Helixfield

How to

How to put a helper on a repeating job.

Name the job. Look at how it runs. Pick the AI tools that fit. Write down the facts. Connect only the software the job already uses. Score it on real work. Teach the owner. Go live only after that person accepts the handoff. A Helixfield Single Agent Install is $24,000 after a $9,500 survey.

Skipping the survey and jumping to a bot usually means the work is redone. Loop & Graph is how we organize the work today — not a forever stack.

Delivery workstation with abstract node diagrams on two monitors.

Steps

How a setup runs

  1. 01

    Name the job

    Write the repeating work in one sentence. Name the person who can reject a sloppy draft. If you cannot name the job, do not buy extra AI seats or start a setup.

  2. 02

    Run a Field Survey

    Spend two to three weeks looking at the job, the tools you already pay for, and the facts a helper would need. Helixfield prices this at $9,500. It does not include a live helper.

  3. 03

    Pick the AI tools that fit

    Choose from access, data rules, cost, and your preference — OpenAI, Grok, Claude, Gemini, Cursor, a mix, or what just shipped. How we organize the work today is called Loop & Graph. When a better method ships, we use that.

  4. 04

    Write down the facts

    List the facts, rules, systems, people, and open questions the helper must follow. Mark each one proposed, accepted, or ask. Chat history is not memory.

  5. 05

    Connect only the tools the job needs

    Hook up the software the work already lives in. Write permissions down. A helper that can click every app is a liability.

  6. 06

    Score it on real work

    Test the helper on live jobs, not a scripted demo. Missing facts become questions. Invented numbers fail the test.

  7. 07

    Teach the owner

    The owner learns four simple steps: gather facts, do the job, write down what changed, save it. They must be able to reject a bad fact and refuse an outbound draft.

  8. 08

    Accept the handoff

    A named person accepts the setup before it touches clients. Anything that leaves the company stays a draft until someone says send. Thirty days of fixes follow launch.

Questions

Direct answers

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Related

Briefing

Tell us the job that repeats.

We will say whether a $9,500 Field Survey is the right first step — or that it is not.

Request a briefing