Websley & Company

Your systems remain the source of truth.Websley manages the workflow around them.

Workflows run through a client-specific application connected to approved files, systems, employee tools, and model providers. The client controls access and permitted actions. Websley manages workflow logic, model selection, performance, and cost.

01 / The architecture

One application connects your systems, your rules, and approved models

Client environment
Data and systems
  • Files and shared drives
  • Applications, dashboards, and operating systems
  • Templates and historical work
Employee tools
ExcelPowerPointWordOutlookTeamsOneDriveSlackZoomGmailGoogle SheetsGoogle SlidesGoogle Docs
Briarcrest CapitalMK
CIM screeningProject Harbor
Running
Read CIM_Harbor_vF.pdf · 86 pages
Extracted financials into screening model
Checked investment criteria · 9 of 11 met
Benchmarked against 3 prior platform deals
Drafting one-page screening memo…
Adjust instructions or ask about this run
Client-approved models
Best-fit model selected
ChatGPTClaudeGeminiGrokDeepSeekMeta AI
  • Data is never approved for use in model training
  • Only workflow-relevant context
  • Separate client credentials
  • Usage passed through at cost

02 / Data handling

Data stays in your systems

Your systems remain the source of record

Source files and business data remain in approved client systems. Workflows retrieve the information required for the task and do not require a separate Websley-hosted document repository.

Only relevant context is sent for inference

When a workflow uses an external model, only the context required for that step is sent to a provider approved by the client. Provider terms, retention settings, and permitted uses are reviewed before production.

Websley visibility is intentionally limited

Websley receives the operational information required to manage performance, usage, failures, and cost. Document contents and credentials are excluded from shared logs by default.

03 / Controls

Your team controls what runs

Boundaries are set for each workflow

Your team selects the folders, files, and systems available to each workflow, and nothing outside them. Source files are not modified unless the workflow has been explicitly designed and approved to do so.

Human review is concentrated where judgment matters

Routine steps can proceed within approved boundaries. Exceptions, low-confidence outputs, and decisions requiring business judgment are presented to the appropriate user for review.

Consequential actions require explicit approval

Communications, external submissions, material system changes, and other higher-risk actions require approval before execution. Lower-risk actions can proceed automatically when approved during the Build phase.

04 / Model selection

How model selection works

1

Client approves model providers

The client defines which model providers may process workflow content. Data is never approved for use in model training.

2

Websley tests available models

Models are evaluated against workflow-specific quality, latency, and cost criteria.

3

The best configuration is deployed

Different workflow steps may use different models when that improves performance or cost.

4

The configuration is retested over time

New models and pricing changes are evaluated before production routing changes.

05 / Accountability

Reporting against the case that justified the build

Reports are delivered on a fixed cadence and measured against the underwritten value case. When a measure moves off target, the report explains what happened and the steps being taken to correct it.

Performance report · MarchCIM screening · Briarcrest Capital
Monthly
MeasureJanFebMarValue caseStatus
Completed runs148198214+16 vs Feb
Outputs accepted with limited revision91%94%96%≥ 90%On target
Exception rate4.8%3.9%3.2%≤ 5%On target
Cost per completed run$3.61$3.18$2.84≤ $4.1031% under
Estimated capacity released (hrs)29364135Ahead of case
Open issues2
Improvement recommendations3

See how a workflow would run in your environment

We can map the relevant systems, data flows, model providers, permissions, and review points before an engagement begins.

Discuss your environment