Turn the Messy Packet Into a File Before You Read It
The pipeline stops being a thing you maintain and becomes a thing you read.
It runs in the systems you already have
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Google Drive -
Notion -
Slack -
Google Sheets -
Jira
Deal Intake and Document Parsing, once it is built.
You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.
Anything come in overnight?
One packet from Ardsley. Parsed and filed:
- 18 fields extracted, each linked to the page it came from
- Pipeline record created and populated
- 2 gaps — no insurance binder, no signed rent roll
The two gaps are flagged, not chased. Whether this file is worth chasing is a credit call.
Connect, describe, run.
The same three steps whatever the process is.
- 01
Connect
The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.
- 02
Build
The rules are described rather than drawn, in the words you already use to make the call.
- 03
Run
It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.
More of the work this frees up.
Invoice and Receivables Chasing
It knows who is fifteen days late and who is the client you do not push.
Go to use caseVendor Coordination
Twelve moving parts watched continuously, with only the exceptions reaching you.
Go to use caseMonth-End Close Chase
The gaps found on the second of the month rather than the ninth, and chased with whoever owns them.
Go to use case
Questions