Portal & regulatory change monitoring
Watch chosen sources and report only what changed. In build.
Start with one routine your team dreads
The best first job is repetitive, rules-based and already has a right way of being done. Here are the ones businesses hand over first.
Operations · finance
Weekly management report
Trigger: a schedule — every Friday at 07:00. Sources: the spreadsheets, exports and systems you connect. Work: collect the figures, check for gaps and mismatches, and build the report in your template. Human decision: if it emails the pack out, that step waits for your approval. Output: a finished PDF in your layout, saved where you chose. Audit: every source read and action taken, on the record. Time value: turns a recurring hour or two into a review-and-approve. Status: available now.
Quality · ISO
Controlled document & register updates
Trigger: a change in a source, or a scheduled review. Sources: the register, the controlled documents and the change input you connect. Work: apply the update following your procedure, and note what changed. Human decision: the update is queued for approval before it is committed. Output: an updated document or register, consistently formatted. Audit: a readable trail of what changed and why — useful when an auditor asks. Status: available now.
Any team
Internal email requests & approved replies
Trigger: an email from someone you’ve allowed to ask. Sources: the data and documents that request needs. Work: gather the answer, draft the reply, prepare any attachment. Human decision: outbound sending waits for your yes. Output: a ready reply, sent only after approval, to the recipients you permit. Audit: who asked, what was used, what was sent. Status: available now.
Sales · service
Sales & CRM follow-up preparation
Trigger: a schedule or a stage change you define. Sources: your CRM and the notes and data you connect. Work: prepare follow-up drafts and updates from your own data and playbook. Human decision: nothing is sent or changed in the CRM without your sign-off. Output: approved emails and updates, in your voice. Audit: every draft, decision and action recorded. Status: available now.
Coming next
On the roadmap, honestly labelled
Reading data from PDFs & scans
Pulling figures straight out of PDFs and scanned documents. Planned.
Your routine
Tell us the one you’d hand over first.
Bring a routine you repeat and we’ll show you exactly how Harness would run it — sources, approvals and audit — in a private demo.