03Meridian story
Assemble the operating team· Story
Cross-functional coordination becomes visible, and human authority over consequential actions stays explicit.
A-09 · Communications
RELAY
activeHuman-led
Purpose
Communications, CRM and Follow-Up
RELAY drafts and prepares buyer communications, keeps the CRM record current, and sequences follow-up. In demo mode it prepares simulated responses; nothing is ever sent externally.
Queue
2
Last active
2mo ago
Autonomy
Human-led
Model
comms-llm
Human responsibility
A human performs the work; this agent assists by preparing drafts and maintaining records.
Current autonomy level
Human-ledWork — 3
Open board →Skills — 2
Skills library →Buyer Response Preparation
Draft and prepare simulated buyer communications and follow-up
Human-led2 SOP steps
CRM Update
Keep buyer and opportunity records current after any state change
Autonomous2 SOP steps
SOP steps across skills
1.
Draft response
Buyer Response Preparation · Draft the simulated buyer response reflecting the human decision.
2.
Update CRM
Buyer Response Preparation · Record the decision, next step and follow-up date in the CRM record.
1.
Sync records
CRM Update · Sync work, decision and opportunity state into the CRM record.
2.
Set next step
CRM Update · Set the next follow-up date and owner on the record.
Tools and integrations
CRMMessaging
Knowledge sources
CRM Contact History
Internal database
Recent runs — 3
Buyer Response Preparation · RUN-20260814-1065
Aug 14, 06:25 AM · 3.6s · 79% conf
buyer: Keystone
Buyer Response Preparation · RUN-20260812-1056
Aug 12, 05:38 AM · 4.1s · 83% conf
buyer: Red Oak
CRM Update · RUN-20260808-1063
Aug 8, 04:40 AM · 1.2s · 80% conf
Artifacts and evidence — 1
Buyer Response Preparation output — Confirm Red Oak restockartifact
Aug 12, 05:38 AM
Buyer Response Preparation completed for Confirm Red Oak restock. Simulated output artifact with reconciled figures.
Handoffs — 0
No handoffs recorded