Policy
An approved pattern for safe email drafting with AI
A blessed way to draft email with a model that keeps a human on send. AI writes, you review and send — nothing leaves the outbox on its own.
04Requests
The backlog the team shapes
This is where good ideas earn their place. Teammates propose AI features and workflows; we vote to prioritize. What rises to the top is what we build next.
Anyone can add an idea or change their vote.
How it works
Upvote the ideas you want. Click again to take your vote back. The board sorts by votes, so the most-wanted work sits at the top.
Have something that isn’t here? Add it. A new request joins the board with your vote already on it.
Have an idea?
Propose an AI feature or workflow. The team votes; the top ideas shape what we build next.
8 requests
Tooling
A shared, vetted prompt library
One place for prompts that already work — reviewed, named, and reusable. Stop everyone re-deriving the same instructions from scratch.
Tooling
A team Perplexity workspace
A shared research workspace on a plan with a clear data posture, so research questions don’t get pasted into random consumer accounts.
Workflow
A “can I wire this agent in?” self-check tool
A short guided check that tells you whether an integration is fine as-is or worth a closer look — before you grant any standing access.
Workflow
Standardized redaction before pasting into prompts
A quick, consistent way to strip names, numbers, and secrets out of text before it reaches a third-party model. Same habit, every time.
Automation
A sandbox for testing agents against fake data
A safe environment seeded with realistic-but-synthetic records, so we can try autonomous workflows without ever touching real inboxes or deals.
Tooling
Approved Cursor / Copilot config for repos
A baseline editor and assistant configuration we agree on — what’s on, what’s off, and what never gets indexed — so AI-in-the-IDE is consistent across the studio.
Policy
A monthly review of new AI tools
A standing slot to look at what’s new, decide what to adopt, and keep the handbook current — instead of tools creeping in one DM at a time.
The categories
- Automation
- Agents and pipelines that do the work, not just assist it.
- Tooling
- Shared tools, configs, and workspaces we all draw from.
- Policy
- Approved patterns and rules that make a safe path the easy path.
- Workflow
- How a task gets done end to end, with AI in the loop.