Meridi AI
Ask about your work. Apply what you agree with.
Ask about a process, its owner or what needs review. Meridi AI answers from your records and shows what it checked. Changes you request arrive as proposals for you to review and apply.
5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.
Inside the tool
Meridi
Harborline › Process › IT Account Setup
Add an address check before shipping. Make People Ops responsible.
Two changes are ready for your review.
Proposed actionsDRAFTED BY MERIDI
2 pending reviewApply All (2)Confirm shipping addressProcess StepCreate
Organization: Harborline · Within IT Account Setup
New Process Step Data
- Title
- Confirm shipping address
- Description
- Confirm the delivery address with the new hire and hand it to IT before dispatch.
- Step Number
- 2
- Required Role
- People Ops
- Required Tools
- Workday
Apply
IT Account SetupRACI AssignmentAssign
Responsible: Jordan Lee
Checked just now · Evidence reviewed (2)
IT Account SetupJordan Lee
OrganizationAsk Meridi about your work...
Inside the tool
Harborline › Process › IT Account Setup
Meridi answers about the page you’re on, from your own records.
Evidence reviewed
The records it read to answer.
Drafted by Meridi
A proposal. Nothing is saved yet.
Apply
A person decides. Skip any card, or apply them all after confirming.
Attention
What needs you now, found by checks on your records.
Every change is a card. You decide what happens to it.
Meridi AI can’t verify a process or confirm a result. It drafts; a person applies, and the person’s access is checked again before anything saves.
- Pending review
Drafted by Meridi, and not saved.
Every proposal starts here, on a card in the conversation.
- Applied
A person applied it, and the change is saved.
Apply a card, or Apply All and confirm. In a voice conversation, you can say you approve it.
- Dismissed
A person skipped it. Nothing changed.
What you can do.
Answers from your records
Ask about your processes, owners, review status and systems. Meridi answers from your workspace, not the internet, and shows the records it checked.
See what a change touches
Ask what a change affects, and see the processes upstream and downstream, the systems they share, the people involved and the knowledge linked to them.
Drafts that wait for you
Ask for a new step, a new owner or a change in responsibilities, and Meridi AI drafts it as a card. Nothing saves until a person applies it, and a changed step or owner moves the process to Needs review.
Find what’s missing
Ask which processes have no owner, what needs review first, or what changed recently, and go straight to the records.
Talk it through
On paid plans, have a live voice conversation, with the same cards to approve. Voice uses 20 AI credits a minute.
More tools on each plan
Each chat answer uses 5 to 60 AI credits. Free includes an introductory allowance; paid plans include monthly credits. Discovery adds pain points, interviews and meetings. Delivery adds projects, milestones, risks and status updates.
How it connects.
- BaseProcessesAsk Meridi on any process. A changed step or owner you apply moves the process to Needs review.Explore Processes
- BaseSOPs and documentsDrafts SOPs and their updates, and reads your documents to answer.Explore SOPs and documents
- BaseStakeholdersFinds processes without an owner, and proposes people, reporting lines and responsibilities.Explore Stakeholders
- BaseOperating modelAnalyzes a scenario when you ask, before you change the real flow.Explore Operating model
- DiscoveryPain pointsOn Discovery, creates pain points, links them and estimates their impact, for you to apply.Explore Pain points
- DeliveryRisks and status updatesOn Delivery, drafts status updates and logs risks and issues, for you to apply.Explore Risks and status updates
Put it to work.
Explore the workflows that use this tool.
- Change managementShows what a process touches, finds processes without an owner and drafts each change for your approval.See how it works
- Process discoveryDrafts interview guides and suggests where pain points belong.See how it works
- Client deliveryDrafts status updates and the completion summary when you ask.See how it works
- SOPs and onboardingDrafts SOPs and updates, and answers how things are done, with its sources.See how it works
| Feature | Free$0 | Base$29/month | Discovery$79/month | Delivery$149/month |
|---|---|---|---|---|
| Meridi AI | Base tools | Base tools | Base + Discovery tools | All tools |
| AI credits | 1,000 once, for 30 days | 4,000 per month | 10,000 per month | 20,000 per month |