Regulation triage

Triaging a new regulation across 40 clients one page at a time

The problem

A new regulation hits 40 of the firm's clients. Lena's boss would normally triage them one row at a time in a spreadsheet.

How Anchor solves it

Lena builds a shared Anchor app for the response. Her boss opens it and triages client by client, one page per client, full screen, that he can clear, question, or escalate.

How it goes

1. What Lena starts from
2. Lena asks her agent to build an Anchor app her boss can review one by one
3. Lena shares the app with the team
4. Lena's boss triages, client by client
5. Every action in the app syncs back to the underlying Anchor table
6. After the meeting, Lena queries the table
7. Lena asks the agent to write up the results as a shareable Anchor document