Waiting for you
2drafts need your yesassembl OS for professional services
Experimental · built from tools that run today; the public version shows an Example firm
ExampleKestrel & Vine Advisory · Fictional, Auckland. A six-person consultancy advising small businesses on strategy and operations. Every record here is simulated: no real business, people or data.
Today
SimulatedWhat needs you today: drafts awaiting approval, dates coming up and what the team did overnight.
In draft
2being prepared by the teamSpecialists
3Flux · Onboarding · FilingOfficial sources
25last checked 2026-11-08The business, as the team sees it
Kestrel & Vine Advisory
Example · illustrative model
- FluxSales and pipeline
- OnboardingClient onboarding, privacy and AML/CFT
- FilingTax and filing dates
Agent team · in the Example
Who is doing what.
- FluxDrafting
Sales and pipeline · Level 2 · Draft
NowOpen GETS tenders for management advisory work to sift
Reads 5 official sources
Ask Flux
- OnboardingWaiting for you
Client onboarding, privacy and AML/CFT · Level 2 · Draft
NowPrivacy notice for the new client intake form
Reads 11 official sources
Ask Onboarding
- FilingWatching
Tax and filing dates · Level 2 · Draft
ReadyExplains GST, PAYE and provisional tax dates from Inland Revenue’s pages, read live, and drafts reminders for you to check.
Reads 5 official sources
Ask Filing
Waiting for a person · 2
Drafts for your call.
- Awaiting approvalSimulatedOnboarding
Engagement letter for a new Example client, ready for your read
A fixed-fee strategy review. Scope and what is out of scope are drafted; the fee and liability wording are left for you.
- Awaiting approvalSimulatedOnboarding
Privacy notice for the new client intake form
Covers each IPP 3 matter. IPP 3A wording added because the form asks permission to talk to the client’s previous adviser.
- DraftSimulatedFlux
Open GETS tenders for management advisory work to sift
Flux pulled the open notices in your service categories. Each links to its GETS page for the closing date and documents.
- DraftSimulated
Actions from the Example team hui, ready to assign
Hui wrote the minutes and listed five actions, with owners where the meeting named them. Nothing is sent until you assign them.
Trace · every step
What the team just did.
- Read
Flux Government Electronic Tenders Service (GETS)
- Read
Filing Filing GST
- Waiting
Onboarding Privacy notice for the new client intake form
- Waiting
Onboarding Engagement letter for a new Example client, ready for your read
- Read
Onboarding Principle 3: collection of information directly from subject, what to tell the individual
- Drafted
Flux Open GETS tenders for management advisory work to sift
Built from the Example’s own tasks and the official sources each specialist cites. Simulated timing.
What this OS does
Live · read live from ird.govt.nz; never filled in from memory
Tax and filing calendar
The next GST, PAYE and provisional tax dates, read from Inland Revenue’s own pages when you open it.
Reading Inland Revenue’s date pages…
Read from: Filing GST (opens in a new tab) (Inland Revenue, checked 8 Nov 2026); Payday filing (opens in a new tab) (Inland Revenue, checked 8 Nov 2026); Payment dates for provisional tax (opens in a new tab) (Inland Revenue, checked 8 Nov 2026)