OrgSDK / Workflow guides

Business workflow guides.

Connect the evidence.
Make the next decision clearer.

When a job crosses several services, someone still has to check what happened. Explore practical ways to bring tasks, documents, billing and customer context into one review.

Each guide covers the matching rules, exceptions and a small pilot you can measure. Start with a workflow your team already needs.

How OrgSDK supports reusable actions ↗

1 guide to explore

Agencies and consultancies

Agency unbilled work review: what needs an invoice?

Bring tasks, time and invoice evidence into one weekly review. Separate missed billing from covered work and scope changes, then give each exception an owner.

  • Asana
  • Harvest
  • Xero

For Agency owners and delivery managers

From guide to a working action

Start with one review your team repeats.

OrgSDK gives your external AI client a persistent project to write, test and reuse actions. Use the guide to define the evidence, compare the result with a manual review, and keep an inspectable run history.