Digital Employee - Core
TODO: What is Core?
Your Digital Employee combines the speed and reliability of automation with human-like reasoning and context awareness. It can:
Identify itself with a name, email, and job title
Take action using integrated tools (email, calendar, documents)
Think and adapt by breaking down complex requests, asking for clarification, and learning from memory
Delegate to specialists for complex workflows
Operate safely under governance controls with human oversight
By understanding these core capabilities, you can confidently collaborate with your DE as a trusted member of your team.
1. Identity: Who Your Digital Employee Is
Every Digital Employee has a professional identity, just like a human colleague:
Name
Your DE has a recognizable name (e.g., "Claudia"), making it easy to refer to naturally in conversations—just say "Ask Claudia" instead of using technical IDs.
Email Address
Each DE has its own corporate email address (e.g., [email protected]). This allows it to:
Send and receive official work emails
Participate in calendar invitations as an organizer or attendee
Integrate with access control systems
Language
Your DE can be configured to communicate in a specific language, ensuring seamless collaboration with global teams. All its messages, reports, and emails will be in the language you set.
Job Title
The DE's job title (e.g., "HR Recruiter Assistant") clearly defines its role and helps colleagues understand its responsibilities and limitations.
Job Description
A summary of what the DE can do helps you know when to involve it. For example: "Assists with recruitment processes, including CV screening, interview scheduling, and candidate communication."
Job Instructions
Behind the scenes, your DE follows explicit operating procedures that define:
What actions it can take independently
When it should ask for help
What information it must never share
2. Tools: How Your Digital Employee Takes Action
DEs use Tools—individual integrations with enterprise systems—to perform specific tasks.
Single Tool Execution
Your DE can execute discrete actions through integrated APIs, such as:
Sending an email via Gmail
Creating a calendar event via Google Calendar
Querying a database
Example: When scheduling an interview, the DE uses the Google Calendar tool to check availability, the Gmail tool to send the invitation, and a database tool to retrieve candidate details.
Key Features:
Tools have clear inputs and expected outputs
Errors are handled gracefully (e.g., timeouts trigger fallback actions)
All tool usage is logged for transparency
Pre-Built Tool Integrations
Your DE comes with ready-to-use integrations for common enterprise systems, including:
Google Drive – File storage and retrieval
Google Mail – Email management
Google Docs – Document creation and editing
Google Calendar – Event scheduling
Built-in Tools include specialized utilities like:
GitHub search (commits, issues, pull requests)
PDF/DOCX readers
Web search
Python code execution
Data validation tools
Benefits:
Saves development time—integrations are pre-built and tested
Uses secure OAuth 2.0 authentication with minimal permissions
Includes documentation and health checks
PDF Generation & Email Distribution
Your DE can generate PDFs from Markdown documents and send them via email.
Example: Creating a report from notes and distributing it to stakeholders.
Capabilities:
Convert Markdown to PDF while preserving structure
Send emails with PDF attachments
Track delivery status (sent/failed) per recipient
3. Agents: Delegation to Specialists
Your DE can delegate tasks to specialized subordinate agents.
Subordinate Agent Delegation
For complex workflows, the main DE delegates to specialists with focused expertise.
Example: When evaluating a CV, the main DE delegates to cv_eval_agent (the specialist), receives the score back, and decides whether to proceed with an interview.
Key Features:
Structured task handoff with clear input/output
Full audit trail (main DE → specialist → result)
Graceful error handling (timeouts trigger escalation)
Configurable Maximum Steps
To prevent infinite loops, the system limits delegation depth (default: 5 levels).
Example: If Agent A delegates to Agent B, which delegates back to Agent A, the system terminates with a clear error.
Minutes of Meeting (MoM) Agent
A specialized agent automatically generates and distributes meeting minutes.
Workflow:
Retrieves meeting summary from Meemo (meeting recordings platform)
Extracts key points, decisions, and action items
Formats into a standardized MoM document (DOCX/PDF)
Distributes via email to all participants
Example:
After a weekly team meeting, the MoM agent generates a PDF titled "MoM_Weekly_Team_Sync_2025-01-20.pdf"
Email subject: "[MoM] Weekly Team Sync - 2025-01-20"
Email includes: Brief summary, action item highlights, and attached PDF
Key Features:
Applies company branding (logos, formatting)
Handles incomplete data by escalating to supervisor
Logs all actions for compliance
4. Memory & Cognition: How Your Digital Employee Thinks
Your DE doesn't just execute commands—it reasons, learns, and adapts.
Request Decomposition
Your DE can break down complex instructions into clear, ordered steps.
Example:
You say: "Schedule a 30-minute interview with the candidate next week and send me confirmation."
DE breaks it down:
Look up the candidate's calendar
Find a 30-minute slot next week
Create a calendar event
Send calendar invites
Send email confirmation
Tool & Skill Selection
The DE automatically selects the right tools for each step.
Example: For arranging a meeting, it uses:
Calendar Lookup tool → Check availability
Event Creation tool → Create the meeting
Email tool → Send confirmation
Ambiguity Handling
When a request is unclear, your DE asks for clarification instead of guessing.
Example:
You say: "Schedule a meeting with Alex next week."
DE responds: "I found two people named Alex (Alex Tan and Alex Garcia). Which one should I invite? Also, how long should the meeting last?"
Escalation
When the DE encounters a problem it can't solve (e.g., tool errors, unresponsive users, security constraints), it escalates to a human supervisor.
Example:
Situation: Urgent meeting request, but you haven't responded to clarification questions for 4 hours.
DE Action: Sends a summary to your supervisor: "I could not complete the urgent meeting request due to ambiguity. The user is unresponsive. Please intervene."
Knowledge Base Access
Your DE retrieves information from configured documents and policies to provide accurate, fact-based answers.
Example:
You ask: "What is our paternity leave policy?"
DE responds: "According to the Employee Handbook (Section 5.3), eligible employees receive 2 weeks of paid paternity leave."
Key Features:
Cites sources (document name, section, page)
Indicates when information is unavailable
Respects access permissions (you only see what you're authorized to view)
Private User Memory
Your DE remembers your personal preferences privately—no one else can access them.
Example: You tell the DE: "When summarizing my daily emails, always list the ones from the engineering lead first." The DE applies this only to your summaries.
Shared Team Memory
Your DE also stores information meant to be shared across your team.
Example: After a meeting, your manager says: "The Q3 report deadline has moved to October 15th." Later, when another colleague asks, "When is the Q3 report due?", the DE correctly responds with the updated deadline.
Private vs. Shared:
Private: Personal preferences, health details, financial matters
Shared: Work updates, team logistics, organizational policies
5. Governance: Security & Oversight
Governance Module (Details in separate technical documentation)
Your DE operates under strict controls:
Role-Based Access Control (RBAC): Only accesses tools it's authorized to use
Guardrails: Prevents harmful actions (e.g., won't share personal contact information)
Audit Logs: Every action is recorded for transparency
Human-in-the-Loop (HITL): Escalates critical decisions to supervisors
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