Your Processes. Built In.
Turn your way of working into a repeatable workflow
Your methods may live across documents, templates, experienced employees and decisions people make from memory.
Virtually Myself® can capture those methods and build custom workflows around them.
The result is a guided process that knows which information to gather, which knowledge to retrieve, which requirements to apply and when human judgement is needed.
Capture the process
We begin by understanding how the work is completed today.
Relevant knowledge may come from:
- Interviews with experienced people
- Process documents
- Templates and checklists
- Meeting recordings
- Policies and procedures
- Previous examples
- Decision criteria
- Brand and compliance requirements
- Review and approval stages
- Exceptions and escalation pathways
Capturing the reasoning behind each step gives the workflow greater value than a simple task list.
Map the workflow
A custom workflow can define:
- Required inputs
- Questions to ask
- Relevant Vault sources
- Decisions and dependencies
- Mandatory details
- Output format
- Review criteria
- Approval points
- Escalation requirements
- Information to retain
The workflow can stop when professional judgement is required and continue after the authorised person has reviewed the work.
Apply your standards consistently
Virtually Myself® can apply approved requirements throughout a recurring process.
These may include:
- Brand terminology
- Document structure
- Required references
- Formatting
- Compliance wording
- Audience requirements
- Review stages
- Approval responsibilities
- Quality criteria
- Record-keeping requirements
Teams gain a defined starting point while retaining responsibility for the finished work.
Build workflows around recurring activities
Custom workflows may support:
- Client discovery and proposals
- Subject matter expert interviews
- Content packs
- Executive briefings
- Media responses
- Training communications
- Policy and document review
- Meeting analysis
- Employee onboarding
- Organisational handovers
- Diagnostics
- Reporting
- Tender and submission preparation
The workflow is designed around the client's own knowledge and process.
Preserve professional judgement
Experienced people often make decisions using knowledge developed over many years.
Interviews and real examples can help capture:
- Questions they ask
- Factors they consider
- Warning signs they recognise
- Standards they apply
- Situations requiring escalation
- Differences between routine and complex cases
A workflow can make that reasoning available at the appropriate stage while keeping accountable decisions with authorised people.
Retain knowledge when people move on
Custom workflows can preserve valuable process knowledge that might otherwise leave with an employee, contractor or founder.
New team members gain clearer guidance, while experienced people spend less time explaining the same process repeatedly.
Begin with one defined process
A contained first workflow provides a practical way to assess value.
We can define:
- The process and desired outcome
- Participating users
- Approved source material
- Permissions
- Required outputs
- Review points
- Measures of success
The workflow can then develop through real use and feedback.
Start with one process
Pick a contained, recurring piece of work and we can build a workflow around how your team already does it.