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Shared knowledge for people and AI

Grow the knowledge. Carry the work forward.

Keep useful know-how in playbooks. Put it to work with people and AI, learn from it, and pass it on.

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Approval process improvement

In progress

Operations analyst

Claude Code

Interviews reviewed. Repeated sign-offs confirmed.

Shared record

Goal
Shorten the approval process
Evidence
Interviews point to repeated sign-offs
Next step
Agree on a pilot with operations

Over to the operations team

Operations lead

ChatGPTNow

Pick up the evidence and decisions. Start the pilot.

Different people and AI · The same case

Across people and organizations

Knowledge the next person can build on.

Within your team

Keep evidence and decisions for the next person to pick up.

Alongside AI

Work on the same case with Claude, ChatGPT, or Cursor.

Across organizations

Share cases and playbooks with clients and partners.

How knowledge grows

Every case adds to the know-how.

  1. Keep a record

    Save evidence and decisions in a case.

  2. Hand it off

    The next person or AI continues from there.

  3. Review it

    Find reusable patterns in the work.

  4. Grow it

    Bring the learning into the next playbook version.

Knowledge that keeps growing

Your work. The next version.

Take a playbook and improve it for the way your team works.

For a small sales teamPlaybook

Sales process improvement

Find why deals stall and decide the next action.

  1. 1
    Select recent lost or stalled deals
    Skill·Deal stage criteria
  2. 2
    Use CRM history and call notes to find where deals stalled
    MCP·CRM deal history
    MCP·Call notes
  3. 3
    Define exit criteria and next actions for each stage
    Plugin·Lost deal analysis
    CLI·Sales process recommendations
  4. 4
    Have the sales lead review it and try it on the next deals
    Approval

Review improvements made to the source playbook

Adapt for weekly deal reviews

A second AI perspective

Check the work before it moves on.

When enabled, AI reviews new outputs and flags what still needs checking.

Approval process improvement

AI reviewOn

Operations analyst

CursorResult

Drafted a proposal from the interviews.

On its own

Epismo AI

ReviewAI review

The delay estimate has no source. The cause is still an assumption.

Fixes

Operations analyst

CursorResultNow

Added process data and marked the assumption.

Do the work once. Build on it again.

Keep evidence and decisions in a case, and the method in a playbook. The next person or AI can pick up from there.

Start freeTalk to sales

Free · No login required