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How XY Works

XY helps teams automate real operational work without forcing everything into a single mold. Some tasks are best handled through APIs, some depend on files and business rules, and some still require working inside websites and portals. XY brings those pieces together in one platform.

1. Connect your systems and sources​

Start by connecting the systems your team already uses:

  • EHR and practice-management tools
  • email and document sources
  • cloud storage such as Google Drive or OneDrive
  • browser-based systems that do not have a useful API

This gives XY the context it needs to read data, move files, and take action in the right places.

2. Add the knowledge your workflows need​

Files are a core part of how XY works. Teams can upload SOPs, policies, forms, payer rules, templates, and other reference material so workflows and agents follow your real process, not generic assumptions.

3. Capture or build the workflow​

There are two common starting points:

  • Recorded workflows: Use the XY Browser Agent to record work in a browser, then save and refine that recording.
  • Configured workflows: Build or customize a workflow in the web app using the systems, files, and logic you already connected.

In practice, many customer workflows use both. For example, a workflow might pull files from cloud storage, use an agent to interpret them, and then complete the final steps in a browser portal.

4. Run with the right level of oversight​

XY supports a gradual path from manual to more automated execution:

  • Co-pilot: a person starts or supervises the work closely
  • Supervised: automation handles the routine path and escalates exceptions
  • More automated runs: the workflow handles known patterns with less day-to-day intervention

This lets teams start safely, learn what works, and expand from there.

5. Review results and exceptions​

Not every item should flow straight through. XY can surface work for review when something needs a decision, a correction, or an approval. That keeps humans involved where judgment matters most.

6. Improve over time​

As your team uses XY, you can refine workflows, update connected sources, adjust permissions, improve reference content, and turn repeatable browser work into more reusable automations.

A simple example​

Imagine a workflow for processing incoming documents:

  1. Files arrive through upload or synced storage.
  2. XY extracts the important information.
  3. The workflow checks the right rules or reference documents.
  4. If needed, the Browser Agent completes work in a payer or EHR portal.
  5. Any unclear items go to a person for review.
  6. The team reuses that workflow again and again.

That is the core idea behind XY: connect the systems you already use, capture real work, and turn it into repeatable, reviewable automation.