from the dental PMS. Navigates to the patient record, extracts insurance information, and returns structured verification data.
Patient Scheduling
Create and update patient appointments directly in the dental PMS scheduling module. Handles provider availability, operatory assignment, and appointment type selection.
Claims Submission
Automate dental claims submission through the PMS interface. Navigates to the billing module, populates claim forms with procedure and insurance data, and submits for processing.
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