What your team provides
- Your existing or agreed document template
- Representative files you are allowed to share
- Business rules and examples of a correct result
- A reviewer and a baseline for time or quality
HOW IT WORKS
Start with one clearly defined task.
We agree the inputs, rules, expected result and review process before preparing a company-specific pilot. Start with a description; no private files are needed for the first conversation.
FROM FIRST CONTACT TO DAILY USE
One task, three clear steps.
- 01
Show us the task.
Share how the work is done today, the materials involved and what a useful result looks like.
- 02
We configure and test it.
We agree the template, rules, supported inputs and review steps, then test with representative files.
- 03
Use it in your workspace.
Once the agreed checks are complete, we prepare the workspace, instructions and support arrangements for continued use.
Scope, availability, timing and support are agreed for each pilot.
Start with the format you already use.
There is no need to design a new template for every file. We agree and save it during configuration, then test with representative inputs.
What we configure
- A saved task using your template
- Company knowledge and agreed business rules
- File generation and checks for missing information
- Reviewed pilot results, usage instructions and an agreed handover
REVIEW AND ACCEPTANCE
Your team stays in control.
AI prepares the agreed document or schedule. Your reviewer compares it with the source and the approved template. Technical suitability, pricing, terms and customer commitments stay with the responsible person.
Agree what a successful pilot means.
Within the agreed inputs and scope, the result must be usable, the checks must be clear and the way of working must suit your team. Agree these criteria before the pilot and review the evidence together.
Missing or contradictory information needs clarification, not an invented answer. Confirm who records corrections and approves the final document.
More about the review approach
The review workspace concept is a deeper reference, not a separate released approval product.
Desktop delivery · scoped per pilot
A familiar place to give your team work.
Desktop delivery and supported tasks are confirmed during scoping. Your company materials, templates and Skills are configured for the work you agree.
What you receive
- The agreed task configuration, company template and rules.
- Instructions for using the workspace and checking results.
- A handover with responsibilities and any agreed team guidance.
- The supported scope and ongoing support arrangements.
The web workspace contains prepared synthetic samples. Desktop installation, live processing and system connections are confirmed for your setup.
AFTER THE PILOT
Continue when the results are useful.
Review the evidence together. Continue, improve the setup, agree another task or stop. Ongoing support and desktop delivery are scoped separately.
Do we need to replace our current software?
We start with your existing files and templates. Any software changes or connections are agreed after reviewing the task; we do not promise that every system can be integrated.
What happens after the first conversation?
We discuss a useful starting task, the materials it would need and what a pilot should prove. If there is a suitable scope, agree access, responsibilities, timing and cost before sharing private materials.
What support is included?
Setup guidance, training, maintenance and response arrangements depend on the engagement. Confirm them before handover; there is no universal support package or delivery timetable.