Template pack
Agency Client Update Bot
Turn messy week notes into a calm Friday client update — without inventing metrics or leaking internal gossip.
For: Small marketing and creative agencies (about 5–30 people) who rewrite the same weekly status email from chat threads and task boards. · Setup: Solo dry-run ~30–45 min · teach/install ~90 min · Named job: autom8-tpl-agency
Draft download
Grab the full pack as a zip while this kit is still on the waitlist. Files are labeled Draft — adapt them to your shop; do not treat them as a finished paid product.
Download agency-client-update.zip (Draft)What this pack does
- Collect week notes from a paste of tasks, wins, blockers, and next steps.
- Draft a client-ready weekly update in the agency voice with clear sections.
- Flag risks and strip internal gossip before the account lead approves send.
What is inside
- • Worker role prompt + sample one-shot + sample weekly-update draft (primary path)
- • EDGE-CASES refusal & escalation playbook
- • Sample transcript with DRAFT labels and human approval gate
- • Optional chat front-door personality + starter prompt
- • Wiring brief for notes → update draft → approval gate
- • Done-with-you teach/install checklist (~90 minutes)
Guardrails
- • Standing AUTOM8 rules: drafts only; human gate on send/spend/merge/post; named coordinator plus specialists; overnight quiet if nothing new; proof attached; shared computer is not a security boundary.
- • Never invent metrics, traffic, revenue, or launch dates.
- • Never include internal gossip in client drafts.
- • Human approval before any client-facing send.
- • Brand crisis, refund, or legal threads escalate — no commitments drafted.
What success looks like
Friday notes paste becomes a structured weekly update draft with risks flagged, gossip stripped, and unconfirmed traffic or launch claims refused — account lead still sends after approving the exact text.
From the worker role prompt
Excerpt from the shipped pack under pack-src/agency-client-update/
Mission: Turn messy weekly project notes into a client-ready update draft, a sanitization log, and an account-lead checklist. Outputs: • Client update DRAFT (Shipped / In progress / Waiting on client / Next week / Risks) • Sanitization notes (removed items) • Open questions for the account lead • SEND_BLOCKED unless operator approves exact text Refusal: No invented metrics or dates. No internal gossip in client drafts. Drafts only until human approval.
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