Websley & Company

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

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

01 / The application

Workflows built for how your team already works

Every workflow is designed around your process, your rules, and the people who make the calls, with human review built into the steps your team chooses

DesignBuilt around your process, not a templateWe map how the work moves through your team today, including who reviews what and which rules apply, and build the workflow to match
Your workflows
Customer quote preparation
Vendor invoice matching
Month-end accruals
Customer quote preparationBuilt for the Northfield sales team
Start a run
  1. Receive the requestAutomated
  2. Read the line itemsAutomated
  3. Pull account and price tierAutomated
  4. Pull cost and stockAutomated
  5. Build the quoteAutomated
  6. Check marginAutomated
  7. Review below floorSales manager
  8. Save quote, update dealAutomated
Northfield's rules
Margin floor18%
Below floorSales manager
Over $50,000VP of Sales
Price tiersHubSpot
FormatNorthfield quote
GroundworkThe groundwork is done before your team steps inEach request is worked as it arrives, from gathering what it needs to producing the output itself, so your team reviews the result instead of building it from scratch
Your runs
Lakeshore Builders
Hartwell Mechanical
Granite Ridge Homes
Customer quote preparationLakeshore Builders · Q-3318
4 of 8
Quote Q-3318Northfield template · Tier 2 pricing
ItemQtyHubSpotPriceSAPCostMargin
PEX tubing, 500 ft12214.00166.06
Copper press fittings4096.5092.54
Brass ball valves6018.7514.23
PEX crimp rings30
Expansion tanks18
Pipe insulation, 6 ft200
Total
Request received from Lakeshore Builders
Account found in HubSpot: Tier 2 pricing, net 30
Cost and stock pulled from SAP for six items
Building the quote
Ask about this run
ChecksEvery result shows its workEach result comes with what went into it and the checks it passed, so a reviewer can confirm the parts that matter instead of redoing the work
Your runs
Lakeshore Builders
Hartwell Mechanical
Granite Ridge Homes
Customer quote preparationLakeshore Builders · Q-3318
5 of 8
Quote Q-3318Northfield template · Tier 2 pricing
ItemQtyHubSpotPriceSAPCostMargin
PEX tubing, 500 ft12214.00166.0622.4%
Copper press fittings4096.5092.544.1%
Brass ball valves6018.7514.2324.1%
PEX crimp rings3021.4020.126.0%
Expansion tanks1847.9035.3026.3%
Pipe insulation, 6 ft2003.852.6630.9%
Total$9,827.2015.3%
  • Every item matched to a stocked part
  • Prices match the account's Tier 2 price list
  • Line totals add up to the quote total
  • Two lines below the 18% margin floor
Request received from Lakeshore Builders
Account found in HubSpot: Tier 2 pricing, net 30
Cost and stock pulled from SAP for six items
Quote built in the Northfield template
Checking margin against the 18% floor
Ask about this run
ReviewHuman review at the steps you chooseYou choose which steps a person reviews, and each review comes with what they need to decide
Your runs
Lakeshore Builders
Hartwell Mechanical
Granite Ridge Homes
Customer quote preparationLakeshore Builders · Q-3318
6 of 8
Quote Q-3318Northfield template · Tier 2 pricing
ItemQtyHubSpotPriceSAPCostMargin
PEX tubing, 500 ft12214.00166.0622.4%
Copper press fittings4096.5092.544.1%
Brass ball valves6018.7514.2324.1%
PEX crimp rings3021.4020.126.0%
Expansion tanks1847.9035.3026.3%
Pipe insulation, 6 ft2003.852.6630.9%
Total$9,827.2015.3%
  • Every item matched to a stocked part
  • Prices match the account's Tier 2 price list
  • Line totals add up to the quote total
  • Two lines below the 18% margin floor
This quote is at a 15.3% margin, below the 18% floor. The copper press fittings and crimp rings sit close to SAP's current cost.

Reprice those two lines to reach 18%, or approve it as drafted?
1.Reprice the two lines to reach 18%
2.Approve at 15.3%
or type your own answer below
Waiting on Dana Reyes, sales manager
Ask about this run
VisibilitySee what every workflow does and costsDashboards show what ran, what is waiting on your team, and what each workflow costs to run, so the work and the spend sit in one place
Your dashboards
Activity and spend
Work in progress
Quotes by rep
Activity and spend · October
This monthLast monthQuarter
AI spend this month$468.10 of $900 budget
Runs completed1,731
Average cost per run$0.27
Waiting on your team4
WorkflowRunsAI spendPer runWaiting
Customer quote preparation446$186.40$0.423
Vendor invoice matching1,284$269.60$0.211
Month-end accruals1$12.10$12.100
Runs per day

02 / Data handling

Data stays in your systems

Your data is kept in your systems of record and private cloud

Source files, run records, and AI keys stay in your private cloud. Websley does not store your production data in its own systems

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 manages your workflows through access you control and can revoke at any time. Your documents and records are not stored in Websley’s systems

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

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