Client AI workflow ledger proof.

A first paid slice for teams turning executive workflow notes, AI operations requests, internal reporting asks, agent-action ideas, and tool-stack context into one reviewable control layer. Redacted or synthetic requests become an AI workflow ledger, owner-review queue, scorecard preview, blocked-action queue, and error log before any live CRM, Claude Code, MCP, Clay, Trigger.dev, Obsidian, support, data warehouse, workflow builder, customer-data, or production-system action.

AI Ops Ledger CSV Owner Review CSV Blocked Action CSV Error Log CSV Source Events CSV Adoption Policy CSV Runbook Source Script

10synthetic executive or internal workflow requests

10ledger decisions with evidence and next action

6owner-review or scorecard preview rows

4blocked or error rows before live access

Input

Ten synthetic executive and cross-team workflow requests spanning CRM, support, analytics, Claude Code, MCP, Clay, Trigger.dev, Obsidian, workflow tools, and adoption reporting. No credentials or production data.

Output

Ledger rows, owner-review rows, agent-action previews, scorecard preview, blocked-action rows, and a hard error so weak client workflow requests do not become invisible automation debt.

Boundary

No live HubSpot, Salesforce, Zendesk, Intercom, Pylon, Segment, BigQuery, Snowflake, dbt, Retool, Claude Code, MCP, Clay, Trigger.dev, Obsidian, n8n, Zapier, Make, or Gumloop actions.

Production boundary: the first paid slice can use redacted or synthetic executive workflow context, but it does not touch live customer data, client workspaces, support systems, CRM records, AI agents, or production workflow builders.

Ledger	Team	Status	Evidence	Next Action
AIOL-1001	Sales	accepted	Owner, success metric, approval, and dry-run route are present.	Review lead-routing slice before CRM preview.
AIOL-1004	Support	review	Reply-draft request is approved but lacks a success metric.	Define quality target before any reply draft sprint.
AIOL-1006	RevOps	blocked	Live Salesforce write requested without approval.	Convert to draft-only CRM preview and owner approval.
AIOL-1008	Internal Ops	blocked	Claude Code and MCP action requested without owner policy or approval.	Convert to agent-action preview and owner review first.
AIOL-1010	Unknown	error	Source team is unknown and request is screenshot-only.	Request structured source row before scoping.