From conversation to follow-through in one governed workflow.
SimplScribe helps teams capture conversations, apply Business Brain context, assign the right agent, and prepare outputs for review.
Start with one workflow. Build from there.
A seven-step process for turning a single high-friction conversation type into governed, repeatable follow-through.
Step 1: Choose the first workflow
We start with one conversation type that creates repeat work.
Examples
- Sales discovery calls
- Client check-ins
- Support calls
- Operations meetings
- Onboarding sessions
- Leadership updates
Step 2: Define the ideal output
We identify what should exist after the conversation.
Examples
- Summary
- Follow-up email
- Task list
- CRM note
- Internal brief
- Training asset
- Escalation flag
Step 3: Structure the Business Brain context
We organize the approved knowledge, tone, policies, definitions, and workflow logic SimplScribe needs to support the output.
Step 4: Assign the agent role
We define which agent should prepare the output and what that agent is allowed to do.
Step 5: Set review and escalation rules
We identify what can be drafted, what needs review, and what should be escalated.
Step 6: Test with real scenarios
We run the workflow against realistic examples, adjust the outputs, and document what needs human approval.
Step 7: Expand carefully
Once the first workflow is stable, we can add new agents, new output types, or new teams.
Do not start with everything. Start with the workflow that breaks first.
Bring one conversation type that creates too much follow-up. We will map what could happen after it.
