Fictional sample engagement. Real TaskCap deliverable format.
This is not a customer case study or testimonial. It is a clearly labeled mock engagement showing the screens, evidence, recommendations, and readout package a TaskCap partner can present.
Clearline Advisory
22-person regional logistics company. 18 of 22 employees completed scans.
1. Consultant setup
The consultant creates a client engagement, sets departments, caps seats, and sends employees a white-label invite link. Employees do not create accounts.
taskcap.ai/engage/meridian-demo2. Employee invite and scan
The interview asks for role, recurring task, systems involved, time cost, and the exact place work bogs down. The goal is not AI enthusiasm. The goal is specific workflow evidence.
What part of shipment-status work takes the most time?
I spend a lot of time reading through customer emails, driver texts, and TMS notes to figure out the current status.
Where does that actually bog down?
The latest answer is usually buried in a thread, and I still have to update the tracker and remember who needs a follow-up.
3. Evidence extraction
This is what makes the consultant report defensible: the aggregate diagnostic is built from repeatable task records, not a loose pile of survey comments.
4. Individual recommendation
The worker does not receive a generic tool dump. The individual report anchors the recommendation to the bottleneck they described and includes the actual product page.
Shipment status and customer exceptions
Routes shared customer email, summarizes thread context, and keeps exception ownership visible across dispatch and support.
5. Consultant dashboard
The consultant sees completion by employee and department, credits used, individual reports, and the aggregate diagnostic generated from the scans completed so far.
6. Client readout package
The final package is designed for the client meeting: bottlenecks, readiness, recommendations, honest gaps, and a practical roadmap under the consultant's brand.
Ready to pilot
The first five scans are free for a pilot partner. The mock engagement shows the format; a real pilot supplies the first evidence from an actual client team.