Home/How it works

From one person’s judgment to a backup the team trusts.

Three deliberate stages — Capture, Coach, Operate — take the how and the why out of one head and make it answerable by anyone, without pulling the expert back in.

01 — Capture

Get it out of their head — without the blank page.

Upload documents, record a screen walkthrough, or run the guided interview wizard. Each answer becomes a versioned, tagged knowledge item that traces back to its source.

  • ✓ Documents & SOPs parsed and chunked automatically
  • ✓ Recorded walkthroughs turned into step-by-step procedures
  • ✓ A step-by-step interview wizard for the judgment only they have
  • ✓ Freshness tracking flags anything going stale
Knowledge base · recently captured
▤ VPN & remote-access setup Fresh
▷ Month-end close walkthrough Fresh
◆ Q&A: why we bill in arrears Review due
▤ New-client onboarding checklist Fresh
02 — Coach

The team asks in plain English. Every answer shows its work.

The Coach answers only from your captured knowledge, with the exact sources attached. If the knowledge isn’t there, it declines instead of guessing — so you can trust every reply, and gaps become obvious.

  • ✓ Grounded answers with inline citations
  • ✓ Cite-or-decline — never a confident hallucination
  • ✓ Ask from the web app, or wire it into Slack
  • ✓ A thumbs-down opens a one-click fix that re-captures the right answer
coach
Which vendor do we use for background checks?
Certn — set up under the firm’s account. Turnaround is 2–3 business days; rush costs extra and needs partner sign-off.
▸ vendors.md▸ Q&A: hiring ops
03 — Operate

Draft the routine work — with a human in the loop.

Beyond answering, the Coach can draft the repeatable actions and park them in an approval queue. Nothing executes until a person approves it, and every action is written to the audit log.

  • ✓ Drafts emails, tickets, and checklists from captured process
  • ✓ Approval-gated — a human always says go
  • ✓ Every drafted and executed action is logged
  • ✓ Connectors execute only catalog-validated, approved actions
Approval queue
✉ Draft: welcome email — new client Alton & Reeve Needs approval
✓ Onboarding checklist created Approved
✉ Draft: reminder — Q2 filings due Needs approval
→

A loop that gets stronger every week.

Gaps engine

Finds what’s missing

Declines and escalations are clustered into a ranked list of what to capture next.

Fire drill

Proves readiness

Replays recent real questions and reports the share the backup could handle on its own.

Continuity Score

Tracks the trend

A daily snapshot shows the firm getting safer as coverage and freshness climb.

See it on your firm

Watch it answer your team’s real questions.

A 20-minute demo on your own process — no slideware.

Book a demo →
From $490/mo