Turn your team's work into a build-readyagent spec
We interview the people who run your process and pair what they tell us with your system context. You get a detailed agent specification your team can build and deploy.
All participants12 people · 9 interviewedFilterSort
Participant
Role
Interview
Steps
Drift from SOP
Systems
AP clerk
Controller
Treasury
1Receive invoice0 of 12
2Log in tracker0 of 12
3Find the PO0 of 12
4Match to PO0 of 12
5Approve0 of 12
Bottleneck · waits 1 to 2 days
6Post in SAP0 of 12
7Pay run0 of 12
4Match to PO
9 of 12 described this step.
7 match in Excel first. The SOP says SAP.
Fixed rule: PO number, amount, quantity.
Ready for an agent
Approver: Theo, Controller
Purchase ordersSAP MM · EKKO
Supplier invoicesSAP FI · RBKP
AP postingsSAP FI · BSEG
PO trackerExcel · shared drive
Manual copy · no owner
ap_ledgerSnowflake · finance
AP aging reportExcel · month-end
Paid date has 2 definitions
Finance: the payment run date. AP: the posting date in SAP.
Owner: Theo, Controller · 3 reports affected
Invoice matching agent Draft
Invoice to payment · steps 3 to 5 · from 9 interviews
ScopeCovers steps 3 to 5 of invoice to payment. It finds the PO, matches number, amount and quantity, and flags exceptions.
Steps3 Find the PO4 Match to PO5 Approve
Identitysvc-ap-match reads SAP MM and SAP FI, writes the PO tracker
ApproverThe Controller approves any match over $25,000 or with a price variance.
ContextPaid date · glossaryPurchase orders · lineageDrift: Excel before SAP
Sources9 interviewsNora, Ben, Theo and 6 more
Systems3 systemsSAP, Excel, Outlook
Open items2 drifts1 definition conflict
Today/Interviews9 of 12 done
Settings/Connectors
SAP S/4HANAMM and FI · 214 tablesSynced
Snowflakefinance · 1,806 tablesSynced
Shared driveExcel · 38 workbooksScanning
OutlookAP inbox · headers onlyScanning
Teams2 channelsQueued
Read-only service account. Metadata only.
We turn automation ideas into specs.A 10-day pilot gives you a ready-to-build agent spec.
Interview the team
Watch each task being done.Employees share their screen while an AI interviewer asks follow-up questions. Behind it, AI agents probe for deeper meanings and check answers for contradictions.Employees share screens. AI models probe for deeper meanings.
PO tracker.xlsx
B3fx4500097
Copied
Nora's screen
Nora
AI interviewer
18:04Invoice to payment2
Each 30-minute interview runs in the browser.30 to 40 employees take part.30 to 40 employees each take part.
Cross-check each step
Compare accounts across people.Many people describe the same step, and we compare their accounts to find where the written SOP and daily work differ.We find where written SOPs and daily work split.
Every account is cross referenced.Each step is checked against what several people say.Confirmed against what several people say.
Bottlenecks and hidden rules.The comparison surfaces SOP drift, bottlenecks, and rules nobody wrote down.We find SOP drift, slow spots, and unwritten practice.
Map the data
We map your data.With your IT team, we map lineage, owners, and a business glossary.With IT, we map lineage, owners, and a glossary.
LineagePurchase order linesMetadata only
System of recordPurchase ordersSAP MM · EKPO
po_linesSnowflake · finance
AP agingDashboard · month-end
PO tracker.xlsxExcel · shared drive
Approval emailOutlook · AP inbox
Owner: Data teamOwner: ControllerNo ownerNo system of recordCopied by hand
Rows stay closed.We read metadata about the tables, and we never open the rows.We read table details, never the data.
We map owners and lineage.You see which system holds each figure, and who owns it.You see which system holds each figure.
Specify each agent
Every rule has a source.The spec covers every agent the workflow needs, with the steps, data, and identities for each one.The spec lists steps, data, and identities per agent.
Agent specsInvoice to payment+7Export
Ready to build2
Invoice matching
Steps 3 to 5
svc-ap-match
Theo R.
3 rules9 interviews
Exception routing
Steps 4 to 5
svc-ap-route
Theo R.
2 rules7 interviews
Needs data1
Vendor onboarding
New vendor setup
svc-ap-vendor
The vendor master has no owner
2 rules5 interviews
Needs approver1
Payment run prep
Step 7
svc-ap-payrun
No approver named in Treasury
1 rule4 interviews
Cited to interviews.Each rule in the spec cites the interview where people described it.Rules point to where people described them.
A named approver.Each agent gets a scoped service identity and a named approver.Each agent has a scoped identity and a sign-off.
Every rule traces back to an interview
The spec shows where practice drifts from the SOP. High-risk actions go to a named approver. The context layer is a living record that grows with each new process, tool, rule or hire, so the next spec starts from it.