What will you hand to your agent next?
Six examples of people and agents working from the same project record. Explore a client brief, follow-up work, a proposal, research, onboarding and a question that needs a person’s answer.
Start with the job, then inspect the sources and the draft. Change the sample project to see the example use a different record.
Interactive sample, with fictional data and scripted agent output. No agent runs and no workspace data is read or changed.
Prepare a client-call brief
Walk into the next client call with the goal, the last conversation and open questions in view.
Turn a client call into follow-up work
Use the finalized transcript to propose tasks with an owner and a project, then review the hand-off.
Draft a proposal from your company playbook
Bring the client brief and your established way of working into one proposal draft.
Synthesize interviews with source quotes
Start a research memo from the interview record, keeping the evidence beside the interpretation.
Bring a teammate up to speed on a project
Give a new colleague a starting point in the shared project record, with links back to the evidence.
Give a blocked agent a human answer
See how one assigned question appears in chat and Inbox, and how one answer resolves both views.
For teams doing client work with agents
Consultancies, studios and research teams are the first audience: several projects, outside collaborators, and agents already helping with the work. New companies can start with the same habits from day one.