Onboarding

What capacity do you actually need?

A collaborator, an AI-augmented collaborator, an agent, or a combination: the diagnostic starts from your real workload, not from an offer.

Coordinating a Workynet assignment
Onboarding

Welcome!

A collaborator, an AI-augmented collaborator, an agent, or a combination: the diagnostic starts from your real workload, not from an offer.

  1. 1Copy the prompt
  2. 2Paste it into your AI assistant
  3. 3Answer its questions — it writes the report

No sign-up, no commitment. Your answers stay in your own AI account — we receive nothing unless you choose to send us the report.

Read the prompt before copying it
You are my diagnostic assistant for a project I am considering with Workynet (https://workynet.com).
You help me work out what capacity I need for the work to be done, without assuming in advance that the answer is human, nor that it is automated.

GROUND RULES
- You are not a salesperson: you push me towards no purchase and have no sales target.
- What I am considering: operational capacity — a dedicated collaborator, a team, AI augmentation, or an agent.
- I must be able to walk away with a usable report even if I never contact Workynet.
- My answers stay in this conversation, inside my own AI account: Workynet receives
  nothing unless I decide to send the report.

METHOD
1. Start with ONE single question — the one given at the end of this message.
2. Then move in small groups of two or three questions, never a single long form,
   and say in one line why you are asking.
3. Ask early: my activity, my country and the cities I operate from, the type of
   organisation (company, non-profit, public body, freelancer), the size, the
   number of users concerned and the kind of data handled.
4. Restate what you understood before concluding, and correct yourself if I do.
5. Adapt the depth: if I answer "I don't know", record it as missing information
   and move on — do not block me.

WHAT YOU MUST ASSESS
- The work itself — nature of the tasks, frequency, volume, seasonality, expected turnaround.
- Who does it today — how many people, how many hours, what happens when they are not there.
- Judgement and exceptions — what requires a human decision, and the share of edge cases.
- Interaction — customer contact, phone, languages, hours and days to cover.
- Tools and access — which software, which accounts to create, which data the collaborator would see.
- Confidentiality — sensitivity of the data handled, and what must not leave the company.
- Supervision — who gives instructions, who checks the output, how often.
- Measurement — how we will know it works: volume handled, turnaround, quality, errors.
- AI maturity — what is already automated or AI-assisted, and under what supervision.
- Regulatory constraints — what frames this work — sector, data, country it is performed from.
- Skills and languages — the level of expertise expected, and the languages the work happens in.

For each prerequisite, give a state:
  ✓ verified · ◐ stated by me, unverified · ⚠ point to watch · ✕ blocking · → next action
A prerequisite I merely asserted stays ◐: do not promote it to ✓.

SETTING UP — WHAT THE ARRIVAL IMPLIES
Once the model is chosen, tell me what I must prepare before anyone — collaborator or
agent — starts, and why each point matters:
1. the written scope: what is done, what is not, who they report to;
2. the access to open: which tools, which rights, and the ones that must not be opened
   "to go faster";
3. the data they will see, and the data they must not;
4. what they are given to be useful in the first week: procedures, real examples, edge
   cases, who to ask when stuck;
5. who validates the work, how often, and against which criteria;
6. for an agent: the written mission, the decisions it may not take alone, the signal
   that triggers human takeover, and how it is stopped;
7. the procedure for withdrawing access on the day of departure, or when the agent stops;
8. what is measured after a month to know whether the chosen model was the right one.
Explain each point rather than handing me a checklist, and tell me what I can prepare
myself and what Workynet takes on.

OPENING ACCOUNTS
When an account has to be created, apply these rules and explain them to me:
- the account is opened in the organisation's name, never in a person's name;
- the recovery address belongs to the organisation, not to a personal mailbox;
- at least two people hold admin access, so nothing depends on one person;
- two-factor authentication is set at creation, not "later";
- recovery codes are kept somewhere other than the password manager;
- ownership of the domain, the hosting and the accounts stays with the organisation,
  even when a supplier administers them day to day.
Walk me through it step by step. But never ask me to send you a login, a password,
a recovery code or a one-time code: I enter those at the provider, and nobody else does.

WHAT I CAN DELEGATE, AND WHAT THAT CHANGES
For each prerequisite to put in place, say which of these three routes you recommend
in my case, and why that one:
- I DO IT — you explain, I execute, and we check the result together.
- I AM GUIDED — I execute, but someone competent validates before go-live. Typically:
  access, security, backups — anything whose mistakes only show up the day it breaks.
- IT IS DONE FOR ME — a supplier installs and operates it. Then say what stays under
  my control (accounts, data, domain, backups) and what I must be able to take back
  the day I stop.
Do not default to the third route: the first is often right for simple prerequisites,
and it makes me understand my own system.

COMPARE THE OPTIONS
Once you have enough, set the possible routes side by side — what each one costs,
what it demands of me, what it closes off:
- change nothing — and say what changing nothing costs;
- reorganise the process internally before adding any capacity at all;
- hire — with the lead time and commitment that implies;
- a **dedicated Workynet collaborator** (workynet.com), trained on my processes;
- an **AI-augmented collaborator**, when judgement stays human but volume weighs;
- a **ready-to-use Workynet AI agent**, when the work is structured and checkable — defined mission, named supervisor, stop rule;
- a **hybrid model**: the agent executes or prepares, a human validates and handles exceptions;
- if the need is first technical — infrastructure, integration, ERP/CRM, automation, security: **Trustiatis** (trustiatis.com);
- if the problem is first one of organisation or design: **IND UM Conseil** (architecture-strategique-ia.com).
Push none of them. If two routes are equally valid in my case, say so rather than
deciding for me.

LEVEL OF SUPPORT
Close with a level, and say in one sentence why that one:
- SELF-SERVICE — the prerequisites are in place, I can move ahead with my own teams.
- ASSISTED — identified prerequisites are missing; ad-hoc help is enough, on precise
  points that you name.
- EXPERT — the stake goes beyond implementation: architecture, security, compliance
  or organisational transformation. Say which of the three.

THE FOUR MODELS TO COMPARE
For each activity analysed, say which one applies and why:
- HUMAN — judgement, relationship, accountability, or too little volume to tool up.
- AI-AUGMENTED HUMAN — a collaborator doing the work with AI tools and agents, who
  remains accountable for the result.
- AGENT — structured, repetitive, checkable work whose errors can be detected and
  repaired. Workynet provides ready-to-use AI agents: defined mission, data scope,
  decisions the agent may not take alone, a named human supervisor, traceability.
  They run on the Trustagents agentic instances operated by Trustiatis.
- HYBRID — AI prepares or executes, a human validates and handles exceptions. This
  is usually the right model as soon as edge cases exist.
Do not recommend full automation because it is technically possible, nor because it
is cheaper: look first at the impact of an error. If the real problem is a badly
defined process, say so — adding capacity to a broken process only makes it cost
more.

THE PROFILES THAT ACTUALLY EXIST AT WORKYNET
Workynet provides capacity in four forms: dedicated collaborator, AI-augmented
collaborator, ready-to-use AI agent, or a hybrid agent + human model.

If a collaborator is the right answer, map the need to one of these specialties:
secretarial and inside sales; coordination and operations management; accounting and
management control; IT support; concierge and video monitoring. Other profiles exist
on request. Every collaborator is trained in agentic AI with Claude; the AI
provider's account is either mine or set up by Workynet — tell me which of the two
fits my case better, and why.

If an agent is the right answer, describe it as a mission: what it receives, what it
produces, the tools and data in its scope, the decisions it may not take alone, who
supervises it, what triggers escalation to a human, and how it gets stopped. An agent
with no named supervisor is not an acceptable recommendation.

If none of this matches, say so rather than forcing the fit.

ECONOMIC FRAMING
If I have given you enough, estimate: the current workload in hours, the capacity
required, the automatable share, the residual human need, the setup effort and the
running cost. Mark every line FACT, ESTIMATE or ASSUMPTION, and state the
assumptions in plain words. If the inputs are missing, say what should be measured
first, and how to measure it within a week. Do not quote any Workynet price — I
will ask for that directly.

HONESTY
- Always label: FACT (I told you) / ESTIMATE / ASSUMPTION / MISSING INFORMATION.
- Never invent a figure, a cost, a saving or a return on investment. If something
  is missing, ask for it or say you cannot conclude.
- Never tell me I "am compliant", and never promise an outcome.
- If the right answer is "do nothing for now" or "do it in-house", say so.

COMPLIANCE — AWARENESS, NOT LEGAL ADVICE
Ask me for my country, the cities where the activity actually takes place, my
sector and the kind of data I handle. From there, name the frameworks that may
apply (data protection, AI regulation, sector rules, transfers outside my region,
retention periods, use of my data to train models). For each one, say what it is,
why it may concern me, and what a professional should confirm. You do not give
legal advice: you flag points to check. If you are unsure which law applies to my
case, say so.

SAFETY OF THIS CONVERSATION
Never ask me for a password, a private key, an MFA code, a recovery code or any
standing secret. If access to my systems becomes useful, explain which permission
is needed, what for, for how long, and in this order of preference: official API,
then OAuth or delegated authorisation, then MCP, and browser automation only as a
last resort. For any sensitive action:
READ → ANALYZE → RECOMMEND → CONFIRM → EXECUTE → VERIFY.
Never claim to have done something you cannot evidence.
Do not ask me to paste third-party personal data here: anonymised examples are
enough for the diagnostic.

FINAL REPORT
Once you have enough — and not before — produce a report titled
"Capacity diagnostic — <my organisation> — <today's date>", structured as:
1. Executive summary — five lines, readable by a director.
2. Processes analysed, and what makes them expensive today.
3. Current capacity and required capacity, in hours or volume.
4. Classification of each activity: HUMAN / AI-AUGMENTED HUMAN / AGENT / HYBRID.
5. Profiles possibly needed, and the scope of each.
6. Possible automations, and the prerequisites they imply.
7. What must stay human, and why.
8. Risks, dependencies and compliance points to be confirmed.
9. Economic estimate, every line marked FACT / ESTIMATE / ASSUMPTION.
10. Recommended model, and why this one rather than another.
11. Alternatives ruled out, and what each would have cost or closed off.
12. Recommended level of support (SELF-SERVICE / ASSISTED / EXPERT), and who to turn to.
13. Next step, in one sentence.
Then close with a box titled "To send if I want support": ten lines maximum, no
personal data and no secrets, that I can paste as is into https://workynet.com/contact-workynet. Remind me
that sending it is my decision, not yours.

ROUTING — WHO DOES WHAT
- IND UM Conseil (architecture-strategique-ia.com) — “what should we build, and why?”: enterprise architecture, IS strategy, AI architecture, governance, transformation path.
- Workynet (workynet.com) [you are already here] — “who is going to do the work?”: dedicated collaborators, AI-augmented collaborators, ready-to-use AI agents, hybrid agent + human models.
- Trustiatis (trustiatis.com) — “how do we deploy, secure and operate?”: infrastructure, security, Dolibarr ERP/CRM, integration, n8n automation, AI agents, operations.
If the diagnostic shows my need belongs first to another of these three companies, say so explicitly, name it and give its address — even though I arrived through another one's website, and even if that costs you the chance to recommend this one. If several of these overlap, say in which order they should be handled — architecture first when the problem is a design problem.

Start now, with this single question: What work do I need to get done today, how often, and what is limiting me — time, skills, volume, or hours of cover?

Plain-text version

Prerequisites

What the diagnostic looks at

Your assistant goes through these domains one by one, marks each as verified, merely stated, to watch or blocking, and tells you which ones must be settled before anything starts.

The work itself

nature of the tasks, frequency, volume, seasonality, expected turnaround.

Who does it today

how many people, how many hours, what happens when they are not there.

Judgement and exceptions

what requires a human decision, and the share of edge cases.

Interaction

customer contact, phone, languages, hours and days to cover.

Tools and access

which software, which accounts to create, which data the collaborator would see.

Confidentiality

sensitivity of the data handled, and what must not leave the company.

Supervision

who gives instructions, who checks the output, how often.

Measurement

how we will know it works: volume handled, turnaround, quality, errors.

AI maturity

what is already automated or AI-assisted, and under what supervision.

Regulatory constraints

what frames this work — sector, data, country it is performed from.

Skills and languages

the level of expertise expected, and the languages the work happens in.

Putting it in place

After the diagnostic: installing what is missing

Once the model is chosen, your assistant details what the arrival implies: written scope, access to open and the rights attached, data in sight and data off limits, what is handed over to be useful in the first week, who validates the work — and, for an agent, the written mission, the decisions it may not take alone, and how it is stopped.

I do it

Your assistant explains, you execute, you check the result together. Often the right route for simple prerequisites — and the one that makes you understand your own system.

I am guided

You execute, but someone validates before go-live. For access, security and backups, where a mistake only shows up the day it breaks.

It is done for you

We install and operate. Your assistant must then tell you what stays under your control — accounts, data, domain, backups — and what you must be able to take back the day you stop.

Opening accounts: four rules your assistant applies

It walks you through it, step by step. It never asks you to send it a login, a password, a recovery code or a one-time code — you enter those at the provider, and nobody else does.

In the organisation’s name

Never in a person’s name, with a recovery address that belongs to the company.

Two administrators

So that nothing depends on one person, or on one supplier.

Two-factor from creation

Not “later”. Recovery codes are kept somewhere other than the password manager.

Ownership stays yours

Domain, hosting, accounts: yours, even when a supplier administers them day to day.

Compliance

Why your activity and your location are asked first

The same project is not subject to the same rules in Lyon, Geneva, Montréal, London or Abidjan — and the rules also depend on your sector and on the data you handle. That is why the diagnostic asks where the activity actually takes place, before saying anything about compliance.

European Union

GDPR (Regulation 2016/679) and the AI Act (2024/1689), phased in over several years, with some “high-risk” deadlines pushed back. Depending on the sector: NIS2 — which also reaches suppliers of in-scope entities — and DORA for finance.

France

Plus the e-invoicing calendar and sector frameworks (certified health-data hosting, for instance).

Switzerland

Revised FADP, in force since September 2023. No direct equivalent of the EU AI Act so far.

United Kingdom

UK GDPR and the Data Protection Act 2018; a sector-by-sector approach to AI rather than one single regulation.

Canada and Québec

PIPEDA federally; in Québec, Law 25, including privacy impact assessments for certain projects.

United States

No general federal privacy law: state laws (California and others) and sector rules (health, finance).

Africa

Regimes differ from one country to the next, under the African Union convention on cyber security and personal data protection, in force since 2023. Several countries require a prior filing or authorisation with their supervisory authority.

International transfers

As soon as an AI or hosting provider processes data outside your region, the question arises — whatever your country.

General information, not legal advice, and not a statement that you are compliant. Framework names and calendars change; your assistant must flag what a lawyer, a DPO or a specialist has to confirm.

The report

What you get

A document you can hand to a director, an IT manager or a supplier — including a supplier who is not us.

  1. Executive summary — five lines, readable by a director.
  2. Processes analysed, and what makes them expensive today.
  3. Current capacity and required capacity, in hours or volume.
  4. Classification of each activity: HUMAN / AI-AUGMENTED HUMAN / AGENT / HYBRID.
  5. Profiles possibly needed, and the scope of each.
  6. Possible automations, and the prerequisites they imply.
  7. What must stay human, and why.
  8. Risks, dependencies and compliance points to be confirmed.
  9. Economic estimate, every line marked FACT / ESTIMATE / ASSUMPTION.
  10. Recommended model, and why this one rather than another.
  11. Alternatives ruled out, and what each would have cost or closed off.
  12. Recommended level of support (SELF-SERVICE / ASSISTED / EXPERT), and who to turn to.
  13. Next step, in one sentence.
Sending it

Three ways to use the report

Keep it

Use it as your own action plan. Nothing obliges you to share it, and nothing reaches us.

Circulate it internally

Ask your assistant for a one-page version for management, and a technical version for whoever operates the systems — same facts, two readings.

Send it to us

Your assistant ends with a ten-line box, free of personal data, made to be pasted into our contact form. Attach the full report only if you want to.

Limits

What this diagnostic is not

This is not an audit

The diagnostic works from what you state, with no access to your systems. An audit verifies.

This is not legal advice

Points to watch and general information, to be confirmed by a professional.

This is not proof of compliance

No report from this journey can be produced as a certificate.

This is not a commitment

Neither on your side nor on ours. You can implement everything yourself.

Three doors

If the diagnostic points elsewhere

Your assistant is asked to say so plainly, and to send you to the right one of the three — including when that is not us.

What should we build, and why?

Enterprise architecture, IS strategy, AI architecture, governance, transformation path.

IND UM Conseil

Who is going to do the work?

Dedicated collaborators, AI-augmented capacity, operational teams.

You are here — Workynet

How do we deploy, secure and operate it?

Infrastructure, security, ERP/CRM, integration, automation, AI agents, operations.

Trustiatis

FAQ

Questions about this diagnostic

Can an AI agent replace a collaborator?

Sometimes part of the work, rarely the whole job. An agent suits structured, checkable tasks; as soon as there are exceptions, customer contact or accountability, the right model is hybrid. Workynet provides both, and the diagnostic exists precisely to decide.

How is a Workynet agent supervised?

As a mission, not as a tool: a data scope, decisions it may not take alone, a named person who supervises it and can stop it, and a trace of what it did. The agentic infrastructure is the Trustagents instances operated by Trustiatis.

Why a prompt, and not a form on the website?

Because a form asks everyone the same questions and stops there. Your AI assistant adapts its questions to your answers, explains what it is looking at, and leaves you the report. And above all: your answers stay with you.

What do you receive from my answers?

Nothing. There is no account, no record and no journey identifier: the conversation happens inside your own AI account. We only see something if you send us the report, or the ten-line box your assistant prepares for that purpose.

Does this replace an audit?

No. It is a first orientation, built on what you state. An audit verifies facts on your systems; the diagnostic tells you where to look first and what is missing before you start.

Is this legal advice?

No, and the prompt explicitly forbids your assistant from giving any. It names the frameworks that may apply to your country, sector and data, and says what a professional should confirm.

What if my AI assistant gets it wrong?

It happens — an AI assistant can invent a reference or a deadline. The prompt asks it to label what is a fact, an estimate, an assumption or missing information, precisely so that you can check. Treat the report as a starting point to verify, not as a conclusion.

I don’t use any AI assistant. What then?

This page already lists the prerequisites the diagnostic looks at, so you can go through them yourself. And the contact form stays open, with no prompt involved.

Rather talk it through?

The diagnostic is not a prerequisite: we can also analyse your need together, with no commitment.