Client meeting and commitments
Prepares status and proposed commitments; the lead confirms promises and sends anything.
Serve clients
The saved work
No saved export is linked to this design. It is a specification: its inputs, expected output and human decision are set out below.
- Starts when
- Client conversation scheduled or notes approved
- What it works from
- Permitted history, current case and confirmed commitments
- What it prepares
- Pre-read plus proposed decisions/actions for confirmation
- What your team decides
- Lead confirms promises and sends any communication
What this helps your team do
Full local checks for this workflow are paused. Any saved excerpt shows only its stated part of the work.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Supported scope, source access and authority are agreed for each installation.