Beam SOP Upload and Agent Training (Delivery)

Beam SOP Upload and Agent Training (Delivery)

1. 01

   Open the client workspace and confirm the SOP document is under the 200-page upload limit before starting

   Beam trains agents from uploaded SOPs, so an oversized document stalls the build. Split long operating manuals into process-scoped files (invoice reconciliation, accounts receivable, onboarding) and upload each as its own agent source.

2. 02

   Upload the SOP into the no-code builder and map each documented step to a Beam workflow action

   Walk the client's process owner through the mapping live. Any step the SOP leaves ambiguous becomes an agent exception later, so resolve it in the builder rather than after go-live.

3. 03

   Set human-in-the-loop approval gates on every task that touches money movement or employee records

   Beam agents self-heal and adapt to exceptions, which is the point, but finance and HR clients will want a named approver on high-value actions during the first delivery cycle.

4. 04

   Connect the required enterprise systems from the Base Integrations allowance

   The Scale plan includes 3 Base Integrations. Confirm which systems the client needs (SAP, Salesforce, DATEV) before wiring anything, because a fourth connection changes the commercial conversation.

5. 05

   Run a supervised batch and compare agent output against the client's last manual cycle

   Beam publishes 98% accuracy on transaction processing. Measure the client's own first-batch accuracy against that figure and log every miss with the SOP line that caused it.

6. 06

   Revise the SOP text where the batch exposed gaps, then re-upload and rerun the same batch

   Self-learning handles exceptions over time, but a wrong instruction in the source document will keep producing wrong output. Fix the document, not just the agent.

7. 07

   Hand the client a monitoring routine covering output evaluation and approval queue review

   Beam's output evaluation feature is where drift shows up first. Give the client a weekly review slot and a named owner so the retainer does not quietly become an agency-run queue.