Finance · Consistent operations

One process. Shared understanding.

Put your process owners’ decisions in shared memory, so agents across teams work from the same guidance.

Fictional example

One missing step. Two different processes.

Cofleet spots a mismatch
A new team checklist is saved
- Agreed process
  Unclear company ownership? Get a specialist review first.
  Saved by Priya
- New team checklist
  Unclear company ownership? Continue the application.
  Saved by Priya
Asks Priya privately
Priya, has specialist review become optional, or is this new checklist missing a step?
Priya clarifies
Person · Process owner
A specialist still needs to review unclear ownership before the application proceeds. The checklist is missing that step.
Priya chooses to save this answer.
Agent drafts the next steps
AI account-opening agent
Send the ownership evidence to a specialist. Keep the application pending their review.
Source: Ownership review · Priya

With automatic checks on, Cofleet can question new guidance saved in shared memory.

Clear guidance. Human accountability.

Memory informs the work; people own the decisions.

Shared in Cofleet: The process, team checklist and Priya’s saved answer.
Sensitive records: Customer applications and identity documents stay in the bank’s systems in this example.
Agent access: The operations teams give their agents access to the same shared guidance.
Human decisions: Specialists review unresolved checks. Authorised bank staff decide whether to open the account.

Explore another workflow.

Make good decisions reusable.

Give every team’s agents the same confirmed guidance.

About Cofleet

Company knowledge, ready for your agents. You decide what they can access. Built in Stockholm, Sweden.

Operated by Cofleet AB, organisationsnummer 559594-0965, Stockholm, Sweden.

Turn your AI into an expert.

Request a demo.

Shared memory for your organization

Cofleet captures knowledge from company sources and experts, turning decisions and corrections into reusable guidance for existing AI tools. Sources stay linked. You choose what enters Cofleet and what goes into each shared memory, with the option to scrub or anonymize sensitive details.

The team

Markus, Co-Founder and CEO. LinkedIn
Gabriel, Co-Founder and CTO. LinkedIn
Viktor, Co-Founder and VP of Engineering. LinkedIn

Contact markus@cofleet.dev.