From business research to confirmed work

Discovery has five steps. Each step uses the information collected earlier. AI saves an editable first result: the company snapshot, the people and their duties, then the detailed task cards. Explore that result before making corrections. Proposed links do not count as a person confirming the work.

Start from a demo request

You can also choose Add a company. Enter its name and website, then select Continue to company research. Discovery opens with these details. Review the research options and start research. The review covers the whole business by default. For a large company, expand the department option and name the division to review first. Set improvement goals after research and leadership discussion.

The public form collects the company website, company name, team size, contact name, email and role. The goal is optional. Configured operator advisors see Demo requests in the sidebar, with a count of new requests. Choose Research this company to create its workspace and start Discovery. The contact details carry forward. Reopening the same request reuses its company. Manage follow-up records the request status and next action. Opening a request does not send email.

1. Research and contact

Enter the business name, website and an optional description, or use the details carried from the demo request. Choose Research this company. Research coverage includes company overview, customer communities, competitors and industry news. Each selected area uses one Exa request; the default uses four of the ten requests available in the rolling daily allowance. AI uses these sources to prepare and save the company snapshot and proposed stages. Existing company stages survive later research passes. Continue to Draft contact email, or use Change business streams and Edit the profile and stages to adjust the result.

Keep the page open while the sequence runs. If interrupted, Resume research pass continues with saved command keys; it does not repeat completed searches. A failed step offers an explicit retry. Provider connections must be configured in Workspace settings. Without Exa, provide a description for an AI-only recommendation; without OpenAI, you can still collect public sources.

The Industry Map is a separate deeper analysis after this initial pass. It uses the collected context to prepare a structured industry baseline before kickoff. Finding a community or feed does not subscribe to it or start continuous monitoring.

The snapshot shows short facts about offers, customers, size and competitors. Open the research details to inspect original qualifications and sources. Reported facts have not been independently confirmed. Primary stream sets the starting focus; supporting streams can describe other parts of the business. Use Make primary to change that focus. Public research does not establish internal duties or reporting lines.

Open a stage's info button for Why this stage? New AI stage proposals retain their company passages, documented peer examples, source links and dates, rationale and unknowns. The number of stages follows the proposed grouping; it is not fixed at six. Peer examples are comparisons to discuss, never client facts, employee assignments or evidence that a practice succeeds. Older saved template stages retain their authored guidance.

Enter the name and email of your point of contact. Add agreed meeting details if available. Choose Draft contact email. The draft asks the contact to invite the leaders who should attend, provide the participating people's names, emails and departments, describe responsibilities, and consider the company's goals, vision and problems. It does not assume supplier onboarding or any other internal workflow.

Edit the subject, message and preliminary questions. Save contact request creates a private request. Preview the branded email, then choose Send invitation email. Saving and sending are separate actions. The contact can speak or type answers on their private page. Their response appears in Leadership meeting and the evidence history tools. Reopening Discovery after a returned contact response selects step two; Research & contact offers a forward link.

The contact's private page includes a team CSV template/upload, manual add/edit/remove controls, manager links, executive kickoff and pilot participant selections, and structured leadership inputs. Review the returned package, then choose Confirm roster & populate org chart. Invalid reporting lines or conflicting existing people block the import without partial changes. Selections do not send invitations. The uploaded organization is separate from the interview roster agreed after kickoff.

Optional evidence and deeper industry mapping are under Supporting research. Opening the map does not generate analysis and is not required for the email.

2. Leadership meeting

Choose Prepare meeting guide. The guide uses public research and the contact's actual reply, when available. It follows the selected business model and each stream of a hybrid company. Confirm or correct the proposed stages. The guide covers the offer and customer journey; goals with owners, measures and time horizons; departments and reporting; role duties; a concrete task example; dependencies and delays; software and decision boundaries; and follow-up. The advisor uses the guide during the meeting.

During or after the meeting, use Understand the business, together. Select one of eight topics, read the lead question, open follow-up prompts as needed, and record the answer. Agenda topics and preparation details are collapsible. You can also paste an authorized transcript. Unsaved notes survive switching Discovery steps, but leave Discovery only after saving. “Notes added” means text was entered, not verified coverage. Guided notes are optional; use them to close gaps rather than copy the whole conversation. Record who supplies each input, who produces the output, where it goes, and who handles exceptions. Leadership establishes context; each employee describes their detailed procedures later. The combined notes and transcript can contain up to 20,000 characters. Review the notes, then save them. These notes are accepted as the advisor's account of the meeting and become the source for team dossiers. They do not establish independent proof of every claim. Direct Fireflies import is not connected; paste an authorized transcript here.

3. Review the team

Save outcomes & review team saves the kickoff notes and opens step three. With AI configured, it also extracts the team and duties, infers their business-stage links, and saves the proposed map. Review the expanded people, roles and duties breakdown against the meeting notes before preparing individual interviews. Open company work map lets you explore it immediately. Public research cannot create the internal roster.

Open a person or duty to correct the saved result. Existing work remains available; a new roster does not erase it. Each saved person needs an email, role and department. If the AI output cannot be saved, an error explains the issue and the draft remains editable. Correct it and save, or prepare a new draft. The system does not invent email addresses to get past a missing field.

4. Team interviews

Choose Create question sets. AI prepares one tailored interview for every person in the reviewed team. It uses their role, full reviewed duty descriptions, business model and leadership context. Up to eight focused prompts cover all of the person's stated duties, including recurring and exception work. Questions ask about a real example: what starts the work, what is needed, what they do, the tools they use, what they produce, who receives it, and where decisions or delays occur.

Question generation saves the personal requests automatically. Preview each form and email. Select the people to contact and choose Review selected recipients. The final review lists the exact names and email addresses. Send questions to the selected people sends only those requests in sequence. A confirmed email-service receipt is skipped on later batch attempts. An uncertain result stops the batch for review. Open each request to inspect its email preview, delivery attempt and original questions.

The recipient opens the private link without an account or password. Voice is useful for a real example that captures steps, exceptions and frustrations; typing is always available. The recipient reviews the response before sending it. If transcription is enabled, a short recording can be transcribed into editable text.

After recording, they stop the clip and choose Transcribe into my response, then check the editable text. The advisor starts task extraction from returned responses. AI saves the proposed cards with inferred people, duty and stage links; the advisor can explore and correct the map afterward.

Their original answer arrives first. This is their understanding of the work, not company approval of ownership or agent permissions. If AI is unavailable, the typed or transcribed answer still gives the advisor useful evidence. When exact task checks are needed later, the advisor prepares a separate confirmation request for the named owner and performer. See Answer a work request from your private link.

5. Review task cards

Start with the descriptions people have already reviewed. Open their returned responses to see their original account, corrections and decisions. Retained cards are proposed tasks, with the participant as performer; accountable ownership still needs review. Removed cards remain in the response history.

Generated cards are saved as proposed work, without marking advisor review or participant confirmation. Inspect each card's input, action, output, tools and decisions. AI can reuse identified existing tasks on later runs, preserving corrections. Resolve missing owners, overlapping responsibilities and handoff differences with the relevant people. Use Review the work across the team for recorded gaps and optional AI hypotheses. Validate findings with the team before treating them as established facts.

A participant's initial check records their understanding. Company-level task confirmation still uses the existing exact-version owner/performer rules. A changed description may need another check. Agent proposals come afterward; this process does not grant access or deploy an agent.

Meeting agenda sections total 120 minutes. Without a returned preparation response, the guide is labeled provisional. Changed duty descriptions are not silently merged by owner and title. Stage links can be inferred by AI or assigned manually; each is saved on the work record. For older unassigned work, use Connect existing work with AI on Company Work Map. Open a duty or task to inspect the inference basis and confidence.

Continue with focused questions

On Company Work Map, Ask about this work previews short questions about missing details in the selected stage. Choose relevant people from their stored email addresses. Continuing checks are on by default after this selection; the roster is not enrolled automatically. Pause or resume the saved selection from the map. A person receives at most one new gap request a week, cannot have another open work request, and is not automatically asked the same gap again. Sample workspaces preview questions without sending email.

The person answers by voice or text on the private page. Their reply is saved before AI processes it. Eligible updates remain proposed; changed or reviewed work and contradictions need advisor review. Reported task flows are documentation only until separately configured and reviewed for cases. Missing information does not prove a broken process, and this loop does not guarantee that every gap will be resolved. See Company Work Map.