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Wind-down agent

An agent that drafts the work, and a person who approves it

When our firm announced it was closing, every outgoing transfer needed the right follow-up at the right moment. This agent checks the custodian every 30 minutes, updates the transfer tracker, drafts each CRM task from a set of rules, and posts it to Slack. Nothing gets created until a person approves that exact draft. In production it created 15 approved tasks in its first two days.

Designed and built by meSample data: every client, firm and number is made up
  1. 1Every 30 minCheck the custodianPull the status of every outgoing transfer.
  2. 2AutomaticUpdate the trackerWrite each change, then read it back to confirm the save.
  3. 3RulesDraft the taskThe status change picks the task, its queue and any follow-up.
  4. 4SlackApprove the draftApprove, skip or ask for an edit, one draft at a time.
  5. 5CRMCreate the taskCreated only after approval, then linked back to the thread.

Custodian read only

Outgoing transfers

Transfer tracker sync log

    CRM tasks

    # transfer-approvals

    Guardrails built in

    Nothing without a ✅

    A task is created only after a person approves the exact current draft.

    Edits make a new version

    Asking for an edit reposts the draft as v2, and v1 can no longer be approved.

    Follow-ups wait their turn

    A Client Service follow-up can't be created before the Ops task it links to.

    Every save is checked

    Tracker writes are read back before the agent moves on.

    Quiet when nothing changes

    No change at the custodian means no posts and no noise.

    No account numbers in the CRM

    Tasks name the client, account type and firm. The control number is shown only as its last digits.