The aim is less manual preparation, with facts, sources and decisions connected. Today’s prototype demonstrates the review sequence; future AI assistance could reduce repetitive work while preserving appropriate oversight.
01
Select a template
The current prototype uses manual selection of synthetic, versioned templates. Future AI could recommend or select the appropriate approved template using organizational rules, validation and review controls—reducing routine selection work. A maintained central catalogue and AI assistance remain planned.
Manual selection demonstrated02
Bring in source information
Bundled fictional budgets and descriptions supply today’s candidate information. Supported Excel and Word ingestion is planned.
Demonstrated with fictional inputs03
Check the financial values
Exact-decimal demo rules reconcile totals and reject invalid amounts. Production financial rules are still to be defined and validated.
Demonstrated with fictional inputs04
Surface gaps and conflicts
Required-field and date checks expose missing facts. Broader cross-document conflict detection remains planned.
Demonstrated with fictional inputs05
Review and decide
Review source references, enter corrections, and approve each section. The editorial example is fixed; functioning local AI is planned.
Demonstrated with fictional inputs06
Populate controlled fields
Approved values populate explicitly mapped fields in the selected synthetic shell. The current output contains no legal provisions.
Demonstrated with fictional inputs07
Continue review in Word
Faithful Word assembly and a draft for further review in Word remain planned. Local review-record export is demonstrated.
Word output planned
Try a fictional review
A small discrepancy. A meaningful decision.
An illustrative tour of review controls. No files or visitor case data are accepted.
sage / PRODUCT TOUR
CEDAR VALLEY Community skills initiative
Fictional scenario · CAD Synthetic shell v1.0
The tour simplifies the native prototype’s three section approvals into one illustrative review gate. It does not generate an agreement.
A more considered workflow
Let’s shape what comes next.
Explore how SAGE could support your document preparation and review process.