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The quality layer for human and AI work

Verify the workyou do with AI.

AI review compares goals and work records to identify missing evidence and unresolved checks, then suggests what to do next.

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Example: Client A sales AI rollout

AI review

Technical specialist

Claude Code Saved

Agreed to pilot AI for sales. The client also requested CRM integration from day one.

Compare records against goals and requirements

Epismo AI review

At risk
Pending
CRM integration scope, timeline, and approver are unconfirmed
Verified
Pilot of AI for sales agreed

AI proposals

Add task: Confirm CRM scope, timeline, and approver with the client

Adopt suggestions and plan next steps

Implementation lead

Will confirm the integration details at the next meeting.

API and self-hosting options

How Epismo works

Turn review findings into better ways of working.

  1. 1.Record in a case

    Goals, decisions, and evidence

  2. 2.Verify with AI

    Check evidence and suggest actions

  3. 3.Improve the process

    Your team chooses what to improve

  4. 4.Share as a playbook

    Smooth operation after handoff

Every review cycle sharpens your team's standard playbook

Continuous improvement

From one case’s lessons, sharpen both processes and products.

Use findings and supporting records from AI review to improve playbooks and inform the product team.

From case records to better methods and products
  • Project goals
  • Case work records
  • AI review report

Turn lessons into better work

Improve the playbook

CRM scope, timing, and approval were unconfirmed.

Add the missing checks to the pilot playbook.

Share with product

CRM integration requested from day one.

Share the request and records for product review.

Playbook sharing

Maintain quality when work changes hands.

Define steps and decision criteria. Share playbooks with Skills and MCP tools so others can follow the process with AI.

  1. Tailor for handoff
  2. Share
  3. Run with AI

Client A playbook

Sales meeting preparation and follow-up with AI

Daily sales work using the CRM connected during rollout.

  1. 1

    Read the account and meeting history from CRM

    MCP · CRM integration

  2. 2

    Draft proposals and questions using your sales criteria

    Skill · Sales proposal criteria

  3. 3

    Plan post-meeting follow-ups and the next meeting

Client A salesperson

ChatGPT

“Prepare for tomorrow’s sales meeting using this playbook.”

Reviewed the CRM history and drafted a proposal and two questions using your sales criteria.

Explore public playbooks

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Turn team expertise into repeatable strength.

Don't leave human and AI work unverified. Start verifying records and building repeatable playbooks in your team's workspace today.

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