Give AI agents a memory.
Expert teams lose context, duplicate outreach, and forget why decisions were made. Workbead is where the work remembers itself.
Request a demoYou already know this part.
A high-stakes provider search runs through your inbox, a spreadsheet that drifted out of sync two weeks ago, three chat threads, and your own memory. A firm gets researched twice because the prior conclusion is buried in an email. A decision from six weeks ago has to be reconstructed when a client asks why.
The work is hard enough on the merits. The tools make it harder.
Generic AI chat doesn’t fix this. Faster drafts on top of a broken workflow produce more decisions with the same audit gap. The agent writes more. The trail underneath gets thinner.
Workbead is the workflow-control layer for AI agents.
Workbead gives AI agents something they don’t have on their own — durable memory, dedupe, source discipline, approval gates, and an audit trail.
The platform inside Workbead is called AgentBridge. It tracks every firm, every reply, every classification, every decision, and every next action. The agent does the drafting and the discovery. You stay in control of what goes out and what gets recorded.
Every action has a source. Every decision has a record. Nothing goes out without your approval.
One loop. Every step sourced.
Discovery
The agent surfaces candidates that match the criteria you set.
Preflight dedupe
Anything already contacted, declined, held, or benchmarked is blocked before you see it.
Approval-gated outreach
You review the candidates. You approve the message. You send it. The system records it.
Reply ingestion
Replies are captured as primary-source evidence. Every classification points back to the reply that justified it.
Decision log
Resolved decisions live in one place — the reason, the date, the source. No more “see the email thread.”
TrusteeFit — fiduciary and trustee search.
The first proof case is TrusteeFit — fiduciary and trustee search for wealth and estate planning clients.
Trustee search is brutally hard. Fit depends on governing law and trust situs, custody platform constraints, whether the firm accepts an outside investment advisor, minimum trust size and the resulting effective fee, exit-fee risk, distribution mechanics, and whether the firm answers threshold questions in writing or only offers to talk. Every dimension has to be sourced. Every classification has to point to a reply.
We’ve been running it on a real active search. Dozens of firms surfaced, screened, contacted, classified. Closure decisions recorded with the structural gate that controlled each one — a 1% non-waivable exit fee on one firm, required in-house investment management on another, a high recurring fee plus required custody on a third, a firm-side business decision to pass on a fourth. Each one preserved as route-lane intelligence for future mandates rather than discarded. A strong-but-expensive backup held in active comparison. An emergency-transition fallback held off-market.
None of those outcomes get reconstructed from chat memory. They are read off the canonical record.
Same workflow. Different vocabulary.
- Fiduciary and trustee search
- Legal co-counsel and expert-witness sourcing
- B2B vendor diligence
- RIA and family-office provider search
- Specialized expert recruiting
- Regulated procurement and compliance
Workbead’s architecture takes the same lesson Beads applied to AI coding agents and extends it to high-stakes business workflows. Beads showed that AI agents need structured, queryable, Git-native memory rather than loose chat history to operate reliably across sessions. The durable objects in our domain are providers, replies, decisions, tasks, evidence, and routing rules instead of issues and code dependencies. Workbead is independent of Beads and Sourcegraph; the lineage is architectural, not commercial — but the reference point is the right one.
See it on your workflow.
Tell us what you’re sourcing. We’ll show you what Workbead looks like on the actual problem.
Request a demoEmail us to request a demo.