A playbook for each industry

For every industry: the example agents, the plain-English brief that builds each one, who reviews the exceptions, and what the agents do not do.

Pick an industry

Same nodes, different rules

Deal intake, due diligence, committee memos, onboarding, capital calls, bill pay, insurance and reporting.

Certificates of analysis, batch records, sample intake, deviations and CAPA.

Estimates, drying logs, supplements and job-file close-out.

Due diligence, lease obligations, title and compliance checks.

Credit assessment, loan documentation and lending compliance.

Invoice and PO matching, receipt validation and reconciliation.

Rebate certification, renewable compliance and regulatory filings.

Contract review, supplier onboarding and tender compliance.

Shipping documents, certificates of origin and cold chain deliveries.

Subcontractor compliance, progress claims, variations, payment schedules and EOT notices.

Manifest checks, waste profile acceptance and LDR notices.

Claim intake, policy coverage and fraud red flags.

LC documents, trade confirmations, Q&Q certificates and demurrage claims.

Most agents have been tested. Every one sends exceptions to a named person and keeps a record of the decision.

If your work is checking documents against rules, the same nodes apply. Tell us what you check.