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Data partnership guide

What Data Helps Train Computer-Use AI Agents?

By the Momentra data partnerships team · Updated

Short answer

Computer-use AI agents learn from examples of real people operating real business software, such as screen recordings of actual tasks. Standard operating procedures, training material and system audit trails also help. The strongest examples combine a documented objective, a recording of the work, and system records confirming the task was completed correctly.

  • ✓Agents must learn to read cluttered enterprise screens, plan steps across applications and handle pop-ups, errors and timeouts.
  • ✓Public footage of ordinary back-office work in enterprise software is scarce, and internal tools are never public.
  • ✓Companies can start with existing SOPs, audit logs and staff training videos instead of new recordings.
  • ✓Screen data needs careful anonymization, and new recordings raise employee consent and notice questions.

A computer-use agent is an AI system that operates software the way a person does: it looks at the screen, clicks, types and moves between applications to complete a task. Teaching that requires examples of real people using real business software to get real work done. This guide explains what that data looks like, why it is scarce, and how to approach sharing it responsibly.

How computer-use agents work

Most software was built for people, not for other programs. Many business tools have no convenient API, or only cover part of what a user can do. Computer-use agents get around this by working through the interface itself. They take a screenshot or read the page structure, decide what to do next, perform an action such as a click or a keystroke, and then look again to see what changed.

That loop of observing, deciding and acting has to be repeated many times to finish even a modest task, such as raising a purchase order or updating a customer record. At each step the agent has to understand what it is looking at and choose a sensible next move.

This is harder than it sounds. Enterprise screens are often dense, inconsistent and full of abbreviations that only make sense inside one company or industry. A button might be labelled differently in two versions of the same product, and a required field might only appear after another option is selected. People learn these quirks through experience, and agents need comparable exposure.

What the agent needs to learn

Doing this well involves several distinct skills, and each one benefits from realistic examples.

  • Recognising interface elements in real applications, including cluttered enterprise screens, custom internal tools and older software.
  • Breaking an objective into a sensible sequence of steps across one or more applications.
  • Knowing where information lives, for example that a customer's tax ID is on a different tab from their address.
  • Handling interruptions: pop-ups, validation errors, slow loading, session timeouts and missing data.
  • Recognising when the task is actually complete, and checking the result.

Types of data that help

Screen recordings of real work are the most direct source, since they show exactly what a person saw and did. But they are not the only one. Standard operating procedures and process documents describe the intended steps of a task, which helps define objectives and expected outcomes. Logs and records from the systems themselves, such as audit trails in an ERP or status changes in a ticketing tool, show what actually happened and when, which can be used to check whether a task succeeded.

Training material made for new staff can be useful too, provided it shows real systems in real use. Walkthroughs recorded by experienced employees often include the small tips and workarounds that never make it into formal documentation.

The strongest examples combine these. A process document explains how to issue a credit note, a recording shows an employee doing it in the accounting system, and the system's records confirm the credit note was created with the right values. That gives an objective, the tool use and decisions, and a verifiable outcome.

Why this data is scarce

There is very little public footage of people doing ordinary back-office work in enterprise software, and what exists is often a tutorial rather than a real task with real complications. Internal tools are, by definition, never public. And the variety of business software is enormous, from large ERP and CRM suites to regional accounting packages and bespoke admin panels, so broad coverage requires many different sources.

This means companies with documented processes and records of how staff actually use their systems may hold useful material, even if they have never thought of it as data.

A worked example: processing a supplier invoice

Consider a task many businesses do every day. An invoice arrives by email as a PDF. An accounts clerk opens it, checks the supplier in the accounting system, finds the matching purchase order, compares quantities and prices, notices a small difference, checks the goods receipt, decides the difference is acceptable under company policy, enters the invoice and schedules it for payment.

That single task involves an email client, a PDF viewer, an accounting system and a judgement call based on a written policy. For a computer-use agent, each part is something to learn: where to look, what to compare, which rule to apply and how to confirm the entry was saved correctly. A collection of real examples like this, including the ones where something did not match, is far more instructive than a staged demo.

Getting started without new recording

You do not have to start by recording anyone. Many companies begin with material they already have and can review easily.

  • Existing SOPs, training manuals and onboarding guides for business software.
  • Audit trails and activity logs from ERP, CRM and ticketing systems.
  • Training videos made for new staff, if they show real systems rather than marketing demos.
  • Records of exceptions and escalations, which show how unusual cases were handled.

Privacy considerations specific to screen data

Screens show everything. A recording of someone processing an invoice may also show their email inbox in another tab, a chat notification with a colleague's name, or customer details in a sidebar. That makes screen data more sensitive than many other types, and it needs careful handling.

In a Momentra partnership, your company decides what is in scope, and nothing is reviewed until an NDA defines confidentiality, permitted use, retention and security. Professional anonymization with purpose-built tools is used to detect, remove or replace sensitive information, including on-screen text, before further use. Recording new material also raises employee consent and notice questions, which depend on your jurisdiction and employment terms, so take advice before you start capturing anything new.

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Momentra works with companies to turn anonymized enterprise data into AI training data, starting with an NDA and no files required upfront.

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Frequently asked questions

Do I need to have screen recordings already?
No. SOPs, process documents and system records are also useful on their own. If new recordings are considered, they should be scoped carefully, with proper notice and consent from the staff involved.
Which software is most useful to cover?
Business systems that are widely used but rarely seen publicly, such as ERPs, CRMs, accounting tools and internal admin panels, along with less common regional or industry-specific software.
How is personal information on screen handled?
It is detected and removed or replaced using purpose-built anonymization tools before further use, and the signed agreement governs how the data is processed. You also decide what is in scope.

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