Skip to content

The Taskd platform

One place for humans and agents to run the work.

Mission Control

One operating view.

One place for your team to monitor every live quote, inventory, supplier pricing, exceptions flagged and the next action to resolve a transaction.

MISSION CONTROL
32Waiting for information18Ready for review7Exception24Agent working

RFQ-2841

Ready for commercial review

CustomerApex Marine Supply

ProductCaustic Soda 50%

Delivery30 May · Gdansk · Berth 4

OwnerCommercial Operations

LATEST CHANGERequested delivery window confirmation
NEXT TASK · HUMANApprove pricing and margin
Open task
EVIDENCE · 4

Rule check passed · pricing compliance

Human approval required · margin below threshold

Clarification reply attached to the record

Price calculation attached with its sources

01 · Intelligence · Live context

Capture the insight hiding between inboxes, spreadsheets, ERPs and your team’s heads.

RFQ-2841 becomes a current record without losing its source history.

Email and document extraction

Inbox contains intent. Documents contain constraints. CRM contains relationships. ERP contains decisions. Service systems contain outcomes. Taskd resolves those attached fragments into one current knowledge layer for people and agents.

TASKD · INTELLIGENCEKnowledge between systems
Sources arrive

Intelligence, state 1 of 3: The signal exists. The relationship does not. Intent, constraints, decisions, exceptions and outcomes sit inside different systems. Each fragment is real. None can explain the operation on its own. Five fragments · five system boundaries.

Production-aligned scope: 30+ structured RFQ fields · 7 conversation intents · 25+ connected operational tables · 3-tier pricing intelligence.

Operational Memory, at scale

An intelligence layer that lets you scale the work without the overhead.

Thousands of unstructured data points arrive every week. Taskd distils that flow into persistent, structured facts and relationships. Knowledge that drives smarter, reliable automation across your operation.

  1. 01Records arrive

    Emails, attachments, spreadsheets, feeds and system records enter continuously. The flow does not pause for anyone to file it.

  2. 02Read once, resolved

    Each record is read at intake. Facts, entities and relationships are extracted and resolved against what the memory already holds.

  3. 03Kept as structure

    Facts and relationships stay stored with source, revision and decision history attached, current as details change.

  4. 04Put to work

    People search it. Rules run across it. Agents act on it inside the boundary you set. Nobody rebuilds context from the pile.

Structured

Facts and relationships in a defined shape, not free text. Agents read the same structure your systems and rules do.

Persistent

The memory outlives the thread and the task. History, revisions and outcomes stay attached to every record.

Governed

Sources, permissions and human boundaries apply to agents exactly as they apply to people.

Reviewed outcomes can inform evaluation. They do not become operating policy until experts approve a rule.

02 · Rules

Automate decisions based on your policies, rules and logic.

Approved rule R-210 recomputes the changed quantity and keeps the margin floor beside the result.

Documented knowledge

Policies and procedures

Required fields, limits, approvals and operating constraints become rule candidates your experts review.

Observed practice

Operational records

Patterns and exceptions across quotes, orders and outcomes show how decisions are actually made.

Owned judgement

Expert judgement

Decisions are captured, challenged and approved with the people accountable for the outcome.

03 · Agents

Automate high-stakes workflows with agents governed by rules.

Workflow Agents may collect missing details and prepare the revised quote.

Workflow Agents

Prepare the next step.

Use approved sources, rerun checks and hand the result to its owner.

Collect · check · prepare · hand off
Connected workstream viewAgents connect the whole workstream.

Under governed rules, agents connect every area of the workstream: sources, current records, rule results and owners. Orders move forward when their checks pass. When a step needs human judgement, the team is alerted and the held work arrives with its evidence.

CONNECTED RECORDRFQ 2184 · GDANSK
TRACE VIEWDECISION READY
04 DECISION

The record resolves to Hold for Operations with the full evidence path preserved for audit.

Sources · rules · outcome retainedEmail → ERP → policy → vessel schedule → R-041AUDITABLE

04 · Evidence

Every automation auditable with an evidence trace.

The Decision Trace keeps the source, rule result, prepared action and human approval together.

Decision trace · RFQ-2841AUDITABLE
WORK ENTERS FROM
DocumentsERP record
→ CURRENT TRANSACTION

SourceEmail and PDF received

2 files

IntakeCustomer and product resolved

confidence 96%

RulesRequired delivery detail missing

R-003

AgentClarification sent in original thread

permitted action

PersonCommercial review assigned

owner recorded
Sources and state retained
DECISION TRACETRC-2841
Change
Quantity revised to 9,000 LTR
Rule
R-210 · margin floor passed
Action
Revised quote prepared
Authority
Commercial Operations approval required
Sources · versions · actorsOutcome retained

Integrity GraphEarly access

Related-party and governance risk, flagged by rules across joined registers.

Proved on public records at the Government of Alberta national AI hackathon. Now opening to five early-access partners.

See Integrity Graph

Governance

Models interpret. Rules govern. People retain authority.

GOVERNANCE BOUNDARYEVERY TRANSACTION
SOURCES

Original inputs stay linked.

LINKED
RULES + AGENTS

Actions stay scoped and attributed.

SCOPED
AUTHORITY

Consequential commitments stay with people.

WITH PEOPLE
EVIDENCE

Changes and approvals remain reviewable.

RETAINED

See the decision layer

Bring one workflow.

Best first workflow: recurring, fragmented and governed by rules your experts can state.

Book a demo