Work we sit in

The function cut. Legal, procurement, sales, the service desk, and the rest. Same rule: the tool may draft, a person still sends.

Start with your sector. Industries →

May draft

Compare, assemble, locate. From what you already approved.

Who still sends

The person who owns that piece. Named, on the page.

Does not decide

No advice. No score. No award. No send on its own.

02 · Procurement

A tender that still reads in three years.

May
Assemble the pack
Does not
Score, rank, or award

Requirement to tender

The approved need, into the template, sources tagged. Stops at the category manager.

Find the evidence

Against the published criteria. No score. The panel decides.

What the contract owes

Verbatim, with the clause. A person assigns the owner.

03 · Sales

A proposal from what you already approved.

May
Assemble from the library
Does not
Commit the company to anything

Assemble the bid

From the approved library. Every claim tagged. Anything new is marked for a person.

Screen the commitments

Terms, prices, dates that are not on the approved position. Flagged, not sent.

What we offered last time

Quoted. Not rewritten slightly differently.

04 · Service

A reply the customer can have.

May
Draft from the record
Does not
Close a case, refuse a claim, or decide an entitlement

Draft the reply

From the published record. Facts tagged. Issues under the agent’s name.

Route the contact

A category and a source, proposed. A person accepts or corrects.

See the pattern

Contacts clustered by cause. Findings about the service, never about a person.

05 · People

A case, a policy, a pack for a panel.

May
Route and assemble
Does not
Assess, rank, or recommend an outcome

Route the queue

Category and policy quoted. A person routes.

Draft the policy

From an approved decision. Every statement tagged. Same signature as today.

Assemble for a panel

A completeness list. No grade. No narrative about a person.

06 · Finance

A commentary that states what moved.

May
Describe the movement
Does not
Explain a variance away, or do the arithmetic

Arrange the reconciliation

Classify and describe. The spreadsheet computes.

Write the variance line

What moved. The person who owns the budget explains it.

Locate the evidence

A list of where the audit pack is. Not an assessment.

07 · Supply

The exception that arrives every day.

May
Triage and set options side by side
Does not
Release, reschedule, or expedite

Triage the exception

Against the parameter that raised it. The planner disposes.

Draft the supplier note

From the exception and the contract. No new commitment.

Set the options

Assumptions stated. No option recommended.

08 · Marketing

A claim you can still stand behind.

May
Draft from the approved position
Does not
Approve a claim, or publish

Draft from the position

Every claim tagged. Anything new is marked.

Screen the claims

A claim with no source is flagged.

Check the localisation

Against the approved source. No new claim in translation.

09 · Risk

Evidence that still stands review.

May
Locate and assemble
Does not
Give an opinion

Locate the evidence

Across a population. Quoted. Not judged.

Assemble the paper

What was tested, and where. A person writes the finding.

Track the action

What management said they would do. Closure is never recorded by a tool.

Next step

Ninety minutes. One piece of that work.

Bring the writing that is stuck. You leave with a written yes, no, or not yet.

Book the ninety minutes