The Task Library gives you ready-made Office Agent tasks that you can add to your workspace and customise. Once you add a template, it becomes a normal Office Agent task that you can review, edit, and run like any other task. If you are new to Office Agent, start here.Documentation Index
Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
Use this file to discover all available pages before exploring further.
How to use the Task Library
- Open Task Library.
- Choose a task that is close to the result you want.
- Review the template name, schedule, instructions, and notification settings.
- Click Try It.
- The task is added to your workspace in the on state.
- Modify the task so it matches your business.
- Decide whether to leave it on or turn it off while you refine it.
- Review the task before relying on it to run automatically.
What to review before you run a library task
Check:- whether the task name still suits your workflow
- whether the schedule is right for your business
- whether the instructions match the list, queue, or filter you actually want to use
- whether the notification recipients and notification rule are appropriate
- whether the enabled tools are broader than the task really needs
How to customise a library task safely
After you add a library task, adjust it like any other Office Agent task:- rename it if needed
- rewrite the instructions so they reflect your exact workflow
- reduce the tools to the minimum needed
- adjust the schedule
- refine the notification setup
- decide whether to leave the task on or turn it off while you refine it
- run it and review the result before trusting it
