7

12 reusable automations. Pick one, name it and choose its scope. It stays off until you turn it on.

12 of 12 templates, 8 in use
PreSocial

Weekly social set

Renders the week of posts for each client from approved canon and scores every post against the brand rubric.

Every Monday 07:00
Score 80 or higher, else hold
Used by 1 automation
PreImage

Hero image set

Generates and checks images when PreSocial asks for a visual, and stops to ask before spend passes $2.

On request from PreSocial
Spend over $2 asks first
Used by 1 automation
PreCopy

Claim-safe copy pass

Drafts copy in the client voice and flags every claim that has no registered source.

On request
Claim review required
Not in use yet
PreLaunch

Pre-launch scan

Scans the staging site for launch blockers and holds the deploy when it finds a P1 issue.

On every deploy to staging
Any P1 issue holds the deploy
Used by 1 automation
PreQA

Nightly site QA

Crawls each live site overnight for broken links, claims drift and accessibility defects.

Nightly at 02:00
Report only
Used by 1 automation
PreQA

Post-launch accessibility sweep

Re-checks a new site on day 1 and day 7 after launch and files what changed since the scan.

Day 1 and day 7 after launch
Report only
Not in use yet
PreQA

Claims check

Matches every claim in an artifact to a registered source before it can reach a client.

Before any artifact reaches a client
Unsupported claim holds the artifact
Used by 1 automation
PreDeck

Deck from signed scope

Builds the kickoff deck from approved notes the moment a scope is signed.

When a scope is signed
Reviewer signs off
Used by 1 automation
PreReport

Monthly performance learnings

Reads a month of run scores and files what worked as draft notes in each client’s knowledge base.

First Monday of the month
Report only
Not in use yet
Onboarding

New client onboarding

Collects sources, previews which sections they feed and creates the client’s vault folder in four steps.

When a client is added
Super admin creates the client folder
Used by 1 automation
PreProposal

Retainer renewal reminder

Reminds the account lead to open the renewal conversation before the retainer lapses.

60 days before a retainer renews
Account lead sends
Used by 1 automation
PreProposal

Proposal first draft

Drafts a proposal from the client’s knowledge base, the rate card and the closest case studies.

When a lead is marked qualified
Account lead sends
Not in use yet

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