Independent professionals: start with the free cards
For consultants, bookkeepers working alone, designers, writers and coaches, including people running a business from home. Free workflow cards you run in your own assistant.
Your week, in your words
iSystematic's free workflow cards are written for independent professionals whose week goes on proposals, follow-ups, onboarding a client, invoices, content, and keeping household and clients apart.
Aisha (fictional) runs her business from home and keeps her clients and her household in separate places. The cards on this page are written for a week like hers.
Where most start
Most start with three free cards: W10 Business Profile Builder, W20 Research to Decision Memo and W16 Invoice Reminder Preparation. Each is a complete manual routine, with the prompt, the flow and the approval rules, and it stays free.
If you would rather have them set up with you, one setup session configures them in your own account.
What we set up
Each workflow prepares work for a person to check. Status on 9 October 2026: free cards in testing, packs proposed. Workflows without a link are designed and not yet published.
Business Profile Builder
A one-page profile from your verified facts, with unknowns and assumptions kept apart. No invented testimonials, credentials, prices or results.
Research to Decision Memo
A one-page memo that separates evidence, assumptions, conflicting claims and unknowns, and cites the originals.
Invoice Reminder Preparation
Reminders for confirmed unpaid invoices only, with exact amounts. A second run never sends a second reminder.
Client Onboarding
A welcome pack, kickoff agenda and checklist from the scope you agreed. It never changes contract terms.
What makes the card different
Each card's tests target the mistakes that cost you a client: duplicate reminders, invented claims, and a message sent without your approval.
Works with your systems
The cards need no integration: they run in the AI assistant account you already have.
| How you use it | What it needs |
|---|---|
| A free card, by hand | Copy the prompt into your own ChatGPT, Claude or Perplexity account, add what it needs, then review and act yourself. |
| A saved version in your account | Set up with you in one session, where your account supports saved instructions or projects. |
Software is named here only to say what has been tested with it. Nothing on this page implies an integration that has not been built.
How it is built
Four promises hold for the free cards and the setup session; the full set, for systems we build and run, is on How we build.
| What we promise | What stands behind it |
|---|---|
| It never promises a client anything you have not approved | The Boundary Invariant |
| Nothing goes live until you sign it off | Five-Gate Deployment Model™: G3 Approval |
| We check every service we put into your setup | AI Vendor Risk Framework (AVRF)™ |
| You can see what it did and why | The BOE Declaration |
What always stays with you
You decide these, every time.
- Every client message
- Every proposal
- Every price
- Anything published
- Every outreach send
What we never do
No card or setup of ours does any of these.
- Invented testimonials, credentials or results
- False personalisation in outreach
- Outreach without a lawful basis
- Household and client data in one assistant context
Start
Start with a free card. If you want help, there is one setup offer.
Get the free card
W10 Business Profile Builder: the prompt, the flow and the approval rules, as a routine you run yourself.
Book one setup session
We configure up to three workflows with you in your own ChatGPT, Claude or Perplexity account, in a 60 to 90 minute call. Priced on the call.
Where to go next
Service businesses
Service businesses: iSystematic sets up AI workflows that sort messages, draft replies from facts you approve and prepare invoice reminders. Prices stay yours.
Accounting firms
Accounting and bookkeeping firms: iSystematic sets up AI workflows that list missing documents and draft requests and reminders. The firm sends every message.
W10 Business Profile
W10 Business Profile Builder drafts a one-page profile from your facts, keeps assumptions apart, and invents no testimonials, credentials, prices or results.
W20 Research to Decision Memo
W20 Research to Decision Memo separates evidence, assumptions and unknowns, cites the originals and leaves you the decision. For Perplexity, Claude and ChatGPT.
W16 Invoice Reminders
W16 Invoice Reminders drafts reminders for confirmed unpaid invoices only, with exact amounts. Paid or disputed items are flagged; nothing is sent without you.
Aisha is a fictional persona. Workflows prepare; people decide.