The agent for your work

1. 1What kind of business is this?

   Pick the one closest to your line of business. If none of them fits, choose the last one and tell us what you do.

   Banking, insurance or financeProfessional services — legal, accounting, consulting, advisoryTrade, distribution or logisticsProperty or constructionA membership body, institute or associationSomething else
2. 2What is the work?pick up to 3

   Pick as many as apply, up to three. An agent that does one of these well is worth more than one that does all of them adequately, so where you pick several we will say which we would build first rather than pretend the order does not matter.

   Drafting documents — reports, memos, proposals, lettersChecking documents somebody else produced — contracts, submissions, invoicesPreparing or reconciling figures — returns, statements, schedulesMoving work through steps — applications, claims, approvals, onboardingAnswering questions from your own material — staff or customer enquiriesGetting information out of documents and into your systemsSomething else
3. 3What would it need to read?pick any

   Pick everything it would need. Most of the agents we build read more than one of these.

   Documents and forms you receiveYour own systems — accounting, records, customer dataYour own written rules, policies or proceduresMessages from customers
4. 4Who approves the output before it is used?

   Name the person or role who signs this off today, not who should.

   One named personA committee or a boardWhoever on the team is availableNobody today — it goes out as it is
5. 5How often does this work happen?

   Many times a dayDailyOn a weekly or monthly cycleNot often, but it matters a great deal when it does
6. 6If it went out wrong, what would that cost you?

   Answer for the worst case you would actually have to explain, not the typical one.

   It would be a reportable matter — a regulator or an auditor would see itIt would be our own duty to a client, carried personallyIt would be money, a relationship, or time to put right

It appears on this page, straight away. Nothing is sent and nothing is scored — you are describing the work, not filling in a form to get a reply later.