Repeatable admin, finally finished by Friday.

A workflow groups every step of a recurring job into one place: the emails, the calendar slot, the invoice, the contact update, the checklist. You see it as a single record, not seven open tabs.

• Pick a workflow type once. Reuse it every time the job happens.
• Each step knows what came before — no re-typing customer details.
• Stuck steps surface to a human; the workflow does not pretend to be done.
• Every workflow is editable. If a step does not fit your business, change it.

Andy reads the whole record — the email thread, the previous workflow run, the customer’s history — and proposes the next concrete step. You approve it; Andy stages it.

• Drafts the next email, with the right thread context attached.
• Suggests the next calendar slot using the customer’s availability rules.
• Flags missing information before the workflow leaves your hands.

Workflows are the most direct beneficiary of TAO’s shared operational record. The brain remembers every prior run, every contact’s preferences, every approval pattern — and brings that memory into the workflow the next time it runs.

• Past runs of the same workflow inform the next draft.
• Customer-specific quirks (delivery windows, billing terms) carry forward.
• Approval history reduces the friction on routine steps over time.