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Source-linked workflow systems

Seld builds source-linked workflow and decision-support systems for selected B2B services companies. We start from one workflow, one owner, one data surface and one measurable operating cadence.

01 · Method

From diagnosis to a working system

Each engagement begins narrow on purpose. We pick a single workflow that already exists in your operating cadence, lock the ownership and data sources, and ship a system the team can review line by line.

  1. 01

    One workflow

    We start from a concrete process that an operating team runs every week — not a category, not a use case.

  2. 02

    One owner

    A single named person on your side carries the workflow. They approve scope, accept outputs, and decide when it goes live.

  3. 03

    One data surface

    Outputs link back to the systems of record — CRM, support, documents, ERP — so every claim is traceable.

  4. 04

    One measurable cadence

    A single operating indicator moves before we widen scope. No vanity dashboards, no opaque value claims.

02 · Surfaces

Where Seld starts

Six concrete workflow surfaces where source-linked systems land cleanly in B2B services operations.

  • source: crm.accounts

    CRM and account intelligence

    Pull account context from the CRM, ticketing, and document sources into a single review surface for sales and operating leads.

  • source: tickets.inbox

    Support triage

    Source-linked triage that proposes a route, the reasoning, and the evidence — the operator approves before action.

  • source: roster.profiles

    Matching and shortlisting

    Bilateral scoring between briefs and candidates with traceable criteria. No black-box ranking, no opaque cuts.

  • source: docs.shared

    Evidence packs

    Compact, citation-linked evidence for renewals, reviews, or commercial conversations. Reads in two minutes.

  • source: warehouse.kpis

    KPI reporting

    A weekly operating read tied to the underlying records. Numbers click through to rows, not screenshots.

  • source: intake.docs

    Document intake and review

    Structured ingestion of contracts, briefs, and statements with a reviewable extraction trace per field.

03 · Governance

Built to be reviewed

Operating teams cannot adopt what they cannot review. Every Seld system is built so a human can audit a decision in seconds.

  • 01

    Source-linked outputs

    Every claim points back to the row, document, or message it came from. No floating assertions.

  • 02

    Human review before sensitive decisions

    Sensitive steps wait for an explicit human approval. The system proposes; the operator decides.

  • 03

    Traceable evidence

    A full evidence trace ships with each output: which sources, which steps, which model calls.

  • 04

    Narrow scope, measurable outcome

    We scope to one workflow with one indicator. Widening happens only after the first one moves.

  • 05

    EU-aware data handling

    EU-resident processing where required, documented retention, and clear separation between client data and shared infrastructure.

  • 06

    No autonomous decisions in sensitive workflows

    No automated action on commercial, legal, or HR consequences without a named human in the loop.

04 · Contact

Start with one workflow

If a single workflow on your team is taking too many people too many hours, write a few lines. We will reply with a short call.

Talk through one workflow

hello@seld.ai · Replies within two working days.