Notice a reason to act.
A source update, an agreed review time or an unresolved dependency can bring a responsibility back into focus. The agent checks whether the event matters to the goal and whether the work already exists.
Harmony / Work to delegate
Give AI the
follow-through.
The missing record. The unanswered request. The decision that needs one more check.
Harmony is a private AI operating model for these ongoing jobs. An agent notices what needs attention, investigates it and carries the permitted work forward—then returns until the result is known.
Assign the responsibility once.Notice → Investigate → Act or ask → Follow through
Start with a goal, not only an unfinished task
Explore goal-led initiativeWhat could move the business forward?
Product activation, employee growth, research, distribution or a new market. See how an agent can identify important work within an assigned goal and pursue a useful next step.
Explore eight ongoing responsibilities
Choose work you recognize
You define the responsibility.
The sources and limits follow your business.
The work behind the work
A customer promise lives in an account note. The delivery change that affects it arrives somewhere else. Your team has to make the connection, find the facts and chase the next update.
The assignmentOwned by your account owner
Keep customer commitments aligned with the work behind them.
Approved contextAccount commitmentsDelivery updatesCustomer preferences
What starts the work
A supplier moves the expected date beyond a customer’s recorded delivery requirement.
What Harmony carries forward
- 01
Match the changed order to the affected promise and its account owner.
- 02
Check for an existing investigation, compare the source dates and identify what still needs confirmation.
- 03
Prepare one source-linked update in the customer’s agreed format, with the unresolved question made explicit.
Then it returns to the same work.
After the authorized follow-up, keep the same case open. When a response arrives, check it against the outstanding question and update the record.
The decision you keep
The account owner approves external communication and any revised promise. The agent cannot invent a date, offer compensation or change terms.
- What closes this work item
- A supported next delivery state and a named owner are recorded. An estimate alone does not prove the order arrived.
The work behind the work
The project is complete, but Finance still cannot invoice. Someone has to find the acceptance record, check the purchase-order reference and keep asking until the gap is resolved.
Example case / BIL-042Sample records
The starting conditionWork completed.
Work completed.
Acceptance record missing.
ProjectPROJECT-042Finance ownerTaylor Morgan
Authority in this example: request the record internally, send one reminder, then escalate once. Checkpoint timing is set by the team.
Explore what happens next
An unanswered request stays owned.
- 01Internal request sent
The agent sends request REQ-042 to Alex Kim for the missing acceptance record and attaches it to BIL-042. This action is delegated in the example.
- 02Checkpoint 1 · No reply
Check the sources again and send the one reminder allowed by the assignment.
- 03Checkpoint 2 · Still unresolved
Escalate the missing record and request history to Taylor Morgan, the finance owner.
- 04Escalation unanswered
Pause further requests. Keep the case unresolved and assigned to Taylor; do not mark it ready or keep messaging indefinitely.
Blocked · Owner action needed
Not complete. The missing acceptance evidence is still a blocker.
What can resume the work
A matching record or an authorized owner instruction resumes this same case. A revised follow-up limit needs the owner’s decision.
A reply changes the next step—not the standard of evidence.
- 01A response arrives
Alex supplies acceptance record AC-041. The agent reopens billing case BIL-042.
- 02Check the record
AC-041 refers to PROJECT-041. This case concerns PROJECT-042. The prerequisite is still missing.
- 03Revise the question
Attach the mismatch and request the record for PROJECT-042 within the existing internal-request authority.
- 04Retain the checkpoint
Wait for the corrected evidence. The request history and the owner stay attached to BIL-042.
Open · Correct evidence needed
Not complete. Receiving a document is not the same as receiving the right evidence.
What can resume the work
Recheck the project reference when a corrected record arrives. If the next checkpoint passes, use the assignment’s escalation limit.
Close the gap with a record Finance can inspect.
- 01The missing evidence arrives
Acceptance record AC-042 identifies PROJECT-042 and its approved completion record.
- 02Check the prerequisites
Match completion CMP-042, purchase-order reference PO-772 and acceptance AC-042 against the example billing requirements.
- 03Prepare the finance handoff
Attach the source references, what was checked and the resolved exception for Taylor Morgan.
- Close this readiness case
The evidence gap is resolved. Finance still decides whether to issue an invoice; the standing responsibility remains assigned.
Complete · Finance handoff ready
The readiness task is complete. No invoice has been posted and no payment is assumed.
What can resume the work
The ongoing responsibility can pick up the next completed project. Reopen this case if its supporting evidence changes.
Read the assignment and its decision boundary
The assignmentOwned by your finance lead
Keep completed work moving toward finance review.
Approved contextCompleted project workBilling requirementsAcceptance records
What starts the work
A project is marked complete, but the acceptance evidence required for billing is missing.
What Harmony carries forward
- 01
Compare the completed work with the contract’s billing prerequisites.
- 02
Identify the missing acceptance record and the internal person responsible for supplying it.
- 03
Prepare the request and supporting finance handoff; send an internal request only where that action has been delegated.
Then it returns to the same work.
Recheck when the acceptance record arrives or the agreed checkpoint is reached. If the missing item is still unresolved, bring its owner a focused escalation with the history attached.
The decision you keep
Finance decides whether the item is ready to invoice. Posting an invoice, writing off a balance or changing terms remains outside this assignment.
The work behind the work
A notice deadline is approaching. Usage, contract terms and ownership are scattered, so the renewal can roll forward before anyone has assembled a decision.
The assignmentOwned by your procurement owner
Prepare renewal decisions while the options are still open.
Approved contextContract notice datesService usageService owners
What starts the work
The agreed review window opens for a contract whose renewal decision has not been recorded.
What Harmony carries forward
- 01
Read the authoritative notice period and identify the current service owner.
- 02
Collect permitted usage and service requirements, showing missing evidence rather than assuming low usage means no need.
- 03
Prepare the available options, open dependencies and the date by which a decision is needed.
Then it returns to the same work.
Track unanswered questions and the authorized next step until the supplier’s confirmation is recorded. Changed terms or ownership reopen the relevant part of the review.
The decision you keep
The authorized owner decides whether to renew, change or cancel. The agent cannot commit spending, accept terms or discontinue a service.
- What closes this work item
- The decision and required confirmation are recorded before the applicable deadline, or the unresolved state is escalated to its owner.
The work behind the work
A milestone looks on track while a prerequisite has slipped. The dependency only becomes obvious when the next team tries to start its work.
The assignmentOwned by your project owner
Keep dependencies and handoffs connected to delivery commitments.
Approved contextProject milestonesPrerequisite updatesTeam ownership
What starts the work
An integration test or approval changes near a dependent milestone’s checkpoint.
What Harmony carries forward
- 01
Connect the prerequisite to its affected milestone and responsible teams.
- 02
Check existing coordination work, read the validation evidence and establish the missing decision.
- 03
Prepare a feasible handoff or sequencing option within the recorded capacity and acceptance constraints.
Then it returns to the same work.
Follow the approved handoff and recheck the dependency when the source changes. Keep the teams’ updates attached to the same work record.
The decision you keep
The project owner approves changes to sequence, scope or commitments. Staffing, budgets and required validation are not changed by the agent.
- What closes this work item
- The dependency’s next state is verified and the receiving team has an explicit owner and handoff.
The work behind the work
A customer or internal review needs current evidence. The previous answers still exist, but their sources may have changed and nobody owns the gaps.
The assignmentOwned by your evidence owner
Keep review evidence current, traceable and ready for its owner.
Approved contextReview requirementsApproved documentsEvidence owners
What starts the work
A review approaches, a source expires or an approved answer’s supporting evidence changes.
What Harmony carries forward
- 01
Match each review requirement to its approved source and current version.
- 02
Identify gaps, conflicting evidence and outdated records; assign the relevant question to its existing owner.
- 03
Assemble the review package with source references and unanswered items visible.
Then it returns to the same work.
Recheck the package when a source or owner response arrives. Keep unresolved requests open and escalate at the agreed checkpoint.
The decision you keep
Legal, Security or the designated owner approves the response and its disclosure. The agent cannot assert a certification or make an unsupported assurance.
- What closes this work item
- The owner can inspect which answers are supported, which records are current and which questions still block submission.
The work behind the work
The same request appears in tickets, sales notes and account reviews. More summaries do not establish whether it is one problem, whether it matters or whether someone is already addressing it.
The assignmentOwned by your product owner
Turn relevant feedback patterns into bounded product investigations.
Approved contextSupport feedbackAccount notesProduct goals & existing work
What starts the work
Related feedback recurs across approved sources and connects to an agreed product goal.
What Harmony carries forward
- 01
Group the source-backed observations without treating a pattern as proof of its cause.
- 02
Check current capabilities, product priorities and existing investigations before opening new work.
- 03
Prepare a focused question, the supporting cases and the next evidence needed to investigate it.
Then it returns to the same work.
Add relevant new evidence to the same investigation, revise the hypothesis when facts change and stop when the question is answered or no longer justified.
The decision you keep
The product owner chooses priorities and customer commitments. The agent cannot promise a feature or revise the roadmap.
- What closes this work item
- The owner has a supported product question or finding, with uncertainty and a proposed next step explicit.
The work behind the work
A product fact or policy changes, but a sales deck, support article or onboarding guide keeps repeating the old version.
The assignmentOwned by your content owner
Keep dependent guidance aligned with approved changes.
Approved contextApproved product factsPoliciesPublished & internal guidance
What starts the work
An authoritative source changes while related guidance still uses the previous fact.
What Harmony carries forward
- 01
Identify the passages affected by the approved change and connect them to their content owners.
- 02
Check the intended audience and existing revision work before drafting.
- 03
Prepare a scoped edit with the old wording, proposed wording and supporting source side by side.
Then it returns to the same work.
Track the review and check whether the approved revision reached the intended material. Revisit affected work when the source changes again.
The decision you keep
The content owner reviews and publishes. The agent cannot introduce an unsupported claim or change policy to make the copy fit.
- What closes this work item
- The owner confirms the relevant guidance is updated, or the remaining exception has a clear reason and next step.
The work behind the work
Your team resolves the same exception repeatedly. The individual cases get attention, but the underlying handoff never receives a focused investigation.
The assignmentOwned by your process owner
Investigate recurring friction that affects an agreed business goal.
Approved contextWork historyException recordsDepartment priorities
What starts the work
Related unresolved or repeated exceptions suggest a question worth pursuing within the responsibility.
What Harmony carries forward
- 01
Connect the relevant cases and separate observed facts from an unverified explanation.
- 02
Check whether someone is already investigating; define the question, owner, budget and stopping point.
- 03
Gather the permitted evidence and prepare a finding or a bounded improvement proposal.
Then it returns to the same work.
Follow the investigation through its evidence and review. After an approved change, compare the relevant new observations against the original question.
The decision you keep
The process owner approves changes to how the business operates. The agent cannot alter policy, supplier terms, budgets or access.
- What closes this work item
- Record what the evidence supports and what remains unknown. Closing with no recommended change is a valid outcome.
What proactive actually means
You define what matters.
The agent finds work that serves it.
A goal gives the agent direction. A responsibility defines the context and authority to pursue it. Relevant changes, unanswered questions and opportunities can start useful work without another prompt.
Work out what is needed.
Compare authorized records, look for missing facts, consult the relevant tools and keep uncertainty explicit. The next step can change with the evidence; it is not limited to replaying a fixed sequence.
Take the permitted next step.
Create or update an internal work record, prepare an artifact, request information or use an approved tool where authority permits. For a decision outside that authority, bring the proposed action, evidence and consequence to its named owner.
Return until the result is known.
Wait for the relevant response or checkpoint, then resume the same work with current permissions. Check the intended result rather than closing because a message was drafted or a tool returned successfully.
When a goal reveals an opportunity
Product evidence, customer needs, research or operating history can suggest a useful initiative. The agent connects the evidence to the goal, checks existing work and defines the question, owner and limits before pursuing it.
When the useful next step is to wait
No relevant change means no new report. Missing access, exhausted limits or an action outside the assignment pauses that step and brings back a specific reason.
When something changes later
A response, revised source or review decision can resume the existing thread. The agent reassesses current permissions and evidence instead of treating an old approval as permanent.
Choose the right kind of delegation
Some jobs need an answer.
Others need someone to stay with them.
Harmony’s focus is the work between the initial request and the confirmed result: investigating exceptions, coordinating the next step and returning when something changes.
“Summarize this account.”
Useful when the task is an answer at a point in time. A person decides what to do next and when to return.
Starts with a prompt“Create a ticket when this form arrives.”
Useful when the event and the action are known. You define the path and how its branches should behave.
Follows a defined sequence“Keep these delivery exceptions moving.”
The next step depends on what the evidence shows. An agent investigates, carries out permitted work and revisits the case until the agreed result or handoff.
Follows the outcomeFit it into the way you operate
One operating model. Clear ownership.
Start with a single responsibility. The same operating model extends to work within a department, between organizations or around a leadership decision.
Your AI organization
Departments, owners and agent responsibilities, with access assigned explicitly.
Ongoing operations
Work that continues through investigation, decisions and follow-through.
Cross-company work
Let partners use selected agents and let your agents use partner services, with a defined scope in each direction.
Leadership decisions
Decision briefs that stay connected to changing evidence and assumptions.
One workflow is enough to start
What would you
stop chasing?
Bring one recurring process. We’ll map what an agent can carry forward,
the decisions your team keeps and how to evaluate the result.