delegate
latest
false
Delegate & Guía del usuario de Cartographer
- Información general
- Inicio rápido
- Delegate
- Confianza y cumplimiento
- Control
- Características
- Cartógrafo
- Descripción general de Cartographer
- The Cartographer interface
- Primeros pasos con Cartographer
- Working with existing automations
- AS-IS (Current Process) documentation
- Proporcionar documentos a Cartographer
- Delegar una tarea
- Diseño TO-BE y generación de PDD
- Refinar tu PDD y la lista de verificación de calidad
- Generating an SDD
- Sending SDDs to Automation Hub
- Delegate para pruebas
- Referencia
- Solución de problemas
- Copias de seguridad y restauración
Importante :
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Tell Delegate and Cartographer which app to open for each kind of work, including file openers, mail and calendar handlers, and browser profiles.
Tell the agent which app to open for each kind of work, so it stops asking and just does the right thing.
Navegador
| Configuración | Descripción |
|---|---|
| Background mode profile | Which Chrome or Edge profile is used for background browsing. Requires the Delegate extension installed in that browser — otherwise no supported browser is detected. |
| PiP preview | Resets the picture-in-picture preview window back to its default position and size. |
| Perfiles de navegador con nombre | Up to 3 profiles, surfaced to the agent so it can pick the right one for each task (e.g. Personal vs. Work). |
Named browser profile format
| Campo | Descripción |
|---|---|
| Nombre | Etiqueta amigable (por ejemplo, "Personal", "Trabajo") |
| Perfil | Directorio de navegador y perfil (por ejemplo, chrome:Default, edge:Profile 1) |
Formato: <browserType>:<profileDirectory>
browserType:chromeoedgeprofileDirectory:Default,Profile 1,Profile 2, etc.
Finding profile directories:
- Chrome:
%LOCALAPPDATA%\Google\Chrome\User Data\ - Edge:
%LOCALAPPDATA%\Microsoft\Edge\User Data\
Apps
| Configuración | Opciones | Descripción |
|---|---|---|
| File open handler | System, File Explorer, plus any detected code editor | Which application opens files when an editor is needed |
| Mail handler | System default, Outlook, Gmail, Custom | How email is sent |
| Calendar handler | Same as mail, System default, Outlook, Gmail, Custom | How calendar events are managed |
| Office suite | System, Office | Suite preferida para la creación de documentos |
Code editors for File open handler are detected automatically, not offered as a fixed list — only editors actually installed on the machine appear as options. Detectable editors include Cursor, VS Code, VS Code Insiders, Windsurf, Sublime Text, Atom, Zed, and Notepad++.
Custom mail or calendar provider
When selecting Custom for mail or calendar, enter a provider name (for example, "Fastmail" or "ProtonMail" for mail; "Fantastical" or "Cron" for calendar).