play_circle Platform in Action

One person, one team, or a whole organization

The same platform, the same agents, the same security. What changes is how many of them you need. Pick the shape closest to yours.

Or go straight to an industry: Electrical Installation· Finance & Accounting· Consulting & Services· IT & Project Management

diversity_3 Any Business

From a one-person business to a whole organization

The same platform runs all three shapes, the way Microsoft 365 serves a one-person business and an international group. Jump to your shape, or read through the span.

Working on your own

One person, every department. A solo business has the same breadth of needs as a larger organization, just less volume: sales, delivery, finance, admin. The agents cover that breadth so one person can.

Independent consultant

A single-consultant firm that regularly receives forwarded RFPs and must decide which are worth pursuing.

Agent roles
Sales analystCapacity checkExecutive advisor
A day in the life

A staffing agency forwards a four-year framework RFP. Asked in the chat whether it is worth pursuing, three agents review it in parallel: requirements match, capacity, and what a mismatched bid would do to the relationship. The recommendation is a polite decline, with the reasoning written out. The full analysis is shown further down this page.

What the owner gains

Saying no to the wrong engagement takes minutes instead of an evening, with reasoning solid enough to protect the relationship.

Independent speaker and advisor

A traveling speaker and advisor who needs calendar, travel and follow-up handled to keep up.

Agent roles
Calendar assistantClient contactFollow-up assistant
A day in the life

A request for a talk in November arrives. The calendar assistant checks the date against booked travel, proposes times and books it once confirmed. After the engagement, the follow-up assistant sends the invoice basis without being reminded. At the end of the month the mileage log is ready: trips are pulled from your calendar, driving distances are calculated, and the reimbursement basis is ready to post.

What the owner gains

The speaker can say yes to more engagements without the admin growing at the same pace as the calendar.

Dog boarding and courses

A dog boarding and training business where the owner spends the day outside with the dogs, not at a desk.

Agent roles
Booking assistantCustomer contactScheduler
A day in the life

A call comes in about a weekend boarding place. The booking assistant checks capacity, confirms if there is room and collects what is needed, such as vaccination records and a contact person. In the evening the owner opens the app, sees the day summarized, and confirms with one tap.

What the owner gains

The owner can be outside all day and still know that bookings and questions are handled, with nothing falling through the cracks.

A small team

A handful of people who share the work, with no back office behind them. Everyone uses the platform, and the cost stays the same as the team grows.

Clinic with several practitioners

A smaller clinic with several practitioners and two locations, handling bookings, questions and follow-ups every day.

Agent roles
Booking assistantCustomer contactFinance assistantWeekly reporter
A day in the life

Booking requests from clients are matched against each practitioner’s calendar, proposed and confirmed. In the portal chat, the owner asks how next week looks and gets the picture across both locations in one answer. Returning clients are recognized, so answers build on what has already been said.

What the owner gains

The owner no longer has to hold both locations together in their head, and every request is handled the same wherever it comes in.

Specialist firm with a handful of people

A small technical services firm where the same few people do sales, delivery and admin, and every one of them works with the agents.

Agent roles
Customer contactQuote reviewerFinance assistantScheduler
A day in the life

One of the team pastes a supplier quote into the chat and the reviewer flags what does not add up, with sources. Meanwhile verified invoices are booked directly in the accounting system, and a colleague on holiday means nothing stalls: their customers get the same answers as always.

What the owner gains

Nothing falls through when someone is away, and the fifth person joining changes nothing about the cost.

Departments to coordinate

Functions exist but they are thin. The agents form a knowledgeable first line per department and coordinate the questions that cross them. The four detailed industry scenarios further down show this shape in full.

Organization with departments

A company with departments such as finance, HR, sales and operations, each with its own recurring questions.

Agent roles
Department contact per areaSpecialist supportManagement support
A day in the life

A question about a supplier invoice goes to the finance contact in Teams. The agent sees that it also touches purchasing routines and brings in specialist support to double-check before the matter moves on. Questions that span departments are coordinated instead of bounced around.

What the owner gains

Every department gets a knowledgeable first line, and management sees questions land with the right people instead of in one overloaded inbox.

chat Chat First

A day, seen from the chat

Most work starts as a message. Some of it becomes a long job that finishes while you are somewhere else.

  1. Early, on the phone

    The meeting with the auditors is in an hour and yesterday’s figures are still open, both already waiting when you open the app. One tap and the right agent takes over. On a quiet morning there is nothing to open.

  2. At the desk

    You paste a supplier quote into the chat. The specialist reads it and flags what does not add up, with the source next to each point.

  3. On site, hands busy

    You ask for a call and tap the button that appears in the chat. The same agent picks up, with the same context, and books the visit once you confirm out loud.

  4. The big one

    “Put together the full plan for this project.” Too long to sit and watch, so it runs in the background. You lock the phone.

  5. Later

    A notification. The plan is finished, the documents are in the shared library, and the summary is in the conversation you started.

  6. In the evening

    Nothing from you. The follow-ups that were promised became scheduled tasks, and they run without a reminder.

Chat is where work starts. Email is where the long jobs live. Voice is for when your hands are busy.

Four of them, in full detail

Complete scenarios with the actual deliverables: panel schedules, deviation reports, consensus analyses.

electrical_services Electrical Installation

Electrical Installation

Multi-agent workflows for project planning, technical compliance, and field support.

Initial Installation Plan

chat Chat
chat The Ask
From: Erik L., Project Manager

We have been awarded a new residential project. New construction, 5 floors, approx. 1,800 sqm per floor, 40 apartments total. Move-in planned Q1 2027. We need an initial plan for the electrical installation with a cable schedule and panel schedule. A rough cost estimate would also be appreciated.

account_tree Platform Processing
1

The ask comes in through the portal chat and is classified as a project request

2

Project Lead analyzes: new construction, 40 units, needs calculation + technical documentation

3

Delegates in parallel: Calculator agent for cable schedule & cost estimate, Technical agent for panel schedule

4

Calculator delivers cable schedule with quantities, dimensions, and price ranges

5

Technical delivers panel schedule (main panel, sub-panels per floor, apartment panels)

6

The job runs in the background; Project Lead compiles the complete initial plan and a notification arrives when it is ready

task_alt Result
Panel Schedule (excerpt)
IDTypeLocationSupplyRating
HCMain PanelElectrical room, floor 0EXQJ 4x95 from substation200A
UC-1Sub-panel floor 1Shaft floor 1EXQJ 4x35 from HC80A
UC-2Sub-panel floor 2Shaft floor 2EXQJ 4x35 from HC80A
LC 1:1–1:8Apartment panelRespective apartmentEKK 5G6 from UC-125A
Cost Estimate
ItemEstimated Amount
Materials (cables, panels, devices)€180,000 – €240,000
Labor (installation, assembly)€220,000 – €280,000
Total (excl. VAT)€400,000 – €520,000

Estimate based on historical reference values and should be verified against actual supplier quotes.

Quote Review & Deviation Analysis

email Email
email The Ask
From: Erik L., Project Manager

Received the attached quote from a subcontractor for the electrical installation. Can you review it against our reference values? Anything that stands out?

account_tree Platform Processing
1

The platform receives the email with attachment, classifies it as a quote review

2

Project Lead analyzes: quote needs review against reference prices and standards

3

Delegates to Calculator agent: review quote line by line, compare against reference values, flag deviations

4

Calculator identifies 5 deviations

5

Project Lead compiles deviation report and responds

task_alt Result
# Item Issue Status
1 EXQJ 4x10 for 63A sub-panel supply Undersized. 63A requires minimum 4x16 per standard High
2 Cable trays at €8.50/m Market price €12–€26/m. Unrealistically low, risk of substandard quality Medium
3 Surge protection missing Required by building code for new residential construction High
4 200m cable for 40 apartments Severely undersized. Approx. 100m/apartment = 4,000m needed High
5 References outdated regulation Superseded regulation cited, current version should be used Medium
warning

Recommendation: Request a revised quote. Three of five deviations are rated High severity.

Urgent Field Question

call Voice
call The Ask
From: Anders S., Electrician

I’m in the garage. We need to run supply to the sub-panel down here. It’s 63 amps. What cable should we use? It’s about 45 meters from the main panel.

account_tree Platform Processing
1

The platform receives the voice message and transcribes it

2

Classified as a technical question, routed to Technical agent

3

Technical agent calculates cable selection: 63A, 45m, garage environment (damp)

4

Responds directly via the same channel

task_alt Result

Hi Anders,

For a 63A supply over 45 meters in a garage environment, I recommend:

EXQJ 4x16 mm²
  • check_circle 63A breaker: EXQJ 4x16 handles up to 68A using reference method E (in air)
  • check_circle 45m: Voltage drop approx. 2.8% at full load, within the 3% limit
  • check_circle Garage environment: EXQJ has PEX insulation, approved for damp locations

If the cable is laid underground or in conduit, verify the installation method so the current rating holds.

account_balance Finance & Accounting

Finance & Accounting

Automated bookkeeping verification, invoice reconciliation, and document management.

Invoice Reconciliation

chat Chat
chat The Ask
From: Maria K., CFO

Can you check the incoming documents folder against the accounting system? If any invoices have been booked, please move them to the processed folder.

account_tree Platform Processing
1

The ask comes in through the portal chat and is classified as a document management request

2

Finance agent retrieves the list of documents in the incoming folder

3

Connects to accounting system API and pulls the verification list for the current period

4

Cross-references each document against booked entries

5

Moves verified documents, flags pending items with notes

6

The run continues in the background; the status report lands back in the conversation with a push notification

task_alt Result
Document Status
DocumentDateBooked?Action
Supplier invoice #369192026-02-23Yes (A59)Moved to Processed/ (SharePoint)
SaaS subscription invoice2026-03-24Yes (A117)Moved to Processed/ (SharePoint)
Hosting services invoice2026-03-27Yes (A119)Moved to Processed/ (SharePoint)
Restaurant receipt2026-03-20NoRemains in Incoming/
Payment confirmation2026-03-28NoRemains in Incoming/
info

3 of 5 documents matched and moved to SharePoint. The restaurant receipt needs booking with participant details for compliance. The payment confirmation is typically not booked separately, it belongs with the original invoice.

auto_fix_high

The finance agent can also automatically book verified invoices directly in the accounting system when configured, eliminating manual entry entirely.

handshake Consulting & Professional Services

Consulting & Professional Services

Multi-department analysis of sales opportunities, proposals, and client engagements.

Sales Opportunity Review

email Email
email The Ask
From: Consultant

I’ve been in dialogue with a potential client about a workshop engagement. They have follow-up questions about scope, pricing, and next steps. Forwarding the thread, what do you think about this opportunity?

account_tree Platform Processing
1

The platform receives the email with forwarded thread, classifies it as a sales opportunity review

2

The request is decomposed into a multi-department analysis: Sales, Legal, IT, Communications, Executive

3

5 department agents are invoked in parallel, each analyzing from their perspective

4

Recommendations are validated against company policies

5

A structured consensus report is compiled with prioritized next steps

task_alt Result
trending_up Sales

The opportunity structure is solid, but the proposed pricing needs internal approval before anything is sent to the client. Recommend booking the follow-up meeting proactively rather than waiting for the client to initiate.

gavel Legal

Three items must be in place before any formal offer goes out: a service agreement with clear delivery terms, an NDA if workshop involves access to client data, and clarity on the invoicing chain between all parties.

terminal IT

The technical scope is confirmed. License structure checks out and the governance framework is relevant to include.

campaign Communications

Can support with branded presentation materials once Sales has finalized the pricing. Sales owns the deliverable.

flag Next Steps
  1. 1 Align with Sales on pricing, do this before the client meeting
  2. 2 Send Legal a brief requesting a service agreement template
  3. 3 Book the three-way meeting with the client and partner this week
  4. 4 Have Communications prepare branded materials once pricing is set

You have traction on this opportunity. The substance is there, it’s just the internal process that needs to be sorted first.

Procurement Qualification Review

email Email
email The Ask
From: Consultant

A staffing agency forwarded an RFP for senior Linux security system administrators, framework agreement up to 4 years, security-classified environment. They need 3–5 consultants in parallel. Forwarding as an incoming resource request.

account_tree Platform Processing
1

The platform receives the forwarded procurement email, classifies it as an incoming resource request

2

The request is decomposed into a multi-department analysis: Sales, Organisation, Executive

3

3 department agents are invoked in parallel, each evaluating from their perspective

4

Assessments are cross-validated for consistency

5

A structured consensus report is compiled with a clear recommendation

task_alt Result
trending_up Sales

Our consultant profile is Microsoft-centric (M365, Azure, SharePoint). This RFP requires deep Linux security expertise: SELinux, KVM/libvirt, Puppet, FreeIPA, PKI, and documented experience from security-classified environments. Of 11 mandatory requirements, we match 1–2 peripherally.

groups Organisation

The RFP requires 3–5 consultants in parallel. We are a single-consultant firm without a relevant subcontractor network that can be mobilized within the given timeframe. Scale mismatch is definitive.

account_balance Executive

Submitting a profile that doesn’t match the requirements risks damaging credibility with the staffing agency for future, better-fitting procurements. Wrong profile, wrong scale, too short a deadline.

flag Next Steps
  1. 1 Send a polite decline to the staffing agency contact
  2. 2 Keep the relationship open for future procurements that match our profile
  3. 3 Note market rate for reference: senior Linux security consultants with clearance are at €90–€110/h

Not every opportunity is worth pursuing. A well-reasoned decline protects your reputation and keeps the door open for the right engagements.

devices IT & Project Management

IT & Project Management

Project governance, deployment planning, and compliance workflows for the IT function.

Microsoft 365 E5 Deployment: Project Governance

chat Chat
chat The Ask
From: IT Manager

Can you please help me with RACI, risk matrix and communication plan for 200 users E5, CISO + CIO co-sponsors, steering committee with legal and HR, solution architect for Purview/DLP, information architect for SharePoint permissions cleanup, change manager for adoption and prompt training, Microsoft partner consultant. Pilot 50 users finance/HR first.

account_tree Platform Processing
1

The ask comes in through the portal chat and is classified as an IT project management request

2

The request is decomposed into parallel workstreams: RACI, Risk Analysis, Communication

3

The IT department delegates to a project management specialist for governance expertise

4

RACI matrix is generated mapping 15 roles across 5 project phases (Initiate, Plan, Execute, Control, Close)

5

12 risks are identified with severity ratings and mitigation strategies

6

Communication plan is created for 8 stakeholder groups across 4 project phases

7

Deliverables are validated for consistency and completeness

8

Final output is compiled with Excel templates and document reports, stored in SharePoint

task_alt Result
grid_on RACI Matrix

Roles mapped with CIO/CEO as executive sponsor, CISO as project sponsor, Legal and HR on the steering committee, solution architect as tech lead for configuration deliverables, and change manager as functional lead. Key finding: a dedicated project manager role is missing and needs to be formally assigned, this role owns charter, schedule, and status reports.

warning Risk Matrix

12 risks identified, 6 rated high severity. Highest exposure: low user adoption, scope creep, and DLP false positives. The GDPR risk in Purview configuration requires Legal review before any policies are activated.

campaign Communication Plan

Covers 8 stakeholder groups through 4 project phases with tailored channels and messaging. Champions network (one per department) identified as key adoption channel, with 6 defined adoption metrics.

flag Next Steps
  1. 1 Formally appoint a dedicated project manager
  2. 2 Legal review of DLP communication and GDPR messaging before distribution
  3. 3 Identify department champions, ideally 4 weeks before go-live
  4. 4 Set date for pilot kickoff with Finance and HR (50 users)

All three deliverables are complete and stored in SharePoint for the project. Everything is indicative and should be validated by the project team, but you have a solid foundation to start from.

folder_open
3 files delivered: RACI Matrix (Excel), Risk Matrix (Excel), Communication Plan (Document), stored in SharePoint.
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