Agent setup
Set up Data Cleanup & Reporting Agent.
Repeatable agent that cleans files, validates columns, explains exceptions, and outputs a trusted report.
First proof
One messy file cleaned into the target table with exceptions highlighted and a short summary report.
Queued job
Intake-to-first-proof packet with source manifest, first run steps, acceptance tests, and approval boundary.
Kickoff pack
Client-ready kickoff message, source request, 48-hour plan, and operator checklist.
What we need
- Sample files
- Target report
- Validation rules
- Exception examples
- Export destination
Accepted samples
- messy spreadsheet
- target report
- validation rules
- exception examples
Role playbook
Choose owner, operator, or technical admin mode above. The selected role is added to this setup request as a routing hint.
Owner
- First action: Approve the first proof target: One messy file cleaned into the target table with exceptions highlighted and a short summary report.
- Approval focus: Scope, price, payment route, external sends, connector writes, and first production run.
- Success signal: Owner can decide whether the worker saves time, reduces risk, or moves revenue before any recurring claim.
Operator
- First action: Collect the starting source pack: messy spreadsheet, target report, validation rules.
- Approval focus: Confirm sample quality, missing fields, edge cases, and whether the first proof matches daily work.
- Success signal: Operator can repeat the workflow with less manual checking and fewer missed follow-ups.
Technical admin
- First action: Map the approved source boundary for accounting firm data before any connector access.
- Approval focus: Accounts, permissions, API/export path, audit logs, vaulting, and rollback plan.
- Success signal: Technical admin can explain what the worker can read, what it cannot do, and how every action is logged.