Connect computer applications to work with data

Select an installed application so CaiGeek can open, read and operate it within your authorization.

Select an installed application

In the desktop app, open + → Connect computer → Add connection → Computer application, select an installed app and confirm its name. If a task requests a particular app, follow the targeted connection prompt.

The connection belongs to the app you selected: connecting Feishu does not connect WeCom. Follow the prompt if the app is missing, closed, signed out or lacks system access.

Check control and reading permissions

In the application details, check 控制应用 (Control application) and 读取屏幕 (Read screen). Confirm any required permission in system settings, then recheck in the original panel. The displayed permissions vary by operating system.

① Check application permissions. ② Allow application control through the system prompt. ③ Allow screen reading if required. Permission states are demonstrated; available items depend on your operating system.

Specify the information and action

For example: “Open the connected finance application, query October receivables, export them and check overdue amounts.” CaiGeek works with the actual interface. Buttons, dialogs, file pickers and security restrictions affect completion; a connection does not guarantee every action is supported.

When adding attachments to existing records, identify the app, the exact records and the matching files. If only adding attachments, say “Do not create new records.” Specify the allowed scope before submitting business changes.

Check the operation result and data

After an export, only task-selected files are received; connecting an app does not upload the whole Downloads folder. Check uncertain operation results before repeating a submission or export.

Sleep, a locked screen or personal verification can prevent UI operations. Address the issue in the existing conversation or connection details and continue the original task.

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