WI-2841Needs review
Collect onboarding documents
- From
- Jordan Blake · shared inbox
- Received
- Today, 9:04 AM
- Due
- Jul 14 · in 7 days
- Delegate
- Onboarding Delegate
Work,
developed.
AI Delegates handle your triage, document chasing, drafting, and follow-ups. Your rules decide what waits for your sign-off.
Every request that enters your business becomes a work item.
This one arrived at 9:04 AM. A Delegate picked it up at 9:06.
Work,
developed.
AI Delegates handle your triage, document chasing, drafting, and follow-ups. Your rules decide what waits for your sign-off.
Every request that enters your business becomes a work item. This one arrived at 9:04 AM.
WI-2841Needs review
Collect onboarding documents
- From
- Jordan Blake · shared inbox
- Received
- 9:04 AM
- Delegate
- Onboarding Delegate
The Delegate reads your playbook and checks the records.
Then drafts the reply in your voice.
WI-2841 · Document chaseWorking · step 3 of 4
Context
Playbook · Client onboarding v3Records · Blake & Co. account
Work data
- Client
- Jordan Blake
- Account
- BLK-1042
- Docs due
- Jul 14
- Missing
- 2 of 5 documents
Draft · client email
Hi Jordan,
Welcome aboard. We're setting up your account now.
To finish, we need two documents from you by July 14:
1. Signed service agreement
2. Proof of business registration
Every step you just watched is already on the record.
The Delegate reads your playbook, checks the records, and drafts the reply in your voice.
WI-2841 · Document chaseWorking · step 3 of 4
Context
Playbook · Client onboarding v3Records · Blake & Co. account
Work data
- Client
- Jordan Blake
- Account
- BLK-1042
- Docs due
- Jul 14
- Missing
- 2 of 5 documents
Draft · client email
Hi Jordan,
Welcome aboard. We're setting up your account now.
To finish, we need two documents from you by July 14:
1. Signed service agreement
2. Proof of business registration
In a darkroom, nothing is permanent until it hits the fixer. In Delegate OS, you set the rules: routine steps run on their own, high-stakes sends wait for your sign-off. This one is waiting for you.
To: Jordan BlakeDraft · WI-2841
Hi Jordan,
Welcome aboard. To finish setting up your account we need two documents from you by July 14. Details below.
approval.approved · 2:41 PM · by you
In a darkroom, nothing is permanent until it hits the fixer. In Delegate OS, you set the rules: routine steps run on their own, high-stakes sends wait for your sign-off.
To: Jordan BlakeDraft · WI-2841
Hi Jordan,
Welcome aboard. To finish setting up your account we need two documents from you by July 14. Details below.
approval.approved · 2:41 PM · by you
Every step, on the record.
Show anyone exactly what happened. Any time.
Seven steps. One approval.
Nothing off the record.
- 9:04 AMWork item created: new email parsed from the shared inbox
- 9:06 AMMemory read · Playbook: Client onboarding v3
- 9:06 AMMemory read · Records: Blake & Co. account
- 9:11 AMDraft prepared: client email, 142 words
- 9:11 AMPolicy check: external send requires sign-off. Held for approval.
- 2:41 PMApprove & Send · by you
- 2:41 PMEmail delivered · receipt on the record
Lights on
The Agent Operating System.
An operating system for AI agents: identity, permissions, approvals, and a full audit trail built in. You set the rules. The OS enforces them.
WI-2842
Reconcile March invoices
WI-2843
Chase signed agreement · Chen Ltd
WI-2844
Send weekly client digest
WI-2845
Triage 4 new requests
WI-2846
Follow up on quote #219
WI-2847
Draft renewal reminder · Hartley Supply
Done-for-you
We build and operate your Delegate. Nothing for your team to learn.
You stay in control
Routine work flows on its own. The sends you care about wait for you.
Fully auditable
Every step on the record. Show anyone, exactly, any time.
Lights on
The Agent Operating System.
An operating system for AI agents: identity, permissions, approvals, and a full audit trail built in. You set the rules. The OS enforces them.
Done-for-you
We build and operate your Delegate. Nothing for your team to learn.
You stay in control
Routine work flows on its own. The sends you care about wait for you.
Fully auditable
Every step on the record. Show anyone, any time.
Start with one workflow
Done for you: we build a custom Delegate around one of your workflows and run it with you. Nothing for your team to set up.
Build
We map one of your workflows and build a custom Delegate around it. Shaped to your playbook, not a template.
Run
Your Delegate runs it under your rules. The sends you care about wait for your sign-off.
Keep
30 days. Keep it only if the audit trail convinces you.
Built for teams of 1–50 where everyone already wears three hats.
Book a pilot call
One 30-minute call to scope your first workflow.
- Your data stays in its own workspace
- Every step is logged
- Your rules are enforced by the software
Your stack, connected
Works with the tools you already use
Your Delegate reads from and writes to the systems you already run. We build the connections for you, so nothing changes for your team.
- Gmail
- Outlook
- Slack
- HubSpot
- Salesforce
- QuickBooks
- Google Sheets
- Notion
- Airtable
- Stripe
- Your own systems
Don't see yours? If it has an inbox, a form, or an API, we can connect it.
Who you work with
You work with the people who build it
Delegate OS is done for you. No account managers, no support queue. The people who design and run your Delegate are the ones you talk to, and they answer for it.
Fabio Keller
Co-founder · Product & engineering
Designs and builds your Delegate, then stays close to how it runs inside your business. The person accountable for the work the software does.
Co-founder name
Co-founder · Operations & delivery
Scopes your pilot and runs delivery. Your single point of contact from the first call through the day your Delegate goes live, and after.
Questions, answered
How is this different from AI that just automates everything?
Your Delegate does the work, but you keep the judgment. You set which steps run on their own and which wait for your sign-off. Nothing external sends until you approve it.
What can a Delegate actually do?
Triage incoming requests, chase missing documents, draft replies in your voice, reconcile records, and follow up on open items. Repetitive work your team does every week.
Do I have to change my tools or train my team?
No. It is done for you. We build the Delegate around your existing workflow and connect it to the tools you already use. Nothing for your team to learn.
What stays under my control?
You set the rules. Routine steps run on their own, high-stakes sends hold for your approval, and every step is on an audit trail you can show anyone, any time.
Is my data safe?
Your data stays in its own workspace, every step is logged, and your rules are enforced by the software, not by trust.
How does the pilot work?
One 30-minute call to scope your first workflow. We build and operate it with you for 30 days. Keep it only if the audit trail convinces you.
Not ready to book? See the exact audit trail a Delegate leaves behind. We'll email you a sample.
