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Recurring work, scheduled. Set in plain words.

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An illustrated Brightside Slack workspace plays example conversations between the team and Patricia, one channel at a time. Pick a channel to read it at your own pace.

# client-status
Thibaut Hennau9:12 AM

@Pati every Monday at 9, post each client's status here.

Sounds familiar?

The Monday status, retyped
The check nobody remembered
Same export, every month
Who owns it this week?
“Did anyone send it?”

The same work, every week.

Done by hand, every time.

Every client, every week

Recurring client work, on a schedule.

Onboard her once. She runs the standing jobs for every client.

The weekly client report, ready on Monday

From Google Ads, Meta, GA4 and Search Console, in your agency's tone.

PDFNorthwind-weekly.pdfPDFFernbrook-spend.pdfPDFLumen-audit.pdfDOCNorthwind-call-notes.docxDOCReply-to-Elena.docxXLSOctober-invoices.xlsx

One brain for every client

Briefs, calls and decisions per account, so nobody re-explains a client.

Remembers

Northwind: report every Monday, Elena reads the summary only, no stock photos, Q4 is the backlink push.

Recaps that become tasks

She joins the client call. Action items land on the board with owners.

After the call, 11:33 AM

Northwind monthly review: recap in the channel, 3 decisions saved, 4 tasks in Notion with owners, follow-up drafted.

She asks before a draft reaches a client

Every draft waits for your team's yes. By default, so does every change and spend.

Send the Northwind weekly report to the client?

Reply to Elena about the Q4 calendar?

Send October invoices?

Spend and CPL alerts

Silent until something is wrong. Then the flag and a proposed fix.

Unprompted, 8:12 AM

Fernbrook's CPL is up 28 percent since Tuesday and frequency sits at 4.2. Fix proposed, client note drafted. Want them?

Works on a schedule

Set the rhythm once. She keeps it.

Mon

ReportsChecks

Tue

ChecksRecaps

Wed

ChecksNudges

Thu

ChecksDrafts

Fri

Summary

Month-end: invoices drafted, sent after your yes

Setup

Set up in 20 minutes.

Together, on the call. No engineering, no onboarding fee.

1

Add her to a channel

Like any teammate, in Slack or Teams. No new app to learn.

Patricia joined #northwind-internal

Today at 9:00 AM

2

Connect your client accounts

Once, for the whole agency, with access scoped per person. No shared logins.

3

Point her at the first client

Name the account and its standing jobs. She starts the same day.

@Pati take over Northwind's weekly report and the daily account check.

On it. First report Monday morning, in your agency's tone, for your sign-off.

Proof

Proven on our own company first.

BetterPic, an AI photography company, runs on Patricia.

$20k

monthly ad spend, managed end to end

2

hires they did not need

2h

a day, back for the founder

BetterPic
“Patricia runs the campaigns, updates the website, sends the monthly reports, and pings me when something looks off. We did not hire for any of it.”
Thibaut HennauThibaut HennauCEO, BetterPic
Performance campaignsAccounts watched every morning, each change argued for a human to make.
Website changesCopy updates and conversion tweaks, no ticket queue.
Monthly reportingOn time, in plain English.
Flags when something is offRising costs and odd metrics, raised before anyone asks.

Pricing

One price. Every seat included.

What a month of client work costs.

Founding plan
$45/mo

for the whole agency

40 replies and briefs, 12 client updates, 5 weekly reports and a campaign plan in one example month

Included

  • 20,000 credits included every month
  • Every seat included, never per-seat
  • Metered to real work, spend cap on by default
  • Credits never expire and roll over
  • Smart Meeting Notetaker, save $20 per employee per month

What a task costs, on average

A client reply or brief

~$0.13

~56 credits

A client update or LinkedIn post

~$0.34

~150 credits

A weekly client report

~$0.68

~300 credits

A full campaign plan

~$2.66

~1,183 credits

FAQ

Questions, answered.

Which automations are built in?

Daily Brief, Meeting Prep, Post-meeting Follow-ups, two email sweeps, Ad Anomaly Watch, Monthly Client Report and Sales Proposals.

What does a run cost?

Credits, like any task in chat. A quick check uses a few, a client report more.

What if we run out of credits?

That run is skipped and marked in Tasks, so nothing fails quietly.

Can she send things on her own?

Drafts wait for your yes, and by default so do budget, bid and pause changes. The one exception is the meeting recap email, which by default goes to everyone on the invite.

How do I stop one?

Tell her in chat, or switch it off in the console.

Hand her the Monday status.

Bring a job your team repeats. We set it up on the call.

No credit card.