The connected company workspace

Advisor pilot

Make the work
visible.Put the right intelligence to work.

Map how work happens before you delegate it to AI. An advisor connects people, duties, tasks, and software—starting with one team inside your business.

Sign up for a demo Walk through a team response

Seeking 5–10 pilot companies.
Help us test discovery with a real team.

01 Evidence02 People03 Duties & tasks04 Better decisions

A clearer view of the business

The connections
change the picture.

Follow a piece of work. See the people behind it. Open the details that explain what happens next.

Screens show illustrative work. AI labels describe proposed roles; software labels describe the tools used in a task.

Discovery that fits around the work

Hear from the team.
Skip the calendar chase.

Hold the leadership kickoff together. Then let each person explain their work when they have time. Keep live conversations for the questions that need them.

01 / A personal invitation

Questions about their work.

Each person receives a private link and prompts based on their role and the leadership conversation.

02 / Voice or text

A useful answer, on their schedule.

Voice is preferred: a real example brings out steps, exceptions, and frustrations. Typing works too. Check the task cards made from your answer before sending.

03 / One review queue

Bring every account together.

The advisor receives each person’s answer and reviewed task cards together, then checks gaps and differences across the team.

We are testing completion times and the quality of the resulting work map with our first pilot teams. Timing depends on team participation and follow-up.

Try the five-person walkthrough ↗

From scattered knowledge to shared understanding

Your company is
more than its org chart.

The useful details live between people.

Who checks the work. What the next team needs. Where a decision waits. What everyone assumes somebody else owns.

DutyGraph brings those connections into view, so the next improvement starts with how the business actually works.

From the first conversation to a clear work record

The work record

A living brief
for every task.

Give people and proposed AI agents the same clear starting point: the job, the expected result, and the boundaries.

01

Know what good looks like.

Inputs, instructions, and an expected work product give the next person something clear to receive.

02

Keep a person accountable.

Distinguish human work, proposed AI work, and AI work that requires human review. Make the checkpoint explicit.

HumanAIAI + human review
03

Keep the reason with the record.

See supporting evidence and version history. When the work changes, review the description with the people who do it.

How it works

Start with a conversation.
Build a shared picture.

One company. One engagement.
A clearer record at every step.

  1. 01

    Research the business.

    Collect company, market, competitor, and customer-community sources. Prepare for the first conversation with useful context.

    Public research → Meeting preparation
  2. 02

    Hear from the leaders.

    Capture goals, departments, and responsibilities. Turn the kickoff into a proposed team roster you can review.

    Leadership input → People & duties
  3. 03

    Ask the people who do the work.

    Send personal questions through private links. Each person describes their work and checks the task cards made from their answer.

    Team responses → Participant-reviewed descriptions
  4. 04

    Confirm. Connect. Improve.

    Review task descriptions with their people. Explore handoffs, test possible constraints, and define where AI could help.

    Confirmed work → A plan to improve

From understanding to action

Keep the next decision
connected to the evidence.

Discovery is the beginning. Use the record to ask better strategic questions and review what changes.

Strategy

Look at the business
from more than one angle.

Connect business models, market forces, customer needs, and possible constraints. Ask the strategic question, then inspect the evidence behind the answer.

Business Model CanvasFive ForcesValue Chain
Weekly review

Bring the right questions
to the next conversation.

Review open questions, decisions, and progress. Keep measurements and follow-up work connected to the issue they are meant to address.

Deliverables

Give the client a clear
record of the work.

Prepare readable reports with findings, sources, and next steps. Keep a dated snapshot of what was approved as the company record develops.

Executive briefFindings · Owners · Next steps

A few useful answers

Before you
bring the team.

Who is DutyGraph for?

DutyGraph starts with an advisor-led discovery engagement. The advisor helps your team understand and improve its work. A trained internal owner can later maintain the record, with ongoing advisor support as needed.

Can I explore without inviting anyone?

Yes. Create an account and open your private fictional Cobalt sample company. It includes people, duties, task cards, and example workflows. Nothing is sent to anyone when you open the sample.

Does DutyGraph run my AI agents?

The current pilot helps you define and review proposed AI work, tools, and human checkpoints. It does not run agents inside your business systems. A software logo on a task describes the tool used; it does not mean that tool is connected.

What do I need for research, AI, and email?

Add your provider keys in Workspace settings: Exa for research, OpenAI for AI drafts, and Resend for invitation emails. Email also needs a verified sender. Provider usage is billed by those providers. You can explore the sample and maintain records before connecting them.

How do you distinguish facts from AI suggestions?

AI output is a draft. Sources remain attached to the work, uncertain claims remain visible, and people review and confirm task versions. A proposed duty or a possible constraint is not silently treated as an established fact.

What will a team member receive?

A branded email with their questions and a private response link. On their first visit they set up protected access. Voice is preferred, and typing is available. They check task cards created from their answer, make corrections, and send both together. The advisor then reviews gaps and differences across the team.

THE GOVERNANCE FIELD GUIDE

Understand the landscape.
Define your next step.

Plain-language guides to AI governance, agent boundaries, and the tools that do different parts of the job.

01 / Learn

Start with the work.

Connect governance decisions to real tasks and the people responsible for them.

Read the guide →
02 / Explore

See the landscape.

A source-linked map of governance and identity platforms, with DutyGraph in context.

Explore the map →
03 / Put it to use

Define an agent’s boundaries.

An editable manifest worksheet for the owner, task, scopes, and review conditions.

Get the worksheet →

DutyGraph + Signet / Human authority

Every agent needs
a reason. And an owner.

Identity tells you who. Access tells you what. DutyGraph connects the work to why an agent needs access—and on whose authority.

PersonDutyTaskScopeAgent
01 / DutyGraph

Start with the person.

Map each person's duties and tasks. Record the tools the work touches and the actions it needs.

02 / Signet design

Review the boundary.

A manifest proposes a limited role for an agent. A designated reviewer checks the exact work and scope before authorization.

03 / Agent manifest

Keep the reason attached.

Carry the owner, task versions, requested access and review history in one record. Proposed scope stays within the person's permitted delegation.

Built to work with your systems of record.

Explore sample Workday, Oracle HCM, Okta, Entra ID and Saviynt records. See how identity, employment and company policy inform the request.

Available now: requests, versioned manifest drafts and a connected sample. Live IAM provisioning, signed attestations and automatic revocation are integration work, not active features of this pilot.

Explore the sample

START WITH A FOCUSED ENGAGEMENT

What a founding pilot involves →

Founding pilot / 5–10 companies

Bring your team.
Help shape what comes next.

Sign up for a demo of advisor-led discovery. If it fits, we will agree the scope, schedule, and any fees before the pilot begins.

  • Bring your executives to a kickoff call.
  • Name a point of contact and agree the team roster.
  • Help the team complete their questions and join a follow-up session.
  • Review the findings and tell us what helped and what did not.

We are recruiting our first pilot companies. Results and turnaround times are still being tested.

Sign up for a demo

No account needed. This requests a conversation; it does not book a meeting.

We store your request to review your selected interest. Ask us to remove it when we contact you. Do not include confidential company or employee information.

A better place to begin

Start with one company.
See what becomes clear.

Sign up for a demo

Meet the advisor. See the flow. Decide whether a pilot fits.

Product view

Actual app view · Fictional Cobalt sample