Introduction

Welcome to the Provisors Troika Automation Tool.

The Provisors Troika Tool is a purpose-built automation solution designed to simplify and streamline the monthly Troika group management process for Provisors meetings.

Created specifically for Troika Masters and Provisor Members, the tool eliminates manual administrative tasks, ensures accurate groupings, and efficiently handles special pairing requests. Whether you’re a group administrator or a participating member, this guide offers clear, step-by-step instructions to help you navigate and interact with the new automated system.

By automating the Troika process, the tool delivers a smoother, faster, and error-free experience—freeing up your time to focus on building meaningful connections.

01

SEND PDF

02

SYSTEM PROCESSES

03

DISTRIBUTE

04

RECEIVE GROUPS

Troika ai workflow automation
The Provisors Troika Tool

What is the Troika Tool?

The Provisors Troika Tool is an automation solution designed to simplify and streamline the monthly Troika group management process for Provisors meetings.

Built specifically for Troika Masters and group members, it removes manual administrative work, ensures accurate groupings, and efficiently processes special pairing requests.

Why Troika Masters Love It

  • Save an Hour Every Meeting: Automates everything—from collecting requests to generating and distributing group lists.

  • Error-Free Grouping: Automatically processes requests and the monthly Photo List PDF.

  • Simple Workflow: Just send the Photo List PDF to the system and receive the final Excel groupings back.

How the Troika Tool Works

For Troika Masters (Administrators)

Initiate the Grouping Process

Email the monthly Photo List PDF to san_rafael_2@poppertechteam.com with the subject line "Troika Photo List".

Let the System Work:

The tool processes the PDF, gathers special requests, and generates the groups automatically.

Receive the Final Groups:

You’ll receive an email with the final Excel file containing all Troika groups.

Review and Distribute:

Review the groupings and share them with your members.

For Troika Members (User’s Guide)

As a Troika Member, your main interaction with the system occurs when submitting a special pairing request.
Follow these instructions carefully to ensure your request is properly processed.

Check The Deadline

Your Request must submitted before the main pairing automation runs.
  • Rule of thumb: Send your request 4-5 days before the meeting date
  • Example: For a meeting on the 30th
  • Example: you should aim to send your request by the 25th to be safe.

Hard Cutoff: Any request sent after the Photo List PDF has been submitted for the month will be automatically ignored.

Compose Your Request Email

Email Body Template:

Hi, I would really like to meet with Joe this time.
My Email: armaan@poppertechteam.com Partners Email: joe@poppertechteam.com
Regards, Armaan Mujawar

Critical Reminder

Failure to follow these instructions (using the wrong subject line, sending to the wrong email address, or not using the correct template) will either prevent the automation from triggering or cause your request to be ignored.

Example
To [Group Name]@poppertechteam.com

Hi, I would really like to meet with Joe this time.
My Email: armaan@poppertechteam.com Partners Email: joe@poppertechteam.com
Regards, Armaan Mujawar

Why We Built the Troika Tool

At Popper Tech Team, we believe that AI should be more than a buzzword—it should deliver real, measurable value. We created the Troika Tool for two key reasons:
This project reflects our broader mission: to help organizations embrace AI-First strategies that drive efficiency, clarity, and growth.

Troika Tool Release Notes

Version 1 – Live Now

Popper Tech Team is proud to announce the launch of Version 1 of the Troika Tool—an AI-powered solution designed to streamline the monthly ProVisors Troika meeting process. This release marks a significant step in our mission to demonstrate how AI can automate real-world business workflows and save valuable time.Key Features:
This version is available free of charge to all ProVisors members as part of our commitment to supporting professional networking through intelligent automation.

Version 2 - Live Now

Building on the success of Version 1, our upcoming release will introduce advanced features to further enhance the Troika experience:

Planned Enhancements:

Version 2 will continue to reflect our AI-First approach, helping ProVisors members connect more effectively while reducing administrative overhead.

Sign Up to Use the Troika Tool

Fill out the form below to request access. Your information will be sent directly to Joe at Popper Tech Team.
You must be a Group Leader or Troika Master to apply.


Ready to Automate Your Business Workflows?

If you have business processes that are repetitive, time-consuming, or ripe for improvement, Popper Tech Team is here to help. We built the Troika Tool not only to serve ProVisors members, but also to showcase how AI can transform everyday operations.Whether you’re looking to streamline internal tasks, enhance client engagement, or unlock new efficiencies, our AI-First Business Transformation Services are designed to help you scale smarter. Let us 2X, 5X, or even 10X your business using intelligent automation—so you can be more profitable, more efficient, and more productive. Contact Joe at Popper Tech Team to explore how we can put AI to work for you.

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