Client-report drafts
Bring approved updates and reporting inputs into a draft with references, open questions, and a clear reporting period.
THE HUMAN CHECK
The account lead checks claims, context, and commitments before a client sees it.
MINNESOTA AGENCIES / WORKFLOW IMPLEMENTATION
AI implementation
for Minnesota agencies.
Put one recurring piece of agency work into a workflow your team can use and review. I help marketing and service agencies scope the task, build a working pilot, and hand it over with clear ownership.
Free 30-minute remote conversation. Paid implementation is scoped separately.
01 / CHOOSE THE WORK
Start where the task
is easy to recognize.
Look for recurring work with usable inputs and someone who knows what a good result looks like. These are possible scopes to discuss.
Meetings to actions
Turn permitted meeting notes into proposed decisions, tasks, owners, and dates, with a reference back to what was said.
THE HUMAN CHECK
The team confirms assignments and deadlines before tasks are created or people are notified.
Internal answers
Answer a defined set of team questions from approved process documents, showing the source and its date.
THE HUMAN CHECK
A process owner resolves missing or conflicting guidance. The tool has a clear way to say it cannot answer.
If the source material is unreliable, no one can review the result, or the workflow must act on its own before it has been evaluated, the first step is to resolve those requirements.
Start with readiness & a roadmap02 / PROPOSED PILOT
One account.
One weekly update.
A clear review step.
Suppose an account lead prepares a weekly client update from a meeting, a project tracker, and a performance report. The first pilot drafts that update for internal review.
Fictional worked example. The sources and draft below illustrate a proposed scope; they are not a client result.
PERMITTED INPUTS / FICTIONAL EXCERPTS
- S1 / MEETING NOTES
Landing page copy approved. Design due Friday. Owner not confirmed.
- S2 / PROJECT TRACKER
Design due Monday. Maya listed as the owner.
- S3 / REPORTING INPUT
The latest reporting period is unavailable.
INTERNAL DRAFT
Review requiredWeekly account update
- Completed
- Landing page copy approved. [S1]
- Resolve before sending
- Design deadline conflicts: Friday in the meeting notes, Monday in the tracker. Confirm the current date and owner. [S1] [S2]
- Missing
- Current performance data. Leave the performance section incomplete until the reporting period is confirmed. [S3]
The account lead makes the final call. Resolve the date and owner, verify the reporting input, and approve the client message. This first pilot has no permission to send it.
First scope: one account, agreed inputs, a repeatable internal draft, and a comparison with the current reporting process.
Possible later scope: additional accounts, live integrations, scheduled runs, or approved task creation—each assessed and scoped separately.
03 / WHAT I SCOPE, BUILD & HAND OVER
A first workflow.
And the work
around it.
The output matters. So do the instructions, checks, and people who keep it useful after the first demonstration.
- 01
A scope your team can judge
One task, its inputs and output, the people involved, permitted actions, and agreed acceptance checks. We record what the first version leaves out and what your team needs to provide.
Workflow brief + responsibilities - 02
A working pilot in the agreed tools
I configure or build the selected workflow, its instructions, source references, exception handling, and review step. The implementation depends on available integrations and access your team approves.
Pilot + representative examples - 03
A review of the complete job
We test routine and difficult cases with a named reviewer. We compare the output and total effort with the current process, then document what to improve, expand, or stop.
Test record + pilot decision - 04
A handoff someone can own
Your team receives agreed configuration or code, reusable instructions, a walkthrough, and operating notes. We identify who updates sources, handles failures, and authorizes future changes.
Team guide + operating handoff
BEFORE CONNECTING SYSTEMS
Agree on the inputs
and the boundaries.
A general description is enough for the first call. During scoping, we work through the requirements before using real client material or connecting accounts.
- Sources & permission
- Which accounts, documents, and reporting periods are in scope? Who owns them, and what client permissions or restrictions apply?
- Accounts & integrations
- Which agency-owned tools can support the task? Confirm available features, licenses, access roles, and any approval needed from an administrator.
- Information handling
- Agree where inputs and outputs go, who can see them, and how storage and retention fit your agency’s requirements. Tool choices follow those decisions.
- Actions & fallback
- Define what the workflow may read, prepare, or change. Name the person who approves client messages and the manual process to use when something fails.
04 / EVALUATE BEFORE EXPANDING
Test the awkward cases.
Measure the whole job.
Agree on the checks before building. Use representative, permitted examples and a reviewer who can compare the draft with the source.
A normal reporting cycle
Required sections are present. Each factual claim is supported by the right account and reporting period.
A missing report or owner
The gap stays visible. No performance explanation, assignment, or commitment is invented to fill it.
Two sources disagree
The draft shows the conflicting statements and references. A person resolves the date, status, or instruction.
An old or unrelated source
Stale material is identified; material outside the agreed account or scope is excluded. A missing permitted source is reported.
An unavailable integration
The workflow reports the failure and leaves a recoverable draft or agreed manual fallback. It does not silently reuse old data.
A request to send or commit
The pilot keeps the output internal. Client messages and business commitments wait for explicit human approval.
THE PILOT SCORECARD
Did the complete task improve?
Compare the same kind of work with the existing process. A fast draft can still create a slow review.
- Active effort: preparation, initial work or supervision, review, and correction. Record unattended waiting separately in elapsed turnaround.
- Output quality: unsupported claims, missing commitments, wrong dates, and useful source references.
- Operating effort: failed runs, recovery steps, source upkeep, and tool or usage costs.
- Decision: expand only if the agreed checks and review burden are acceptable; otherwise revise or stop.
INSPECT THE WORK BEHIND THE APPROACH
An agency prototype
you can walk through.
My agency AI operations project study shows the assistant design, meeting workflows, and a plan for adoption. Its reusable meeting prompts were validated against eight mock meetings.
The project is designed and prototyped. Production adoption and business ROI are not established by that study.
Explore the agency prototype05 / SCOPE & ONGOING OWNERSHIP
Know what you’re
taking on.
What shapes the quote
The number and condition of sources, the systems to connect, permissions, output format, exception handling, evaluation, and team handoff all affect the work. We agree on paid scope, timing, fees, and any third-party costs before starting. Additional accounts or actions change the scope.
Who keeps it useful
Name an owner for the source material, a person who reviews outputs, and someone responsible for operating the workflow. The handoff covers accounts and access, configuration, known limits, recovery steps, and how to pause or return to the manual process.
What happens when things change
Documents, reporting definitions, integrations, and tools can change. Agree who updates the workflow and reruns representative checks. Continued maintenance, training, or adoption support is separately scoped.
Explore AI Adoption SupportBEFORE WE TALK
Agency implementation:
a few useful answers.
Is our agency ready for implementation?
A useful starting point is a recurring task, examples you have permission to use, and a person who can judge the result. You do not need a technical specification. If the task or team needs are still unclear, an AI Readiness & Roadmap engagement or Practical Team Training may come first.
Can you use our existing tools?
We review what you already use and which features, exports, and integrations are available in your accounts. A first pilot may use approved manual inputs before connecting systems. Access, licensing, and integration limits are checked during scoping; a connection is not assumed to be possible just because a tool has an API.
Can it send reports directly to clients?
The proposed first pilot prepares internal drafts. A named person checks the sources, resolves gaps, and approves the final client message. Any later sending or task-creation capability needs its own agreed permissions, approval behavior, and tests.
What does it cost, and how long does it take?
The free introductory consultation lasts 30 minutes and happens remotely. Implementation is separate paid work. The number and condition of sources, integrations, access requirements, review interface, test cases, and handoff needs shape the quote and timing. We agree on deliverables, fees, timing, and third-party costs before work begins.
How do we handle client information?
Start the consultation with a general description; no client documents or credentials are needed. Before a pilot uses real material, your agency approves the information, accounts, access, storage, and retention approach, including any client or contractual restrictions. We scope around those decisions and use permitted examples for testing.
What happens after the pilot?
We review the evidence together and choose whether to improve, extend, or stop. The handoff names a source owner, a reviewer, and an operating owner; one person may hold more than one role. Ongoing maintenance or AI Adoption Support has a separately agreed scope and review cadence.
What can I inspect before we talk?
The agency AI operations project study includes a designed and prototyped assistant workflow. Its reusable meeting prompts were tested against eight mock meetings. The study does not establish production adoption or business ROI. It shows the design and review approach you can discuss with me.
START WITH THE TASK
What does your team
keep doing by hand?
Bring a recurring task, where it gets stuck, and who checks the result. We’ll discuss whether an implementation pilot—or a little preparation first—fits.
Book a free AI consultation30 minutes, remotely. No confidential documents needed. Any paid work has a separate agreed scope and fee.
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