One place to plan, manage and act on the work.
Chaidojo makes your firm's method the default path the work takes, over your own material. This page is the mechanism behind that, in detail.
Built from your own material, not indexed over it.
Chaidojo reads your engagements, templates, models and review comments and builds a queryable knowledge base from them. Not a search index that retrieves passages, but a structured view of your own work that an agent can ask questions of. That is the reason the output does not sound like everybody else's.
- One knowledge base your whole firm and its agents can query
- Answers grounded in your own files, cited to the source
- Held on infrastructure you own and keep sealed
Agents that plan, not scripts that replay.
An agent takes a job, plans an approach and chooses the skills it needs, rather than running a fixed sequence somebody configured in advance. That is why the engagement type you run forty times a year is run to the same standard the forty-first time, and why a job it has not seen before does not simply fail.
- Package a recurring engagement as a workflow anyone runs
- Shared canvases with comments and mentions
- Market sizing
- Competitor map
- Customer interviews
- Financial bridge
- Pricing survey
Pricing survey left out: this job doesn't need one.
Every deliverable opens to its record.
A finished Word, Excel or PowerPoint deliverable in your house style, with a record attached: what ran, in what order, on what. That record is what turns a default path into a control. Not a lock on your people. A trail you can read.
- Branded files from live data, versioned and signed off
- Draft, under review, signed off, with who did what
- A durable trail: versions, activity, citations and access
- Revenue concentration
- 46% top 3
- Adjusted EBITDA
- 8% below reported
- Peer margin gap
- 300 bps
- 01Read the data room214 documents, cited
- 02Applied the firm's CDD methodNine standard sections
- 03Reconciled against filingsThree one-off items flagged
- 04Drafted to house templateWord, 18 pages
Three things you do with it.
The mechanism above runs underneath. This is what the firm does day to day.
Set what the work is for
Set objectives, tag finished work to them, and watch status roll up on its own.
- Objectives and key results for every team
- Tag files, canvases and workflows to the plan
- Roll-ups update on their own, never typed in
Decide who runs what, on which material
Connect your material, set who can run what, and choose your models. Your data stays sealed and yours.
- Files, folders and live tables in one workspace
- Roles and access per team and workspace
- Bring your own model provider keys
Run the engagement, then review it
Run a workflow that reads your material, builds a live canvas and hands back a Word, Excel or PowerPoint deliverable, ready for your review.
- The agent reads your data through governed tools
- The work takes shape on a live, shareable canvas
- Draft, under review, signed off
Three limits we state up front.
- 01
The work arrives at roughly 80%. A person reviews and signs off. Chaidojo never claims a finished autonomous deliverable.
- 02
Model-agnostic, deployed on your infrastructure, so your method is not hostage to one vendor's roadmap or pricing.
- 03
A default route, not a gate. No firm enforces its method on a senior partner today, and none would want to. What firms lack is knowing when it was not followed, and that is the half Chaidojo supplies.
The rest of what is in the box.
For reference. None of these is the difference. The mechanism above is.
Block library
KPI, chart, table, text and callout blocks composed into live canvases.
Live data bindings
Bind charts and tables to your data with lists, queries or computed recipes.
Multi-format ingestion
PDF, Word, PowerPoint, Excel, CSV, HTML and Markdown through one path.
Query your data in place
The agent runs safe, read-only queries over your clean tables: joins, filters and aggregations.
Search with citations
Keyword and semantic retrieval with reranking, so every answer is cited to its source.
Figure extraction and OCR
Crops charts and figures from documents, reads them and captions them.
OneDrive folders as sources
Bind a OneDrive folder as a dataset that stays in sync.
Decks in your house style
PowerPoint composed on your own brand palette and themes.
Web and market research
Search the web and pull SEC filings, prices and macro data alongside your own material.
Command palette
Jump across workspaces, canvases, projects and objectives with one shortcut.
What one deliverable costs to produce.
Per-run accounting against the deliverable rather than the seat, so you can say what one piece of the work you sell costs to make. Credits are priced at AWS list with no markup, and you can run your own AWS account and pay AWS directly.
- Cost per deliverable, not per seat
- Any model, without re-platforming
- Your own cloud and your own credits if you want them
- The captured method belongs to your firm
Efficiency you can recover. A year of captured method you cannot.
Start now and you have twelve months of method by this time next year. Wait, and you cannot buy the missing year.
If your work is a fit, we build a first version of one of your deliverables within 72 hours of receiving your material.