Start with the outcome.
Describe the work in your own words. Review and edit the proposed workflow, then simulate its steps before you activate it.
Charter.
Carry the work forward, on your terms.
For small business owners who want a reviewable way to delegate repeatable work. In its invite-only pilot, Charter gathers context, prepares the next step, and keeps approval attached to the action.
Delegation needs clear boundaries.
Useful execution takes more than a prompt. Charter gives the work a plan, the actions clear limits, and the outcome a record you can review. Start with one piece of work and decide how far it can go.
Keep approval attached to the action.
Review the exact recipient, message, attachment, or amount. Anything that leaves your business defaults to review; a changed action needs a fresh approval.
Know what happened.
Follow a run’s progress and review its action receipts. Runs can resume after an interruption, with limits for model spend, calls, and time.
Approve one action, not a moving target.
In Charter’s invite-only pilot, review belongs to the exact action. A different recipient is a different decision—even when the message stays the same.
Prepare and simulate.
Review a workflow and simulate its steps before activation. A simulation does not send the proposed message.
Review the exact action.
Check the recipient and content. Approval is tied to the workflow version, step, connection, action, and inputs.
Review again when it changes.
Changing those inputs invalidates the earlier approval. The revised action waits for a fresh decision before it can proceed.
The recipient changed.
Original action Approval invalidated
- Recipient
sam@example.com
Revised action Awaiting review
- Recipient
- lee@example.com
- Message
- Thanks for your inquiry. May we confirm the project details?
- Sending
- Paused
Nothing is sent in this illustration. The revised action is awaiting review, not covered by the earlier approval.
Put Charter to work.
Explore all solutionsHome services
Explore Charter’s invite-only pilot for home-service businesses. Prepare customer inquiry replies from supplied job details and pause for owner review.
Approval workflows
Explore reviewable automation with Charter’s invite-only pilot. Prepare a workflow, inspect the exact action, and retain a record of authorized execution.
Inquiry follow-up
Explore reply-aware follow-up in Charter’s invite-only pilot. Wait for the customer’s answer, stand down when it arrives, and review the next action.
One part of a bigger picture.
Lasting knowledge. A shared plan. Authorized action. Explore the other products in our family.
Start with one piece of work.
Charter is in an invite-only pilot. Tell the Quintessence team which repeatable workflow you’d like to explore.