Expenses over $500 require pre-approval before the spend is committed (AGI3-IC-008-01). $500–$2,000 — admin approval · over $2,000 — CEO approval (AGI3-IC-008-02). Claims within 30 days, original receipt per line — no receipt, no reimbursement (AGI3-IC-008-03).
Decisions
CEO · Chairman · Board — decisions needed & permanent record
Chairman Brief
Executive briefing document — generated from live platform data
Document Settings
SectionsToggle all
Context Override
No brief generated yet
Configure your sections on the left, then click Generate Brief to build a formatted executive document from live platform data.
Reports
Stakeholder updates, partner alignment, and execution tracking
TitleAudienceDateStatusBlockersActions
Export Data
Download individual sections or full backup · Share with team
Export by Section — CSV
◈
Tasks
— items
◎
Contacts
— items
◻
Documents
— items
▬
Milestones
— items
◷
Events
— items
◉
Regulatory
— items
Full Data Backup — JSON
Export everything — tasks, contacts, documents, milestones, events, regulatory tracker — as a single JSON file. Share with team members or import on another device.
Restore from Backup
Import a previously exported JSON backup. This will merge with existing data — it will not delete anything already saved.
Click to select or drag & drop a report PDF · DOCX · TXT · MD · HTML
Image description:
Templates
Official AGI3 templates — generate a branded document here, or open the Word originals from the brand kit.
Generate a branded document
Official Word templates — brand kit
Files live in brand/templates/ next to this workhub. ⚠ Aeonik display fonts in the kit are trial-licensed — license before client-facing use.
Generate Document ×
New Initiative ×
Team Member ×
?
STRATEGY×
Owner
—
Target Date
—
Progress
→ Next Action
⚠ Key Risk
Notes
Attachments
Claude×
Approve:✓ Saved to notes
Save or execute
Edit Initiative ×
Supporting Docs
Team Member ×
Working-Style Profile ×
Module ×
New Module ×
Edit Team Member ×
?
New Process ×
Identity
Classification
Ownership & Timing
⏱
Description
AI Process Builder
Generate steps, controls & RACI from your process name
Preview (click Apply to use)
Process Steps
Flow
Tasks
Controls
RACI
Discussion
Activity
Purpose
Turnaround Time
New Policy ×
✦ Deep Research ×
No API key set for the selected provider. Add your key in ⚙ Settings.
AI Provider⬤ Live Web SearchTraining Data Only
Research Output
Add Research Entry ×
Task Detail ×
TIMELINE×
Overdue — end date passed
Status
Owner
Start
End
Progress0%
Drag to set progress
Blockers / Dependencies
Next Action
Description / Notes
Program (rolls this milestone up to an org-level bar)
Comments & review
Linked tasks
Process
Attachments
Changes save automatically
New Milestone ×
New Program ×
A program is a high-level initiative shown on the Organization tab (e.g. GTM). Its dates and progress roll up automatically from the milestones you assign to it.
PROGRAMProgram×
Department
Start
End
Notes
Milestones in this program
Comments & review
Changes save automatically
New Task ×
Assign to…▾
×
—▾
⊘Task Blocked— describe what's blocking progress
✓Task completed
Details
Process
Discussion
Files
Activity
NEXT STEP
DESCRIPTION
NOTES LOG
Task Ref
Workstream
Process Ref
Timeline Objective
TAGGED CONTACTS
Process
Process Steps
File Notes
Claude×
Save response
✓ Saved
New Contact
Add a counterparty to the AGI3 directory
Relationship type
Identity
+Logo
Contact
Pipeline · optional — only for deal-tracked relationships
Context
Edit Contact
Update directory record
Relationship type
Identity
+Logo
Contact
Pipeline · optional — only for deal-tracked relationships
Context
Import Contacts
Upload an Excel or CSV file — columns are auto-matched, then you confirm before importing
New Document ×
Draft with AI ×
Generated Draft
✦ Generating draft
Edit Document ×
Document
×
New Event ×
Attachments
New request
Request type
Details
Proposal details
Leave details
Expense details
Vendor / supplier details
·
—
Supporting documents · quotations, contracts, invoices · under 4 MB each
Decision · record the outcome
CEO
Request for Approval
Signature bound with a timestamp + SHA-256 attestation. The requester is notified automatically.
SCREENING
Screening — Operations Director
Notifications
Email notifications
· opens in your mail app to send
CEO
Request
Request
Decision
Log Expense
Record an operating cost in the ledger
Monthly Budgets
Set the budget per category — USD, for
Expense Pre-Approval Request
Required before incurring any expense over $500 — submit before the spend is committed (AGI3-IC-008-01)
Expense Claim
Submit within 30 days of incurring the expense — original receipt per line (AGI3-IC-008-03)
Expense items · one line per expense, receipt required for each
Total claimed: —
PA
Item
·
—
The decision is recorded with a SHA-256 attestation, and the requester is notified.
Log Decision
Record a formal decision and sign it into the register
A finalized decision is signed into the register (timestamp + SHA-256). Leave blank to save an open item with no decision text yet.
New Regulatory Item ×
New Report
Stakeholder update with blockers and action tracking
Report Details
Content
Blockers
Action Items
Edit Item ×
BD Quick Outreach
API Offline×
3 angles per request
Settings ×
Manage your sign-in security and the integrations that power the workhub.
Account security
Google account
You sign in with your @agi3.ae Google account. Manage your password and two-factor authentication in your Google account settings.
AI provider keys Admin only
Keys are stored locally in this browser and sent only to their own provider — they never leave your machine otherwise.
Anthropic — Claude
Counsel Desk · document drafting · task & strategy AI
