Selected projects

Sarah Chen asked about your runway 3 days ago, still unanswered
Northgate Capital is waiting on your Q1 metrics deck, sent 6 days ago
Launchpad Weekly wants a comment on your funding round by 5pm today
Your VP Engineering hasn't had a 1:1 with you in 3 weeks

142 runs143 runs

Last run · 12m agoLast run · just now

After external meeting

Run 10 minutes after any external meeting ends

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Wait 7 days

Pause the workflow before doing anything else

Step 2 · Agent

Check for follow-ups

Scan the meeting notes for open action items

Step 4 · Action

Send the reminder

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End of workflow

To:Ssarah.chen@meridianlabs.comcc:bcc

Hi Sarah,

Following up on your question about our runway.

Please let me know if you need further clarification.

Best regards,Alex

Sorry this took a while. Here's where our runway stands.

Any questions at all, just shout. Happy to walk you through it.

All the best,
Alex

Make it warmer and more personal.

Sent from Atrium

SnoozeDraft replyDelegate

Design system2026

Agent handled it

Paid, and reconciled

Sales agent knowledge

ACME_Rebrand_SOW.pdfStatement of Work · 12 pages

Slack: #acme-rebrand142 messages · Last active 2h ago

Pipeline: ACME deal$96K · Won 3 days ago

Capture: Discovery call45 min · May 2, 2026

Change requestShort form content

Starbucks 4x extra short form videos per week

Starbucks added 4x weekly short-form videos and 2 additional landing pages that weren'tin the original SOW. Total scope now at 18 deliverables vs. 12 contracted. Shepherddrafted the change order at current rate.

12 deliverables$18,400/m

Proposed18 deliverables$23,270/m (+$4,870)

Client sideApproved

Next stepsConfirmedAwaiting your confirmationConfirmed

Good morning, SarahYou have 4 leads to respond to, worth up to A$56,827

Strategist: Overseeing 7 infrastructure updates$0123,01234567890123450123456789012345678900123456789012345678901234567890 costs saved

Shepherd: Monitoring 5 active projects$012,0123456789012340123456789012345678900123456789012345678901234567890 scope recovered

Architect: Coordinating 3 new campaigns$01,01234567890123456780123456789012345678900123456789012345678901234567890 budget optimised

Agent handled it

Agent handled it

Paid, and reconciled

Invoice · INV-0024Ready to send

A$0123456,01234567890123012345678901234567890123401234567890123456789012345678901234567.00

Lumen Health · Patient portal · due 19 May 2026

Strategy & UX consultation18 hrs tracked × $150

Patient portal wireframesPhase 1 milestone

Accessibility auditAdded to scope 2 May

SubtotalA$5,770GST 10%A$577TotalA$6,347.00

ShepherdDrafted from last week's timesheetsSend invoice

Invoice sent.Sent to accounts@lumenhealth.com.au

InvoiceINV-0024ClientLumen HealthAmountA$6,347.00

Shepherdwill send a reminder on 16 May

Paid, and reconciled

Design systemUX Design2026

Design systemProduct design2026

Design system2026

Personal projects live in the playground.