Workload Types

Workload Types are reusable templates that define how a category of workloads should be processed. This page explains how to create and configure workload types.

What is a Workload Type?

A Workload Type is a blueprint for workloads. It specifies:

Which agent handles workloads of this type
What processing mode to use (payload-based or data-based)
Whether to split data before processing
What documents to create (journals, sales orders, purchase orders)
Additional instructions that supplement the agent's own instructions

When you create a workload, you select a type, and all the type's settings apply automatically.

Accessing Workload Types

From the Agent Role Center, choose Types under the Work section, or
Search for Workload Types in the Tell Me search bar

The Workload Type List shows all configured types.

Creating a New Workload Type

Open the Workload Type List
Choose New or click on an empty line
Select the new type to open the Workload Type Card

The Workload Type Card

General Section

Field	Description	Example
Type	Unique identifier code (required, up to 20 characters)	`INVOICE-PROC`
Description	Human-readable name	`Invoice Processing`
Operation	Processing mode. On screen this field is also captioned Type, with options Payload based (PayloadBased) and Data based (DataBased)	`Payload based`

Operation Modes

PayloadBased

The workload description and any attached file are sent directly to the agent. The agent processes the content as-is.

Use when:

Tasks are defined by written descriptions
Files (Excel, PDF, images) need to be analyzed
Each workload is a self-contained task

DataBased

The system queries a Business Central table and creates child workloads — one per matching record. Each child includes the original description plus the record data as JSON.

Use when:

You want to process BC records in bulk
Each record should be analyzed individually
You want incremental processing (only new/changed records)

Data Setup Section (DataBased only)

This section is visible only when Operation is set to DataBased.

Field	Description
Table No.	The Business Central table to query (select from table picker)
Table Name	Display name of the selected table (read-only)
Filter String	BC filter expression to apply (use Assist Edit to build filters)
Add Since Last Filter	When enabled, automatically filters by SystemModifiedAt >= Last Run

Setting Up Filters

Click the Assist Edit button (ellipsis) next to Filter String
The filter builder opens with the selected table's fields
Define your filter criteria
Close the builder — the filter expression is saved

Incremental Processing

Enable Add Since Last Filter to process only records that have changed since the last time this type was processed:

The system adds a filter: SystemModifiedAt >= [LastRun]
After processing, the Last Run timestamp updates automatically
On the first run, all matching records are processed
On subsequent runs, only new or modified records are included

Posting Section

Configure document creation settings for agents that create Business Central documents:

Field	Description
General Journal Template	Template for GL journal entries
General Journal Batch	Batch within the template
No. Series G/L documents	Number series for GL document numbering
Default Item Journal Template	Template used when creating item journal entries
Default Item Journal Batch	Batch within the item journal template
Default No. Series Item Journals	Number series for item journal document numbering
Table Views	Count of configured table view filters (click to manage)
Purchase Document Type	Type of purchase document to create (Quote, Order, Invoice, Credit Memo, Return Order, Blanket Order)
Sales Document Type	Type of sales document to create (Quote, Order, Invoice, Credit Memo, Return Order, Blanket Order)

These settings override the global defaults from Setup when specified.

Workload Setup Section

Field	Description
Use Excel Splitter	How to handle Excel file uploads: No, Yes With Header, Yes No Header
Initial Worker	The agent that processes workloads of this type (select from Worker list)
Create Statement for Bank Account	Bank account for statement creation (future feature, currently disabled)

Excel Splitter Options

Option	Behavior
No	Excel files are sent to the agent as-is
Yes With Header	Row 1 is treated as headers; each subsequent row becomes a child workload with header-named JSON fields
Yes No Header	All rows become child workloads with auto-generated column names (Column A, Column B, etc.)

Mobile App (Coming Soon) Section

Configure mobile app availability. The Simple Agent Designer Mobile App is not yet released, so these settings prepare a type for future mobile use.

Field	Description
Available in Mobile App	Expose this type in the mobile app
Mobile Upload File	Allow file upload from mobile
Mobile Take Photo	Allow photo capture from mobile
Get Text Instructions	Show text instructions on mobile

Editing Type Instructions

Open the Workload Type Card
Choose Edit Instructions from the action bar
The Workload Type Editor opens
Write instructions that apply to all workloads of this type
Close the editor to save

Type instructions supplement the agent's own instructions. They provide type-specific context without changing the agent's base behavior.

Workload Type Examples

Simple Analysis Type

Type: ANALYZE
Description: General Document Analysis
Operation: PayloadBased
Excel Splitter: No
Initial Worker: ANALYZER

Instructions: "Analyze the attached document and provide a structured summary."

Excel Processing Type

Type: EXCEL-IMPORT
Description: Excel Row-by-Row Processing
Operation: PayloadBased
Excel Splitter: Yes With Header
Initial Worker: ROWPROCESSOR

Instructions: "Process each Excel row and determine the appropriate GL account."

Customer Review Type

Type: CUST-REVIEW
Description: Customer Record Review
Operation: DataBased
Table No: 18 (Customer)
Filter: Balance > 0
Add Since Last Filter: Yes
Initial Worker: CUSTREVIEWER

Instructions: "Review this customer's data and flag any issues."

Invoice Entry Type

Type: INV-ENTRY
Description: Invoice to Journal Entry
Operation: PayloadBased
Excel Splitter: No
Initial Worker: INVOICEAI
GL Template: GENERAL
GL Batch: DEFAULT
No Series: G-JNL

Instructions: "Extract invoice details and create the appropriate journal entry."

Processing from the Type Card

For DataBased workload types, you can trigger processing directly from the type card:

Open the Workload Type Card
Choose Process from the action bar (enabled for DataBased types only)
The system creates a workload from the type configuration and immediately processes it
Table Splitter creates child workloads from matching records

This is a quick way to run data-based processing without manually creating a workload first.

Tips and Best Practices

Create a workload type for each category of recurring task
Use descriptive Type codes that your team will recognize
Keep type instructions focused on the "what" (task specifics), while agent instructions focus on the "how" (behavior and format)
Use DataBased with incremental filtering for regular batch processing
Test new types with small data sets before running against full tables
Document your types so other team members understand their purpose
Review and update type instructions when business processes change