Move work forward with context and approval.
Connect the information, decisions and tools in a repeatable process. Build an AI workflow that prepares useful work and keeps the right person in control.
- A request arrives
Review the documents attached to a matter.
- Context is prepared
Relevant documents, differences and source references.
- A person reviews the draft
The next action stays behind an approval step.
Inspect the prepared output
“The renewal notice periods differ between the agreement and addendum. Confirm which terms apply before sharing the summary.” This is a sample draft; no connected tool is called.
Make the workflow explicit.
A good automation starts with the process: what triggers it, what information it needs and which decisions remain with your team.
Map the work
Identify the trigger, source material, tool handoffs and points where your team uses judgment.
An agreed workflow with clear boundaries.Build the operating layer
Connect retrieval, analysis and output preparation to the tools needed for the process.
A working path from context to draft output.Test and launch
Test the agreed cases, approval steps and handoffs, then train the people who will use the workflow.
An implementation your team can operate.
Useful work, ready for the next person.
Design around a useful output, the information behind it and the person who needs to act next.
Carry context between tools
Reduce the manual reconstruction that happens when information and work live in different systems.
Prepare consistent outputs
Turn the relevant material into a defined summary, checklist or draft for the next stage of the process.
Make approval a real step
Place the review decision where it belongs before an action proceeds.
A draft before an action
Review required: the renewal notice periods differ between the agreement and addendum.
Prepared: a draft summary with both source documents attached.
Next: the matter owner reviews the difference before the summary is shared.
Illustrative workflow output. No document is sent by this preview.
Your stack sets the shape.
The workflow should fit your tools. We choose the connections needed for the process and define exactly what each one can read or change.
100+ integrations, with public and private model options. The sources, actions and deployment choices for your workflow are agreed during implementation.
- Knowledge sources
- Documents, business applications and the destination tools required by your chosen workflow.
- Connected actions
- Defined tool actions and handoffs, with the permissions and approval rules your process needs.
- Model options
- Public or private models selected around your data, deployment and workflow requirements.
Google DriveMicrosoft 365
Slack
Notion
Salesforce
HubSpotKeep control part of the system.
Automating a process means deciding its limits. Make permissions, review gates and responsibility part of the workflow from the beginning.
Action permissions
Agree which tools the workflow may use and what each connected step may do.
Review gates
Keep a person at the points where approval or judgment is required.
Tested scope
Test the agreed workflows and document what should happen when a case needs attention.
A few practical questions.
Do we need to replace our current software?
The starting point is the software and data you already use. We map the integrations required for the selected workflow and design the operating layer around them.
Can a person approve the work before it moves on?
Yes, approval can be a defined stage in the workflow. The review rules and allowed actions are agreed during implementation.
Where should we start?
Choose one repeatable process with clear inputs, a useful output and an owner who can review the result. The workflow audit helps identify that starting point.
Start with one repeatable workflow.
Bring the process your team knows is harder than it should be. We’ll map the data, decisions and tools it needs to work better.
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