Agentic Operations System
Marren Fine Jewelry · Operations

Seven agents, one commons

Every agent holds one mandate. Nearly all of them meet in the middle — the Brain and the Dropbox commons. Hover any row for the detail.

runs on schedule run by a person reads & writes data relay order proposed · not committed Claude written by Claude

The roster

who runs when · what flows through the center

Top row: the design-side relay, night → morning → session. Bottom row: the stewards of the spine and the order book. Recap deliberately touches only Dropbox — its morning brief is its Brain, one night removed.

01 Reconciler nightly ~02:00
Inevery system, every client

Sources

Brain · Monday · Calendly · Gmail · Google Calendar · session folders
Doesbuilds the one true client profile

Mandate

Joins every record of the same client across systems — and folds yesterday's session records home into Monday.

identity joinsrecord fold-infolder sweepcommitment watch
Outfresh profiles · review flags

Delivered

→ AGTReconciled profiles — ready for Pre-Brief & every daytime agent
→ HUMAmbiguous matches — 107 identity pairs raised to the Worklist
02 Pre-Brief mornings · after 01
Intoday's calendar + fresh profiles

Sources

Today's design sessions · reconciled profiles · Brain notes & open commitments
Doesa 90-second brief per session

Mandate

Writes the client brief a designer can absorb before the client sits down — who's coming, what we made before, what's owed, what to protect.

prior MRNsowed both waysmemo stones outsurprise flags
Outcontext sheet → session folder

Delivered

→ AGTContext sheetClaude — published to the session folder before the meeting
03 Recap ad-hoc · designer
Inthe session, captured

Sources

Closing voice recap · notebook photos · context sheet · central instruction file
Doesthe hour → record + recap

Mandate

Turns the session into two artifacts: a complete internal record, and a client recap in the house voice — same afternoon, before the next appointment.

always draftsready — or with questionsnever sends
Outdraft to designer · record to folder

Delivered

→ HUMRecap draftClaude — designer reviews, picks the recipient, sends
→ AGTSession record — to the folder; Reconciler folds it home tonight

The Brain

Notion · six databases
queue · worklist · ledger
knowledge · logs

The Commons

Dropbox · session folders
instruction file · tech docs
docs mirror

04 Hygiene nightly
InMonday, and only Monday

Sources

Sales Pipeline · Production 2.0 — within-Monday cleanliness only
Doeskeeps the spine clean

Mandate

Finds duplicates, proposes merges, flags conflicts and stale rows. Current caseload: 163 metal flags → 5 real · 83 stale rows.

merge proposalsconflict flagsstale cleanup
Outproposals → Approval Queue

Delivered

→ HUMApproval Queue — each proposal with a written rationaleClaude
05 Purchase Order on PO events
InPO records · CAD · tech docs

Sources

Monday PO records · CAD drawings · Dropbox technical documents
Doesthe complete PO packet

Mandate

Assembles the packet and enforces the house rule: no PO leaves without its SKU's technical document attached.

packet assemblytech-doc checkCAD reconcile
Outvendor draft — a person sends

Delivered

→ HUMVendor email draftClaude — every vendor message is sent by a person
Proposed · not yet committed
06 Delivery on completion
In"complete" in Monday · carriers

Sources

Completion signal in Monday · FedEx / UPS accounts — pending process-map with Maya
Doesstages the handoff to the client

Mandate

Carrier scheduling, label, tracking, and the client notification — everything ready, nothing committed.

ship preptracking capturepending process-map
Outdelivery package, staged

Delivered

→ HUMDelivery package — label & email draftedClaude; a person approves the spend and the send
Proposed · not yet committed
07 Hunter weekly sweep
Inpast clients · closed conversations

Sources

Brain order ledger · Monday history · design@ archive — read-only across all systems
Doesfinds new need in the client base

Mandate

Identifies new business opportunities in the existing client base. Surfaces stalled relationships and reintroduction moments — growth from relationships already won.

signal scanstalled-relationship watchreintroduction moments
Outreintroduction candidates

Delivered

→ HUMRecommendations — every one routes to the approval queue; never a send

The standing rules

how the roster stays honest
One task each

One agent, one mandate. Ask for a second job and we split it into a seventh agent instead.

People send

Every email — client and vendor — is drafted by an agent, sent by a person.

Money is human

Anything irreversible or costing money — a label, a merge, a send — waits for approval.

Earned trust

Agents start in shadow. Autonomy is graduated, measured, and revocable — never assumed.