How a process gets on the record. And climbs.

Six rungs from first appearance to running itself. Every confirmed process carries three things: a description, a living document, and a workflow that can run.

Every process in the record sits on one of six rungs.

Discovered9
Confirmed17
Documented13
Standardized7
Automated3
Monitored1

Counting starts at Confirmed. The dashed rung is not yet in the count.

Discovered9Found at least three times. Awaiting your confirmation, not yet counted.
Confirmed17A person confirmed it. Counting starts here.
Documented13The document is written from the steps actually taken and refreshes from behavior.
Standardized7One agreed way, chosen from the versions actually run.
Automated3A linked workflow runs the steps that need no judgment.
Monitored1The workflow ran in the last 30 days and drift is checked.

Counts from the Harbor Point Insurance record, a demonstration company.

Ask for an Extract.

A certified briefing on any process in your record. Every claim traced to a moment on the record. Ask for it by name.

before automating anything
when a keeper resigns
for the auditor
for the buyer’s diligence list
Extract · Harbor Point Insuranceprepared sep 14
Certificate of insurance issuance

The process is Monitored: a linked workflow ran it 6 times in the last 30 days.

6 workflow runs · last 30 days

The document is current: every step was confirmed by behavior within 28 days.

latest confirmation · 9 days ago

Two people have run it independently and completely in the last 90 days.

run independently by · 2 people
Every line above opens the moments it was drawn from.

Workflows, drafted from the work.

Pick a process on the record, or describe the work as you would to a colleague, and the steps are drafted from it. Ask myvue to check the draft. Values pass between steps. The page names anything that would stop a run before you press it.

A workflow runs through the apps you have connected, and the runs stay with it. Nothing runs without a person pressing Run.

Certificate of insurance issuanceready · runs through Outlook and the carrier portal
01Start · a certificate request arrives
02Use an app · Outlook: read the request
03Check a reference · the official process document
04Make a decision · is the carrier on file?
05Use a website · carrier portal: fill the certificate form
06Finish · reply with the certificate attached
last run · sep 12 · succeeded · 6 runs in 30 daysRun

No evidence, no answer.

Every claim in every answer is one tap from the moment it came from.

you · who handles refunds when Beth is out?

Priya has covered customer refunds in Beth’s absence six times since June. Each run followed the same approval steps. Median handle time was 14 minutes.

jun 12 · Priya · sales system + payment portal22 min
jul 3 · Priya · sales system + payment portal18 min
jul 18, jul 29, aug 6, aug 21 · Priya4 sessions
you · why did we lose the Henderson account?

The record has no evidence on this. No answer.

myvue refuses rather than guesses.

We count in the open.

The count is the product, so the rules for what counts are published here, in full.

Harbor Point Insurance · the count, line by lineweek of sep 14
counted · fresh34
counted · aging4
out · stale3
uncounted · discovered9
in the count38 of 41

The same rules, applied to a demonstration company.

1. DistinctnessA process is work with clear steps that repeats the same way each time. Found fewer than three times, it is not a process yet.
2. ConfirmationNothing enters the count until you confirm it. Merge, split and archive are your controls.
3. FreshnessA process unconfirmed for 28 days is aging. At 42 days it is stale and out of the count. Confirm it and it returns, at no penalty.
4. ExclusionsOne-off tasks, personal activity and blocked apps never enter the count.
5. DisputesContest any entry. The evidence behind every counted process is inspectable in the product.
6. MergesMerged processes count as one from the merge date. History is kept for both halves.
7. SplitsA split process re-enters as two, both at Confirmed. Neither counts until you confirm them.
8. ArchivesArchived processes leave the count permanently. Their evidence is retained and never counted again.

Connect your AI assistant.

You connect an assistant to your record from inside myvue, and you can disconnect it at any time. It can read the record at a glance, find a process, learn how a piece of work gets done, and open the official document. It can file what it did and suggest a change. A person reviews every suggestion.

Assistants get summaries and totals only. The work behind them never leaves myvue.

ClaudeChatGPTMicrosoft CopilotGeminiGrok
ClaudeHow is a certificate of insurance issued here?
the recordThe steps as they are actually done, and the official document.01read the request in Outlook02check whether the carrier is on file03fill the certificate form in the carrier portal04reply with the certificate attached
ClaudeFiled what it did.shows in the record as agent work; reporting is not confirmation
Summaries and totals only. The work behind them never leaves myvue.

Screens, session notes, names and typed values never cross.

What never enters the record.

Blocked apps, paused time and personal activity never enter the record. Screen video is never stored.

Blocked apps
Personal bankingblocked
Messagesblocked
Health portalblocked
Never on the record, never analyzed. Nothing from a blocked app leaves the machine.
Paused time
quote preparation9:12 to 9:41
paused12:00 to 12:48
renewal follow-up2:14 to 3:02
Paused time never enters the record. Nothing is recorded until you resume.
What is stored

Each screen is understood in the moment, turned into notes about the work, and thrown away. Screen video is never stored, so there is nothing to leak later.

Ask for the record.

Request accessHow grades are earned