Workflows
The operating workflows we run Edge8 on, organized around our four offices: Revenue, Talent, Operations, and Innovation. Real systems documented end to end: who does what, when it happens, and where AI does the heavy lifting. This is how we run Edge8, and everything here is something we can build for you.
Revenue
How money gets made, invoiced, and reconciled.
Event Registration
Admin creates an event, the public signs up, Stripe takes payment, a webhook confirms the seat. No human in the middle.
Lark Scheduler to CRM Updates
Two scheduled agents bracket every sales call: bookings become CRM leads before the call, and recorded calls become complete CRM records, drafted follow-ups, and coaching notes after it.
Client Work Requests
Clients brief a contractor in the portal, approve the estimate, and accept the finished work. The invoice sends itself the moment they do.
Lead Capture to CRM
From a form submission to a customer record: a spam gate filters the noise, and every real inquiry becomes a tracked lead.
Talent
How people get hired, coached, and grown.
Review Requests: Any Reviewer, One Link
Talent opens a probation or performance review for anyone, adds reviewers beyond the manager (a second lead, a client contact), and hands each one a link, from the team assistant or one Reviews screen. The manager keeps the decision.
The Biweekly 1-1 Coaching Cycle
AI preps every 1-1, a human holds it, and AI drafts a two-tier recap that publishes only after the coach reviews it. Check-ins loop into the next prep, and monthly trends feed the coaching focus back in.
The Leadership Coach: AI Program Plan
The 5D program plan behind our coaching system: the problem, the data, the workflow design, the ROI, and the deployment, with two-tier privacy enforced in code instead of discipline.
Recruitment: Three Loops, One Pool
Not a pipeline: demand, sourcing, and selection run as continuous loops around one candidate pool that never forgets. Backward moves are normal, and every exit is a pool entry.
New Member Onboarding
A recruiter marks an applicant hired, and the new member walks themselves in: one form turns an applicant into an employee on probation with a portal account waiting.
Edge8 Onboarding Cycle
Every new hire moves through six stages on a kanban board that runs itself: the system chases the plan, sends the surveys, and flips the status. Managers make one decision, at Day 45.
Operations
How the machine runs day to day.
How We Publish
The four-stage pipeline behind every post on this site. A human creates and approves, Claude builds and logs.
Monthly Invoicing
One billing cycle, four dates, zero chasing. Created on the 31st, dated to the 1st, due on the 20th, escalated after.
Contractor Hours + Payment
Every piece of contractor work moves through one loop: request, estimate, approval, delivery, and a monthly payment run.
Time Off
Leave requests move from the team portal to an admin decision to an updated balance without a single chat message.
QuickBooks Invoice Sync
A weekly sync pulls every invoice out of QuickBooks and maps it to the CRM, so revenue truth lives in one place.
Monthly Expense Entry
Bank transactions become a categorized finance sheet, the sheet becomes QuickBooks entries, and the P&L confirms the month. Every expense entered, every pass-through billed.
Monthly P&L
Invoices and expenses sync from QuickBooks all month, then close into a published P&L days after month end.
Survey Collection
Create a survey, share one link, and watch responses land in the admin in real time. Feedback without the spreadsheet.
Daily Check-in Agent
The stand-up, read off the Workboard: a 09:30 agent posts done yesterday, doing today and blockers per team to Lark, nudges anyone whose cards went quiet, and closes every week on Wednesday with a Human and AI token report.
Infinite Leverage Retreats
A founder ships real AI programs alongside the team in a few days. People run the room; the admin runs the money, capturing every cost live so profit is known the day the retreat ends.
Innovation
How ideas become plans and skills become proof.
Ideas Backlog
Anyone on the team submits an idea through the 5D framework, AI turns it into a full product plan, and admins triage a ready backlog.
Challenge-Based Certification
Certification earned through submitted proof of real work, challenge by challenge. Attendance proves nothing; artifacts do.
How We Think About Speed
When the product feels slow, we measure before we optimize and prove the win after. A human sets the target and owns the risk; AI finds the real bottleneck and adversarially verifies every fix before it ships.
One method behind every page
Every workflow here was planned with a 5D program brief, documented in seven elements, mapped step by step to humans and machines, tested with the New Hire Test, and shipped through three stage gates. It is the same method we teach in the AI Officer certification.
See how we design workflows →Want workflows like these in your company?
Every system on this page was designed, built, and put into production by Edge8. We do the same for our clients.
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