Reference Workflows & Executable Demonstrations
Explore executable demonstrations across all three workflow families. Project Alder is the deepest native-Word reference workflow; the Investment Research and Wealth Communication examples demonstrate shared evidence maps and review rails using illustrative data.
Reference Deliverables & Downloads
Select an action below to view browser previews or download genuine sample Office files.
Post-Earnings Research Review
Format: Native Word (.docx) & Excel (.xlsx) model verification
Browser preview of the generated Word/Excel deliverable.
Project Alder Investment Committee Memo
Format: Native Word (.docx)
Browser preview of the generated Word deliverable.
Portfolio Review Pack
Format: Native Excel (.xlsx)
Browser preview of the generated Excel review pack.
What a workflow sprint includes
A typical engagement lasts approximately 4–6 weeks and includes a focused 10-working-day build sprint. Discovery, data access, review cycles, training, and handover make the complete engagement approximately 4–6 weeks.
Understand the last real deliverable, then document templates, approved sources, data boundaries, and reviewer expectations.
Native Word (.docx), Excel (.xlsx), or PowerPoint (.pptx) where scoped — plus an inspectable evidence report and reviewer checklist.
User onboarding session, operating runbook, acceptance tests, and full workflow ownership.
Discover → Map → Build → Verify → Train → Handover
Click any stage below to inspect its inputs, process, and deliverables:
Discover
We learn how the deliverable is prepared today, who signs it, what sources are used, and where review loops break down.
- Last real deliverable
- Preparer & reviewer roles
- Pain, timing, and constraints
“The engagement starts by understanding the last real occurrence of the workflow — not a generic AI pitch.”
Inspectable Evidence Maps & Deliverables
Select a workflow demonstration below to inspect its source location, material claims, unresolved items, and reviewer checklist.
Project Alder — Investment Committee Memo
Native Word deliverable (.docx)
Project Alder is a profitable vertical software business with recurring revenue, a concentrated customer base, and clear cross-sell potential. The first-pass case is credible but depends on retention assumptions and margin progression that require diligence.
| Metric / Claim | Value | Source Location | Status |
|---|---|---|---|
| Revenue | $48.2 million | Model_v12.xlsx · RevenueBuild!C8 | Sourced |
| EBITDA margin | 22.4% | Model_v12.xlsx · P&L!D12 | Derived |
| Revenue growth | 17.8% YoY | 10Q_Q2_2025.pdf · Page 14 | Sourced |
- Customer-by-customer retention detail
- Sales pipeline by stage
- Working capital seasonality
- Confirm revenue ties to model.
- Validate retention assumption.
- Separate facts from interpretation.
- Model_v12.xlsxRevenueBuild tab
- 10Q_Q2_2025.pdfPage 14, ¶3
- Q2_Call_Transcript.txtPage 7 (Review)
Illustrative Provenance Record
Example Run Record
// Cell Lineage & Input Verifications
sha256:8f9b4c2e10a76d3f9b8a7c6e5d4c3b2a10f9e8d7c6b5a4f3e2d1c0b9a8f7e6d5The digest identifies this displayed run record for lineage tracking. It is an internal snapshot, not an external certification.
Send us the deliverable your team dreads drafting.
We'll map the process, build the first working version, and train your team to run it. The first conversation can use public data only.