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.
Xplan and alternatives
Xplan, Midwinter AdviceOS, AdviserLogic, Salesforce-based solutions, Microsoft Dynamics-based solutions and approved custom platforms.
Microsoft and Google
Microsoft 365, Outlook, Teams, SharePoint, OneDrive, Google Workspace, Gmail, Calendar, Drive, Docs and Sheets.
Storage and knowledge
SharePoint, OneDrive, Google Drive, Box, Dropbox, private cloud, network storage and document-management environments.
Meetings and messages
Microsoft Teams, Zoom, Google Meet, Slack and approved email, transcription and meeting-intelligence services.
Client document flow
Annature, DocuSign, Adobe Acrobat Sign, secure forms and customer-approved authority and application workflows.
Tasks and service operations
Asana, Monday.com, ClickUp, Trello, Jira, ServiceNow, HubSpot and approved internal workflow tools.
Evidence and insight
Power BI, Tableau, Looker Studio, spreadsheets, data warehouses and controlled operational reporting layers.
Research, modelling and providers
Approved research, modelling, insurance, investment, platform and provider systems where access and permitted integration methods exist.
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 ↗