Executive teams
First workflow
Evidence-backed Ask → draft decision → approval
Best when
You need one board-level operating loop across documents, risks, actions, and decisions.
Preview routePilot start
Pinavia pilots are deliberately narrow at the start. Pick the first room, bring a small evidence pack, and prove the loop from source to human approval before expanding.
Launch boundary
Pinavia can prepare, cite, draft, compare, and route work. It does not approve, sign, file, certify, submit, or make investment decisions. Those actions belong to named humans.
What we need before kickoff
Sponsor name, role, and decision authority
Pilot buyer lane: regulated enterprise, advisory firm, board, deal team, or executive team
One high-stakes workflow to prove first
Three to five representative documents or evidence sources
Named reviewer for any output that leaves the system
Success measure for Day 30, Day 60, and Day 90
01
Pick the first workflow
Choose the product room and one narrow workflow. The pilot should prove one serious loop before it expands.
02
Prepare the evidence pack
Bring a small, current set of board papers, regulatory sources, diligence files, or engagement material.
03
Create the workspace
Sign up, complete onboarding, and confirm the sponsor, reviewer, role scope, and governance posture.
04
Run the governed loop
Ask, cite sources, draft the decision or pack, and route anything consequential to a named human.
Choose the first room
Executive teams
First workflow
Evidence-backed Ask → draft decision → approval
Best when
You need one board-level operating loop across documents, risks, actions, and decisions.
Preview routeBoards and company secretariat teams
First workflow
Board pack → quorum → decisions → minutes
Best when
You need directors to see what changed, what is approved, and what remains unresolved.
Preview routeRegulated entities and compliance teams
First workflow
Scope → evidence coverage → gap triage → filing pack
Best when
You need a reviewable regulatory pack, not an automated filing or legal certification.
Preview routeDeal teams and investment committees
First workflow
Deal room → coverage → red flags → IC memo
Best when
You need diligence coverage and red-flag triage while humans keep investment authority.
Preview routeConsulting and advisory firms
First workflow
Firm profile → method package → delivery → assurance
Best when
You need a white-label client engagement layer with fixed trust controls underneath.
Preview routeReady to start
If the first workflow is still unclear, run the diagnostic first. If it is clear, create the workspace and complete onboarding with the pilot sponsor.