How it works, in one line
An agency is, at bottom, many client memories running in parallel. The agent doesn’t replace whoever owns the account — it makes sure each client’s context, the first-pass production, and the follow-through exist even when that account’s manager is busy on another.Concrete flows
1. Turn a client message into a brief and tasks
Trigger: a client request lands — an email, a WhatsApp message, a meeting note — something like “I need a Mother’s Day campaign, aimed at a younger audience.” Athena, the organization’s operator, pulls what the org already knows about that account from the Company Brain — tone of voice, past pieces, brand constraints, what worked last time. She drafts a structured brief in a document (goal, audience, deliverables, deadline, references) and opens the matching tasks on the account’s board, already assigned — design, copy, approval — with the due date on the card. The brief doesn’t become truth on its own: it’s ready for the lead to review and adjust before it turns into work. What changed is the starting point — instead of a blank page at 6pm, the manager opens a draft that already understood the client.2. Research a client’s market with Scout
Trigger: a new account joins, or a client asks for a campaign and you need to understand the terrain before you pitch. Scout is the public-web researcher. You ask “pull this brand’s three main competitors and how they position” or “what’s being said about this sector in the last few months,” and it searches via Tavily, returning cited snippets — every claim tied to the URL it came from. No citation means it isn’t asserting; it stays an explicit hypothesis. The result feeds into the brief and is stored in the Company Brain: next time that account needs a campaign, the market context is already there, and nobody researches the same thing twice.Scout researches what lives outside your org — markets, competitors,
news. It doesn’t talk to the client or touch the account: it delivers cited
material so a person decides the angle.
3. Draft content and reports for human review
Trigger: a production task lands on the board — a carousel, a blog piece, an account’s monthly report. The agent pulls the brief, the tone of voice, and past pieces from the Company Brain and produces a first pass in a document: the caption, the script, the copy, or the report with the month’s numbers organized and a summary of what happened. It edits and refines the document as you ask for changes in the chat. That pass doesn’t go to the client on its own. It arrives ready for the lead to review, cut, and approve — the creative work and the judgment stay with people. What changes is that the blank page becomes a draft, and the end-of-month report stops eating an afternoon of copy-and-paste.Why this matters: the expensive part of production isn’t writing the
final version — it’s getting off zero. A draft grounded in the account’s
history shortens that start, and human review keeps the quality the client
signed up for.
4. Assemble an account’s status from boards + Brain
Trigger: the client update is due — a weekly meeting, a “how’s my campaign going?” ask, the end of the month. The agent reads the account’s board — what shipped, what’s in progress, what’s blocked — cross-references what’s logged in the Company Brain, and assembles a status summary in a document: this week’s deliverables, next steps, items waiting on the client. All grounded in what’s actually on the cards, not in memory.| The status pulls from | What it becomes in the summary |
|---|---|
| Tasks completed on the board | ”Delivered this week” |
| Tasks in progress | ”In production / next steps” |
| Blocked cards | ”Waiting on the client” |
| Account notes in the Brain | Recent context and decisions |
5. A routine that flags accounts with no movement
Trigger: a routine the agent schedules for itself — a weekly sweep across every active account. On fire, the agent walks the boards and the CRM looking for accounts with no recent activity — no card moved, no interaction logged for too long. For each one, it raises a proactive notification in the account owner’s bell and opens a follow-up task, with the context of what’s stalled. Account D — the one nobody remembered talking to — stops slipping through the cracks by accident. The silent cool-off becomes a heads-up on a day you can still turn it around.What stays human
Where to start
Upload one account's context to the Brain
Put one account’s tone of voice, past pieces, and standard brief into the
Company Brain. That’s where the agent pulls context
from — without it, every draft starts generic.
Schedule the sweep for quiet accounts
Create a weekly routine that flags accounts with no
movement. One agent, one cadence — and autonomy grows like a ratchet, not a
leap.
Next steps
Scout — the researcher
Who pulls market, competitor, and trend with cited sources — the raw input
for every brief.
Documents
Where briefs, content, and reports start as a draft and take shape with
your review.
Boards & tasks
Each account’s board — the source of truth that feeds the client status.
Commercial
How the same pattern serves prospecting and closing new accounts.