I designed and prototyped an agency operations assistant around a familiar problem: commitments live in meetings, supporting information lives in documents, and performance data lives somewhere else. The prototype connected meeting tools, Google Drive, Google Analytics, and Search Console queries in one interface.
The reusable meeting prompts were validated against eight mock meetings. End-to-end orchestration and rollout remained next steps. Production adoption and business impact have not been established.
Keep the evidence close
The public project walkthrough uses fictional notes and prepared outputs. An account lead promises an outline by Friday. A strategy lead promises a review on Monday. A third statement says analytics access is pending, with no confirmed date.
Each extracted commitment keeps its speaker, stated timing, and source together. The access issue stays unresolved because the notes do not establish who owns it or when it will be settled.
The walkthrough illustrates the behavior a reviewer should be able to inspect. It is a prepared example, rather than a live assistant processing visitor data.
Make review part of the handoff
Before sharing a brief, check its important statements against the notes. Confirm the owners. Resolve relative dates such as “Friday” into agreed calendar dates. Keep unanswered questions visible until someone answers them.
Those checks give a reviewer a clear job. They also give a pilot something specific to evaluate: source support, accurate ownership, correct timing, and visible gaps.
Start with one output
Choose a single deliverable, such as a weekly account brief, and write down its checks before expanding the integrations. Test complete, incomplete, and ambiguous examples. Record the effort needed to review and correct each result.
The agent handoff checklist below helps define the sources, boundaries, and expected return. A useful assistant should leave the responsible person with enough evidence to decide what is ready.