Prototype agentic workflow system for agency intake, business process mapping, client operations, and human-in-the-loop review.
Agencies and service businesses collect messy intake information, then manually translate it into scopes, tasks, workflows, risks, follow-up questions, and delivery plans.
That work is valuable, but it is repetitive and often inconsistent.
Agency Ops Agent is a prototype direction for using AI to structure the intake-to-plan workflow while keeping human review in control.
Agency Ops Agent is planned to transform structured or semi-structured client intake into:
- business summary;
- pain-point extraction;
- workflow map;
- recommended automations;
- delivery plan;
- follow-up questions;
- scope and risk notes;
- human review checklist.
- Capture client/business intake.
- Normalize messy notes into structured fields.
- Identify goals, blockers, constraints, stakeholders, and risks.
- Propose a workflow map and project breakdown.
- Generate follow-up questions for missing information.
- Route everything through human review before commitments are made.
| Output | Purpose |
|---|---|
| Intake summary | Give the operator a fast read on the client situation |
| Workflow map | Show how the client currently operates |
| Gap analysis | Identify bottlenecks, missing systems, and automation opportunities |
| Delivery plan | Translate findings into project phases and tasks |
| Follow-up questions | Clarify missing or risky assumptions |
| Review checklist | Keep human approval explicit |
- Python for extraction and classification utilities.
- TypeScript / Next.js for review/admin UI concepts.
- Structured JSON outputs.
- Prompt and rubric templates.
- Human approval states.
- Optional integration with CRM, project management, and documentation systems.
The system should assist planning, not blindly approve client-facing scope, pricing, timelines, or commitments.
Human review is required before any generated plan becomes a client deliverable or internal production commitment.
Public proof repository. Documentation-first prototype. The purpose is to demonstrate workflow architecture, AI-assisted operations thinking, and safe human-in-the-loop design.
- Prototype Portfolio: https://dev.ross-stretch.com/prototype-portfolio
- GitHub Profile: https://github.com/ross-stretch