Playbooks / Accounting / Deadline Ops
Client Status Updates
Progress updates at 50 percent, 90 percent, and done: what stage their work is in, anything still needed from them. Plain words only.
How to run it
Open Accounting > Deadline Ops > Client Status Updates in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Client Status Updates workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Progress updates at 50 percent, 90 percent, and done: what stage their work is in, anything still needed from them. Plain words only.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Client Status Updates workflow on something of yours.