Tobin / Workflows
Start with the work.
Make the handoff clear.
A morning brief. A customer check-in. An invoice to review. Give your AI employee one useful assignment, the right context, and a clear definition of done.
AI morning operations brief
A prioritized brief with sources and proposed next steps. See the assignment, required context, and review steps.
02AI customer follow-up workflow
A follow-up list with context and draft next steps. See the assignment, required context, and review steps.
03AI invoice preparation workflow
Prepared invoice details, source references, and exceptions. See the assignment, required context, and review steps.
An assignment is more
than an instruction.
These examples help you scope a workflow with our team. We confirm the available sources, connections, and permissions before implementation.
Choose the source of truth.
Name the records Tobin should use, the reporting window, and how it should handle missing information.
Define what comes back.
A useful deliverable has a clear format, source references, and a next step your team can review.
Agree on the boundaries.
Reading, preparing, and acting need different permissions. Decide which actions require your approval.
Bring one task you’d hand off.
We’ll work through the sources, the result, and what needs your review.