How a ZPT Engagement Works

We come to your company, understand how the team works, and build the right AI directory.

How a ZPT Advisory Engagement Works

We visit your company, understand how the team works, and build the right AI setup, from education to full implementation.

+Review workflows, identify automation opportunities
+Build a tailored folder with connectors, skills, and agents (Example)
+Train the team to use it independently
+Monitor and continuously update with the latest skills, MCPs, and integrations

Everything ZPT builds stays with the company. No lock-in, no dependencies.

What This Looks Like in Practice

Real workflows, real time savings.

Quarterly Fund Analysis

Analyzing quarterly cash flows across multiple fund portfolios.

Excel

Manual process

1Log into custodian portal and download reports30 min
2Open each PDF, locate relevant tables45 min
3Manually type figures into spreadsheet1.5 h
⋯and 5 more steps
9Create updated Excel model2 h
10Final review and sign-off1 h

With agents

→Reads all quarterly PDFs and extracts figures
→Cross-references and flags discrepancies
✓Analyst verifies flagged items
→Creates updated Excel model

~10 hours

manual

~1 hour

with agents

Due Diligence Deck

From data room to investment committee presentation.

PowerPoint

Manual process

1Receive and organize data room documents1 h
2Read and categorize each document (20+)6 h
3Extract data points into structured format4 h
⋯and 6 more steps
10Internal review and iteration4 h
11Final polish and formatting2 h

With agents

→Reads and categorizes all data room documents
→Produces ~80% draft of analysis sections
✓Analyst reviews, adds investment judgment
→Builds PowerPoint deck from analysis

~2 weeks

manual

~2-3 days

with agents

Client Onboarding

Processing intake documents and populating internal systems.

CRM

Manual process

1Receive contracts and intake forms via email10 min
2Open and read each document for key fields30 min
3Log into CRM and manually enter data25 min
⋯and 4 more steps
8Flag missing information10 min
9Draft follow-up email to client15 min

With agents

→Reads all intake documents and extracts fields
→Populates CRM records, flags gaps
✓Human reviews summary and sends follow-up

~2.5 hours

manual

~20 minutes

with agents

But Aren't Claude and ChatGPT Already Adding These Features?

Yes, and that's exactly why this works. Tools like Claude and ChatGPT ship powerful default capabilities: skills, integrations, memory. But they're generic. Every company gets the same starting point.

ZPT takes those same building blocks and structures them around your company. Your context, your workflows, your standards. The result: your team gets more out of the tools they're already using, because the tools actually know how the company works.

Interchangeable

Your setup

What We Expect From You

A Claude or ChatGPT Pro account
Your team subscribes to Claude Pro or ChatGPT Pro ($20-200/month). This is the foundation the setup runs on.
Open access to workflows
ZPT needs to understand how your team works. We sign an NDA to protect all information.
A point of contact
One person on your team who can answer questions and give feedback during the engagement.