Archie

What it does

Ask it, learn from it, hand it the job. Then save it for the team.

Archie works inside the real program, on your screen. Each recording below is a real run on a test PC with made-up data.

See it in action

Ask, learn, do.

Three ways to get unstuck, each in the real program.

Ask

Ask in any program, in your own words.

Archie already sees the program you are in, so there is nothing to explain. It answers from what is on the screen and, when your team has added its procedures, from those too.

In this recording the question is spoken, in an older database tool. The answer arrives with its source underneath.

  • Type it, or say “Hey Archie”. Follow-ups need no name.
  • Every answer taken from a document says which one, for example “From: Valuation procedure, 4.2”.
  • “Look deeper” asks again with the strongest model.
Real run, made-up dataAn older database tool, answered from the team's own procedure.

Learn

Teach me how: one step at a time, in the real program.

A new joiner presses Teach me how. Archie walks them through your team's way. It rings the exact control, then waits for their click.

They do the clicking, so it sticks. If they get stuck, Explain more says why.

Real run, made-up dataA new joiner, step by step in the real program.

Do it for me

Or hand it the job, and watch it done.

Archie does the task while you watch, in the program's own controls. It shows each step first and asks before anything that cannot be undone. It never types passwords or security codes. Esc stops it.

Here it refreshes eight fund workbooks, checks each one, and saves them.

Real run, made-up dataEight fund workbooks, refreshed, checked and saved.

What people ask Archie

Fix and understand

  • Why is this cell showing #REF!?Excel
  • What is this error telling me?Any program
  • Where did my toolbar go?Word

Learn

  • Teach me pivot tablesExcel
  • How do I share my screen in a meeting?Teams
  • Show me how to raise a purchase orderSAP

Do it for me

  • Book a meeting with Sam next Tuesday at 3Outlook
  • Turn this table into a chartExcel
  • Fill in this expense claim from the receiptPDF to expense system

Save it, run it again

  • Run the weekly sales reportExcel to Outlook, saved as a workflow
  • Set up a new starterA new name each run
  • Reconcile this month's bank linesBank portal to Excel
Safe by defaultShows each step firstYour yes for anything that sends, pays or deletesNever types passwords, codes or CAPTCHAsEsc stops itKeeps a record of what it did

For teams

Save it once. Then run it, teach it, or chain it.

Whatever Archie does or teaches can be saved as a task, so your team's know-how lives in one library everyone can use.

  1. Tasks LibraryEvery task Archie did or taught, saved in plain steps, with variables for what changes each time, like an account or a date. File it in folders, label it, and share it with your team.
  2. Teach it to anyoneA new hire presses Teach, and Archie walks them through your team's way, step by step, in the real software.
  3. Automate workflows in Archie StudioDrag tasks into order, like export, reconcile, then email, and Archie runs them one after another. Run it once, or once for every row of a spreadsheet.
  4. A record of everythingEvery run, check and approval is kept: who, when, and each step. Both the run log and the history save as a spreadsheet.

Approvals

Save it for the team. A manager signs it off first.

Archie saves the task with its steps and variables. Fixed rules rate its risk, from Low to Critical, and the AI cannot change that rating. A task above the team's threshold waits for a manager's approval before anyone else can run it.

Nobody can approve their own task.

Real run, made-up dataSaved, rated by rules, approved by a manager.

Replay and checks

Replay it with no AI, then check the numbers.

An approved task replays the same clicks every time, with no AI at all. That means no AI cost and no surprises.

Checks then read the output files. Sums must tie, row counts must match, no cell may hold an error. In this run, fund six comes out 37 cents short of what it should be. Archie stops and asks before carrying on.

Real run, made-up dataFund six fails by 37 cents. Archie stops and asks.

Workflows

One workflow, as many programs as the job needs.

Chain saved tasks in Archie Studio, in any order, across any number of programs. Here a database export, a workbook refresh, a slide deck and a Word summary run one after another, each in its own program.

Variables are asked once, up front, and last time's values are filled in.

Real run, made-up dataFour programs here, four saved tasks, in order.

Schedules

Put it on a schedule. Nobody needs to be at the PC.

Pick the day and time, here the last day of each month at 06:00. Archie gives a notice before it starts, and waits while you are using the PC.

If you touch the mouse or keyboard once it has started, it stops. A scheduled task can only be as risky as the admin allows, because nobody may be there to say yes.

Real run, made-up dataThe whole close on the last day of the month, nobody at the PC.

More on how approvals, risk rules and the audit trail work is on the Safety and control page.