How Fenwick & Co. handed the morning routine to an agent
The ops team lost the first hour of every day to the same checklist — CRM syncs, follow-ups, the daily digest. An agent now runs it before anyone logs in.
3 wks
idea to production
1 hr
saved every morning
100%
of the checklist automated
6am
the agent starts
The day started with an hour of busywork
Every morning the ops lead worked the same list: sync the CRM, chase yesterday's follow-ups, pull the numbers, and post a digest to Slack. An hour gone before the real work began.
It was repetitive, rule-based, and perfectly suited to something other than a person.
MORNING LIST · BEFORE
every single day
An agent with a checklist and permissions
We gave the agent the same checklist the ops lead ran — plus scoped access to do it. It reasons over the day's data and acts, escalating anything unusual.
Write down the routine
Turned the ops lead's morning habits into an explicit, testable checklist.
Give the agent access
Scoped read/write to the CRM and Slack, with hard limits on what it can change.
Run it in shadow, then live
It ran alongside the team for a week; once the digests matched, it took over at 6am.
> abs build --client fenwick
Encoding morning routine…
✓︎ CRM + Slack access scoped
✓︎ Daily digest template approved
✓︎ Shadow run: 5/5 mornings matched
Live at 06:00. Day 19.
▮
The team logs in to a clean slate
The checklist is done before anyone arrives. The ops lead reviews the agent's digest over coffee instead of assembling it, and spends the reclaimed hour on work that actually needs judgment.
Morning admin
60 min → 5
Digest ready by
9:30am → 6:00am
Follow-ups missed
a few/wk → none
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