11 · OperationsScoping
Internal operations copilot
Answers questions across the ledger, CRM and document store in plain language, with the source rows attached so an answer can be checked.
At a glance
- What it replaces
- A request to the analytics team and a two-day wait for one number.
- Time to first result
- Read-only answers in week three.
- Data we need from you
- Read access to the systems it should answer from.
- Runs inside
- Slack
- Web app
- ERP
How it runs
A day in the loop.
Each step names what the agent does alone and where it hands off. The hand-offs are the product.
- 01
Answer with sources
Plain language plus the rows behind it.
Agent - 02
Check and act
The person decides what to do with the answer.
You - 03
Approve write-backs
Nothing writes into a system of record without you.
You
Control
Where a human stays in the loop.
Default gates for this solution. You can add more. You cannot remove the ones marked required.
- 01required
Anything written back into a system of record
Scope it
Scope an internal copilot against your data.
Ninety minutes. You bring read access to your systems. You leave with a build estimate and the gates written down.
- No slide deck. We work in your numbers.
- If the agent is the wrong tool, we say so in the room.