§01 · Six patterns

Six workflows. Same approval gate.

Each card is a workflow we've already built for a customer. The shape repeats; the data and the team change. Read-only by default. Human approval before anything ships.

Customer Health Monitor

UC-01
Sources
CRM · Tickets · Usage logs
Output
Flagged-accounts brief, daily
Before / after 6.5h / week saved
Sample interaction
CS
"Which accounts moved on health this week?"
r
3 flagged. Northwind −38% usage; Meridian sentiment shift; Halcyon support backlog.

Forecast Variance Walk

UC-02
Sources
BI · ERP · Commentary docs
Output
Variance brief with cited causes
Before / after 1 day → 12 min
Sample interaction
FN
"Walk me through Q3 EMEA variance."
r
−$1.2M. Two slipped enterprise opps cited; FX drag −$280K per ERP. Sources linked.

Pipeline Hygiene

UC-03
Sources
Salesforce · Gong · Email
Output
Idle-deal follow-up drafts
Before / after 5 reps × 2h / week
Sample interaction
SA
"Draft follow-ups for my idle deals."
r
7 drafts ready. Stage-aware, last-touch cited, awaiting your approval.

Incident Triage Assembly

UC-04
Sources
PagerDuty · GitHub · Slack
Output
90-second incident timeline
Before / after Faster MTTR
Sample interaction
EN
"Brief me on INC-2041."
r
Timeline assembled. Deploy at 14:02, alert at 14:09, two related Slack threads, owning PR #4827.

Weekly Business 360

UC-05
Sources
All approved sources
Output
Monday 7am exec digest
Before / after Board-narrative ready
Sample interaction
EX
"What changed this week, across the business?"
r
One page. Pipeline, CS, finance, product – anomalies up top, sources at the bottom.

Campaign Performance Brief

UC-06
Sources
GA4 · CRM · Looker
Output
Monday-morning campaign review
Before / after Cited & reviewable
Sample interaction
MK
"Brief me on last week's campaigns."
r
4 ran. Spring promo CAC −22%; one creative under-performed – flagged with source charts.
§02 · Anatomy

How a use case actually gets built.

Five steps from landing a candidate workflow to measuring the result. Workflow-first, not platform-first.

01

Choose the workflow

One repetitive, high-value workflow your team already runs every week.

02

Map the data

Document the systems, sources, permissions, and actions involved.

03

Define controls

Human approval, access boundaries, source visibility, logging, rollback.

04

Build the co-worker

Connect approved context, design prompts & tools, ship a working first version.

05

Measure

Test, review outputs, capture before/after, plan the next expansion.

§03 · Engines

The engines behind these patterns.

Every use case above is assembled from these underlying engines. Deep expertise lives here – implementation-led, not platform-led.

Dashboard Agent

Source-cited dashboards that refresh on schedule and explain every chart.

Data Analysis Agent

Answers questions with citations. Walks likely causes across approved sources.

Simulation Agent

What-if scenarios on your data – pricing, capacity, forecast – assumptions visible.

Goal-Based Agent

Tracks a defined business goal, recommends the next step, routes to the owner.

Anomaly Detection

Watches your data streams. Flags outliers and drift before they grow.

Get started

Have a workflow that looks like one of these?

Tell us about your team and the Monday-morning workflow you'd want to assess. We'll come back with whether it's a good first co-worker – and what controls it needs.