AI controls

AI prepares the work.
Your team sets the rules.

Define what LBOS can handle, which actions need approval, and when a person should take over. We build those decisions into the workflow with you.

Talk through your workflow Try an approval example

See the review step

Prepared doesn’t mean approved.

Edit a fictional follow-up, review the details, then choose what happens next.

A decision, made visibleInteractive example · No messages sent
Prepared by LBOSAwaiting review

A draft for you to review.

To
Maya Chen · maya@example.invalid
Subject
Documents for our consultation

Check the details and wording before choosing the next step.

Agreed for your business

Give each action
a clear rule.

The right level of review depends on the work. We define it with your team before the workflow is used.

Prepare within the scope

Help with the routine work.

Gather the details, identify a missing item, and prepare a useful draft or next step.

Example: a document checklist

Review before proceeding

Keep important actions visible.

Agree which customer messages, record changes, or commitments need a person’s approval.

Example: approving a follow-up

Bring in a person

Know when to stop and ask.

Give advice requests, unfamiliar situations, and work outside the agreed scope a clear human path.

Example: an unusual client request

When a person takes over

Give your team
the whole picture.

Plan what goes into a handoff: the original request, what’s missing, what has been prepared, and who needs to decide.

Agree a fallback for when the first person is unavailable.

Team handoffIllustrative example
Needs a person

A request outside the agreed scope

Client asked
“Can you advise on something beyond the bookkeeping setup?”
Why it pauses
The request needs a qualified team member.
Context included
The conversation and the work prepared so far.
Next person
The advisory team selected for this workflow.

No advice or commitment is assumed.

Set the boundaries together

Start with three
practical questions.

See how setup works
  1. 01

    What should LBOS handle?

    The information, tools, and routine steps that belong in the first workflow.

  2. 02

    What should your team approve?

    The decisions and actions that need review before they happen.

  3. 03

    What happens when something is different?

    The exceptions, responsible people, and fallback steps to test together.

A few useful answers

Clear expectations.
From the start.

Does every step need our approval?

No. We agree which routine steps can proceed within the workflow and which need review. The example on this page uses a follow-up that requires approval; the rules for your business are defined during setup.

What happens when information is missing?

We define the next step for that situation: request the missing detail, pause for review, or hand the work to a person. We test these cases with your team before the workflow goes live.

Can a person change a prepared response?

Review points are designed around your team’s decisions, including checking the details and changing a prepared response. You can try editing the fictional follow-up above before approving the example.

What if the right person is unavailable?

The setup should name a fallback: another responsible person, a queue for review, or a pause until the team can respond. We agree that path with you instead of assuming the work can continue.

Can the rules change as we add workflows?

Yes. We review the actions, connections, approvals, and exceptions for each new workflow. Changes are tested with your team before expanding what the workflow handles.

Built around your team

Where would a little help
make a real difference?

Bring one workflow. We’ll discuss the work, the tools, and the decisions you want to keep.

Discuss your first workflow