The work you repeat,
running itself
Book a demo Describe it once
Say what should happen and when. The agent lays out the steps and you adjust them.
Runs on its own clock
Thursday packs, data room reads and model refreshes happen without being asked.
Stops for your partner
Review steps hold anything that would leave the engagement until a person approves it.
The repeated work of an engagement, run the same way every time
Weekly packs, data room reads and model refreshes are done by hand, late, by whoever is free. The steps live in someone’s memory.
Workflows turn those steps into something that runs on its own clock and reports what it did. Where the work leaves the engagement, it waits for a person.
How it works
Describe it once
- Say what should happen and when, in plain language.
- The agent lays the steps out as a flow you can read and change.
- No engineers and no scripting.
Runs on its own clock
- Your pack has to be current every Thursday. Your data room has to be read the day it lands.
- Each run reads what changed first, then updates only what depends on it.
- You see every step it took and how long it took.
Stops where a person should decide
- Place a review step anywhere in the flow.
- Work that would leave the engagement always waits for your partner.
- They see what changed, then approve it or send it back.
“You do not win by producing more pages. You win by spending your hours on the argument. That is what this gives you back.”
Former Senior PartnerGlobal strategy firm
FAQs
01What can a workflow do?
Anything you repeat inside an engagement: reading a data room when it lands, refreshing a model, redrafting the pages that cite a changed figure, preparing the weekly pack.
02How do we set one up?
Describe it in plain language. The agent lays out the steps, you adjust them, and you choose when it runs.
03When does a workflow stop for a person?
Wherever work would leave the engagement, and anywhere else you place a review step. Nothing is sent unapproved.
04What if a source changes between runs?
The next run reads what changed first. Facts are updated, and every page that cites them is redrafted and flagged.
05Do we need engineers to build one?
No. Workflows are built and changed by the engagement team.
See Workflows at work.
Book a demo and we will walk you through it.
Book a demo