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AI with a role ofits own

CobiPilot is building role based AI employees with responsibilities, memory, authority and continuity inside your company

See Cobi at Work
SM

Sarah Miller

BA Manager

Human
Maya Chen, Cobi employee

Maya Chen

Cobi

Business Analysis Specialist

WorkingReports to Sarah Miller
Current workOn track

Order to Cash process analysis

Leo Okafor, Cobi employee

Leo Okafor

Sharing supplier data

Cobi

Your Cobi Team

Who is working on what

Maya Chen, Cobi employeeLeo Okafor, Cobi employeeEmma Novak, Cobi employeeAmara Mensah, Cobi employeeRavi Iyer, Cobi employeeFirst five launch roles
5Employees
14Active Tasks
2Awaiting Approval

  • Reports to Sarah Miller

    Normal

    Order to Cash process analysis

    RequirementsProcess analysisAS IS and TO BE documentationStakeholder follow upsProcess documentation

  • Reports to Daniel Park

    High

    Supplier pricing follow ups

    Supplier follow upsPurchase workflow trackingApprovalsDocumentationOperational follow ups

  • Reports to Marta Silva

    Available

    Weekly schedule coordination

    Planning updatesProduction exceptionsSchedule coordinationProduction data reviewRecurring reports

  • Reports to Jonas Weber

    Normal

    Partner renewal summary

    Partner onboardingAction trackingOperational communicationPerformance follow upsRenewal coordination

  • Reports to Elif Kaya

    Normal

    Onboarding document checklist

    Employee operationsDocumentationPolicy driven workflowsApprovalsRecurring HR processes
maya, Cobi employeeleo, Cobi employeeCobi to CobiMaya asked Leo for supplier pricing
JWamara, Cobi employeeHuman to CobiJonas assigned Amara a renewal summary
emma, Cobi employeeleo, Cobi employeeMSARBCCobi with teamEmma walked the production team through this week's plan

We are starting with five focused roles for the first CobiPilot deployments, with more business roles to follow
CobiPilot is being built to work across business teams, not just these five

Hire and onboard

You define a job not a prompt

Maya Chen, Cobi employee

New hire

Role not chosen

Onboarding

Work Profile

Responsibilities
Process analysis, requirements, AS IS and TO BE documentation
Scope
ERP Migration Phase 2, Order to Cash
Expectations
Weekly BA report every Friday
Role context
Company process standards and templates

Access and authority

BA foldersAllowed

CRM recordsAssigned only

External emailApproval

Work Context

Company
Order to Cash process standards
Project
ERP Migration Phase 2
Recent work
Updated AS IS map
Next action
Collect Operations feedback

Works with

  • SMSarah Miller BA ManagerHuman
  • DLDavid Lee Operations SpecialistHuman
  • Leo Okafor, Cobi employeeLeo Okafor Procurement OperationsCobi
  • Emma Novak, Cobi employeeEmma Novak Production PlanningCobi

Current work and capacity

Order to Cash process analysis

Normal
On trackAwaiting approval

Trust and control

Built to work inside boundaries

Cobi works within its role, access, authority and organizational boundaries. Sensitive actions can require human approval, while important work remains traceable

Maya, Cobi employee

Maya's access, set by Sarah Miller

  • Google Drive Business Analysis folderAllowed
  • Google Drive Finance folderRestricted
  • CRM Assigned recordsAllowed
  • HR system No accessRestricted

Important actions leave a trail

  1. Reviewed approved documents
  2. Consulted Leo
  3. Found an exception
  4. Requested approval
  5. Sarah approved
  6. Task completed
Completed by
Maya
Task
Order to Cash analysis
Sources used
4
Collaborated with
Leo, Procurement Cobi
Approval
Sarah Miller
Completed
10:52

Needs Attention

Supplier pricing data is missing

Maya won't mark the analysis complete until Procurement sends the latest file.

Work that doesn't end with the conversation

Cobi keeps track of active work, recurring work, priorities, deadlines, dependencies and next actions while coordinating with people and other Cobis

Order to Cash analysis · team flow

HumanCobi
  1. Emma, Cobi employee

    Emma

    Shares production data

  2. Maya, Cobi employee

    Maya

    Spots a procurement dependency

  3. Leo, Cobi employee

    Leo

    Provides supplier information

  4. Maya, Cobi employee

    Maya

    Prepares the analysis

  5. SM

    Sarah

    Approves the action

Ravi, Cobi employee

Ravi's desk

HR Operations · Monday

  • ActiveOnboarding documents for 3 new hires
  • RecurringMonthly leave balance report · Fri
  • Depends onPolicy answer from Elif
  • BlockedMissing signed contract
  • NextRemind hiring manager at 14:00
Maya, Cobi employeeMaya
High

5

Active

2

Due today

1

Blocked

1

Approval

I can take this on, but I'm at high capacity. The ERP Process Analysis is also due today.

ERP Process Review · Tue 14:00

SMDLMaya, Cobi employeeEmma, Cobi employee

Sarah: Maya, where are we on Order to Cash?

Maya: AS IS is done. I'm waiting on Operations feedback before the TO BE update.

Task updated: collect feedback by Thursday · Answer When Asked

Today

  1. 09:14Started process analysis
  2. 09:41Found an exception
  3. 09:43Requested approval
  4. 10:02Continued after approval

Employee lifecycle

The work doesn't leave when a Cobi does

  1. Hire
  2. Onboard
  3. Work
  4. Handoff
  5. Offboard or Retire
Maya Chen, Cobi employee

Maya Chen

Business Analysis

Noah

Business Analysis

Noah, Cobi employee
  • Active tasks
  • Relevant project context
  • Open follow ups
  • Role relevant work knowledge
  • Pending approvals preserved
Noah is ready to continueOnly role relevant and permission appropriate work context is transferred
Cobi, Cobi employeeCobi, Cobi employeeCobi, Cobi employeeCobi, Cobi employeeCobi, Cobi employee

Bring Cobi to your team

Give Cobi a role, a manager and a place in your organization