Connecting the AI Organisation

Pen-style close crop of Thufir Hawat's Mentat lip marking in Dune (2021)

In my July talk, I described AI working as members of an organisation. Each would have its own identity, assigned work, and permissions. People would check the results, step in when needed, and gradually delegate more.

We have been building that organisation throughout this series. Our software factory builds and tests applications. In shared conversations, people and AI work out what to build and review prototypes together.

Personal assistants now help each person take part in that work. They follow projects, identify what needs attention, and take on tasks for their user.

Our objective is to hand over more work to AI, including following up with people and keeping them informed. We need to stay clear about what we want done, who is doing it, and who can make the decisions.

Claude works as a teammate. It joins team conversations, builds prototypes, and helps coordinate projects. It has its own accounts and permissions for email, ticketing, and GitHub. Different people can ask it for help.

A Dot supports one person. It learns about their work and preferences, reads the conversations and applications they connect, and helps them get things done. It can investigate a problem, propose a next step, or carry out a task.

Dashnet gives these assistants company knowledge and the data they are allowed to use. The software factory builds and tests the changes the team agrees to make.

We are building similar roles into our client products. VLA works alongside leasing teams. The DashQ Analytics Assistant helps clients understand their data. We use OpenMuse to build personal assistants for residents and professional users of the DashQ mobile app.

The client work came from sales initiatives, while internal Dots adoption came from team feedback. The two developed in parallel. With OpenMuse, we can design the experience ourselves and control which applications and actions the assistant can use.

Both need reliable information, clear permissions, access to applications, and a way to check results. The factory builds and improves the software they use.

01 / System map How the assistants and the software factory fit together.
One architecture, two operating environments Internal Dots, Claude and Dashnet mirror client OpenMuse, VLA and Analytics roles. Each environment retains its own identity and scope. Both use governed foundations; the factory receives needs and returns qualified capabilities. INSIDE DASHQ CLIENT ENVIRONMENT Employees & teams Leasing teams & residents Dots Help with individual work OpenMuse Help with individual work Claude Shared work & coordination VLA Leasing work & handoffs Dashnet Company knowledge & data Analytics Assistant Client data and analysis REQUESTS · INFORMATION · RESULTS Accounts & permissions Who acts · for whom · in which account Company information Reliable data · responsibilities · decisions Business applications MCP → API → computer, as available Testing & monitoring Check results · find problems · recover SOFTWARE FACTORY Needs & problems Specify Build Verify Release Tested features Personal assistance for residents and professional DashQ mobile users
Swipe across to follow the full diagram.

My Dot recently brought a meeting conflict to my attention on its own. It had been following my work in the background, including the project coordination Claude maintained in Slack, and identified a problem with my travel schedule.

Dot connected three things: the decisions expected at the steering committee, the meeting in my calendar, and my flight itinerary. The steering was at 13:00 Toronto time; my arrival was at 15:20. I would be in the air when the team needed my participation.

It suggested asking someone to lead the meeting in my place or finding another time, and listed the decisions that needed preparation. I needed to attend and wanted to speak with a colleague first. The meeting stayed unchanged.

02 / A decision prepared Dot spots a meeting that clashes with my flight.
Three sources become one decision Dot proactively connects project coordination maintained by Claude, a calendar meeting and a travel itinerary through its background assessment. It confirms the conflict, proposes delegation or rescheduling, and leaves the meeting unchanged when the user chooses to discuss availability first. Project channel Claude: decisions need review Calendar Steering: 13:00 Toronto Travel itinerary Arrival: 15:20 Toronto Dot spots the conflict in the background The meeting falls during the flight. The team needs me at the meeting. Ask someone to attend for me Who can decide in my absence? Find another time If my participation is needed My decision: I need to attend Discuss availability with my colleague first. OUTCOME: conflict understood; meeting left unchanged.
Swipe across to follow the full diagram.

Dot had gathered the information I needed to decide. Earlier in that conversation, Dot had flagged a client issue from email. I explained that someone else owned it; Slack showed that the colleague had already replied. It corrected its answer. An issue can matter to me without being mine to handle.

We also see Dots reading Slack in the background and alerting users when someone needs data access or a missed deadline will delay other work. They can investigate before asking the person to step in.

In the steering example, Dot could investigate the conflict while leaving the meeting unchanged. Moving it would mean acting through my calendar account and changing a commitment with other people. That is where identity becomes a practical question: whose account is the assistant using, and what is it allowed to do?

The person asking for work and the account carrying it out are not always the same. A teammate can receive my request and act through its own account. A personal assistant can use an application connection I have authorised. The application needs to know which account is acting.

Claude and VLA have their own identities. A request from a person does not automatically transfer that person's permissions. More recently, Claude can also ask to use the requester's identity. The application must distinguish that from Claude acting through its own account. For a Dot, the same question applies to each connected application: which identity does that connection use, and which actions does it permit?

03 / Identity & action Whose account is the assistant using?
Identity stays attached to the operation Three execution routes reach the application boundary: agent identity, authorised requester identity for Claude, and a Dot connected session. The application checks scope and distinguishes read from change; results retain the executing identity. Claude / VLA Act as the teammate Agent's account Its own permissions Claude With the user's permission User's account Work the user has authorised Dot Act for its user Connected account Allowed app actions THE APPLICATION CHECKS Which account? Which client? Which action? READ Information this account may read ACT Allowed changes and any approval needed A record of what changed and which account made the change
Swipe across to follow the full diagram.

Agents also need a way to use our applications. I prefer an MCP connection when available, then an API: both let the agent call application functions directly. Otherwise, it can use the screen, much as a person would.

The promise is that an agent could do the computer work of a remote employee, even in applications we have not connected directly. It still needs an account with permission to do the job.

Early users already ask Dot to change client settings in our main application. The employee decides what should change. Dot can find the settings, fill in the form, and save the update.

The employee specifies the client and the setting to change. Dot uses the connected account to find the right screen and prepare the update. It can carry out work already delegated to it, asking for confirmation when the person or the application requires it.

After making the change, Dot needs to check the saved setting in the right client account and tell the employee what happened. If the result is uncertain, it should check before repeating the operation. The delegated task includes that follow-through.

04 / Work delegated Dot changes a client setting and checks that it saved.
A delegated client configuration change Illustrative workflow based on configuration changes reported by early users. An employee specifies the client and intended change. Dot uses the connected identity to find the existing settings. The application enforces scope. Execution proceeds within delegation, with confirmation when required, then checks the saved result before reporting back. Employee: change this client setting Specify the account and desired result. Dot locates the current settings Uses company context and an available app connection. Application checks the account permissions Correct client account + permission to make this change Already authorised Carry out the agreed change. Confirmation required Ask; continue only after approval. Apply the change and check the result Verify the saved setting in the intended account. Report the outcome to the employee What changed, or what still prevents completion. If access is denied or the result is unclear, tell the employee.
Swipe across to follow the full diagram.

Imagine a colleague preparing a monthly client report. Each month, they copy figures into a spreadsheet, compare them with the previous month, and explain the changes. Their Dot helps with the preparation and suggests making that comparison available directly in the reporting application.

The colleague adds what the assistant cannot decide alone: which figures matter to this client, what deserves an explanation, and how the comparison should look.

With the colleague's agreement, Dot brings the proposal into the team channel. Claude builds a prototype so people can react to an actual report. They review it in the same conversation and refine it together. This is the pairbuilding process from Part 4.

The technical lead also reviews the prototype: are the figures coming from the right sources, and does the change fit the existing application? Their own Dot can flag the review and gather the information they need. The lead can then approve the work for the factory.

The factory builds the feature, runs automated tests, and asks the team to try the report. It fixes the problems they find. After testing and approval, it releases the change and checks that it works in the live application.

The colleague is notified when the feature is available. Their Dot can use the new comparison for the next report, saving them the repeated spreadsheet work.

05 / Work in motion From a report idea to a feature the team can use.
From a signal to a production capability Illustrative sequence across personal assistants, human contributors, Claude and the factory. Dots surface opportunities and reviews. People add intent, approve entry and validate outcomes. Claude prototypes. The factory implements and tests, loops on findings and releases only under the required authority. Dots Help for each person People Intent & decisions Claude Work with the team Factory Software production 01 / AGREE WHAT TO BUILD 02 / REVIEW THE PROTOTYPE 03 / BUILD, TEST, RELEASE Suggest automating the report Explain what the report needs Share the proposal with the team Prototype → channel review Another Dot alerts the tech lead Approve the work for the factory Plan · build · run tests Repair Ask the team to test the report Approve the tested change Production Tell the team the feature is ready AI contribution Human decision Reading direction ↓
Swipe across to follow the full diagram.

The colleague did not have to follow every development step. They explained what they needed and reviewed the result. Other people made the decisions that belonged to them. The agents kept the work moving between those moments.

Our first group included six people in six different roles. From the first day, they used Dots extensively to change client configurations, handle handed-off lead conversations, reschedule meetings, and review financial reports before sending them to clients.

They continue to use them more and connect more applications. From my observation, this is the fastest internal adoption since we started building our data and AI capacities.

Knowing the company helps Dot understand the work. Access to applications lets it fill in forms and handle administrative tasks. It can also notice a problem and offer help without waiting to be asked.

Each person learns what they can trust their assistant to do. They check results, correct misunderstandings, and give it more responsibility. For some tasks, that includes communicating with others. For others, they still want to approve the result. We already work this way when delegating to colleagues.

There are still practical limits. Users sometimes need a quick answer while their Dot is occupied with background tasks. We need better ways to interrupt that work or change its priority. Critical actions such as payments can still require platform approval even when a user wants to delegate them fully.

In July, I described people managing AI workers that keep working and ask for help when they need it. We are building the accounts, permissions, knowledge, and tools that make it possible to give them more of that work.

Previous: The Factory as a Living Contract