FAQ

Questions

Something not covered here? Email hello@plexusconsulting.co.uk.

Which AI tools does it work with?

The prompts work in Claude, ChatGPT and Microsoft Copilot. If your firm runs on Microsoft 365, the pack includes a ready-to-paste Copilot agent and prompts for use straight after Teams meetings. Claude users get an installable skill, and ChatGPT users a one-paste setup for a Project. Whichever you use, you set it up once and then just say what you need, like “Log this meeting”.

Can I use it just for actions and decisions?

Yes. When you say “Set up my RAID log”, it asks whether you want a full RAID log or just actions and decisions. The simpler action log suits any recurring meeting where you need to track what was agreed and who owes what. Anything that sounds like a risk or issue is still flagged to you, and you can switch to a full RAID log later.

Will the AI change my log without asking?

No. Every prompt proposes changes for review. Nothing is logged until you approve it.

What happens if the AI gets something wrong?

You'll see it in the review step, before anything is saved. Every draft shows its disposition (update, new, dropped or left out), and you can edit the wording, remove it or add what it missed. Nothing reaches your log until you approve.

I already have a RAID log. Do I need to switch?

No. It reads whatever log you give it first, in Excel, Notion, SharePoint or Smartsheet, and proposes updates to your existing rows as well as new ones. The Excel and Notion templates are there if you want a clean start, and it can import your current log into them.

Is it safe to put client meeting transcripts into AI?

Use your organisation's approved, business-grade AI account, not a personal one. The guide covers what to strip out, recording consent and why the human review step matters.

Will our IT team approve it?

There's nothing to install and no data comes to us; it runs inside the AI tool you already use. Download the one-page summary for IT and forward it before you buy.

Can my team use it?

Yes, with the right licence. Individual covers one named person, Team up to 10 named people, and Organisation everyone in your organisation. Already bought Individual and want to add people? Upgrade by paying the difference. How licences work.

Can we pay by invoice or purchase order?

Yes. Every order comes with a receipt, and for a VAT invoice or purchase order, email hello@plexusconsulting.co.uk.

Do I get updates?

Yes. Improvements to the module you bought are free. Founding members also get every new Delivery OS module released within 12 months of purchase, at the same licence level.

What if it isn't right for us?

There's a 14-day money-back guarantee. See the refund policy.

What is Delivery OS?

A toolkit for project and programme managers, built module by module. The RAID module is the first. Later modules build on the same log and conventions, so each one adds to what you already have.

Run your next meeting's RAID update in ten minutes.

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