Exploration report
Probe the local files and produce a readable report: ready workflows, needs-review paths, blocked paths, customer questions, and next commands.
CHARTER PILOT OFFER
One workflow explored, installed, proven, and supported.
Start with one local back-office workflow. The probe maps where automation fits, then Vigil turns approved Excel or CSV files into clean outputs, archive records, error evidence, and support diagnostics through an assisted package handoff. No hosted upload service, no hosted account area, no unpredictable agent, and no change to your source files.
// INCLUDED
Designed to get one real workflow live
The pilot is intentionally narrow: explore the file reality, choose the repeatable task, install the local runtime, prove the output, then support the run with evidence.
Deployment
Install the local Vigil runtime, configure folders, templates, SMTP when needed, receipts, and the support-bundle path from the handoff package.
Acceptance
Review the install receipt, first-workflow dry run, readiness gate, activation artifact, progress check, and support evidence.
PILOT ACCEPTANCE PATH
1
Install receipt
Record what was installed, where it lives, and which local folders it uses.
2
First-workflow dry run
Run one approved source file non-destructively and review the generated outputs.
3
Readiness gate
Confirm row counts, output counts, archive behavior, and error isolation before activation.
4
Approved activation
Turn on monitoring only after the customer reviews the activation artifacts.
5
Progress check
Verify the live workflow behaves like the dry run while the manual process remains available.
6
Support bundle
Keep a redacted support path ready if the workflow needs operator review.
What stays intentionally narrow
- One workflow, one source file shape, one expected output path.
- Approved spreadsheet, export, or folder input only; the pilot does not replace your system of record.
- Manual approval remains available while the automation proves itself.
- Expansion waits until the first workflow has evidence behind it.
What this does not include
- No hosted upload portal or customer account area.
- No QuickBooks, bank, Stripe, or IMAP integration in the pilot workflow.
- No LLM calls or agent decisions inside the customer processing path.
- No automatic customer-visible replies without human approval.
Book the first installed workflow
Bring one repetitive spreadsheet or folder-based task. Vigil will explore it, install locally, prove the output, and keep the evidence visible before expanding scope.