# Common Workflows

Complete examples, from the request you type to the result you get. Each one uses only what Cowork does today. Change the details to fit your own work.

## Summarise a folder of documents

You have a folder of reports, notes or contracts and need the main points in one place.

1. Click **Choose workspace** at the bottom left of the input box and pick the folder.
2. Ask for the result and its shape:

   ```text
   Read every document in this folder. Write a summary with one section per
   document: its date, the three most important points and any open question.
   End with a list of actions and owners. Save it as summary.md.
   ```

3. The AI lists the folder, reads each file (PDF, Word, Excel, PowerPoint and scanned PDFs all work) and writes `summary.md` into the folder.
4. Open the file from the workspace chip, or ask the AI to change the format.

See [Files and Documents the Agent Reads](https://docs.micromeet.ai/files/reading-files.md).

## Pull information out of a website

You need data from a website you use every day, for example a list of this month's orders.

1. Open the website in a tab and sign in as usual.
2. Ask:

   ```text
   On the orders page, collect all orders for this month: date, order
   number, customer and total. Do not change anything. Put the result in
   orders.csv in the workspace.
   ```

3. The AI opens its own tab in the background and reads the pages. Your tab stays in front.
4. If it reaches a sign-in or verification page it cannot pass, it stops and tells you. Do that step in the tab, then tell it to continue.

For large amounts of data, ask the AI to write a crawl script instead: it is faster and continues where it stopped if the connection drops. See [Crawl Scripts](https://docs.micromeet.ai/capture/crawl-scripts.md).

## Update records on a website, safely

You need to change a batch of entries, such as marking a list of orders as shipped.

1. Ask for the plan first:

   ```text
   For each order number in the attached list, set the status to Shipped on
   the orders page. Before you change anything, tell me how you will do it,
   then do the first one and stop so I can check.
   ```

2. Check the first change in the tab yourself.
3. Tell the AI to continue with the rest. To check each change yourself, say "ask me before each save"; the AI then waits for you on a card marked **Waiting on you** every time.

See [Tool Steps, Approvals and Decisions](https://docs.micromeet.ai/chat/tool-steps-and-approvals.md).

## Make a weekly job run by itself

A job you do every week, such as a Monday summary, can run without you starting it.

1. Do the job once in a chat, until the result is right.
2. Ask: "Turn what we just did into a skill called weekly-summary". See [Build Your First Skill](https://docs.micromeet.ai/skills/first-skill.md).
3. Ask: "Every Monday at 9:00, run weekly-summary and save the result in the workspace".
4. Each run appears in its own chat under the clock (**Scheduled tasks**) on the rail.

Scheduled tasks run only while Cowork is open. See [Scheduled Tasks](https://docs.micromeet.ai/skills/scheduled-tasks.md).

## Check many files at once

You need the same check done on dozens of files, for example every contract in a folder for a missing clause.

1. Choose the folder as the workspace.
2. Ask: "Check every contract in this folder for a termination clause. Give me a table of the ones without it, with the file name".
3. For a job this size the AI may split the work among helper agents that run at the same time. A task bar above the input box shows each one, and you can **Pause** or **Stop** them.
4. When they finish, the AI combines their findings into one answer.

See [Workflows and Background Agents](https://docs.micromeet.ai/skills/workflows.md).

## Start a job from a button on the website

If you start the same jobs on the same website often, put a button on the website itself.

1. Open the website in a tab.
2. Ask: "Add a button to this site with: Run weekly-summary, Check today's orders".
3. A floating **micromeet** button appears on the page. It lists those jobs; click one and the AI starts it in the chat.

See [Website Buttons (Injections)](https://docs.micromeet.ai/skills/injections.md).