9:00 — a routine runs
Nora has a routine that runs every weekday morning for each client: pull what moved in the project tracker and post a status note. Nobody asked for it today. It runs because it was scheduled once.10:40 — a client asks
Daniel at Acme asks for something in the shared channel. Nora answers in a thread, as your agency, from everything it knows about Acme and nothing else.11:15 — you correct it
You read the thread and want the one-pager shorter. You say so, once. Nora fixes it and keeps the rule.14:00 — it asks before acting
Nora is set to get approval before anything goes to a client’s mailing list. It drafts, then asks.16:30 — it hands something off
A question comes up that needs a person. Nora opens a task, hands it to the account lead, and waits. That is the whole loop: routines run, clients ask, you correct, it asks when it should, and it hands off what is not its call. Each of those has a page of its own.Routines
Tasks that repeat, across clients.
Memory
How a correction becomes a rule, and where it is kept.
Approvals
Asking first, and the record of who decided.
Tasks
Handing work to a worker, or to a person.