How to Use “AdviceOps Audit”
The **AdviceOps Audit** agent analyses your firm’s workflows using the *Execution Engine™ Framework.* It reviews your process maps or checklists, identifies inefficiencies and risks, and recommends improvements to streamline operations.
Bulk Add Tasks
To add multiple tasks quickly, click **Bulk Add.**
Write Standard Operating Procedures in minutes
SOP Writer will quickly create, update, and standardise Standard Operating Procedures (SOPs) for your business or team. By automating the drafting process and providing clear, structured templates, SOP Writer ensures your processes are documented efficiently, consistently, and in a way that’s easy for anyone to follow.
Using the Meeting Coach
Meeting Coach is an AI assistant that helps you review and improve your meetings by providing expert feedback based on your actual meeting transcripts.
Managing Pipelines
Click **Pipelines** in the left menu to see your active and historical client opportunities.
Dashboard Overview
The **Dashboard** provides a snapshot of your business performance and client activity.
Understanding Role Analysis
Navigate to the **Role Analysis** tab to visualise your time distribution.
Navigating the Dashboard
Once logged in, you’ll see the **Welcome to AdviserOS** screen displaying your AI agents.
Task Analysis Report
The Task Analysis Report provides detailed insights into how your time is allocated & which activities deliver the most value.
Redesigning Roles
The **Role Redesign** tab helps you plan and document changes.
Article Creator
The **Article Creator** helps you generate detailed, well-researched 2,000-word marketing articles tailored for financial advisers, accountants, and mortgage brokers. It ensures clarity, authority, and a tone that fits your brand.
Importing Clients from CSV
To import client data in bulk, click **Import CSV** on the Pipelines page.
Using Snapshots
The **Snapshots** tab stores saved versions of your audits, perfect for tracking progress over time.
Managing Team Members
Go to **Settings → Your Team** to manage your team displayed in the pipeline.
Customising Pipeline Stages
You can define your business’s pipeline flow in **Settings → Stages**.
Getting Started
Begin with a realistic view of your current workload — the more complete your task list, the more accurate your analysis.
