Humans
DM
Dan Mitchell
VP Operations · Owner
TR
Tony Ramirez
Marketing Manager
AI Teammates
RK
Rebecka
Sales Agent · Supervised 72%
DN
Daniel
Proposal Analyst · Supervised 35%
SH
Sarah
Brand & Content · Selective 65%
AW
Andrew
Compliance · Autonomous 90%
Client Renewal Pipeline
Triggered 60 days before contract expiry. Rebecka identifies renewal, Daniel drafts proposal, human approves, Rebecka sends.
Rebecka detects→Daniel drafts→Human approves→Rebecka sends
Daily Status Update
Every day at 8 AM. Rebecka pulls CRM data, generates status for each active account, sends to clients.
8:00 AM trigger→CRM data pull→Generate status→Send to clients
Compliance Scan
Weekly Monday 6 AM. Andrew scans all policies, generates report, files in Knowledge Vault.
Monday 6 AM→Policy scan→Generate report→File in Vault
Content Publishing
Sarah auto-publishes social posts at Selective trust. Blog posts require human review.
Sarah drafts→Social: auto-publish→Blog: human review
Escalation chain
Tier 1 — now
Dan Mitchell · 1hr SLA
EditTier 2 — backup
Tony Ramirez · fires after 1hr
EditAfter hours
Dan Mitchell mobile · Now only
EditNotification routing
Now decisions
Dan Mitchell → Tony Ramirez
EditSoon alerts
All Managers + Owners
EditFYI digest
All members · daily 8am
EditShared resources
Knowledge Vault
Marketing Vault · 2,847 documents
ManageShared playbooks
3 shared across team
View