Choose a worker-shaped task
Select recurring work with stable inputs, a clear output, and an accountable owner.
✦ Tutorial · Intermediate
Build your first Oppermind AI worker
Delegate a repeatable workflow to an AI worker with clear inputs, tools, checkpoints, and a useful definition of done.
Start tutorialYOUR OUTCOME
You will configure a worker for one recurring, reviewable business process.
Choose a bounded recurring process Scope tools and connectors Add checkpoints and approval
3 min
Define the worker brief
Describe the trigger, goal, context, steps, stopping conditions, and definition of done.
Add Skills and Connectors
Give the worker only the methods, sources, and actions needed for its job.
Place approvals deliberately
Require a person before consequential sending, publishing, changing, or sharing actions.
Test, monitor, and improve
Run representative cases and use visible progress and outcomes to refine the workflow.
What each lesson covers
The tutorial, lesson by lesson.
Choose a worker-shaped task
Select recurring work with stable inputs, a clear output, and an accountable owner.
Here are five things my team does weekly: reconcile card receipts, chase overdue invoices, post the Monday roster, answer one-off pricing questions, compile the Friday KPI email. Which is worker-shaped, with a stable trigger, inputs always in the same place, a clear output and one owner? Say why the others are not yet.
Define the worker brief
Describe the trigger, goal, context, steps, stopping conditions, and definition of done.
Write the brief when you create the worker: Trigger: Friday 3pm. Goal: draft the weekly KPI email for leadership. Context: kpi-tracker.xlsx and last week's draft. Steps: pull the six KPIs, compare with last week, three sentences each. Stop and ask if a KPI is missing or moved more than 30%. Done when the draft is saved as an email.
Add Skills and Connectors
Give the worker only the methods, sources, and actions needed for its job.
For the daily stock-out worker, attach only the Stock-out summary skill and the inventory system connector, with read access to stock levels. Leave the team-messaging connector off for now: the worker's output is a saved report, not a posted message.
Place approvals deliberately
Require a person before consequential sending, publishing, changing, or sharing actions.
Add an approval before the worker's send step: Draft reminders for every customer more than 14 days overdue, then stop and wait for Priya to approve each one before it goes out through the email connector.
Test, monitor, and improve
Run representative cases and use visible progress and outcomes to refine the workflow.
Run the onboarding worker as a dry run on last month's new-starter list (three people, one with no start date) and watch the live progress. Then in chat, @ mention the worker and ask: What did you do for the starter with no start date, and what should the brief say so you stop there next time?
Keep going
Make the learning stick
Start with one real piece of work.
Open Oppermind beside the lesson, apply each step, and leave with something you can use.