Computer-Use Agent Taxonomy中文
R04.07.01.03 · TASK CLASS

Email → spreadsheet → report pipelines

Gather data from mail and attachments, analyze it in a sheet and produce a report.

20 project-authored proposals · taxonomy v1.1 · 0 new benchmark runs. Verifiers and partial-credit rules below are designs, not executed results.

Typical applications
Outlook · Excel · Word
Class GUI-need label
G2 · GUI-essential

Task proposals · 20

Expand to inspect the complete original wording and proposed checks. Original proposal text remains English in both interfaces.

R04.07.01.03-T01 Tabulate twelve emailed vendor quotes and highlight the cheapest

Original instruction

In Outlook (test mailbox), folder 'Vendor quotes' has 12 quote emails, some with the price in the body and some in a PDF attachment. Fill input/quotes.xlsx with Vendor, Unit Price (USD), MOQ and Lead Time (days), sort by price ascending, and fill the cheapest row yellow.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app vis · Visual judgment type · Text & forms
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app
Proposed difficulty
2 / 5

Proposed verifier

Rows equal key (12 vendors; numbers exact); sort order; only the cheapest row has fill FFFF00; mailbox unchanged (no moves/deletes) via IMAP read. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

60% values (pro-rata over 12 vendors); 20% sort; 20% highlight.

R04.07.01.03-T02 Tally RSVP replies into a sheet and write a one-paragraph summary

Original instruction

In the test mailbox, 34 replies to 'Team offsite RSVP' say yes/no/maybe in free text, some with dietary needs. Record each person's latest answer in input/rsvp.xlsx (Name, Response, Dietary), and write output/rsvp_summary.docx with one paragraph giving counts by response and each dietary need count.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app
Proposed difficulty
2 / 5

Proposed verifier

Sheet rows equal key (latest reply wins for 3 people who changed answers); docx paragraph contains the exact counts (regex for numbers next to yes/no/maybe and each diet). Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

50% responses; 20% dietary; 30% summary counts.

R04.07.01.03-T03 Consolidate five regional sales emails into a Word report with a chart

Original instruction

Five regional managers emailed weekly CSVs (subject 'W41 sales – <region>'). Combine them in input/w41_sales.xlsx (one table, region column), compute totals and week-over-week % vs input/w40_totals.csv, and fill input/weekly_report_template.docx with the summary table and a column chart of revenue by region.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app click · Point & click type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app
Proposed difficulty
3 / 5

Proposed verifier

Workbook combined table equals union of CSVs (row count, sums); WoW % equals key (0.1 pp); docx table values equal key; docx contains a chart part (or linked chart) with region series equal totals. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

25% consolidation; 25% totals/WoW; 30% report table; 20% chart.

R04.07.01.03-T04 Log emailed receipts against policy and write an exceptions memo

Original instruction

Folder 'Receipts – Sept' holds 22 emails from staff with receipt images/PDFs. Enter each in input/expenses.xlsx (employee, date, merchant, amount, category), flag violations of input/travel_policy.pdf (meal caps, missing itemization, weekend), and write output/exceptions_memo.docx listing each flagged item with the rule broken.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app vis · Visual judgment type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app
Proposed difficulty
3 / 5

Proposed verifier

Sheet rows equal key (amounts exact); violation flags equal key (precision/recall); memo lists exactly the flagged items with rule names (regex per item). Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

45% receipts entered; 30% flags; 25% memo.

R04.07.01.03-T05 Categorize a month of complaints and file the processed emails

Original instruction

The shared mailbox 'support@' (test) has 57 complaint emails in Inbox for September. Classify each into input/taxonomy.csv categories in input/complaints.xlsx (sender, date, order no., category), build a pivot of counts by category × week, write output/complaints_sept.docx with the top 3 categories, and move processed emails to folder 'Processed/2026-09'.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
HY · Hybrid
Interaction primitives
multi · Cross-app drag · Drag & drop type · Text & forms
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app
Proposed difficulty
3 / 5

Proposed verifier

Category accuracy vs key ≥90% for full credit; pivot exists with counts consistent with the sheet; memo names the correct top 3 with counts; IMAP: 57 emails in Processed/2026-09, none lost. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

40% classification; 20% pivot; 20% memo; 20% emails filed.

R04.07.01.03-T06 Turn membership renewal emails into a Numbers table and Pages letters

Original instruction

In Apple Mail (test account), 18 members replied to 'Renewal 2027' with their tier and payment method. Record them in input/members.numbers, then in Pages produce one confirmation letter per member from input/letter_template.pages (merge name, tier, fee from the tier table) saved as output/letters.pdf.

Platforms
mac · macOS
Applications
Apple Mail · Numbers · Pages
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app type · Text & forms click · Point & click
Work product
WP01 · Document
Conditions
multiapp · Multi-app
Proposed difficulty
3 / 5

Proposed verifier

Grader AppleScript export of the Numbers table equals key; letters.pdf has 18 pages (one per member) with name/tier/fee text equal key; fees derived from the tier table. Agent VM has no IMAP credentials and osascript/JXA is blocked; mail is reachable only in Apple Mail, and the files must be saved by Numbers and Pages.

Proposed partial credit

40% table; 45% letters merged correctly; 15% PDF page count.

R04.07.01.03-T07 Compile emailed bug reports into a Calc tracker and Writer summary

Original instruction

In Thunderbird (test profile), folder 'QA reports' has 26 bug-report emails with logs attached. Record ID, component, severity, build and reporter in input/bugs.ods (LibreOffice Calc), count by component × severity, and write output/qa_summary.odt in Writer with the count table and the 5 critical bugs listed.

Platforms
lin · Linux win · Windows mac · macOS
Applications
Thunderbird · LibreOffice
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app type · Text & forms
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app
Proposed difficulty
3 / 5

Proposed verifier

ODS rows equal key; count table consistent; ODT contains the table values and the 5 critical bug IDs and titles. Agent VM has no IMAP credentials, and Thunderbird add-ons and LibreOffice macros/UNO are disabled; mail is reachable only in Thunderbird.

Proposed partial credit

45% tracker rows; 20% counts; 35% summary.

R04.07.01.03-T08 Combine eight site survey workbooks into a templated report

Original instruction

Eight site leads emailed survey result XLSX files with different column orders and header spellings. Combine them in input/survey_all.xlsx with a site column, compute per-site and overall satisfaction means and response rates, and fill the 14 «placeholders» in input/survey_report_template.docx with the computed values.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app
Proposed difficulty
3 / 5

Proposed verifier

Combined table row count and per-column sums equal key; means equal key (0.01); all 14 placeholders replaced with values equal key; no « » remains. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

35% combination; 30% computed stats; 35% report placeholders.

R04.07.01.03-T09 Age emailed invoices and prepare reminder drafts without sending

Original instruction

From folder 'Invoices sent' (31 emails with invoice PDFs) and payment confirmations in 'Payments', build input/ar_aging.xlsx with buckets (current, 1–30, 31–60, 60+) as of 2026-10-14, then mail-merge a reminder from input/reminder.docx into Outlook drafts for each overdue client. Do not send.

Platforms
win · Windows mac · macOS
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app type · Text & forms click · Point & click
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app risk · Irreversible/risky
Proposed difficulty
3 / 5

Proposed verifier

Aging table equals key; IMAP Drafts contains one reminder per overdue client (9) with correct amounts/days in body; Sent folder unchanged (no sends). Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

40% aging; 40% drafts correct; 20% nothing sent.

R04.07.01.03-T10 Build a board KPI report from tables pasted inside department emails

Original instruction

Six department heads sent September KPIs as tables inside the email body (no attachments). Copy them into input/kpi_model.xlsx tabs, let the model compute variances, then update input/board_report.docx: refresh the 3 linked charts, fill the KPI table and write each department's one-line variance note from the model.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app click · Point & click type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app
Proposed difficulty
4 / 5

Proposed verifier

Model input ranges equal email table values (exact); computed variances equal key; docx KPI table equals model outputs; linked chart caches updated to new values; 6 notes contain the variance figures. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

35% email tables transferred; 20% model results; 25% report table + charts; 20% notes.

R04.07.01.03-T11 Extract forty order confirmations from webmail into a spend memo

Original instruction

In the sandbox Roundcube webmail, 40 HTML order-confirmation emails from 6 vendors arrived this quarter. Record order no., date, vendor, items count, subtotal, tax, total in input/orders_q3.xlsx, compute spend per vendor, and write output/spend_memo.docx with a table of vendors over $5,000.

Platforms
web · Any OS (web) mac · macOS win · Windows
Applications
Roundcube · Excel · Word
Interfaces
brow · Browser desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
G2 · GUI-essential
Interaction primitives
multi · Cross-app nav · Pan/zoom/scroll type · Text & forms
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app
Proposed difficulty
4 / 5

Proposed verifier

Sheet rows equal key (amounts exact); vendor totals equal key; memo table lists exactly vendors > $5,000 with totals. Agent has no IMAP/API credentials; mail is reachable only through the webmail UI.

Proposed partial credit

55% orders entered; 20% vendor totals; 25% memo table.

R04.07.01.03-T12 Apply superseding timesheet emails before building a payroll summary

Original instruction

Folder 'Timesheets W40–W41' has 48 emails; some later emails correct earlier ones ('Correction:' subject or reply). Use only the latest submission per employee-week, fill input/payroll_hours.xlsx, and produce output/payroll_summary.docx with total regular and overtime hours per department.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app nav · Pan/zoom/scroll type · Text & forms
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app hidden · Hidden/stale state
Proposed difficulty
3 / 5

Proposed verifier

Hours per employee-week equal key (latest-wins applied to 7 corrected cases); department totals equal key; summary docx numbers match. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

40% hours; 25% corrections applied; 20% department totals; 15% summary.

R04.07.01.03-T13 Chart emailed QC results and flag Westgard rule violations

Original instruction

The lab's daily QC results arrive as PDF tables attached to 30 emails. Enter the glucose control values into input/qc_glucose.xlsx, build a Levey-Jennings chart with mean and ±1/2/3 SD lines from input/qc_targets.csv, flag 1-3s, 2-2s and R-4s violations, and write output/qc_report.docx with the chart and violation list.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app vis · Visual judgment type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app
Proposed difficulty
4 / 5

Proposed verifier

Values equal key; chart series present with 7 reference lines at correct values; violation list equals rule-computed key (dates and rule codes); report contains chart image/chart part and the list. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

35% values; 25% chart lines; 25% violations; 15% report.

R04.07.01.03-T14 Score five vendors from a quarter of POs, deliveries and complaints

Original instruction

From Outlook folders 'POs' and 'Deliveries' plus complaint emails in 'Quality' (Jul–Sep), build input/vendor_scorecard.xlsx: per vendor on-time delivery %, defect rate and average lead time; then generate 5 one-page Word reports from input/vendor_report.docx and a summary table ranking vendors.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app nav · Pan/zoom/scroll type · Text & forms
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app long · Long-horizon
Proposed difficulty
5 / 5

Proposed verifier

Scorecard metrics equal key per vendor (0.1 pp / 0.1 day); 5 report files with values equal scorecard; ranking table order equals key. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

45% metrics; 35% five reports; 20% ranking.

R04.07.01.03-T15 Track data-room documents announced by email into a diligence memo

Original instruction

Twenty data-room notification emails link to documents in the sandbox data room. Open each document, extract counterparty, term, change-of-control and termination clauses into input/dd_tracker.xlsx, and write output/dd_memo.docx summarizing contracts with change-of-control provisions and termination notice ≥90 days.

Platforms
web · Any OS (web) mac · macOS win · Windows
Applications
Outlook · Excel · Word · browsers
Interfaces
brow · Browser desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
G2 · GUI-essential
Interaction primitives
multi · Cross-app nav · Pan/zoom/scroll type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app long · Long-horizon
Proposed difficulty
5 / 5

Proposed verifier

Tracker fields equal key (yes/no flags exact, notice days exact); memo lists exactly the qualifying contracts (set match); no documents missed (20 rows). Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

20% all documents opened; 45% tracker fields; 35% memo set.

R04.07.01.03-T16 Rebuild an incident timeline from 200 alert emails across time zones

Original instruction

Folder 'Alerts – INC-2291' holds 200 monitoring emails (duplicates, re-fires, mixed UTC/PDT/IST timestamps in bodies). Build input/inc2291_timeline.xlsx with deduplicated events in UTC, compute time to detect, acknowledge and resolve, and fill input/postmortem_template.docx timeline table and metrics.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app nav · Pan/zoom/scroll type · Text & forms
Work product
WP01 · Document
Conditions
multiapp · Multi-app long · Long-horizon hidden · Hidden/stale state
Proposed difficulty
5 / 5

Proposed verifier

Timeline events equal key (dedupe precision/recall ≥0.95; UTC times exact to the minute); TTD/TTA/TTR equal key; postmortem table rows equal timeline. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

40% dedupe and UTC conversion; 25% metrics; 35% postmortem filled.

R04.07.01.03-T17 Control pair of T03: run the sales pipeline with Graph, pandas and python-docx

Original instruction

Control pair of T03. Using the Microsoft Graph API (test tenant token), pandas and python-docx from the terminal, fetch the five 'W41 sales' CSV attachments, compute totals and WoW %, and fill the same report template with table and chart image.

Platforms
mac · macOS win · Windows lin · Linux
Applications
Graph API · pandas · python-docx
Interfaces
api · API/SDK term · Terminal
GUI need · task setting
AP · API-sufficient
GUI need · ordinary access
AP · API-sufficient
Interaction primitives
code · Code & commands
Work product
WP01 · Document
Conditions
None declared
Proposed difficulty
2 / 5

Proposed verifier

Same value checks as T03 (chart may be an image here); compared with the GUI variant to measure modality gap.

Proposed partial credit

25% consolidation; 25% totals/WoW; 30% report table; 20% chart.

R04.07.01.03-T18 Track candidates from application emails into a weekly hiring report

Original instruction

Shared mailbox 'jobs@' has 45 application emails for 3 roles with resumes attached and stage tags in later replies ('[Screen]', '[Onsite]', '[Offer]'). Build input/pipeline.xlsx (candidate, role, latest stage, source, days in stage) and write output/hiring_weekly.docx with counts per role × stage and the 5 longest-waiting candidates.

Platforms
mac · macOS win · Windows
Applications
Outlook · Excel · Word
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app nav · Pan/zoom/scroll type · Text & forms
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app hidden · Hidden/stale state
Proposed difficulty
4 / 5

Proposed verifier

Tracker rows equal key (latest stage from thread replies); days in stage as of 2026-10-14; report counts and longest-waiting list equal key. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

45% tracker; 15% days in stage; 25% count table; 15% longest-waiting list.

R04.07.01.03-T19 Summarize newsletter sign-up emails in Google Sheets and Docs

Original instruction

In the test Gmail account, 60 'New sign-up' notification emails list name, email, city and interests. Put them in Google Sheet 'Signups Oct' (dedupe by email), add a count-by-city table, and write Google Doc 'Signup summary' with total unique sign-ups and the top 3 interests with counts.

Platforms
web · Any OS (web)
Applications
Gmail · Google Sheets · Google Docs
Interfaces
brow · Browser
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
G2 · GUI-essential
Interaction primitives
multi · Cross-app type · Text & forms click · Point & click
Work product
WP02 · Records/table
Conditions
multiapp · Multi-app
Proposed difficulty
3 / 5

Proposed verifier

Sheets API: unique rows equal key (52); city counts table correct; Docs API: summary contains total 52 and top-3 interests with counts; no emails sent or deleted. Agent has no IMAP/API credentials; mail is reachable only through the webmail UI.

Proposed partial credit

45% sheet rows; 20% city table; 35% summary doc.

R04.07.01.03-T20 Merge results letters to PDFs and stage them as email drafts

Original instruction

Using input/assessment_results.xlsx (24 candidates), mail-merge input/result_letter.docx into one PDF per candidate named output/letters/<CandidateID>.pdf, then create an Outlook draft to each candidate's email with their PDF attached and subject 'Assessment result – <ID>'. Do not send.

Platforms
win · Windows mac · macOS
Applications
Word · Excel · Outlook
Interfaces
desk · Desktop GUI
GUI need · task setting
G2 · GUI-essential
GUI need · ordinary access
CL · CLI-sufficient
Interaction primitives
multi · Cross-app click · Point & click type · Text & forms
Work product
WP09 · Files & folders
Conditions
multiapp · Multi-app risk · Irreversible/risky
Proposed difficulty
4 / 5

Proposed verifier

24 PDFs with correct names and merged text equal key; IMAP Drafts has 24 messages, each to the right address with the matching PDF attached (hash) and exact subject; Sent unchanged. Agent VM has no Graph/IMAP credentials, scripting host or VBA; mail is reachable only through the client UI.

Proposed partial credit

40% PDFs correct; 40% drafts with right attachments; 20% nothing sent.

Mapped research references

Existing benchmark-to-class links from the research catalog. They are not record-level annotations, executions or product endorsements.

In this workflow family