Spot chair-time gaps before the week starts.
Short gaps in the schedule go unused.
Est. deploy 4–6 weeksSee the walkthrough
Operations & Reporting · All industries
See the whole floor on one screen.
Weekly reports describe a business that has already moved on.
For: Operations directors and the team responsible for operations & reporting across industries.
01 · The outcome
What good looks like.
The team has a reviewed live operations view with stale-data warnings and assigned exceptions, with source evidence and an explicit approval before any external action. Track hours spent assembling the weekly operations report against a baseline; do not assume automation improves it.
A connected workflow that uses Salesforce pipeline, QuickBooks ledger summaries, Slack exception threads and agreed metric definitions to join records by verified identifiers, calculate defined metrics deterministically and summarize changes with source timestamps. It produces a reviewed live operations view with stale-data warnings and assigned exceptions.
Where AI helps, and where a person decides.
AI can join records by verified identifiers, calculate defined metrics deterministically and summarize changes with source timestamps. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The operations director verifies the source facts and approves the final action.
Operations director is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Operations director: Capture the source and scope
- Operations director: Review the proposed outcome
- Operations director: Release only the approved version
- Operations director: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: An approved CRM, ledger or operations event changes. Connect only Salesforce pipeline, QuickBooks ledger summaries, Slack exception threads and agreed metric definitions. The operations director confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to join records by verified identifiers, calculate defined metrics deterministically and summarize changes with source timestamps. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a reviewed live operations view with stale-data warnings and assigned exceptions against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Operations director has recorded approval or a reason to hold the item.
After explicit approval, save a reviewed live operations view with stale-data warnings and assigned exceptions in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review hours spent assembling the weekly operations report each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=whole-floor-ops
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- WHOLE-FLOOR-OPS-DEMO-001
- Trigger
- An approved CRM, ledger or operations event changes.
- Owner
- Operations director
- Prepared output
- a reviewed live operations view with stale-data warnings and assigned exceptions
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Hours spent assembling the weekly operations report
Start with your tools.
Connect CRM, Google Workspace, Slack through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For healthcare uses, validate HIPAA applicability, execute required BAAs, restrict PHI to the minimum necessary, and use approved secure systems. Clinicians handle symptoms, urgent care and clinical decisions.
- For legal work, preserve privilege and confidentiality, check conflicts before substantive intake, and require a licensed attorney to approve legal advice, filings and engagement terms.
- For financial or insurance work, a properly licensed professional approves recommendations, coverage, suitability and binding actions. Apply the firm's supervision, retention and advertising rules.
Try this week / no DAVID required
A useful first step.
This week, have your operations director time five examples of this work. Use redacted copies of Salesforce pipeline, QuickBooks ledger summaries, Slack exception threads and agreed metric definitions to make a reviewed live operations view with stale-data warnings and assigned exceptions manually, then list which fields required judgment.
What to measure.
- Hours spent assembling the weekly operations report
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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