Workflows

Repeatable compliance work, drawn as a chart and run.

Lay the work out as linked steps, run it on a schedule and send the results where they are needed.

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Draw the work. Don’t script it.

Lay out prompts, conditions, intake, approvals and outputs as linked steps on one chart, up to 100 of them.

Quarterly outsourcing reviewRunning

StartEvery quarter
IntakeThe outsourced services register, from SharePoint
PromptCheck each arrangement against the Outsourcing Policy
ApprovalThe head of complianceWaiting
OutputEmail the risk committee

Watch it run, step by step.

Each step lights up as it runs. A failed step says why, with Retry, and an approval waits in the approver’s Inbox.

This runStarted 09:00

09:00Intake: 14 arrangements read from SharePoint
09:03Prompt: 3 arrangements have no exit plan
09:03Waiting for the head of compliance, in Inbox

Run it on a schedule. Send it where it’s needed.

Run by hand or on a schedule, share it for others to run or edit, and deliver the results to a chat, an Inbox notification, a space or an email.

Deliver to2 chosen

EmailThe risk committeeOn
A spaceWhitestar FundOn
InboxNotify the policy owner
A chat

Follow one through. A quarterly outsourcing review, drawn once and run every quarter.

One case from start to finish, as it lands in the record. Choose a step to hold it there.

Workflows · one caseStep 5 of 5

Prompt, condition, intake, approval and output steps
Intake from SharePoint, Google Drive, Gmail or Outlook
Approvals in the approver’s Inbox
Up to 100 steps

Three ways to do it. One that keeps the file.

Compare Amoreg

Without AmoregDrives, inboxes and spreadsheetsCopilotAnd other general AI assistantsAmoregBuilt for regulated firms

Recurring checksRecurring checks run from memory and remindersA prompt, not a charted process with stepsA charted process, run by hand or on a schedule

Sign-offsSign-offs chased by email with no recordNo approval step or record of who decidedThe approval step waits, and every decision is kept

IntakePasting documents into prompts one at a timeReads the files you point it at, one request at a timeIntake passes text from the library, spaces, SharePoint or Drive

General descriptions of each approach. Some assistants add connectors, citations and enterprise controls; we are happy to compare Amoreg with the tools you use today.