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Relay
12 findings

Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Agents

Margaret Ellison. What ran, over what, and what is left for a person. Open any desk to tune it or teach it a policy.

Agent status

19 agents are running for Margaret Ellison. 12 findings are open, 24 prepared actions wait on a person, and 3 rule changes wait on a principal.

Open Record completeness: 1 blocking

Every card below says what the agent is for, what it reads, what it checks, what it prepares and what it never does. Edit any of them; create your own.

19

Agents running

12

Findings open

24

Actions prepared, waiting on you

3

Rule changes proposed

How every agent here works

  1. Reads. Only what it is pointed at: your book, captured messages, proposals or documents. It writes nothing back.
  2. Checks. Its rules, which you can read in plain words on every card. Every check is arithmetic or a stated condition.
  3. Prepares. A finding with its evidence and the next step: a task, a drafted note, a hold. Nothing is sent.
  4. You decide. Every finding waits on a person. Tighten a desk yourself; loosening one needs a principal.

Watch something the desks do not. Pick a template, set the number or the words, and see what it would flag on your book before you create it.

This morning

  1. day 0, 06:40Discovery read 45 records for what clients said4 candidate opportunities, each cited to its sentence; 4 waiting on a person.
  2. day 0, 06:35Proposer read 16 findings from 90 days3 rule changes waiting on a principal, 1 seen and not proposed.
  3. day 0, 06:30Research agent briefed 7 households19 things it could not establish, each with why.
  4. day 0, 06:25Communications surveillance read 5 captured messages on email1 raised (0 blocking), 2 actions prepared.
  5. day 0, 06:25Complaints read 5 captured messages on emailNothing raised. 1 rules, 1 evaluable with what is connected.
  6. day 0, 06:20Sales practice read 7 accounts5 raised (0 blocking), 12 actions prepared.
  7. day 0, 06:20Vulnerable client protection read 7 accounts3 raised (0 blocking), 4 actions prepared.
  8. day 0, 06:15Marketing review read 5 captured messages on email1 raised (1 blocking), 3 actions prepared.
  9. day 0, 06:10Record completeness read every attested channel2 raised (1 blocking), 3 actions prepared.
  10. day 0, 06:05Retrieval reviewed 10 documents1 past review date, 1 open disagreement.
  11. day -2, 06:30Conduct read 5 captured messages on emailNothing raised. 0 rules, 0 evaluable with what is connected.
  12. on every proposalRecommendation evidence read each proposal as it is releasedNothing raised. 1 rules, 1 evaluable with what is connected.

Prepared actions by kind

None of these is sent, scheduled or written anywhere by an agent. Each waits for a person on Supervision.

What an agent is here
A bundle of rules, a scope, a cadence and an owner, run over the book on its cadence. Detection, classification, evidence, the drafted finding, the drafted remediation and the prepared actions are autonomous. Disposition is not: anything that fired, anything under its confidence floor, and anything a rule could not evaluate reaches a person. The research agent, retrieval and the proposer follow the same rule: they assemble, cite and propose, and never decide.