Blueprints

Gather signals, analyze priorities, and compile a daily intelligence briefing

Security scan, quality analysis, and summary report for code changes

Strategy, creation, and optimization for content marketing campaigns

Drafts a personalized follow-up reply for a customer touchpoint

Classify, respond to, and quality-check customer support tickets

Analyze code, draft documentation, and review for accuracy

Data gathering, analysis, and investor-ready report generation

Gather market data, analyze risk, and produce an investment report with disclaimers

Identify, qualify, and plan outreach for prospective leads

Assess goals, create a weekly meal plan, and generate a shopping list

Research options, compare reviews, and get a purchase recommendation

Synthesize the most important developments across configured research sources

Multi-step research pipeline — gather sources, analyze data, write structured report

Decompose epics into tasks, estimate effort, and create a sprint schedule

Research destinations, find deals, and build a complete itinerary

The trust instrument: assemble a client's runs, spend, and approval trail for a period into a client-ready governance report — failures included, nothing estimated, one client per export.

Fires automatically when a row lands in the intake table (row-insert trigger) and routes the work by service under the right client, then updates the row's status so the queue stays honest. If an industry pack is installed, its delivery workflows are the services this router hands work to.

The scheduled close: roll up every client's month — work delivered, retainer and fees due, AI spend attributed — draft the invoice lines into the engagements ledger, and put per-client margin on one screen. Runs on the 1st for the month just ended; every variable has a default so the scheduler can fire it with no input.

Prospect to signed-ready: research and qualify the prospect, draft the capability pitch, the scoped proposal, and the engagement letter, then stage the kickoff so a won deal becomes an operating client without a dropped handoff.

A new lead lands and this pipeline researches it, screens it against the six intake gates, fit-scores it, and writes a research dossier — so every lead enters the book already qualified against the consent policy. Fires automatically on a new lead (row-insert trigger); a human checkpoint approves the screen verdict before the lead is marked ready.

Take a researched lead through a single compliant outreach: draft the message, gate it through the outreach guard (go/fix/no-go), log the touch, and set the follow-up. Two human checkpoints — approve the draft, and confirm the send — so nothing leaves without review. Run on demand, or on the list-hygiene schedule to reconcile stale leads.

Take a campaign from plan to measured: compose it from the catalog, channels, and drafted creatives; set the UTM that leads attribute back to; pre-load each channel's compose surface for the operator to publish; and measure the results back onto the campaign. Human checkpoints approve the plan and confirm each publish — nothing goes live without review.

A new source content asset lands and this pipeline repurposes it into channel-native creative drafts — one per target channel and format — matched to the asset's funnel stage. Fires automatically on a new content asset (row-insert trigger). A human checkpoint approves the briefs before the drafts are written.

A new lead lands in the shared lead book and this pipeline queues a welcome creative for their attributed campaign — the concrete cross-child reaction that the Marketing bundle makes possible. Fires automatically on a new lead (row-insert trigger on the CRM-owned `leads` table); it only lights up inside the bundle, where the CRM and Social packs share one app. A human checkpoint approves the creative before it is drafted.