The Process
The Shape Of The Work.
Educate
A working session on what agents can and can't do, with real examples.
Understand
On-site interviews and workflow mapping, with feasibility estimates.
Build
Construct the package: context, skills, templates, connections.
Test
Your team runs the workflows with real data; ZPT refines until the output is right.
Maintain
Regular check-ins to keep the foundation current as the team grows it.
Educate
A working session on what agents can and can't do, with real examples.
Understand
On-site interviews and workflow mapping, with feasibility estimates.
Build
Construct the package: context, skills, templates, connections.
Test
Your team runs the workflows with real data; ZPT refines until the output is right.
Maintain
Regular check-ins to keep the foundation current as the team grows it.
Capturing years of expert process for an agent takes care and judgment. The work is real engineering, done patiently, by someone who has shipped this many times.
Workflows We've Shipped
A Few Examples.
Every engagement is unique. These are the kinds of workflows that have come out of past builds.
Investment consulting
Investment Memo Drafting
Pulls fund factsheets, performance data, and prior memos into a single drafting workflow. The team reviews and ships in hours instead of days.
Asset management
RFP Response Builder
Reads the RFP, mines the firm's prior responses for the right answer to each question, and assembles a first draft formatted to the firm's voice.
Private equity
Weekly Client Update Digest
Reads every portfolio company update for the week and produces a single digest LP-ready, with material items flagged for the partner's review.
These are illustrative. Specifics of each engagement stay with the client.
Start Here
Start With A Conversation.
Every engagement begins with a conversation. Book a 30-minute call to talk through your team's situation.