Review your task cards before sending

Your advisor wants your best understanding of the work. You do not need a polished explanation.

Try it without an account

Open the five-person walkthrough. Choose a teammate and follow the invitation, private page, answer, card review and advisor inbox. It uses fictional information. It sends no email and uses no microphone.

1. Open your invitation

Use the private link in your email. Check your name and company. Create a password on your first visit, or sign in. Do not forward your link. Read the notice and questions before answering.

2. Describe a real example

Voice is preferred: a real example helps us capture the steps, exceptions and frustrations. You can type instead.

Start by listing your regular duties and the tasks within each one. A duty is an ongoing responsibility. A task produces a specific result; its actions explain how to produce that result. Describe each task using these five points:

• What you receive to start the task.
• What you do with it, including checks and exceptions.
• What the finished result looks like.
• Which person, team or system receives the result.
• Which software you use.

Say when something is unclear or different in practice. Your account can differ from a colleague's account. The advisor can review those differences later.

3. Save and check your answer

Choose Save recording to upload a completed clip. If AI transcription is configured, create a transcript, correct it and add it to your answer. You can also write the answer yourself. Keep the original recording attached.

Text drafts and card edits save on this device when browser storage is available. Use the same device and browser to return. Do not clear browser storage before submitting. A saved draft is not a submitted response.

4. Create and review your cards

Choose Create my task cards. This sends your answer and assigned work context to the company's configured AI service. AI can draft several task cards under one duty. There is no required count. Cards open as readable instructions; use Edit only when needed. Review every description before choosing a response:

• Approve: the card describes the work as you understand it.
• Edit: correct the description, save your edits, then approve the card.

Changing a card clears its decision so you can check it again. If you change the original answer, create or review the cards again. This is not approval of company policy or permission for an agent to act.

5. Send everything together

Choose Send my response. Your original answer and reviewed cards arrive together. Wait for the receipt message before closing the page.

If AI is not connected, or a draft cannot be produced, select Send my answer for advisor review without task cards. Your advisor can help with the next step.

What the advisor does next

The advisor opens your returned response, checks the original evidence and sees your card decisions. Retained cards are proposed work records. The advisor resolves missing owners and differences between teams. A changed description or company-level confirmation can require a further check. Automatic cross-team conflict detection is not active in this release.

In the public walkthrough, Maya returns six separate tasks. The advisor sees three prepared AI-assistance recommendations, two human tasks, and an approval-ownership gap. Only approved, unchanged candidate descriptions can enter the simulated governance preview. Edited descriptions need a fresh suitability review. This preview lists requested work and checks still needed; it grants no scopes, issues no agent, and does not save a live governance request.

Review the team in the public walkthrough

The advisor inbox starts with people and compact task cards. Select a returned teammate, filter for AI candidates or gaps, and expand a card for its inputs, actions, handoffs and software. The original transcript stays closed until you open it.

Choose Load remaining sample responses to complete the fictional five-person team without replacing responses you already reviewed. Then choose Review sample team findings. Prepared examples highlight an unresolved approval owner, a possible missing handoff account, and a shared-software process worth investigating. These are not results of a live AI analysis, confirmed conflicts, measured bottlenecks, or proof of duplicate software spending. Edited source cards are excluded from prepared findings until a fresh review.

The handoff view shows selected sample paths, not a complete company graph. Click a task to inspect its source card. Select the findings to discuss, choose Prepare all-hands readout, add notes, and download the meeting draft before leaving the screen. The readout includes an agenda, decision questions and proposed actions for the client meeting. Downloading does not send invitations or client messages.