Automate Task
Automate Task puts Sterling to work inside a task's Workspace. With one click, Sterling studies the household and writes a clear, step-by-step plan for completing the work, then adds it to your Notes so you can pick it up and run with it.
Your Head Start on Every Task
Instead of figuring out where to begin, let Sterling map out the steps for you. It uses the household's own data to tell you what to do, what you'll need, and who needs to act.
How to Use It
- Open any task and click into its Workspace.
- Click the Automate Task button in the top toolbar.
- Optionally add extra context in the Additional instructions box, anything that helps Sterling tailor the plan.
- Click Run. Sterling researches the household and prepares the plan.
- When it finishes, the plan appears in the Notes tab, ready for you to follow.
Work Continues in the Background
This takes about a minute. You can close the window or move to another page, and the plan will be added to your Notes as soon as it's ready.
What Sterling Prepares
Sterling draws on everything it already knows about the household (facts, existing tasks, prior advice, and financial projections) to build a plan written for you, the advisor. Each plan includes:
- Numbered steps in the order you should complete them
- What's needed: the specific data, documents, or forms each step requires
- Who acts: whether a step is yours to handle or the client's
- Missing information: gaps are called out as their own step, so nothing is guessed or invented
You Stay in Control
Automate Task prepares a plan. It does not complete the work, send anything, or mark the task done on its own. You review the plan and decide how to proceed.
Works at Every Level
Automate Task adapts to wherever you open it. Run it on a whole task for an end-to-end plan, or on a single step or substep for a focused set of instructions on just that piece of work. Pair it with Workflows to move quickly: apply a template to lay out the steps, then automate each one to fill in the how.