Workflows
The operating workflows we run Edge8 on, organized around our four offices: Revenue, Talent, Operations, and Innovation. Real systems documented end to end: who does what, when it happens, and where AI does the heavy lifting. This is how we run Edge8, and everything here is something we can build for you.
Revenue
How money gets made, invoiced, and reconciled.
Monthly Invoicing
One billing cycle, four dates, zero chasing. Created on the 31st, dated to the 1st, due on the 20th, escalated after.
Lead Capture to CRM
From a form submission to a customer record: a spam gate filters the noise, and every real inquiry becomes a tracked lead.
Event Registration
Admin creates an event, the public signs up, Stripe takes payment, a webhook confirms the seat. No human in the middle.
QuickBooks Invoice Sync
A weekly sync pulls every invoice out of QuickBooks and maps it to the CRM, so revenue truth lives in one place.
Sales Call Intelligence
Every discovery and closing call is classified, structured into the CRM as JSON, summarized for the client and the rep, and rolled up monthly for the manager. The deal moves stage on the outcome.
Talent
How people get hired, coached, and grown.
1-1 Leadership Workflow
A biweekly coaching cadence where AI prepares every meeting, a human runs it, and AI captures every commitment.
AI Resume Screen + Talent Rank
Every application is read and scored by AI, stack-ranked per role family, then rated by a human recruiter. Two gates, no resume unread.
Operations
How the machine runs day to day.
How We Publish
The four-stage pipeline behind every post on this site. A human creates and approves, Claude builds and logs.
Contractor Hours + Payment
Every piece of contractor work moves through one loop: request, estimate, approval, delivery, and a monthly payment run.
Time Off
Leave requests move from the team portal to an admin decision to an updated balance without a single chat message.
Monthly P&L
Invoices and expenses sync from QuickBooks all month, then close into a published P&L days after month end.
Survey Collection
Create a survey, share one link, and watch responses land in the admin in real time. Feedback without the spreadsheet.
Innovation
How ideas become plans and skills become proof.
Ideas Backlog
Anyone on the team submits an idea through the 5D framework, AI turns it into a full product plan, and admins triage a ready backlog.
Challenge-Based Certification
Certification earned through submitted proof of real work, challenge by challenge. Attendance proves nothing; artifacts do.
One method behind every page
Every workflow here was planned with a 5D program brief, documented in seven elements, mapped step by step to humans and machines, tested with the New Hire Test, and shipped through three stage gates. It is the same method we teach in the AI Officer certification.
See how we design workflows →Want workflows like these in your company?
Every system on this page was designed, built, and put into production by Edge8. We do the same for our clients.
Talk to Edge8 →