ROLE

Start from the role you work in

Roles are a shortcut to a set of recurring artifacts. A VC analyst keeps a sourcing log and a memo; a consultant keeps an evidence file and a deliverable. Starting from the artifact is faster than starting from a feature list.

How to use these pages

Read the page for the role that matches the work, then follow the two task links at the bottom. Each task page gives the steps; the role page gives the standard the output has to meet.

If you work across roles, start with the artifact you need this week rather than with the role you are paid as.

What stays the same across roles

Every page assumes the output is checked by a person. The pages describe where AI organizes and drafts, and where you review, decide, or sign in. That boundary is the useful part.

They also assume the work repeats. A role page is worth reading when the same artifact comes back every week or every deal, not when it happens once.

FAQ

Which role page should I read first?

The one closest to the artifact you need this week. Role titles matter less than the output you have to produce.

Do I need a specific role to use these workflows?

No. The pages are organized by recurring artifacts, and anyone who produces that artifact can use them.

Are the role pages product features?

No. They are ways of working. Some steps use Sigla, and others are yours to review or decide.

SIGLA DESKTOP

Download Sigla and set this up for the way your team works.

Windows · macOS (Apple silicon and Intel). Download first, then start from a request or a template.