Fit Note
- What we saw
- What you told us
- What we think might be true
- What we do not know
- One useful next step
To keep whether or not you proceed.
As standard we build a system to run in your cloud account or on your server, inside the tools you already use. One connection leaves it, to the model service, through a gateway that logs every call. Where a decision carries weight, the job stops for a named person on your side.
What gets built starts from what you want the business to do. The map of your business is what makes that buildable.
A 25‑minute call. No files, no homework. A written note either way.
| Line | Item | Price |
|---|---|---|
| 12 | Ash door blank | |
| 13 | Maple door blank | |
| 14 | White oak door blank | $112.00 |
| 15 | Walnut door blank | |
3 similar past quotes
August to October
Quotes hold for 30 days.
An access and ownership record
Write actions
| Action | Dry run | Safe to retry |
|---|---|---|
| Send quoteAfter Sam signs |
Reading and writing are separate permissions.
Plan: read, price, draft, check, stop for Sam
| Source | Reference |
|---|---|
| Email inbox | 10 November |
| Price list | 4 November · Line 14 |
| Past quotes | August to October |
| Terms of trade | Clause 3 |
After Sam signs
| Run | Record |
|---|---|
| Input | Website enquiry |
| Decision | Stopped for Sam |
| Approver | Sam |
| Time | 6:31 pm |
Model service
Sam signs
Office manager
Example job. The business shown is not a client.
In our worked example, a fictional joinery, one goal is to get from enquiry to booked job. The map shows which jobs carry that goal, who owns each one, what each depends on and where a named person signs. Its technical name is a context graph.
The map holds your people, roles, documents, systems, rules and thresholds, and how they relate: who owns, who approves, who a problem escalates to. Rules are held as data, so a rule changes in one place and every job follows.
You keep it right. We read our understanding back to you and record your corrections. Every later change is dated, attributed and revertible. A reviewer’s correction becomes a proposed rule, and it joins the map when the owner approves it. The map can be exported in open formats.
Quote from enquiry
| Line | Item | Price |
|---|---|---|
| 12 | Ash door blank | |
| 13 | Maple door blank | |
| 14 | White oak door blank | $112.00 |
| 15 | Walnut door blank | |
3 similar past quotes
August to October
Quotes hold for 30 days.
Quote for 12 white oak doors
| Comparison | Record |
|---|---|
| Past quotes | 3 similar past quotes |
| Period | August to October |
For Sam, office manager
Draft
Quote for 12 white oak doors
Lena Ruiz
| Item | Amount |
|---|---|
| 12 x $112.00 | $1,344.00 |
| Fitting, 6 hours | $510.00 |
Checks
Checked terms of trade, clause 3
Checked: prices and totals match
Sources: price list, past quotes, terms
SignedSam signs
Sam, office manager
Example job. The business shown is not a client.
This is how we build as standard. Your scope says what goes into your system.
| Item | Amount |
|---|---|
| 12 x $112.00 | $1,344.00 |
| Fitting, 6 hours | $510.00 |
Checked terms of trade, clause 3
Checked: prices and totals match
Quote from enquiry
Sam, office manager
Waiting for Sam since 6:15 pm
Lena Ruiz
| Draft | Amount |
|---|---|
| 12 x $112.00 | $1,344.00 |
| Fitting, 6 hours | $510.00 |
Checked terms of trade, clause 3
Checked: prices and totals match
Plan: read, price, draft, check, stop for Sam
Quote from enquiry
| Action | Record |
|---|---|
| Send | Quote sent to Lena Ruiz, 6:31 pm |
| Retry | A retry does not send a second quote. |
Follow-up: Tuesday 17 November, 9:00 am
Rollback
Write action
Sam signs
Sam, office manager
Example job. The business shown is not a client.
Build
What your people need to run it
Operator and reviewer trained
An access and ownership record
A connection inventory
Quote from enquiry
Each step gets the part of the map it needs, and no more.
A Build retrieves from the job's own sources and cites them. The Business Knowledge Layer is an optional addition to a Build. It is your prior work ingested, up to 5,000 documents, with permissions mapped, retrieval tested for accuracy and every output cited to its source.
One scoped connection for each system the work touches.
Fig. 1
| Line | Item |
|---|---|
| 12 | Ash door blank |
| 13 | Maple door blank |
| 14 | White oak door blank$112.00 |
| 15 | Walnut door blank |
Sam signs
Sam, office manager
Each job starts on its trigger and runs as set steps, in a known state. The model is called where language needs judging. The rest is plain code.
A step where the job pauses for a named person, who signs or corrects.
The one door to the model service. Each call is logged with its cost. Cost caps and the provider's business terms sit here.
Fig. 2
| Case | Expected | Actual | Pass |
|---|---|---|---|
| Ordinary day | |||
| Normal | $1,854.00 + GST | $1,854.00 + GST | |
| Bad day | |||
| Incomplete | “no source found” | “no source found” | |
| Adverse | Nothing leaves without your person. | Stopped for Sam | |
Each working part holds a credential for its own job and nothing wider.
Real past cases from your business, with known correct outputs. Every change to a prompt, model, rule or connector is run against them before release.
Every run is logged and searchable: inputs, sources, model calls, decisions, approver, cost and time.
Fig. 3
| Item | Amount |
|---|---|
| 12 x $112.00 | $1,344.00 |
| Fitting, 6 hours | $510.00 |
Checked terms of trade, clause 3
Checked: prices and totals match
Sam signs
Sam, office manager
Example job. The business shown is not a client.
Quote from enquiry
Quote from enquiry
| Procedure | Source |
|---|---|
| Retrieved | Price list, 4 November, line 14 |
| Retrieved | 3 similar past quotes |
| Stopped | “no source found” |
Plan: read, price, draft, check, stop for Sam
Sam signs
Sam, office manager
Example job. The business shown is not a client.
The document index sits in your tenancy. Your AI provider account is set up for you, or is already yours, with a monthly budget cap and alerts agreed in the scope.
Usage is per token, paid to the provider in your own account.
When we run the system on our infrastructure instead, that is a separate item, the Hosted environment, and your scope names it.
SharePoint, Google Drive, Excel, Word, Teams, Slack, Notion, HubSpot, Asana and Xero. Connections are scoped per installation.
Connections are scoped per installation.
What the system may read is written down before it reads anything. Reading and writing are separate permissions, and write actions are listed one by one. We build each write action with a dry run, and safe to retry: a retry does not send a second quote.
What the system can see, and where your data goes, is on the security page.
Quote from enquiry
Access record
Access record
Access record
An access and ownership record
Write actions
| Action | Dry run | Safe to retry |
|---|---|---|
| Send quoteAfter Sam signs |
Reading and writing are separate permissions.
After Sam signs
Sam signs
Office manager
Example job. The business shown is not a client.
The checkpoint is a step in the workflow, not a habit. We build it so the job cannot pass without a signature. Each checkpoint has a named reviewer, a backup and an escalation path. The reviewer gets the draft, its sources, the checks that were run, and where it differs from past accepted work.
Your own thresholds decide what stops. In the same fictional example, quotes up to $5,000 go to the office manager. Anything over goes to the owner.
| State | Record |
|---|---|
| Enquiry received | Tuesday 10 November, 6:12 pm |
| Drafted | $1,854.00 + GST |
| Waiting for Sam | Since 6:15 pm |
| Signed by Sam | 6:31 pm |
Lena Ruiz
| Item | Amount |
|---|---|
| 12 x $112.00 | $1,344.00 |
| Fitting, 6 hours | $510.00 |
Terms, clause 3: holds for 30 days
Quote from enquiry
Sam, office manager
Waiting for Sam since 6:15 pm
Sam signs
Sam, office manager
Example job. The business shown is not a client.
Incomplete, unusual or conflicting inputs go to a named person, with the reason. Where the sources hold no answer, a part is built to say “no source found” and stop. The checking part never approves, and no part inherits professional authority. That is a written constraint.
Quote from enquiry
Quote from enquiry
| Action | Record |
|---|---|
| Send | Quote sent to Lena Ruiz, 6:31 pm |
| Retry | A retry does not send a second quote. |
Follow-up: Tuesday 17 November, 9:00 am
Rollback
Write action
Sam signs
Sam, office manager
Send
Example job. The business shown is not a client.
Quote from enquiry
Quote from enquiry
| Step | Record |
|---|---|
| Plan | Plan: read, price, draft, check, stop for Sam |
| Reads | Read the enquiry: 12 oak doors, sizes given |
| Finds | Retrieved price list, 4 November, line 14 |
| Finds | Retrieved 3 similar past quotes |
| Drafts | Drafted the quote: $1,854.00 + GST |
| Checks | Checked terms of trade, clause 3 |
| Checks | Checked: prices and totals match |
| Stopped | Stopped for Sam |
| Line | Item | Price |
|---|---|---|
| 12 | Ash door blank | |
| 13 | Maple door blank | |
| 14 | White oak door blank | $112.00 |
| 15 | Walnut door blank | |
3 similar past quotes
August to October
Quotes hold for 30 days.
Sam signs
Sam, office manager
Example job. The business shown is not a client.
With the connection inventory and the access record, your IT provider can see exactly what connects to what. Acceptance is an unaided run by your operator. It shows that your team can run the system, not that we can.
Thirty days of stabilisation follow your written acceptance. After the first thirty days, Care is a monthly choice you can cancel with 30 days’ notice. The written guarantee rests on the acceptance tests.
For Wexcombe Joinery
Sealed, no credential
A seat of software costs less on day one. This is a build, with a fixed fee. We check the simplest fix first: a setting, a process change, a tool you already pay for. If one of those does the job, that is our answer.
Twenty‑five minutes with a founder, free. No files, no homework. A written note either way.
Fit Note
To keep whether or not you proceed.