ConvOpsConvOps

Goal

Drive strategic objectives from definition to completion. The AI drives through Capture, Active tracking, and Review.

Universal 4 steps 3 checkpoints Multi-agent Human approval Spawns sub-tasks Self-correcting
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Free to start · runs with your own AI

Workflow steps

Runs inside your AI conversation · the orchestrator drives

"Set up Q1 revenue targets"

you — in any AI chat

  1. 1

    Capture

    Define the goal with a measurable outcome and timeline.

    Confirm:

    • What is the measurable outcome (the metric or deliverable)?
    • What is the timeline (quarterly, annual, multi-year)?
    • How will success be measured?

    Record the answers in the goal's description or metadata.
    Request operator approval before activating.

    The AI pauses here and waits for a human to approve before the conversation continues.
  2. 2

    Active

    Goal is now active. Create or link child initiatives that
    drive toward this goal.

    This step is the steady state — the goal stays here while
    work is in progress. Advance to review when ready for a
    progress check or when the timeline milestone arrives.

  3. 3

    Review

    Review progress toward the goal's measurable outcome.

    Report:

    • Current status of linked initiatives
    • Progress toward the target metric or deliverable
    • Whether the timeline is still realistic

    If the goal is met, request operator approval to close it.
    If still in progress, reject to return to the active state
    and continue working.

    The AI pauses here and waits for a human to approve before the conversation continues.
    If rejected → returns to active
  4. 4

    Complete

    Goal achieved. Record the final outcome and close it out.

  5. Workflow complete — outcome delivered, every step on record.

Why this workflow?

Without a workflow

  • A goal gets declared in a meeting, then drifts with no agreed target or owner
  • By quarter-end nobody can say what moved the metric or when
  • The goal closes even though its underlying work never finished

With ConvOps

  • The AI drives through Capture, then pauses at an approval step so you sign off on the target before tracking begins
  • Every step — Capture, Active, Review — is logged automatically, so the audit trail of progress is already there
  • The AI cannot close the goal until its child features complete, so completion means the work is actually done

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