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Mariete
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Private client work on device.

Use AI on sensitive material without sending it to a server.

Edge runs entirely on your phone. No internet, no cloud, no data trail. Unlocked only with your fingerprint or face.

6 min read
·
Intermediate
·
4 moves
·
Updated weekly
01The situation

Why this exists.

Edge runs entirely on your phone. No internet, no cloud, no data trail. Unlocked only with your fingerprint or face.

Today

A patchwork that breaks.

  • A shared spreadsheet nobody opens on time
  • Prompts copy-pasted into a chat window
  • A contractor who disappears for two weeks
  • Output that lands in a different shape every run
With Edge

A workflow that ships.

  • One brief, one cadence, one place to read it
  • Every claim cited, every step reviewable
  • A finished artifact in your team’s format
  • Legal, medical and financial work that actually protects the client.
02The playbook

Four moves.

Edge runs each move with a preview attached — so you know what lands before you ever hit send. Skip freely once you know which parts carry the weight.

  1. 01Kickoff

    Install Edge. Set it up once.

    Edge starts with the brief and asks only for what's missing. No boilerplate intake form, no setup meeting.

    Chat · mariete
    Y
    Install Edge. Set it up once.
    E
    Edge is working
  2. 02Gather

    Create a separate space for the client.

    Sources are pulled, cleaned, and cross-checked against prior runs — every claim carries a citation you can trace.

    checklist · step-02
    Source connected · create a separate
    Context loaded
    First pass complete
    Source connected
  3. 03Reason

    Draft, review, and summarise on the device.

    The agent thinks out loud where it matters — trade-offs named, assumptions surfaced, judgments explained.

    ranked results
    01Private · confidential client0.94
    02Client · confidential client0.82
    03Device · confidential client0.67
  4. 04Draft

    Nothing ever leaves your phone.

    A first draft lands in the format your team already uses. You edit the last 10%, not the first 90%.

    delivery · inbox
    E
    Edge → your team
    just now · scheduled weekly
    new
    Private client work on device
    Legal, medical and financial work that actually protects the client.
    Open briefing
03Prompts to copy

Paste these into Edge.

Three prompts — a kickoff, a full run, and a packaging pass. Copy the one that matches the phase you're in. Rewrite any detail to fit your business.

prompt-01·Kick it off
You are Edge. I want to private client work on device — Edge runs entirely on your phone. No internet, no cloud, no data trail. Unlocked only with your fingerprint or face. My goal: Legal, medical and financial work that actually protects the client. Walk me through the first move and tell me what you need from me.
prompt-02·Run it in one shot
Run the full playbook end-to-end: Install Edge. Set it up once. Create a separate space for the client. Draft, review, and summarise on the device. Nothing ever leaves your phone. Ask before skipping any step. Show work as you go.
prompt-03·Package the output
Deliver the output as a single brief I can share with the team — lead with "Nothing sent", then the receipts. Call out anything that changed assumptions mid-run.
04What you need

Inputs in, outputs out.

Edge runs on the inputs on the left and hands back the artifacts on the right. Skip any input — the agent will ask for it the first time it needs it.

What it takes in
  • One source of truth (CSV, CRM, or warehouse)
  • A one-paragraph brief on the goal
  • The KPI you want to move
What it hands back
  • A scored, cited brief you can forward
  • A structured file for downstream automation
  • An alert when anything material changes
05What lands on your team

A finished artifact, not a todo list.

Every run ends the same way — a packaged brief in the channel your team already reads. Here's a preview of what shows up.

playbooks·Mariete Bot·Mon 7:03 AM
delivered
E
Edgebot · weekly
Private client work on device — ready for review

Here's the brief for this week. I ran the playbook end-to-end, flagged anything that shifted against last run, and packaged the output for Slack and the shared drive.

  • Install Edge. Set it up once.
  • Create a separate space for the client.
  • Draft, review, and summarise on the device.
  • Nothing ever leaves your phone.
Open briefingbriefing.pdf · sheet.csv · slides.key
What moved
Nothing sent
Legal, medical and financial work that actually protects the client.
06Common pitfalls

Where teams stall.

Three ways we see this go sideways — and how to avoid each one.

Pitfall 01

Pointing the agent at stale or half-connected data. Clean the source once, compound every run after.

Pitfall 02

Running it once and forgetting. Put it on a weekly cadence so the numbers actually move.

Pitfall 03

Skipping the first review. Check the first run by hand — trust compounds from there.

07Questions

Before you start.

Usually one source is enough to see value. Edge can run on a CSV paste for the first pass; connect the CRM, the data warehouse, or the tool of record once you want it to run on its own.

Most teams put this on a weekly cadence. That's the sweet spot between "too noisy to read" and "too stale to act on". Adjust once you see how the numbers behave.

Whoever owns the downstream action. Edge hands back a finished result — the value is in somebody actually reading it and shipping the decision the same day.

It usually isn't. The first pass is calibration — tell Edge what was off, rerun, and the second is close. By the fourth it reads like a teammate.

Your move

Run it today.

Forty minutes to set up. Nothing sent on the other side. Edge does the work.