Workflows

One agent. A full thread of work.

Dots are built for the tasks that span tools, tabs and time—not only one-off questions.

Workflows to delegate

Turn repeatable work into a clear operating brief.

The strongest Dot assignments have a defined outcome, reliable source material and clear points where a person should review the work.

01 / MONITOR

Watch for meaningful changes

Track a defined source or workflow, filter routine noise and surface the changes that need attention.

Market signalsProject status
02 / PREPARE

Build decision-ready context

Collect relevant information, organize the evidence and prepare a concise brief before a meeting or review.

ResearchBriefings
03 / COORDINATE

Keep work moving across tools

Follow handoffs, update connected systems and highlight a blocker before it quietly slows the team down.

OperationsHandoffs
04 / DRAFT

Move from source to first draft

Turn approved context into structured emails, summaries, outlines or channel-ready working documents.

ContentCommunication
05 / ORGANIZE

Maintain a clean working system

Sort incoming material, standardize records and prepare the next action using rules your team defines.

IntakeRecords
06 / REPORT

Close the loop with outcomes

Summarize what changed, what was completed and what still needs a person’s judgment.

ProgressExceptions
Practical use cases

Built for real threads of work.

Where a Dot fits across research, sales, coordination and content.

Research & intelligence

Track a market, synthesize source material and return a decision-ready briefing.

Sales operations

Prepare account context, keep records organized and draft tailored follow-ups.

Team coordination

Turn conversations into action lists, follow dependencies and surface blockers.

Content workflows

Move from a raw brief to research, structured drafts and channel-ready assets.

Start with one outcome, not every process.

Pick a workflow with clear inputs, a defined finish line and an obvious moment for human review.

Build the workflow brief