How SAGE works

A clear path.
With review built in.

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 demonstrated
02

Bring in source information

Bundled fictional budgets and descriptions supply today’s candidate information. Supported Excel and Word ingestion is planned.

Demonstrated with fictional inputs
03

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 inputs
04

Surface gaps and conflicts

Required-field and date checks expose missing facts. Broader cross-document conflict detection remains planned.

Demonstrated with fictional inputs
05

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 inputs
06

Populate controlled fields

Approved values populate explicitly mapped fields in the selected synthetic shell. The current output contains no legal provisions.

Demonstrated with fictional inputs
07

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.

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SAGE guide

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