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Let agents handle client delivery when someone leaves

An agency owner had to let go of the person handling operations and client delivery. He connected the client pipeline to agents. When a client moves to a new stage in the sales system, a scheduled Claude job starts, and a Codex agent picks up the task through GitHub. Clients upload logos, colours and case studies to Google Drive, and the agent builds automations and ad scripts. The new operations hire now does 3 times as much.

Done with CodexModerate

This is a public report, not advice from Skatteetaten, NAV, Altinn or an accountant. Check figures, deadlines and decisions against the original.

What was done

An agency owner had to let go of the person handling operations and client delivery. He connected the client pipeline to agents. When a client moves to a new stage in the sales system, a scheduled Claude job starts, and a Codex agent picks up the task through GitHub. Clients upload logos, colours and case studies to Google Drive, and the agent builds automations and ad scripts. The new operations hire now does 3 times as much.

How to do it

  1. Paste the prompt into the tool, and replace the text in brackets with your own.
  2. Read the answer through. Do not send, delete or publish anything until you have seen it yourself.
  3. Check the original before you trust a figure, a name or a date.

Try it with Codex

When a client moves to the [stage] stage in [sales system], collect the material the client uploaded to [folder], such as logos, colours and case studies. Create a task with what should be delivered at this stage, and write a first draft of [deliverable]. Tell me if anything is missing instead of guessing. Do not send anything to the client. Put the draft in [folder] for review. You are done when I have approved the first delivery.

Replace text in brackets with your own.

Read the original

@WillemNijzink on X ·

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