Agents
Agents research, analyze, score, recommend, prepare, and draft. They never execute on their own.
Human approval is required
Outreach, deals, spend, and campaign activation are blocked until a person approves them. Agents can prepare the work, but the last step is always yours.
Agent status
| Agent | Status | Last run | Next action |
|---|---|---|---|
Buyer Intelligence Builds and refines the ICP model from firmographic and topic signals. | Active | Today, 06:10 | Refresh role weighting from the latest closed won accounts. |
Source Monitor Watches tracked channels for new issues, episodes, and mentions. | Active | Today, 07:45 | Scan 16 tracked sources for overnight publications. |
Discovery Finds candidate channels the ICP already reads and listens to. | Active | Yesterday, 21:30 | Evaluate 9 candidate newsletters found in UK logistics finance. |
Relevance Scorer Scores channels and opportunities on buyer relevance, not follower count. | Active | Today, 07:52 | Rescore three channels after new topic data. |
Outreach Drafts outreach to channel owners. Sending requires human approval. Approval gated | Requires approval | Today, 08:05 | 2 drafts waiting in the approval queue. |
Negotiation Prepares rate benchmarks and terms. Agreeing a deal requires human approval. Approval gated | Requires approval | Aug 20, 16:20 | 1 proposed rate for The Liquidity Hour waiting for review. |
Campaign Assembles campaign plans from approved opportunities. Activation requires approval. Approval gated | Idle | Aug 19, 11:40 | Hold until the DACH podcast plan is approved. |
Attribution Connects presence activity to pipeline signals. | Paused | Aug 12, 09:15 | Paused until CRM data is connected. |
Approval queue
Nothing here has been sent, agreed, or spent
- Approval itemOutreachOutreach · Today, 08:05
Send guest pitch to The Liquidity Hour
Draft proposes a customer led episode on forecast accuracy, with a named FlowLedger customer as guest rather than a product pitch.
Related channel: The Liquidity Hour
Needs a human decision
- Approval itemOutreachOutreach · Today, 07:58
Send placement enquiry to Cash Desk Weekly
Draft asks for a single sponsored issue with a practitioner written note on daily cash position workflows.
Related channel: Cash Desk Weekly
Needs a human decision
- Approval itemDealNegotiation · Aug 20, 16:20
Accept proposed episode rate
Rate benchmark suggests the quoted figure sits 12 percent above comparable placements. Counter proposal prepared.
Related channel: The Liquidity Hour
Needs a human decision
- Approval itemCampaign activationCampaign · Aug 19, 11:40
Activate DACH podcast plan
Plan bundles one podcast placement and one newsletter issue across six weeks with a defined budget.
Related channel: Multiple
Related campaign: DACH podcast entry
Needs a human decision