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Some jobs are quicker to show than to describe. Cortex Bot can watch a job being done on a bot’s own computer and write it up as a draft recipe: the steps, the values they needed, and how to tell the job worked. You read that draft before anything is turned on, which is the point of the feature: the bot ends up with a written procedure you approved rather than a guess at what you meant. This page covers the two recorders that do this, what has to be true before either will start, what the draft contains and what it deliberately leaves out, how a taught job becomes a schedule, and how all of this differs from recording a video of the desktop.

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Before you start

A demonstration is recorded on the bot’s computer, so the computer has to be up and you have to be the person who owns the bot. Open the bot, choose the Computer tab, and start or wake the computer if the rail does not read Live. Starting, waking and taking control of a desktop are covered on Computer.
The desktop has one writer at a time. To work through the job yourself while the recorder is listening, choose Take control on the rail first, and Hand back when you are done.

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Teach a task

Teach a task is the short path: record, stop, read, save.
1

Start the recorder

On the bot’s computer, choose Teach a task. While it watches you see Recording · {time}.
2

Do the job once, properly

Work through the whole job, including the checks you would normally make. What is not demonstrated is not in the draft.
3

Stop

Choose Stop. The recorder shows Drafting the skill for review… while it writes the job up.
4

Read the draft before you enable it

The recorder tells you why in as many words: Review the draft before enabling it. Secret values never belong in this file. Read it as a recipe someone else will follow, because that is what it becomes.
5

Save it, schedule it, or try again

Save and enable confirms with The skill is saved and enabled. Make routine turns the same draft into scheduled work. Retry throws the recording away and records again.
A teach that fails says so and leaves nothing behind: The task could not be taught. Nothing was saved. There is no half-saved recipe to find and delete afterwards.

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Record / replay, and what a draft looks like

Record / replay is the same idea with the draft’s structure on show. Start begins it, the panel notes Recording started, and it explains what it is doing: Listening for computer actions on this bot. Steps appear as tools run. So the step list builds up as the work happens rather than appearing all at once at the end, which makes it obvious when something was missed. Stop ends the recording. The result is a Draft skill with four named sections, When, Inputs, Steps and Verify, and two properties worth understanding before you run one.
  • Replay asks each time is on the draft by design. A replay checks with you rather than running the whole thing unattended.
  • Secrets are stripped from the draft. A password or a token you used during the demonstration does not end up written into the recipe.
Saving from here is explicit about the draft not being finished: Draft skill saved. Edit it before anyone runs it. Treat a fresh draft as a first pass. Recorded steps carry the specifics of the run they came from, so the editing you do is mostly generalising: naming the values that change under Inputs, and making Verify something the bot can actually check.

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What a demonstration does not hand over

Teaching a bot a job does not give it any new power to do it.
  • A recipe is not a permission. Every step in a taught skill is still evaluated when the bot runs it. A command, a file write or a click parks for Allow, Deny or Always exactly as it would have if you had asked in the thread. See Approvals and tool policy.
  • A recipe is not a credential. Secrets are kept out of the file. A value the bot needs belongs in the vault through a secret request, and a password it meets on screen belongs in the Cortex needs you prompt. See Connected apps and secrets.
  • A recipe is still scanned. A skill written from a demonstration goes through the same check as any other recipe before it can be turned on, and a flagged one has to be reviewed first. See Bot skills.
  • A recipe is not a connected app. If the job you demonstrated used an app, that app still has to be assigned to the bot on its own terms.

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Put a taught job on a schedule

Make routine is the one place teaching and scheduling meet, and it is the reason to teach a job you repeat rather than one you did once. A routine built from a saved skill simply carries Run the saved skill {slug}. as its instruction: the recipe decides how the job is done, the schedule decides when. A routine fires a complete bot turn in your local weekday hours, so the taught job can use every tool it needs and can still park a step for your decision. Creating, pausing and sharing one is covered on Routines.

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Teaching is not recording a video

The two recorders are easy to confuse because both start on the Computer tab. A video is the right tool for checking what a routine did overnight. A demonstration is the right tool for making sure it does the same thing tomorrow. Recording a video is covered on Computer.
  • Bot skills - the catalog a taught recipe lands in, and the check it passes first.
  • Computer - starting the desktop, taking control, and recording a video instead.
  • Routines - what Make routine creates, and when it runs.
  • Approvals and tool policy - why a taught step still asks before it runs.
  • Bot troubleshooting - a recorder that will not start, and a draft that was not saved.