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A Scout is a browser agent that signs into a customer’s system and pulls data on their behalf. A task is the instruction set that tells the Scout what to do.
Creating a task

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Create a task

Go to the Tasks section and click New task. You can build one two ways:
  • Task Studio — record yourself navigating the target site. Vern generates a task from your actions.
  • Manual — write the instructions in plain English. Tell the Scout where to go, what to click, and what to grab.
A good task description is specific about navigation (“open the Reports tab, then click Export”), the data to extract, and what to do if something’s missing.

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What a Scout can grab

  • Structured fields scraped from a page (names, IDs, dates, statuses).
  • File downloads — PDFs, CSVs, Excel files. Useful when the legacy system has an “Export” button.
  • Multi-page traversals — open a list, visit each item, collect details.
For a one-shot extraction, run it as a single run. For many records of the same shape, run it as a table.

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Test before you scale

Once a task is defined, run a single test execution against a real customer’s account. Watch what the Scout sees. Adjust the instructions if anything’s ambiguous.

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Next

  • Runs — execute a task once.
  • Tables — execute the same task across many records.