build-standards

advice-file

How a multi-office advice or credit network turns every broker interview into one file the next person can pick up. Consent recorded before the first field, verbatim stored before classification, only published keys writable, completeness computed from the purpose, lookups resolved not transcribed, one live file per client in the CRM, every blocking gap a task with an owner, lender policy answered as a cited clause or declined, a recommendation that cannot leave draft without a person, and the detached-library test to run against any vendor who says the model knows the panel. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-ADVICE-FILE open standard, free to implement under CC BY 4.0.

booked-after-hours

The open build standard for answering a trade business phone out of hours. Disclosure and recording consent before the first question, a fixed emergency / routine / quote taxonomy, the address resolved by lookup rather than transcribed, one job written not two, typed escalation with the on-call rule, a stub to build against, and a pass test you can stage on your own phone in a minute. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-BOOKED-AFTER-HOURS open standard, free to implement under CC BY 4.0.

cited-answer

How to build an assistant that answers questions about the rules you are accountable for without inventing them. Source cards, the four queues, the change feed and who accepts it, and why declining to answer is a valid output. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-CITED-ANSWER open standard, free to implement under CC BY 4.0.

database-reactivation

The method for working an agent's own database. Four plays with real triggers, the six ranking rules that decide which contact rings first, the opener that works and the one that does not, plus what breaks after a self-built version starts working. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-DATABASE-REACTIVATION open standard, free to implement under CC BY 4.0.

debtor-chasing

The method for chasing your own debtor book. Four buckets, why ranking by age sends you to the wrong end of the ledger, the opener that returns a date, promise-to-pay as an object, and the compliance gate that is the one step not to hand-roll. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-DEBTOR-CHASING open standard, free to implement under CC BY 4.0.

dispatch-board

Who goes where and when, for a trades or field-service business. The address verified before a slot exists, a licence requirement read as a rule and never assumed, the window and travel as data, one slot per job written once with an id back, an emergency displacing a slot only with a named dispatcher's acceptance, the customer told once on a channel with consent, the tech told with the record, a change propagating once, the unassignable as a queue with an owner. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-DISPATCH-BOARD open standard, free to implement under CC BY 4.0.

fire-service-pack-standard

A test recorded against the wrong asset, or with no photograph of the tag, did not happen. Eight checks in a fixed order, four queues, required evidence per asset class, and why unbound is not the same as pass. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-FIRE-SERVICE-PACK-STANDARD open standard, free to implement under CC BY 4.0.

follow-up

Chasing what is owed to the business that is not money. A quote decision, a signed variation, a certificate, a purchase order number or a form, each an open item with a kind, an owner on the other side and a due date; ranked by value at risk then age; a capped cadence on channels with consent; a call that discloses first and records one outcome as a date or a decision; stops the moment the item arrives; escalates to a person on a no, a dispute or the cap. The call is the hosted step. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-FOLLOW-UP open standard, free to implement under CC BY 4.0.

inbox-triage

The shared accounts or admin inbox, triaged so nothing is lost and nothing is answered by a machine that a person should answer. Every message classified onto a closed list of kinds, filed against the job or supplier record by id, attachments filed as evidence for the Invoice Check standard, a queue and an owner and a clock per kind, complaints escalated untouched, no substantive reply without a named person's release, threads as one item, spam quarantined never deleted. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-INBOX-TRIAGE open standard, free to implement under CC BY 4.0.

invoice-out

The invoice exists in the ledger the day the job finishes. The job system's completion event as the only trigger; every line traced to the job and priced only from the price book read at draft time, with a line the book does not hold parking the invoice; a variation billed only with a signed acceptance attached; a stage invoice for jobs under a building contract, never a progress claim; one invoice per job written once into Xero, MYOB or the job system with its own id back; a release gate held by a person or a threshold rule; parked invoices as a queue with a reason and an owner. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-INVOICE-OUT open standard, free to implement under CC BY 4.0.

knowledge-base

The phase before a knowledge graph. Every source the business relies on inventoried on one register with a named owner, a location, a checksum and an edition; duplicates resolved to one canonical copy; customer material quarantined from the shared index; passages indexed with replayable locators; search that returns passages and never a composed answer; a scheduled watch that catches a changed checksum and tells the owner; and a handover to the Knowledge Graph standard that carries the register id. Built on Microsoft 365 or Google Workspace. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-KNOWLEDGE-BASE open standard, free to implement under CC BY 4.0.

knowledge-graph

How to turn a knowledge base into a graph an assistant can trust. Pile, index and graph as three layers with only the third the standard; a versioned key contract of seven node types and eight edge types; sources registered as instruments with an edition and a checksum; nodes that reach live only through a named person with a replayable locator; scope as an APPLIES_TO edge; supersession and conflict as written edges the model never resolves; a change delta that lists every affected node; an index that may propose and never answer; and the detach test. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-KNOWLEDGE-GRAPH open standard, free to implement under CC BY 4.0.

Show all 19 bundled skills

material-order

Turning a job's material list into purchase orders per supplier. Lines from the job by catalogue code, stock on hand checked and reserved first, the supplier's catalogue as the only source of a price, one order per job and supplier written once with an id back, a threshold and an approved-supplier list that need a named person's release, lead time as data, delivery matched back line by line, variances as a queue, no silent substitution. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-MATERIAL-ORDER open standard, free to implement under CC BY 4.0.

multi-site-conformance

How to run one operating standard across many branches, franchises or entities. A versioned key contract, four kinds of drift, one score computed once, and why training material is not a control. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-MULTI-SITE-CONFORMANCE open standard, free to implement under CC BY 4.0.

recurring-report

The weekly or monthly report a business produces from its systems of record. Every figure with a definition in a register, one definition per measure, the source and the as-of time on every figure, published on schedule whether or not anything changed, a figure that cannot be computed published as unavailable never as last period's value, no narrative that invents a number, thresholds routed to a named person, one view per audience, corrections as a new version by a person. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-RECURRING-REPORT open standard, free to implement under CC BY 4.0.

rejected-pack

How to stop a licence, insurance or compliance pack failing after the work is done. The parent standard for Invoice Check, the Compliance Calendar and QA Proofcheck. One graph, eight checks in a fixed order, four queues, a named human gate, and the binding layer that is the hard step. Free to implement, with a twelve-point conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-REJECTED-PACK open standard, free to implement under CC BY 4.0.

rent-arrears

How to automate rent arrears without chasing the wrong tenant. Derived positions, the four triage outcomes, the six stop conditions, the statutory clock, and the point where the chase becomes a conversation. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-RENT-ARREARS open standard, free to implement under CC BY 4.0.

timesheet-check

Checking hours before the payroll run. Every entry traced to a person, a day and an allocated job; totals computed never typed; anomalies as a closed list each with an owner; award penalties and allowances applied only from a cited rule with an edition and an effective date, never interpreted; anomalies resolved only by a person with a reason; nothing exported to payroll without a release; one export per period; a run that publishes regardless. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-TIMESHEET-CHECK open standard, free to implement under CC BY 4.0.

two-records

Making two systems of record agree without a machine deciding which is right. A declared pair contract naming both sources, the shared key and the master per field; joins on ids never labels; a matched pair silent and a mismatch a Difference object with both values; nothing corrected without a named person's acceptance; orphans and tolerances as declared objects; a run that publishes on schedule including the all-clear; history kept on every fix. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-TWO-RECORDS open standard, free to implement under CC BY 4.0.