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RULES AND MEMORY FOR AI WORKFLOWS

What your company knows, built into every AI workflow.

Taskd brings your systems, rules, and knowledge together so AI workflows stay current, act reliably, and show their work.

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Taskd connects live operational information into a current record, applies company rules, routes consequential changes to a named person for review, retains the approved outcome with its evidence, and applies that knowledge to quoting, pricing and procurement.

TASKD · OPERATING MEMORY
REPRESENTATIVE WORK · SANITISED DATA
RFQ-2841 · LIVE RFQ
REUSE● CURRENT
RECORD
  1. 4 sources
  2. 4 facts
  3. R-041 held
  4. Approved by Sarah
  5. Retained
  6. 3 workflows
WHAT THE BUSINESS NOW KNOWSApproved handling for this constraint pattern
MEMORY APPLIED
LIVE QUOTINGDelivery treatment updated

Next quote starts with the approved hand-off.

PREVIOUS OUTCOME APPLIED
PRICINGException available

Approved margin and rationale remain visible.

PREVIOUS OUTCOME APPLIED
PROCUREMENTSupplier history updated

The confirmed constraint is already known.

PREVIOUS OUTCOME APPLIED
Every reviewed outcome improves the next operational workflow.
REPRESENTATIVE WORKSANITISED DATA
  1. 01
    LIVE INFORMATION CONNECTEDGmail · Excel · ERP · operations
    CURRENT
  2. 02
    YOUR RULES APPLIED · HUMAN REVIEW REQUIREDSarah Morgan approved the revised hand-off · rationale attached
    REVIEW
  3. 03
    REVIEWED OUTCOME REUSED IN THE NEXT WORKFLOWQuoting · pricing · procurement start stronger
    REUSED

WHY GENERIC AI STALLS IN PRODUCTION

You automated the easy work.
The bottleneck remains.

A date moves. A supplier changes terms. Two quantities disagree. The model cannot tell what is true, which rules apply or what else is affected. The exception returns to your people, and automation waits.

01

The facts are scattered.

The order is in the ERP. The change is in the inbox. The price is in a spreadsheet. Availability is in a supplier portal. Someone has to reconstruct the current picture.

02

The rules live outside the model.

Supplier choice, margin limits and approvals come from company experience, not generic AI.

03

Each resolution gets lost.

The reasoning stays in a thread or an expert’s head. Nothing carries forward, so the same problem returns to the same people.

Taskd gives your AI the operational judgement to act, while your business owns the intelligence, logic and rules.

LIVE IN PRODUCTION

How it works

From RFQ to order. Every step verified.

PDF
RFQ-2841_Brian_Kowalski.pdf245 KB · 2 pages
REQUEST FOR QUOTATIONRFQ-2841
Product
Caustic Soda 50%
Quantity
7,000 LTR
Port of delivery
Gdansk
Requested delivery
15 May 30 May
LIVE RFQ

RFQ-2841

Request receivedStructuring contextWaiting for informationAgent workingHeld for commercial review
Current recordUpdated just now
Customer
Apex Marine Supply
ERP · customer_0184
Product
Caustic Soda 50%
Product master · CS-50-BULK
Quantity
7,000 LTR
Email + RFQ attachment
Supplier hold
7,000 LTR to 22 May
Operational record · Nordic Marine
Vessel
Not provided
MV Northern Star
Email reply · 09:56
Delivery
Date only
30 May · before 16:00
Previous value · 15 May · Email reply
NEXT TASKComplete intakeRe-check rules R-03 → R-04Resolve the held change · pricing and margin
HHUMAN BOUNDARYAssigned to Commercial Operations

05Exception flaggedThe revised date breaks a standing supplier hold. Held for review with the evidence attached.* fictional data

From incoming request to operational action

One RFQ. One shared record. No manual rebuild at every step.

  1. 01

    A request arrives.

    Email and PDF, recognised as RFQ-2841
    RFQ opened
  2. 02

    The work carries its context.

    Customer, product, port, source, history
    4 facts retained
  3. 03

    Rules find what matters.

    Required delivery window is missing
    R-03 open
  4. 04

    Agents move permitted work.

    Clarification requested in the original thread
    Agent complete
  5. 05

    A person makes the commercial decision.

    Pricing, margin, commitment, material exception
    Human boundary
  6. 06

    The approved record moves forward.

    The same record becomes quote and order input
    Ready for handoff

Autonomous where the workflow permits. AI agents triage incoming work and follow up for missing information. People keep pricing, margin, commitments and material commercial approvals.

OWNERSHIP AND CONTROL

Change the model. Keep what your business knows.

Taskd keeps your operational context, rules, approvals and history separate from the model. Connect the hosted or open model approved for each workflow without rebuilding the way your operation works.

Your rules govern the work. Your people approve the outcomes.

HOSTED MODELS

  • AnthropicClaude
  • OpenAIGPT
  • GoogleGemini

OPEN MODELS

  • MetaLlama
  • Mistral
  • Qwen
  • DeepSeek
TaskdWHAT STAYS YOURS
  • CURRENT CONTEXT
  • BUSINESS RULES
  • HUMAN APPROVALS
  • OPERATING MEMORY

MODELS CAN CHANGE. THESE DO NOT.

QUOTING · PRICING · PROCUREMENT · EXECUTION

Model availability depends on deployment, security approval and provider access.

The Taskd platform

Capture what your systems miss. Put it to work.

Unified Data · Intake · Decision Graph

Keep what your systems never capture.

Taskd reads emails, documents, spreadsheets, live feeds and system records. It distils thousands to millions of records into one shared memory of structured facts and relationships, ready for people, rules and agents to use.

Every workflow leaves your business with more usable knowledge.See how the memory is built and used ↗
Operational MemoryReady for people and agents

ArriveStructureCheckHistoryAct

Rules · Evidence

Find what no single system can show.

Run your approved rules across the accumulated operational memory. Compare terms with purchase orders, invoices, deliveries and approvals; find contradictions and missing obligations; and return every finding with the rule and source behind it.

Insight becomes repeatable, explainable and available as new work arrives.Explore Rules and Evidence ↗
Rule Check · PO-450198Evidence returned
CONTRACT · MSA §5.2Written confirmation required
Source A
PURCHASE ORDER · LINE 14Delivery 15 May · Open
Source B
DELIVERY UPDATE · 08 MAYRevised to 30 May
Source C
APPROVED RULE · R-18 v1.3

When delivery changes after order approval, require written confirmation from both parties before commitment.

Deterministic · no model in the decision loop
✓

Supplier update foundDelivery revision is source-backed.

!

Customer confirmation missingHold before commercial commitment.

Evidence · finding F-0284Open

Recommended next step Request written customer confirmation, then rerun R-18.

Contract §5.2 · PO line 14 · Delivery update #7
AttachRun ruleVerifyConflictEvidence

Agents · Orchestration · Monitor

Give people and agents one place to run the work.

Mission Control gives the team one current view of every case, owner, agent action, exception and next task. Agents can triage, collect information, check and route; people review the decisions that require judgement.

The operation stays current across inboxes, systems, teams and agents.Explore Agents and Mission Control ↗
Mission Control
32Waiting18Ready7Exception24Agents

RFQ-2841

Ready for commercial review

Customer

Delivery

LATEST CHANGEClarification reply attached
NEXT TASK · HUMANApprove pricing and margin
EVIDENCE · 2

QueueSelectContextAgentHuman
Explore the Taskd platform ↗

Business outcomes

Remove the handoffs that slow the operation down.

More knowledge captured

Retain the decisions, revisions, promises and exceptions that normally stay trapped in messages and individual inboxes.

Earlier insight

Find contradictions, gaps and missing obligations across sources before they become operational or commercial problems.

More capacity

Agents carry the routine steps, so the same team handles more flow. Scale the business without scaling the operational team.

Complete operational history

Know what arrived, what changed, what the agent did, which rules ran and who approved the outcome.

Workflows

Start where the manual work is expensive.

01

Trade operations

Turn an email RFQ into a verified order. Any change that breaks your rules is held with its evidence.

For commodity trading, marine supply and specialty distribution
02

Intelligent Quoting

Compose the price from urgency, history, capacity and market movement. Approved rules decide what moves.

For desks pricing complex requests from email
03
Early access

Integrity Graph

Catch the conflict between contract and invoice. Uncover the relationships hidden across your records.

For audit, compliance and conflicts teams

Integrations, deployment and control

Keep your systems. Control where the work runs.

Taskd connects the sources agreed for the workflow, from shared mailboxes to your ERP, and deploys inside the data and security boundary you require. Define what agents can read, what they can prepare, what can move automatically and where a person must approve.

See security and control
WORKFLOW CONTROLSRFQ-2841
READ

Email thread · specification · account context

PERMITTED
PREPARE

Transaction update · clarification · review pack

PERMITTED
COMMIT

Price · terms · customer promise

HUMAN APPROVAL
Every action, source and approval remains attached.

Bring one manual workflow

Your experts’ judgement. At machine scale.

Bring one recurring workflow.

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