Workflow atlas · universal set, plus trade libraries
The workflows your firm already runs by hand.
Two layers: a universal set every firm recognises, then the workflows particular to your trade. Each is delivered as a library — nothing to invent yourself.
31
Workflows
23
Run alone
8
Stop for you
The universal library
Every firm runs these, whatever it sells — the starting point of any engagement.
- Sort the shared inbox and file each message in the right system runs alone
- Draft proposals, quotes and letters from your templates runs alone
- Read invoices, contracts and statements and turn them into tidy records runs alone
- Match records between two systems — the CRM against the accounting system, the bank feed against the ledger runs alone
- Chase outstanding items through email and portals — payments, documents, signatures runs alone
- Turn meetings into minutes, actions and CRM entries runs alone
- Assemble the monthly report pack runs alone
- Answer questions about the firm's own files, with citations runs alone
- Run applicant, vendor or client checks against a defined checklist stops for you
- Anything sent outside the firm stops for you, always
The trade libraries
Examples of what a library contains. Recruitment is the only one built today.
Recruitment
ships today · 31 workflows- Shortlist against a role brief
- Chase references through the portal
- Issue an offer letter · stops for you
Law
- Assemble a hearing or closing bundle
- First-draft agreements from your precedents, every clause cited
- Disclosure review triage · stops for you
Accounting
- Bank reconciliation at scale
- Chase the PBC list through audit season
- Prepare statutory filings · stops for you
Property agency
- Publish listings across all the portals
- Draft tenancy agreements from templates
- Schedule viewings and chase follow-ups
Insurance brokerage
- Compare quotes across insurers into one table
- Chase renewals
- Assemble claims documentation
Family office & trading
- Reconcile trade breaks
- Produce the monthly performance pack
- Refresh KYC files · stops for you
The recruitment library ships today. Other trade libraries are built per engagement, starting from the universal set.
The recruitment library, in full
Thirty-one workflows shipping today. Twenty-three run without a person; eight stop and wait, by design.
| Workflow | Systems it uses | Produces | How it runs |
|---|---|---|---|
| Shortlist against a role brief Reads every CV you hold against the brief and returns a ranked list, with the evidence beside each judgement. | your documents | Ranked shortlist, cited | Runs alone |
| CV reading and tidy-up Reads incoming CVs in English and Traditional Chinese and turns them into tidy candidate records. | your files · CRM | Candidate records | Runs alone |
| Duplicate candidate merge Finds the same person across records and proposes a single merged profile. | CRM | Merge proposal | Runs alone |
| Reference chase Requests and follows up references through the client portal until each is returned. | client portal · email | Reference set | Runs alone |
| Licence and register check Checks a stated licence against the public regulator's register. It only reads; it changes nothing. | regulator portal | Verification note | Runs alone |
| Right-to-work document check Reads uploaded documents and flags anything expired or not matching the record. | your files · CRM | Exception list | Runs alone |
| Interview notes to CRM Writes up interview notes on the machine itself, then files the summary to the record. | CRM | CRM entry | Runs alone |
| Client brief digest Summarises new client briefs and sends each one to the right desk. | your documents · email | Desk digest | Runs alone |
| Candidate pack assembly Builds a branded pack from your firm's template, with every claim tied to its source. | documents | Draft pack | Runs alone |
| Salary benchmark refresh Works out fresh benchmarks from your own placements. It never pulls figures from public websites. | your documents | Benchmark table | Runs alone |
| Contract draft from template Drafts a retainer or terms letter from your clause library. | documents | Draft contract | Runs alone |
| Timesheet reconciliation Matches contractor timesheets to placements and flags gaps. | accounting system | Exception list | Runs alone |
| Invoice preparation Prepares invoices from confirmed placements for finance review. | accounting system | Draft invoices | Runs alone |
| Placement fee audit Checks each fee against the signed terms and flags anything that does not match. | accounting system · your documents | Audit note | Runs alone |
| CRM tidy-up Finds and tidies stale records, missing fields and dead pipeline entries. | CRM | Cleaned records | Runs alone |
| Pipeline status digest A daily desk-by-desk picture, drawn from your own systems. | CRM · accounting system | Daily digest | Runs alone |
| Job specs into house style Rewrites an incoming job spec into your house format, without inventing requirements. | documents | Spec in house style | Runs alone |
| Bulk document reading, overnight Pulls the details out of PDFs and scanned documents, in bulk, overnight. | your files | Tidy records | Runs alone |
| Candidate re-engagement list Finds past candidates who now match an open role. | your documents · CRM | Outreach list | Runs alone |
| Interview scheduling proposal Suggests times that fit the calendars and prepares the invitations. | calendar · CRM | Draft invitations | Runs alone |
| Compliance file export Assembles the audit pack for a period, with an index. | your files | Audit pack | Runs alone |
| Portal listing refresh Republishes approved job listings and takes down the filled ones. | job portals | Updated listings | Runs alone |
| Search log to insight Turns what your recruiters search for into a weekly note on what the desk is missing. | your documents | Weekly note | Runs alone |
| Send a candidate pack to the client Holds the finished pack until a person approves the send. | outbound email | Sent pack | Stops for you |
| Issue an offer letter Drafts the letter with the agreed figures, then stops. Figures are never sent without a person's approval. | outbound email · documents | Signed offer | Stops for you |
| Any adverse decision about a person A rejection, a declined claim, a failed check — prepared and held. This decision is never automated. | outbound email | Sent notice | Stops for you |
| Submit to a client portal Fills the submission and holds it for review before it is filed. | client portal | Filed submission | Stops for you |
| Update the CRM or accounting system Any new entry or change that alters a commercial position. | CRM · accounting system | Committed record | Stops for you |
| Eligibility or compliance call Gathers the evidence, sets out what is unclear, and hands the judgement to a person. | your documents | Reviewed decision | Stops for you |
| Negotiating position Prepares the range and the comparable placements; never puts a position to the other side. | your documents | Briefing note | Stops for you |
| Invoice release to client Your finance team reviews and releases it; the machine cannot send it alone. | accounting system · outbound email | Issued invoice | Stops for you |
Every run is recorded and can be replayed step by step. Where a workflow stops for a person, the AI cannot remove that stop — only your administrator can, on the box itself.
How a workflow is added
Named by you, built by us, kept on your box.
- 01 You describe a task your people repeat; we watch it done once.
- 02 We build it to work with your actual portals and templates.
- 03 Your compliance lead sets where it must stop for a person.
- 04 It runs under supervision for its first week; you read the record of every run.
- 05 It joins your library, with every change recorded, and gets better from your corrections.
Find three on this page your people did by hand last week.
Bring them to the showroom. We'll run one while you watch.