AI employees
Colleagues who never forget a follow-up.
AI employees in Pulse follow the SOPs we write with you. They do the chasing, reminding and reporting that your team does by hand today, and they hand anything outside the SOP to a person.
01The rules they work by
Hired like a person. Supervised like a person.
It has a job
Each AI employee has one role, such as collections or project follow-up, written down as an SOP in your own words.
It has a manager
A person on your team is responsible for it. Anything the SOP does not cover goes to that manager to decide.
It has the permissions of the role
It sees and does only what a person in that role could. Nothing more.
Everything is logged and can be undone
Every message it sends and every change it makes is in the log. Your team can see it and undo it.
02How one follow-up happens
From your SOP to a job done, in five steps.
Take an overdue invoice. Today someone has to notice it, remember the client, find the right tone and send a reminder. Here is what happens instead.
During setup we write down how you chase payments: when, how often, in what tone, and when to stop and ask a person.
An invoice passes its due date. Pulse sees it the same day, without anyone checking a sheet.
The Collections AI employee sends the reminder the SOP describes and copies the account manager.
If the client disputes the amount, that is outside the SOP. The AI employee hands it to its manager.
The action is in the log, can be undone, and shows up in the owner brief.
03Roles
Start with the jobs nobody wants to do by hand.
These are the roles we set up most often. Yours are decided in the consultation, from your own SOPs.
Money
Collections
Reminds clients about invoices on your schedule and in your tone, and tells the account manager.
Sales
Quotation follow-up
Notices quotations with no reply and drafts the follow-up for the account manager to approve.
Delivery
Projects
Chases late stages, asks the doer for a new date and keeps the project head informed.
People
People operations
Checks leave requests against deadlines and cover, then sends them to the manager to decide.
Owner
Reporting
Writes the weekly owner brief and the daily close: revenue, cash, late work and people, on one page.
Yours
Your own SOP
If your team repeats it every week and it can be written down, it can usually become a job.
04A working day
Quiet, constant, visible.
An example of what the log looks like on an ordinary day. Some actions are done; some wait for a person to approve. Each one names the SOP it followed.
Revenue, cash, late projects and people, on one page, before the owner's first call.
Second reminder, polite tone, as your SOP says. The account manager is copied.
No reply in three days. The draft waits for the account manager to approve it.
The doer was asked for a new date. The project head was told.
No clash with deadlines. Sent to the manager for approval.
Timeline built from the deliverables. Project heads notified to choose the team.
Two people on leave tomorrow. Both of their projects have a named backup.
What moved, what is late, and who needs a nudge tomorrow, sent to each manager.
Consultation-led setup
Bring us the follow-ups that eat your week.
We will write them down with you as SOPs and set up the AI employees to run them, then stay for 45 days while your team gets used to working alongside them.