Updates, already written
Client updates and meeting recaps drafted before a person sends them, so they stay consistent, on time, and on brand.
For operations · Proves the engine
Updates and briefs, ready before Monday.
Operations is really two agents. The Client Agent drafts your updates, recaps, and handoffs. The Report Agent keeps a KPI ledger, so every number you send has a source you can trust.
About 6 weeks from kickoff to live.
Summary
Runs
Client updates, meeting recaps, onboarding steps, account health checks, weekly briefs, and claim checks
Reads
Meeting notes, delivery files, the KPI ledger, pipeline exports, and the client workspace
Writes
Drafted updates, action lists, health flags, the weekly brief, and dashboards with source paths
Guardrail
No client sees a message and no number reaches a report without a person
What it does
Monday starts with answers.
Two agents draft the updates and keep the numbers straight. A person reviews every update before a client reads it.
A calm weekly brief
What moved, what is waiting, and what needs a decision, on your desk before the week begins.
A KPI ledger
Numbers come from a ledger, not a guess. Nothing gets invented, and everything can be traced.
Clean handoffs
Nothing slips between people or teams, because the context travels along with the work.
How it runs
Two agents, one weekly rhythm.
Meetings and delivery notes go in. Client updates, recaps, and handoffs come out, drafted in your voice and waiting for a person to read and send.
It keeps a KPI ledger that every number is pulled from, so reports stay consistent week to week and any figure can be traced back to where it came from.
By Sunday night there is one brief on your desk: what moved, what is waiting, and what needs a decision from you. Monday starts with the answers, not the digging.
What’s included
Runs on Conversion Skills
A tidy vault, a lasting memory, a daily routine, and review gates. It is the toolkit the operations build is made from.
Works with your tools
- HubSpot
- Salesforce
- Resend
- Intercom
Tracking the work in a tool that is not listed? If it has an API, the agents can read from it.
The rest of the crew
The agents it keeps score for.
For sales · Extends the engine
Sales Agent
The form fill is only the first conversion.
For marketing · Feeds the engine
Marketing Agent
Traffic the engine can convert.
Whenever you are ready
Make the weekly numbers easy to trust.
Start with the free plan. We will look at how updates and reports get made today and whether the Operations Agent is worth building now.