Start the day with the small things done.

Two agents sort your inbox, draft replies from your own documents, handle the calendar, chase follow-ups and write the weekly report. You approve anything that leaves the building. For one person, or a whole team.

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Marram AdvisoryYour dayMonday 08:40

PNTRCRp

2 need you

Handled while you were out

07:50

14 emails sorted

9 archived under your rules. 3 filed to collections. 2 replies drafted from your documents.

Done

08:05

Oakhurst asked to move Thursday's call

15:00 is free. Reply and new invitation drafted.

Needs you

08:10

Tom reminded about the rate card

In the team room. Due Wednesday. He has replied.

Done

08:20

Fenside asked for last year's summary

Reply drafted from the close-out report. External send.

Needs you

Fri 16:30

Weekly report

Will be drafted from the board, meetings and record.

Scheduled

Team room, 08:40

Priya Nairto Coordinator08:41

Fenside first, it is quicker. Hold the Oakhurst invitation until I have checked Thursday.

Coordinator08:41

Done. Fenside is on top. The Oakhurst reply stays drafted, not sent.

Coordinatorto Reporter08:42

Oakhurst call likely moving to Thursday 15:00. Note it for Friday’s report.

Your two decisions

Send Fenside the summary

Two paragraphs from the close-out report, nothing the report does not say.

Approve and sendEdit

Send Oakhurst the new time

“Thursday 15:00 works. I'll send a fresh invitation.” Invitation goes to an address outside the team.

Approve and sendEdit

Nothing leaves your account until you approve it. Nothing is ever deleted.

Four moments, every day.

What the agents do at each step. The agents here are one team’s choice. You decide which roles yours has.

07:50

You and your agents

Inbox sorted

Newsletters archived, documents filed, client questions answered in draft from your documents, source shown.

08:05

Agents, then you

Calendar handled

A client asks to move a call. The Coordinator finds a free slot, drafts the reply and the new invitation.

08:10

Agents with your team

Follow-ups chased

Anything owed by a colleague is chased in the team room, politely and once, with the due date. Replies are filed.

Fri 16:30

Agents, then you

Weekly report written

The Reporter drafts the week from the board, the meetings and the record. Every line links to where it came from.

What you get back.

A sorted inbox with drafts ready, and a weekly report that links to its sources.

Your dayInboxMon 08:40

2 for your approval

Needs you

Oakhurst: can we move Thursday's call to 15:00?
Coordinator proposed 15:00 and drafted the reply. Invitation to an outside address needs you.Approve

Fenside Homes: request for last year's review summary
Reply drafted from the close-out report in your collection. External send needs you.Approve

Handled

Tom: rate card numbers for section 6
Filed to the Oakhurst tender pack. Tom told in the room.Done

Newsletter, event invitations, two receipts
Archived under your rules. Nothing deleted.Done

DeliverablesWeekly report

Fri 16:30, drafted by Reporter

Week of 26 October

What moved

Oakhurst proposal v4 approved and sent Thursday 14:12. Q3 service review findings pack drafted; steering meeting set for 3 November.

Waiting on you

Fenside summary reply. Allerton close-out numbers (Tom, Friday). Hiring brief for the analyst role.

Next week

Steering meeting prep. Two prospect calls from the outreach list, if approved.

Every line links to the task, meeting or record it came from.

What stays with you.

Three rules that never change, whatever you ask the agents to do.

Approval needed
Anything sent outside
Replies to clients, invitations to outside addresses and anything posted beyond the team wait for you, every time.
By design
Nothing deleted
Archiving follows your rules. Deleting is not something the agents can do.
By design
Drafts come from your documents
Replies are drafted from the collections you grant, with the source shown. Anything the agent cannot source is left for you.

Give your week two more pairs of hands.

Set the Coordinator up on your own inbox rules, or talk to us about your week.

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