46 handled items
2 active workflows in July 2026
Next focus: Tighten tour-request intake
Generated from setupyour-workflow-products
AI Ops retainer report demo
This is the recurring-revenue product after a launched agent or automation. It shows monthly volume, misses, incidents, improvements, expansion candidates, and approval boundaries without pretending customer-system writes are already authorized.
Monthly improvement loop.
AI Ops retainer starts around $1,000/month after a launched workflow; expansion builds are scoped separately.
Tour follow-up agent
42 handled item(s). Status: launched.
Add Instagram inquiry intake to the review queue after owner approves the source path.
Weekly venue inquiry summary
4 handled item(s). Status: verify.
Keep calendar lookup manual until the customer approves write/read integration scope.
Generated retainer report
Monthly ops proof.
The report separates improvements from risky expansion and repeats approval boundaries.
# AI Ops Retainer Report: Mountain View Events Operator: Jim Period: July 2026 ## Snapshot - Active workflows: 2 - Total handled items: 46 - Next month focus: Tighten tour-request intake ## Active workflows - Tour follow-up agent (launched): 42 handled. Next: Add Instagram inquiry intake to the review queue after owner approves the source path. - Weekly venue inquiry summary (verify): 4 handled. Next: Keep calendar lookup manual until the customer approves write/read integration scope. ## Incidents and fixes - low: Two vague pricing questions were escalated instead of drafted. Fix: Added pricing-exception language to the approved escalation checklist. ## Improvements - Tighten tour-request intake (small): Reduces back-and-forth on guest count and preferred dates. - Add source tags to weekly summary (small): Shows whether web, email, or social produces better leads. ## Expansion candidates - Instagram inquiry capture: scope_next. Repeated missed-lead source with clear owner approval path. - Autonomous booking changes: do_not_build_yet. Too risky until calendar permissions and cancellation policies are approved. ## Approval policy - Owner approves every external customer message and every customer-system write until a separate launch checklist changes that rule. ## Non-goals - No autonomous external sending unless a client-specific launch checklist approves it. - No customer-system write access, calendar changes, CRM updates, or payment-affecting actions without explicit approval. - No silent expansion into new channels; every new source or workflow gets scoped first. ## Pricing anchor - AI Ops retainer starts around $1,000/month after a launched workflow; expansion builds are scoped separately.