On this page 10 steps
GET READY
Before you start
- Skill pack
- Automation Skills
- Trident product
- Automation (Act)
- What this does
- Changes supported records after review and approval
- Trident Automation (Act), with the relevant Automation Skills access when available.
- A readable customer PO or supported source document and permission to create the intended jobs.
- Someone authorized to resolve customer, part, quantity and date questions.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, review this customer PO and prepare the proposed JobBOSS jobs. Ask me about ambiguous customers, parts or missing information. Show the source mapping and proposed jobs before requesting my approval to create them.
Adapt the example to your own records and outcome. The guide does not run the request.
FOLLOW THE WORKFLOW
One step at a time.
Read what happens, what you provide and the result to look for. Use the step reference when you need help.
- 01
POJOB-01
Provide the customer order
Provide the customer PO or source document in the supported AI workflow and state the intended job-creation outcome.
Your part
Attach the readable document.
Look for this result
The source can be reviewed.
Need help at this step?
Provide a clearer copy when a document cannot be read. This website does not accept or process order uploads.
- 02
POJOB-02
Identify the customer
Review the proposed match to the JobBOSS customer.
Your part
Choose the correct customer when there are several matches.
Look for this result
The intended customer is confirmed.
Need help at this step?
Do not accept a similar name without checking identifying details.
- 03
POJOB-03
Extract order lines
Review the PO number, descriptions, parts, quantities, dates and other supported fields read from the source.
Your part
Correct missing or uncertain values.
Look for this result
A readable list of order lines and unresolved fields.
Need help at this step?
Compare the extracted quantities and dates with the source rather than assuming document interpretation is perfect.
- 04
POJOB-04
Match JobBOSS parts
Review the proposed correspondence between each order line and existing parts or relevant JobBOSS history.
Your part
Resolve unmatched or ambiguous lines.
Look for this result
Each line has a confirmed mapping or a clearly unresolved state.
Need help at this step?
Check customer part numbers, revisions and descriptions. Ask for alternatives rather than silently accepting an uncertain match.
- 05
POJOB-05
Resolve missing decisions
Answer the remaining questions required to prepare valid jobs.
Your part
Supply the missing choices or stop the affected line.
Look for this result
Required decisions are resolved before creation.
Need help at this step?
Keep a line unresolved when you cannot determine a required value; do not invent a value just to continue.
- 06
POJOB-06
Build proposed jobs
Review the proposed job information assembled from the source and your confirmed decisions.
Your part
Request corrections where needed.
Look for this result
Job proposals are ready for a detailed preview.
Need help at this step?
Ask which values came from the document, existing records or your own instructions.
- 07
POJOB-07
Preview the jobs
Compare the proposed customer, part, quantities, dates and other displayed values with the source mapping.
Your part
Review and correct the proposal.
Look for this result
The preview reflects the intended jobs.
Need help at this step?
Request an updated preview after a correction. Do not approve a stale proposal.
- 08
POJOB-08
Approve creation
Make an explicit decision on the displayed job proposals.
Your part
Approve or cancel creation.
Look for this result
The decision applies to the reviewed proposal.
Need help at this step?
No approval means no jobs should be created by this workflow.
- 09
POJOB-09
Create jobs
Review the result of creating the approved jobs.
Your part
Wait for the reported outcome before submitting another creation request.
Look for this result
Created identifiers and any failures are reported.
Need help at this step?
When interrupted, confirm whether jobs were created before retrying to avoid duplicates.
- 10
POJOB-10
Verify results
Compare the resulting jobs with the approved proposal and review remaining warnings.
Your part
Check the returned identifiers and unresolved items.
Look for this result
A verified completion summary, or a clear list of items still requiring attention.
Need help at this step?
Use the skill version, POJOB step and relevant source-line or job reference when asking for help.
WHEN YOU FINISH
The expected result
A summary of created job identifiers and verified values, plus warnings or unresolved lines. The source-to-job mapping remains understandable to the user.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-202 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.