Approved sources
Your task list, selected business notes and authorized calendar.
Your knowledge.
Your tools.
Your way of working.
A customized assistant for useful recurring work: prepare a brief, find the right records, draft a reply or organize the next actions. Configure it around your business and the decisions you keep for yourself.
Give it a useful assignmentJudge it by the work
Judge it by the work
it puts in front of you.
Select an example task. Each shows the input, the output and the boundary that keeps you in control.
“What needs my attention today?”
A sourced morning brief
Open requests, upcoming commitments and the decisions waiting for you.
Prepare, don’t commit
The assistant summarizes the records. It does not change your commitments.
“Pull together what supports this number.”
A specific question
The report entry and the approved source folders you want reviewed.
A review packet
Links to supporting records, a summary of differences and a list of missing evidence.
Show uncertainty
Missing records stay missing. The assistant does not invent an explanation.
“Prepare a reply using our service policy.”
The request and policy
A customer’s question, your approved service guidance and your preferred tone.
A draft for review
A proposed response with any unanswered questions called out for you.
Hold before sending
The draft stays pending until the authorized person approves the action.
What you get
A defined piece of work. A clear handover.
The scope, required access, delivery responsibilities and ongoing support are agreed before work starts.
A business knowledge setup
Organize the instructions, source material and working context the assistant needs. Access stays within the agreed scope.
Useful recurring assignments
Configure selected tasks around your tools, preferred output and schedule. Each assignment has a clear success check.
Approval and recovery rules
Define which actions can run, which need permission and what happens when a tool fails or the evidence is incomplete.
Getting started
Start with the way you work today.
- 01Choose the work worth delegating.
Bring one repetitive task and examples of a good finished result. Identify the decisions you always want to keep.
- 02Connect only what the task needs.
Review the knowledge, tools, credentials and permissions required. Confirm each connection and keep unrelated access out of scope.
- 03Test the output and the boundaries.
Check normal cases, missing information and tool failures. Start with drafts or reviewable output, then agree any broader actions.
An assistant with boundaries.
How is this different from a general chat tool?
The work is in the configuration: your business knowledge, connected tools, recurring assignments, output format and approval rules. The starting point is a useful task, not a blank chat box.
Can it send emails or change records?
Only when the specific action, permission and approval rules have been agreed and tested. Draft-only or read-only work is a useful starting point.
Will it work with all my software?
No universal connection is promised. We check the tools you use, their access options and the exact task before agreeing implementation.
What if it gets something wrong?
Important outputs stay reviewable. Sources, uncertainty, failed tasks and actions needing approval should be visible. We define recovery and escalation for the selected work.
What does it cost?
The quote depends on the assignments, knowledge preparation, connections and support. Provider or hosting costs are identified before you agree to the work.
What would you hand to a capable assistant?
Bring one recurring task and an example of what “done well” looks like.