Deliverables

Connect outputs to the tasks that produced them

What It Does

The deliverable system tracks specific outputs that contribute to your business plan:

  • Auto-detects deliverables when AI agents produce content in chat
  • Links outputs to tasks so every piece of work is traceable
  • Provides navigation — click a deliverable to jump to the original message
  • Tracks metadata including word count, creator, and a content preview

Deliverable Types

There are five types of deliverable, each representing a different kind of output:

📄 BP Section

A business plan section draft — Executive Summary, Products & Services, etc.

📊 Financial Model

Financial projections or analysis — 3-year forecast, unit economics, etc.

🔍 Research

Market or competitive research — UK market sizing, competitor analysis, etc.

📝 Document

General documents or reports — strategy memos, meeting notes, etc.

✅ Checklist

Structured checklists — visa evidence checklist, compliance items, etc.

How It Works

Automatic Detection

When an AI team member produces content during a chat session, TorlyAI can automatically detect and link the output as a deliverable. The system recognises outputs from specific tools:

  • Business plan section generators → BP Section deliverables
  • Financial modelling tools → Financial Model deliverables
  • Market research tools → Research deliverables
  • Document creation tools → Document deliverables
  • Checklist generators → Checklist deliverables

If a session is already linked to a task, the deliverable is attached to that task automatically. If no task exists, one is created for you.

Manual Linking

You can also manually mark chat outputs as deliverables:

  1. 1
    Find the AI response in your chat session
  2. 2
    Click the Actions menu (three dots) on the message
  3. 3
    Select Mark as Deliverable
  4. 4
    Choose which task the deliverable belongs to

Viewing Deliverables

In the Task Detail Panel

  1. 1
    Click a task card to open its detail panel
  2. 2
    Scroll to Deliverables — each shows type icon, title, preview, creator, and word count
  3. 3
    Click any deliverable to jump to the original message in the chat session

Removing Deliverables

If a deliverable was linked incorrectly or is no longer relevant:

  1. 1
    Open the task detail panel
  2. 2
    Hover over the deliverable to reveal the ✕ button
  3. 3
    Click Confirm — this only unlinks the deliverable; the original chat message is not affected

Tips

  • Let auto-detection work — the system handles most deliverable linking automatically when sessions are connected to tasks
  • Mark important outputs manually — if a particularly valuable response was not auto-detected, mark it yourself
  • Use deliverables for evidence — when preparing for your endorsement interview, deliverables show a clear trail of research, analysis, and writing
  • Check completed tasks — a task marked "Done" without any deliverables may be missing tracked outputs

Related Pages

Tasks

Creating tasks that deliverables link to

AI Team Members

Each deliverable tracks its creator

AI Suggestions

The AI may suggest adding deliverables to completed tasks

Task Export

Exported tasks include their deliverable list