What it needs
from you.
The pack is being prepared for a small invited group. This is what it asks for, what happens before it is installed, and what it will not do.
The part only you can write
The hard part is not the assistant. It is writing down how your business actually prices and runs work — and most of it has never been written down anywhere.
How you price
The method, the rate basis, what sits inside a rate and what sits outside it. The single most valuable thing in the file.
What you do not bid
So it stops rather than helps.
Your terms and claim cycle
Retention, release, defects period, payment terms, reference dates, who certifies, and what short payment usually looks like.
How your jobs are structured
Sections, tasks, cost codes, and the attribution decision behind them.
Your rates, dated
Nothing here is used until it is filled in and carries a date.
Your risk thresholds
A four per cent civil job and a thirty-five per cent fitout cannot share a setting.
An unfilled section is not permission to guess — it is the reason to stop. The pack does not build on a profile that is still blank where it matters.
Four things to settle first
A named commercial reviewer
One person who owns what the assistant may do, and the only one who widens it.
An account that can carry it
Your own assistant account, checked for what the pack depends on. If something essential is not available, the workflow is narrowed rather than fudged.
Agreed data
Exactly which exports it may read, and which it may not. Read-only.
An acceptance run
Worked examples with known answers, run on your installation, before it sees a live job.
Everything starts as a draft
One named person at your business owns the table and is the only one who moves anything up it — after the checks have passed on real work, repeatedly. Reviewed monthly.
Draft
It produces it. A person reads it, edits it, and sends or applies it. Everything starts here.
Propose
It recommends a specific action. A person approves it unchanged, or rejects it.
Act
A possible later permission for a narrowly defined, tested non-financial task. It is outside the initial pilot; no task starts here.
Some things never move, whatever the level: anything that commits money, anything sent under someone’s name without them reading it, accepting terms, changing an issued claim, and deleting records. Placing an order is a person’s job. The planned pack prepares drafts and follow-up questions for a person to review and send.
The same pack, whichever one you use
Written once
The same business definitions are being prepared for Claude and ChatGPT. Each supported setup must pass its own acceptance tests; wording and behaviour may differ.
It runs in your account
The proposed pilot uses approved exports in your own assistant account, subject to its plan and data settings. Contractable will not combine customer profiles into a shared knowledge pack.
Support uses what you choose to share
The proposed workflow does not give Contractable access to your assistant account. Support uses the records or examples you explicitly choose to share.
Start with the job, not the tool
If you want to work out whether your business is in a position to get value from this, the first conversation is about how you run jobs now.
Or email hello@contractable.co.