Inputs and outputs
Required documents, records, data fields and evidence of completion.
Skill Library
A role-to-task-to-skill map for enterprise work.
Explore an illustrative matrix of work that 8gentX can model. Each use case is decomposed into tasks, executable skills, systems, controls and an appropriate autonomy level.
Showing 24 example roles
| Domain | Potential role | Representative tasks | Core skills | Systems / data | Agent mode |
|---|---|---|---|---|---|
| Finance & Accounting | Accounts Payable Specialist | Capture supplier invoices; validate vendor and PO; perform 2/3-way match; code tax and dimensions; route exceptions; schedule payment | Invoice extractionvendor validationPO matchingaccounting codingtax handlingexception management | Dynamics 365 FinanceBusiness CentralSAP S/4HANANetSuite | Draft → execute with approval |
| Finance & Accounting | General Ledger Accountant | Prepare journals; post accruals; reverse entries; maintain allocations; run period close; produce audit evidence | Journal entrychart of accountsdimensionsaccrual accountingclose controlsaudit trail | Dynamics 365 FinanceSAP S/4HANANetSuiteExcel | Assist → controlled execution |
| Finance & Accounting | Reconciliation Analyst | Match bank and ledger transactions; investigate differences; propose corrections; certify reconciliations | Transaction matchingvariance analysisbank reconciliationevidence collection | ERPbank feedsreconciliation toolsExcel | Recommend → execute exceptions with approval |
| Finance & Accounting | FP&A Analyst | Load actuals; compare budget and forecast; analyze variance; build scenarios; draft commentary | Financial modellingforecastingvariance analysismanagement reportingscenario planning | ERPplanning platformPower BIExcel | Assist → draft |
| Finance & Accounting | Accounts Receivable Specialist | Issue invoices; allocate receipts; track overdue balances; prepare collection actions; resolve deductions | Billingcash applicationcollectionscredit controldispute handling | ERPCRMpayment gatewaysemail | Recommend → controlled execution |
| Sales | Sales Development Representative | Research account; enrich contact; qualify lead; personalize outreach; schedule handoff; update CRM | Prospectingqualificationaccount researchmessage personalizationCRM hygiene | SalesforceDynamics 365 SalesLinkedInemail | Assist → controlled execution |
| Sales | Account Executive | Prepare meeting brief; map stakeholders; draft proposal; update opportunity; forecast next steps | Discoverystakeholder mappingsolution sellingproposal writingforecasting | CRMMicrosoft 365CPQTeams | Assist |
| Sales | Sales Operations Analyst | Clean pipeline; validate stages; detect stalled opportunities; produce forecast; manage territories | Pipeline analyticsdata qualityforecastingterritory operationsdashboarding | CRMPower BIExceldata warehouse | Recommend → controlled execution |
| Sales | Customer Success Manager | Prepare health review; identify adoption risk; draft success plan; coordinate renewal | Customer healthadoption analysisrenewal planningrelationship management | CRMproduct telemetrysupport platformemail | Assist |
| Marketing | Campaign Manager | Define audience; orchestrate campaign; generate variants; launch workflows; monitor results | Segmentationcampaign operationscontent orchestrationexperimentationattribution | Dynamics 365 Customer InsightsHubSpotMarketoGoogle Analytics | Assist → execute with approval |
| Marketing | Content Marketing Specialist | Research topic; create brief; draft content; repurpose assets; apply SEO and brand controls | Content strategycopywritingSEOeditorial governancelocalization | CMSanalyticskeyword toolsMicrosoft 365 | Draft |
| Marketing | Marketing Operations Analyst | Maintain lead lifecycle; normalize data; score leads; reconcile campaign and pipeline reporting | Marketing automationlead scoringdata governanceattributionreporting | CRMmarketing automationPower BIExcel | Recommend → controlled execution |
| Marketing | Product Marketing Manager | Synthesize market input; map personas; develop messaging; create launch kit; enable sales | Market researchpositioningmessagingcompetitive analysissales enablement | CRMsurvey/research toolsCMSMicrosoft 365 | Assist |
| Procurement | Buyer | Convert requisition to PO; compare quotes; validate price and terms; route approval; follow delivery | Sourcingquote evaluationpurchase orderingapproval policysupplier communication | Dynamics 365SAP AribaCoupaNetSuite | Recommend → execute with approval |
| Procurement | Category Manager | Analyze spend; segment suppliers; identify savings; prepare sourcing event; track benefits | Spend analysiscategory strategysourcingnegotiation preparationbenefits tracking | ERPsourcing platformPower BIExcel | Assist |
| Procurement | Supplier Manager | Onboard supplier; validate documentation; monitor SLA and risk; coordinate remediation | Supplier onboardingmaster dataperformance managementrisk monitoringcompliance | ERPsupplier portalrisk databasesemail | Assist → controlled execution |
| Procurement | Procurement Operations Analyst | Triage requisitions; detect policy exceptions; maintain catalogs; reconcile PO and invoice issues | Procure-to-paypolicy validationcatalog managementexception handling | ERPprocurement suiteticketing | Controlled execution |
| Warehouse & Logistics | Warehouse Operator | Receive goods; verify quantity; scan location; pick and pack; record discrepancy | Receivingbarcode scanninginventory movementpickingpackingexception capture | WMShandheld scannerERP | Guide → validate |
| Warehouse & Logistics | Inventory Controller | Review stock variance; execute cycle count; reconcile inventory; identify root cause | Inventory controlcycle countingvariance analysismaster dataaudit evidence | WMSERPPower BIExcel | Recommend → controlled execution |
| Warehouse & Logistics | Warehouse Planner | Forecast workload; allocate labor; sequence waves; plan dock and storage capacity | Capacity planningwave planningslottinglabor planningoperations analytics | WMSplanning toolsPower BI | Recommend |
| Warehouse & Logistics | Logistics Coordinator | Book shipment; prepare documents; track milestone; manage delay; update customer | Carrier bookingshipment documentationtrackingexception managementcommunication | TMScarrier portalsERPemail | Assist → controlled execution |
| Customer Service | Customer Service Agent | Classify inquiry; retrieve customer context; propose answer; execute approved service action; summarize case | Intent classificationknowledge retrievalcase managementempathy-aware writingescalation | Dynamics 365 Customer ServiceSalesforce Service CloudZendesk | Assist → controlled execution |
| Human Resources | Recruiting Coordinator | Parse job description; screen stated requirements; schedule interview; prepare candidate pack; update ATS | JD normalizationskills taxonomyschedulingcandidate communicationATS operations | WorkdayLinkedInATSOutlook | Assist; human hiring decision |
| IT Operations | Service Desk Analyst | Classify incident; retrieve known fix; collect diagnostics; execute approved remediation; document resolution | Incident managementtroubleshootingknowledge searchaccess policyescalation | ServiceNowJira Service ManagementIntuneMicrosoft 365 | Assist → controlled execution |
This matrix is an illustrative product taxonomy, not a claim that every task is ready for full autonomy. Actual scope depends on process maturity, data access, local policy, controls, risk and system integration.
How the library becomes executable
Each skill carries operational context.
Business controls
Approval thresholds, segregation of duties, policy rules and escalation paths.
Application actions
The screens, APIs, objects and transactions needed to complete work.
Evaluation
Completion quality, exception rate, cycle time and remaining human effort.