AdvisorOS

In development

An AI advisory concierge, built on a data-driven core

AdvisorOS is the system behind the engagement — designed so that every interaction is captured, scored, and queryable. No hidden state; everything important is persisted.

The principle

AdvisorOS treats advisory as an engineered system, not an inbox. Inbound interest becomes a structured, scored opportunity; scheduling closes the loop automatically; and every workflow emits telemetry so the operation is observable end to end.

It is intentionally built on cloud-managed infrastructure — n8n for orchestration, Baserow as the system of record — reusing the existing ecosystem rather than reinventing it.

Architecture at a glance

Capture

Website intake and bookings flow through a signed server proxy into orchestrated workflows — no client-held secrets.

Intelligence

Explainable qualification and lead scoring, executive-summary generation, and real-time notification.

Observability

Per-run and per-node telemetry — start, end, duration, status, counts, errors — all queryable.

Architecture detail: see /docs/architecture.md, /docs/workflow-maps.md, and /docs/baserow-schema.md.

Curious how it works?

Happy to walk through the architecture in a strategic session.

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