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.
Live means it runs in production today. Built means a scheduled agent on our Settings page runs it. Planned means no scheduled agent stands behind it yet: some of those already run on a form, a webhook or a portal action, and the rest a person or a local task still carries.
The 52 below are public. The other 41 live in our private library, for clients and for our own team, so they count toward the goal but are not published here.
Revenue
How money gets made, invoiced, and reconciled.
LinkedIn and Facebook Analytics Import
The 5D plan for putting LinkedIn and Facebook post numbers beside web traffic and email: upload the platform export today, with a preview, safe re-imports and post matching, then pull the same numbers automatically through the Meta Graph API and LinkedIn Community Management API.
Retreat Recap Video
The 5D plan behind the Melbourne retreat recap, written after the fact: phone footage and ten balcony testimonials turned into a 2:45 video that walks the two days block by block, each block proven by a founder in their own words. Transcripts with word timings pick and cut the soundbites, a web page is the timeline, and a headless browser records it. No editing suite.
Event Registration
Admin creates an event, the public signs up, Stripe takes payment, a webhook confirms the seat. No human in the middle.
Lark Scheduler to CRM Updates
Two scheduled tasks on the founder’s machine bracket every sales call: bookings become CRM leads before the call, and recorded calls become complete CRM records, drafted follow-ups, and coaching notes after it.
Client Work Requests
Clients brief a contractor in the portal, approve the estimate, and accept the finished work. The invoice sends itself the moment they do.
Lead Capture to CRM
From a form submission to a qualified lead: a spam gate filters the noise, a model reads each inquiry once against the fit, and a sales inquiry joins the queue with its company linked while spam and job applications stay off it, one click from restored.
Email Broadcasts
A scheduled broadcast sends itself in batches, one call per recipient, and three days later a settled summary with a one-line takeaway lands in the Marketing chat.
Marketing Reporting
Three agents keep marketing honest: a daily reminder of posts due, a Monday facts-only pulse, and a monthly recap that asks Claude what to write next.
The Letter Agent
Every Monday at 07:00 an agent gathers the last ten days, picks three unsent posts, writes the Tuesday letter in the founder’s voice, checks every link, and parks it as a draft with a test in the approver’s inbox. It never sends to the list.
The Writer Agent
One button on the campaign hub, or the hourly schedule the day before a campaign date, starts a run that drafts, edits, optimises, illustrates, links, assembles and validates a post one step per function, handing itself on until it parks for a person to publish or schedules itself for its date.
Revenue Snapshot
Every night one reading of the revenue figures the hub shows: open pipeline and its weighted value, won so far this month, receivable and overdue, the ninety-day cash forecast, inquiries in the last thirty days. The Pipeline tab charts the readings, so how the pipeline moved is a line, not a memory. On the first of the month the same run posts the month-end digest to the Revenue chat, reporting the month that just ended against its targets.
Sales Call to Proposal
A sales call with a summary drafts its own client proposal: what the call said is extracted from the screened transcript, the proposal is drafted from those facts in a fixed eleven-section order and priced against reference bands, and the CRM changes the call implies wait for a person to apply them. Nothing reaches the client until the Revenue approver approves the exact version they read; it then goes live and is listed in the client’s portal. It runs in shadow until it is switched to Live.
Account Health
Every night one health reading for each client account, from four signals about the company: how long since we last met, how many invoices are overdue, whether its roadmap moved in the last thirty days, and when its people last signed in to the portal. The Accounts screen lists the readings lowest first beside each renewal date, and flags renewals inside sixty days, so a client going quiet is noticed before it does not renew.
Meeting to Actions
After a client meeting, the actions Edge8 agreed are filed as Workboard cards on that client’s board, each owner told, and a follow-up email to the people in the meeting is drafted. The email waits for the meeting’s owner to approve the exact version on the meeting page, goes from their address, and never on a timeout: an undecided draft expires after seven days. Every action must quote the line it was said in, and recipients come only from the client’s contacts in the CRM.
Talent
How people get hired, coached, and grown.
Elective Summaries and Favourites
The 5D plan behind a member request on AIO Labz: a short summary on every elective so members can decide where to spend their time, and a star that filters the catalogue down to a hand-picked shortlist.
Review Requests: Any Reviewer, One Link
Talent opens a probation or performance review for anyone, adds reviewers beyond the manager (a second lead, a client contact), and hands each one a link, from the team assistant or one Reviews screen. The manager keeps the decision.
The Biweekly 1-1 Coaching Cycle
AI preps every 1-1, a human holds it, and AI drafts a two-tier recap that publishes only after the coach reviews it. Check-ins loop into the next prep, and a trend report after each 1-1 feeds the coaching focus back in.
The Leadership Coach: AI Program Plan
The 5D program plan behind our coaching system: the problem, the data, the workflow design, the ROI, and the deployment, with two-tier privacy enforced in code instead of discipline.
Recruitment: Three Loops, One Pool
Not a pipeline: demand, sourcing, and selection run as continuous loops around one candidate pool that never forgets. Backward moves are normal, and every exit is a pool entry.
New Member Onboarding
A recruiter marks an applicant hired, and the new member walks themselves in: one form turns an applicant into an employee on probation with a portal account waiting.
Edge8 Onboarding Cycle
Every new hire moves through six stages on a kanban board that runs itself: the system chases the plan, sends the surveys, and flips the status. Managers make one decision, at Day 45.
The English Program: Prep, Class, Recap
A teacher publishes a class on a rhythm, Claude drafts each session the morning before from the programme philosophy, the exercise library and what the last class showed, and a morning reminder says who handed in the homework. The recording becomes a recap after the class, and a weekly recap reaches the client.
Operations
How the machine runs day to day.
Daily Founder Context
The 5D plan for giving every personalized email the founder’s real week: a Shareable section in the daily journal, a morning routine on the Mac mini that copies only that section into one company OS table, and every email routine reading the table instead of the journal.
Hyper Personalized Event Emails
The 5D plan behind the end of day emails at a retreat: sixty attendees, sixty different emails, each written by Claude from that person’s own reflection, progress and goal, in the host’s voice, sent in under an hour. Four questions become four sentences, every missing answer has a rule, and the team gets the list of who was promised help.
The Agents We Run Edge8 On
The scheduled agents that run Edge8 every day and every week: client delivery, marketing, coaching, talent, finance and the data behind it all. The map of what runs on its own, and the same operating system we install for clients.
8 Edges: The 30-Day Launch
How a company goes live on the 8 Edges operating system in one month: five data sources in a fixed order (people, priorities, customers, money, work delivered), exactly what to send for each one, and what comes to life every week.
The Weekly Recap Video
Every Friday the week becomes a short video: what shipped for clients, what each team finished, what went live, and who did it. Claude writes and renders it from routines that already run, and one ops approval sends it to the team.
How We Publish
The four-stage pipeline behind every post on this site. A human creates and approves, Claude builds and logs.
Monthly Invoicing
One billing cycle, four dates, zero chasing. Created on the 31st, dated to the 1st, due on the 20th, escalated after.
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.
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.
Monthly Expense Entry
Bank transactions become a categorized finance sheet, the sheet becomes QuickBooks entries, and the P&L confirms the month. Every expense entered, every pass-through billed.
Monthly P&L
Invoices sync from QuickBooks all month and expenses are entered by hand, then the month closes into a published P&L days after month end.
Survey Collection
Create a survey, share one link, and see every response in the admin the moment it is submitted. Feedback without the spreadsheet.
Daily Check-in Agent
The stand-up, read off the Workboard: a 09:00 reminder, then a 09:30 agent that posts done yesterday, doing today and blockers per team to Lark, naming anyone whose cards went quiet and anyone off that day.
Infinite Leverage Retreats
A founder ships real AI programs alongside the team in a few days. People run the room; the admin runs the money, capturing every cost live so profit is known the day the retreat ends.
FX Rate Refresh
Every night, before the revenue snapshot, each currency the company has priced something in gets today’s rate to US dollars. Deals, orders, products and bookings convert from that one cached rate as they are written, whoever writes them, so a figure in Australian dollars never waits weeks for a stale rate or lands in a dollar total as though it were dollars.
Board Digest
Every weekday morning each team member gets one email with their open board cards, sectioned by column in priority order, overdue flagged. The board is the to-do list; the digest is the reminder.
Weekly Sprints
Every Monday morning the next sprint opens on each board that runs weekly, Wednesday to Tuesday, numbered by the board and with a name and goal drafted from its open cards. Each team chat gets the sprint planning board: everything not done, next week's sprint per board, and what finished, so the team moves cards and edits the sprint by Tuesday.
Revenue Content Sync
Every hour the Revenue board catches up with the content calendar: one card per day of posts with a tick for each post, and a card for every campaign the writer agent is working on, in the column that says where it is. Ticking a post or moving a card updates the calendar straight away.
Deliverable Sweep
Every night the files people attach to cards are tidied: uploads that never finished, deliverables removed more than a month ago, and the files of cards deleted outright all go, so the private bucket holds only what cards show. A failed read deletes nothing.
Receipt Sweep
Every night the receipts and red invoices people started uploading to a claim but never finished are cleared, one at a time. A document on a submitted claim is kept for ten years: the database refuses its delete, and the sweep leaves it. A failed read deletes nothing.
VND Rates
Every morning, for each currency on an open claim, the bank’s selling rate in dong is kept for the day: Techcombank’s first, Vietcombank’s where Techcombank has none. Receipts abroad saved while no bank had a rate are then valued. A receipt that has a value keeps the rate it used.
Payment Run
At 08:00 on the 1st and the 15th, every reimbursement claim approved before midnight goes into one payment run, one payment per person. The bookkeeper is emailed a link and the Operations chat gets one line with the people and the total; neither ever carries a bank detail. With nothing approved there is no run, and building it again the same day changes nothing.
Reimbursements Monday Nudge
Every Monday at 08:00, whoever has reimbursement claims waiting on them hears how many: checkers about the claims submitted, approvers about the claims checked. Each email links to the queue. A person’s own claim is never counted for them, and an empty queue sends nothing.
Revenue Closed Cards
Every evening the Revenue chat gets the cards closed on the Revenue board in the last day, each linking to its card, so sales and marketing see what moved without opening the board. A quiet day posts nothing.
Key Result Sync
A nightly agent reads the numbers the company already produces, writes them into the key results that track them, and logs each value, so an agent-sourced KR never waits on a manual check-in.
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.
How We Think About Speed
When the product feels slow, we measure before we optimize and prove the win after. A human sets the target and owns the risk; AI finds the real bottleneck and adversarially verifies every fix before it ships.
Human Token Tracker
Nightly agents pull pull requests, effort logs and Claude session telemetry from every tracked repo into one ledger, so the human and AI effort behind each project is a number, not a feeling.
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 and documented by Edge8, and the built ones run our company today. We do the same for our clients.
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