SideNote Pro Sensitive Document Workflow Rollout (5-7 days)
A fixed-scope engagement that puts SideNote Pro's docked Windows 11 assistant onto client workstations for document review, selected-text rewriting, and local folder indexing, with the client's own API keys and no conversation history leaving the machine. Time: 5-7 days.
By InnovaAI ResearchPublished Updated
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SideNote Pro Sensitive Document Workflow Rollout (5-7 days)
A fixed-scope engagement that puts SideNote Pro's docked Windows 11 assistant onto client workstations for document review, selected-text rewriting, and local folder indexing, with the client's own API keys and no conversation history leaving the machine.
- Client fleet runs Windows 11 and staff have install rights for the Microsoft Store build
- An AI provider account already exists on the client side (OpenAI, Ollama, LM Studio, or an OpenAI-compatible endpoint) with a usable API key
- Named document libraries (contracts, templates, client files) are stored on local drives or synced folders the indexing feature can reach
- One internal champion per team who will own the prompt library after handover
- Written sign-off that the client manages their own provider billing and key rotation
- 1.Audit each workstation for Windows 11 build and confirm the client's provider endpoint responds to a test call
- 2.Install SideNote Pro from the Microsoft Store on the pilot machines and connect the client's own API key
- 3.Record which applications staff live in all day, since the docked panel follows them across any Windows app
- 1.Verify selected-text actions (rewrite, summarize, translate, explain) against three real client documents
- 2.Test document analysis on the client's actual PDF, DOCX, TXT, and Markdown files rather than sample content
- 3.Confirm screenshot capture and query works on a locked-down app the client uses daily
- 1.Point local folder indexing at the core document libraries and check source attribution on returned answers
- 2.Set provider profiles so staff can switch between the cloud endpoint and a local model without re-entering keys
- 3.Configure local history retention settings to match the client's data handling policy
- 1.Build the prompt library around the client's two highest-volume text actions, such as summarizing client PDFs and rewriting client emails
- 2.Draft a one-page cheat sheet mapping each recurring task to its saved prompt and the panel action that triggers it
- 3.Walk the internal champion through editing and adding prompts without vendor help
- 1.Run a live session with 3 to 5 staff working in their own applications with the sidebar docked
- 2.Log every prompt that produced a weak result and tighten the wording before handover
- 3.Confirm no conversation history is syncing off-device by inspecting the local store on one machine
- 1.Hand over the prompt library, cheat sheet, and a short escalation path for provider key failures
- 2.Train the champion on adding new workstations under the Business plan's 10 user licences if the pilot expands
- 3.Close with a written note on which workflows stayed in SideNote Pro and which reverted to the old process
A single-user licence costs $49 one-time, so a five-seat rollout carries roughly $245 in software cost against an $1,800 engagement fee, and the client's provider spend stays on their own account rather than passing through the agency. The Business plan at $349 monthly for 10 user licences only makes sense once the client wants centralized purchase and coordinated licence issuance, which is a natural second-phase upsell after the pilot proves out. Margin holds because the work is configuration and prompt design, not per-seat resale.
- Configured SideNote Pro installs on the agreed Windows 11 workstations with the client's own API keys connected
- Local folder index covering the named document libraries, with source attribution verified on test queries
- Custom prompt library for the client's two highest-volume text actions, plus a one-page usage cheat sheet
- Provider profile and local history retention settings documented for the client's IT owner
- Handover note listing which workflows stayed in SideNote Pro and which reverted
The client's staff complete their normal document review and email rewriting inside SideNote Pro's docked panel for one full working day without opening a separate AI tool, and the internal champion can add a new prompt unaided.
More on SideNote Pro
- StrategyWhy SideNote Pro Shifts Agency Margin From Seats to Setup
- ConceptSideNote Pro BYOK Fit Gate
- Evaluation RuleSideNote Pro Rule: Adopt Only When the Client Brings Their Own API Key and Windows 11
- Decision FrameworkSideNote Pro: Buy vs Skip (Windows 11 Agencies With Existing AI Provider Accounts)
- Failure PatternThe SideNote Pro BYOK Handoff Trap: Why Agencies Fail When Clients Own the API Keys
- Operating ProcedureSideNote Pro BYOK Workstation Rollout (Onboarding)
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