Start with one job worth getting right.
Define the workflow, the connection and the evidence you need. Then agree the scope and cost.
Illustrated scenario · no live execution
Customer update09:41
To Customer
Subject Your project update
Your update is ready.
So is the new Send tool.
Still a draft.Sending needs permission.
Put it to work.
Start with what needs to happen. Make the next decision clear.
What needs to happen?
Choose a real action your team wants to delegate. Identify its owner and what currently makes it difficult to let the work proceed.
What needs to connect?
List the tools, rules, required evidence and people involved. Setup and operating requirements depend on that scope.
How will you judge the result?
Agree what successful enforcement and usable evidence look like, along with the implementation effort, support and cost. Request a proposal for your workflow.
Already have an account?
Your billing workspace is the place to inspect your existing subscription and charges.