Meeting to action plan
Give the agent approved notes or a transcript and ask for decisions, open questions, owners, due dates, and a follow-up draft. The output should cite the source note instead of inventing commitments.
Review names, dates, scope, and promises before sending. If recording or transcription is involved, follow client consent and retention requirements.
- Decision log
- Action list
- Risk and question list
- Unsent follow-up draft
Proposal and scope preparation
Use a client brief, discovery notes, rate card, and approved service descriptions to produce a proposal outline and a list of assumptions.
The agent should not set discounts, bind delivery dates, or accept legal terms. Those decisions return to the freelancer with the source evidence visible.
- Requirements summary
- Assumptions and exclusions
- Estimate worksheet
- Approval before price or commitment
Delivery QA
Turn the contract and acceptance criteria into a pre-delivery checklist. Inspect files, links, naming, responsive states, requested revisions, and handoff materials before presenting the work.
QA should produce evidence and exceptions, not a generic “looks good.” Keep the final creative judgment and client-facing explanation human.
- Contract-to-checklist mapping
- Broken-link and file checks
- Acceptance evidence
- Exception report
Weekly operating review
Combine approved task lists, calendar commitments, invoices, and project notes into a weekly review draft. Ask for priorities, blocked work, unpaid items, and capacity risk.
Begin read-only and avoid automatic rescheduling or client messages. The value is one truthful decision surface, not another autonomous task generator.
- Priorities and deadlines
- Capacity risks
- Invoices and follow-ups
- Human-selected plan
Build the controlled foundation first.
Agent Ready turns these principles into four working documents before it asks you to automate anything.
Get Agent Ready Free