Client status lives in one person’s head, the project list is a spreadsheet nobody trusts, and “what’s at risk this week?” takes an hour of asking around.
After one click
Not a blank workspace with a suggestion — this, with sample records already in it.
Every client on one board, grouped by health. Owner, industry and monthly value on the card — so “what’s at risk” is a glance, not a meeting.
What gets installed
Databases
Related to each other, not four disconnected lists.
Saved views
Already grouped and filtered — you open it and it makes sense.
Automations
Running from the moment the pack lands.
Starter agent
Wired to the workflow below — and gated, so it proposes and you decide.
The workflow, already built
Client lifecycle — a real state machine on the records, not a status text field.
- Lead
- Onboarding
- Active
- Paused
- Churned
Because the stage is a real field, it can be filtered, grouped, counted, rolled up — and it can trigger things. That's what the agent below hangs off.
The same clients’ work as a task board — priorities, labels like client-waiting, who owns it and when it’s due.
What the agent actually does
When a client moves to Onboarding, the bundled Onboarding Assistant drafts their welcome packet from the record — the client name, contacts and project scope are already there. It waits at an approval gate; you read it, edit it, send it.
It runs on your own Claude or ChatGPT over MCP — never metered, never marked up — or on nothing at all if you'd rather run the pack without AI. How agent runs work →
Install Agency OS in one click.
Start free — 30 days of Pro, no card. Unlimited records, and your own AI is never metered.
Pack contents synced from the product's public preview, 2026-07-27.