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One-Bot workflow

Keep a home renovation organized

A decision list, quote comparison and sequence of work with unresolved dependencies marked.

Designed for: Households comparing quotes and tracking renovation decisions

Try a sample first

See what a useful result looks like

Illustrative example, not a recorded Bot run. This sample was written to explain the task; your Bot's answer needs checking.

Your first request

Fictional notes. Q1: cabinets $4,000, installation excluded, delivery date unknown. Q2: cabinets plus installation $5,500, delivery estimated November 10. N1: installer needs final measurements before ordering. Measurements have not been checked.

Example result

Q1 and Q2 are not like-for-like: installation is excluded from Q1. Confirm measurements first, obtain Q1's installation cost, then compare totals. November 10 is an estimate, not a confirmed work date. Do not order or book installers yet.

Check the answer
  • Preserve the different quote scopes.
  • Put verified measurements before ordering.
  • Do not book work or claim the plan meets building requirements.

Choose where to try it

Already have an assistant? Copy the sample task into its chat. For a continuing role, review Planner's instructions and limits first.

These are setup guides, not automatic imports. Available tools and account access differ by app.

Inspired by a use shared by @Daniel__78 , found through Bot Usecases, curated by KP. The sample above is Bot Cabinet's own fictional example.

Community report; this adaptation has not been runtime-tested.

Full workflow and setup details
Before you begin

Gather the information the Bot needs

  • Start with the fictional records below
  • For your own task, choose only the records you want the Bot to use
  • Remove private details you do not need for the task
Operating guide

Know when to run it and who leads

Lead Bot
Planner
Typical first run
15–30 minutes for a first manual run
When to run it
When a person supplies the approved brief and starts the workflow

Use this workflow when you need a decision list, quote comparison and sequence of work with unresolved dependencies marked.

Access for the first run
  • The approved inputs listed on this page
  • Only the files, sources, and services required for this run
  • No sending, publishing, spending, or live-system changes without approval
Run the first version one step at a time

Give one Bot the complete job

Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.

1

Planner

Organize the supplied renovation notes into decisions, dependencies and a quote comparison. Flag exclusions and uncertain dates. Do not treat the plan as professional design or safety approval

Produces: A decision list, quote comparison and sequence of work with unresolved dependencies marked.
Use the approved inputs I provide. Organize the supplied renovation notes into decisions, dependencies and a quote comparison. Flag exclusions and uncertain dates. Do not treat the plan as professional design or safety approval. Return this result: A decision list, quote comparison and sequence of work with unresolved dependencies marked.. Ask me about missing information before you continue.

Overall request

Organize the supplied renovation notes into decisions, dependencies and a quote comparison. Flag exclusions and uncertain dates. Do not treat the plan as professional design or safety approval Use only the records I supply. Label missing or uncertain information. Do not connect accounts, browse, send, submit, publish, spend money or create a schedule. Return a draft for my review.

Use this as the complete first-run request.

Decisions for a person

  • Check the result against the supplied records
  • Approve any account connection, schedule or outside action separately
  • Review anything before it is sent, submitted, purchased or published
First test

Try the workflow with low-risk material

Preserve the different quote scopes. Put verified measurements before ordering. Do not book work or claim the plan meets building requirements.

Check the result

Check the result against your original material. You make the decisions listed below. Preserve the different quote scopes. Put verified measurements before ordering. Do not book work or claim the plan meets building requirements.

If the workflow stalls

If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.

Set it up in Hermes Desktop

Begin with one Bot and one manual run

  1. Open the linked starter page, download its .tar.gz profile, and import it from the Profiles screen in Hermes Desktop.
  2. Review the profile’s SOUL.md, Bot Passport, and requested access.
  3. Run the complete request in that Bot’s chat with low-risk material and review the result.
  4. Add a schedule, outside connection, or optional specialist only after the manual version works.
Read the official Bot Mode guide