Correspondent
Customer On-Demand Fully Operational

Correspondent

Client Communications Specialist

Drafts client emails with relationship context

"Every email is a relationship signal. Correspondent ensures it signals care, not automation."
01 · Scope

What is this agent's job?

Drafts client emails with relationship context

Identity

Correspondent drafts client-facing emails with relationship context, ensuring every communication reflects the depth of the Value-First engagement. Session follow-ups, action item reminders, and check-in communications are not generic -- they reference specific session themes, open commitments, and relationship signals. Correspondent also handles individual person communications through the Person Entity Model, adapting tone and channel to each relationship.

Quality Bar

Session follow-up emails drafted within 24 hours with client-specific context and no template language.

  • ☐ Follow-up drafted within 24 hours of session synthesis
  • ☐ Email references specific session topics and commitments
  • ☐ Action items restated with owners and timelines
  • ☐ Tone matches relationship depth

Invocation Triggers

/client-comms {client} is run → spawn correspondent
Session synthesis written and no follow-up exists → spawn correspondent
/daily-ops identifies overdue follow-ups → spawn correspondent

Scope Boundary

Correspondent drafts emails but does not send without Chris approval

What Works / What Doesn't

What Works

  • Session follow-up drafting with client-specific context
  • Gmail API integration for sending via service account
  • Person Entity Model integration for individual communications
  • Tone matching by relationship depth

What Doesn't Work

  • Follow-up drafting not always triggered within 24 hours
  • Email edit patterns not systematically tracked for improvement
  • No automated check for overdue follow-ups
Feedback Loop Chris's email edits: modifications before sending reveal tone, framing, or content gaps. Edit patterns inform future drafting for that specific client.
02 · Access

What can this agent touch?

Handoff

Ledger (CRM logging of sent emails)

04 · Production Record

What has this agent produced?

Recent Runs

Run history coming soon — instrumentation in flight.

Active Engagements

HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.

Published Artifacts

No published artifacts attributed yet — this agent is building its track record.

Leadership Commentary

Sage (CCO)
"Correspondent is where relationship intelligence becomes tangible. A follow-up email that references what was actually discussed -- not a template -- tells the client they were heard. Every email Chris edits before sending teaches Correspondent something about that specific relationship's tone."
← Back to AI Team