Workflow discovery
Observe how work really moves, including exceptions and workarounds.
SETUP + INTEGRATION
We do the hard part between the demo and the real workflow.
Adial is delivered with implementation: process discovery, architecture, agent configuration, system integration, testing, governance, training and ongoing optimisation.
A delivery model designed for working advice businesses.
No big-bang replacement. We start with a bounded, measurable workflow and build the integration around the systems your team already relies on.
Architecture
Define systems, data paths, agent roles, permissions and controls.
Build + connect
Configure the personalised agents and required integrations.
Benchmark
Test real cases, review errors and prove acceptance criteria.
Roll out
Train users, monitor adoption and improve the workflow over time.
Connect the advice stack you already use.
Adial can work across leading advice, productivity, document, communication, workflow, signing and reporting systems. Every connection is subject to vendor access, licensing, security review and approved permissions.
ADVICE PLATFORM
Xplan
See the dedicated Xplan story for advisers, AFSLs and paraplanning firms.
EMAIL + PRODUCTIVITYMicrosoft 365
Adial can review, organise, prepare, send and track approved Outlook email; coordinate calendars; and work across Teams, SharePoint, OneDrive, Word, Excel and PDF workflows.
EMAIL + PRODUCTIVITYGoogle Workspace
Adial can review, organise, prepare, send and track approved Gmail; coordinate Calendar; create and update Sheets and spreadsheets; work in Drive and Docs; and enhance approved PDF workflows.
DOCUMENTSSharePoint
Use approved document libraries, templates, versions and client records.
COMMUNICATIONSSlack
Turn approved requests into visible, accountable work and progress updates.
MEETINGSFireflies.ai
Convert authorised transcripts into structured records and actions.
SIGNINGAnnature
Coordinate signing, follow-up, status and completion evidence.
CRM + WORKFLOWHubSpot
Connect pipeline, relationship and communication context to controlled workflows.
A named product does not imply a live integration, partnership or endorsement. Adial may connect through an approved API, vendor-supported export/import, secure automation or another agreed method.
Integration without losing control.
Least privilege by design
Agents receive only the systems, records and actions their approved role requires.
Versioned and testable
Changes to prompts, skills, templates and permissions can be reviewed and validated.
Decisions stay assigned
Advice strategy, sensitive exceptions and final approval remain with authorised humans.
Bring us the messy workflow.
The best starting point is usually the process your team has learned to tolerate.
Book a workflow discovery