Sombra
Production core · broader R&D
AI file notes and document workflows for financial advisers. Co-founder and technical product lead.
About Sombra
The product
Sombra turns fragmented meeting data and firm knowledge into reviewable file notes, client intelligence and compliance-aware workflows, then uses adviser corrections to improve future output.
My role
Co-founder and technical product lead. I led product architecture, AI workflow design, application development, integrations, infrastructure and the feedback loop between real adviser behaviour and the product.
What I built
- Meeting, recording and calendar ingestion with queues, retries and OAuth renewal
- Structured file-note and document workflows grounded in source material
- A feedback loop that measures edits and assembles quality-gated examples
- Production access controls plus broader agent, guardrail and approval prototypes
Technical decisions
Learning from real corrections. Section-level edit metrics, anonymised before-and-after examples and user style profiles turn practitioner review into a controlled improvement loop.
Multi-tenant trust boundaries. Organisation context, role enforcement, governed data access, throttling and traceable activity keep sensitive workflows separated and inspectable.
Broader agent-system R&D. Prototypes explore sequenced and parallel specialist agents, cost tracking, PII handling, persisted findings, output checks and failure fallbacks beyond the production file-note core.