task mining for AI agents

Task mining from recorded workflows.

Screenpipe captures the screen-level workflow around your systems: the spreadsheet, browser tab, meeting, message, ERP screen, and repeated handoff. Use that trace to generate SOPs, automation candidates, and computer-use agent evals.

workflow-inventory · entry 07 of 23
Grid registration packet, intake to approvalregulated ops8 runs · 3 operators · 2 variants
1Open intake form and project folderagent-ready
2Extract site data from PDF packetagent-ready
3Check utility portal requirementsagent-assisted
4Draft missing-document requestagent-assisted
5Engineer sign-off before submissionhuman

Each recorded step is assigned to an agent, an assisted workflow, or a person. Exceptions show where an agent needs to escalate.

workflow report pilot

Pilot with one team, then review the report.

Deploy to a small group in one team and agree on what data can move where. Screenpipe uses captured work to produce a workflow report for your operations, IT, and AI teams to review.

sample output

Repeated-action report

week 1

Recurring workflows

Top repeated actions across apps, users, and days, grouped by the actual sequence of work.

Automation candidates

Estimated repetition, friction, handoffs, and confidence so the team can pick the first automation.

SOP draft

A step-by-step procedure based on observed work.

Agent/eval spec

Inputs, expected outcome, acceptance criteria, edge cases, and traces for a computer-use agent.

Privacy notes

Data-flow boundaries, redaction assumptions, employee controls, and what was excluded from the report.

point of view

Use capture to decide what to automate.

Screenpipe helps teams identify repeated work, assess what to automate, and define tasks for agents. The report also records which data paths the buyer approves.

Start with one department

Deploy to up to 10 machines in one team. Capture their work to build a workflow map.

The useful data lives between systems

ERP, CRM, and ticketing logs can miss the spreadsheets, tabs, messages, meetings, and decisions between systems. Those steps can reveal automation opportunities.

Use recorded workflows to specify agent tasks

A usable computer-use agent spec needs real inputs, expected outcomes, edge cases, failure modes, and a way to grade the result.

Privacy is part of the deliverable

A workflow report should say what was captured, excluded, redacted, retained, exported, and shared before the team expands deployment.

where this fits

Process mining finds system events. Screenpipe finds the work between them.

ERP, CRM, and ticketing systems show part of the workflow. The repeated work usually lives between systems: Excel to ERP, vendor bill matching, meeting follow-up, CRM updates, approvals, and weekly reporting.

Screenpipe records how people complete a workflow before you ask an agent or automation vendor to automate it.

Turn traces into agent evals

task mining vs process mining

Process mining explains the system log. Task mining explains the human run.

Process mining finds patterns in system logs. Task mining captures the steps between systems, which teams can use to draft SOPs, automation specs, and agent evals. The two can be used together.

Lens
Process mining
Task mining
Source data
Event logs from ERP, CRM, ticketing, finance, or operations systems.
Screen, app, audio, OCR, accessibility text, and human workflow traces.
Best question
What happened inside the system of record?
How did the person actually complete the work around that system?
Blind spot
Manual steps, spreadsheets, browser tabs, calls, chats, and workarounds.
System-wide process variants that only appear in structured logs.
Screenpipe lane
Complementary input when event logs already exist.
Primary capture layer for SOPs, workflow reports, and computer-use agent evals.

deployment modes

Local-first does not mean one data path.

Screenpipe can run as a personal assistant or a scoped team deployment. The important question for buyers is not a slogan; it is which data flow they approve.

Local-only

What stays local
Screen capture, accessibility text, OCR output, audio files, transcripts, and the local database.
What may leave the device
Nothing is required to leave the device for core capture and search.
Buyer decision
Best for self-serve use, regulated pilots, and proving value before any cloud path is enabled.

Local + optional cloud AI

What stays local
The raw capture store remains on the endpoint unless the user or organization enables export or sync.
What may leave the device
Selected prompts, summaries, or context snippets may be sent to the chosen AI provider or confidential route.
Buyer decision
Buyer chooses model, provider, retention posture, redaction, and whether local models are required.

Team / enterprise

What stays local
Endpoint capture and local history can stay on managed devices under admin policy.
What may leave the device
Team reports, sync, admin workflows, exports, connectors, and agent outputs depend on deployment scope.
Buyer decision
Buyer defines consent, retention, employee controls, report contents, and admin visibility.