M

Meridian Health

Fictional demo agency

Today Approvals3 Tasks24 Copilot

Accounts

Clients Campaigns Alerts Reports Analytics

Automation

Workflows Content Activity log

Demo guide

0 of 4

1Run Monthly Agency Operations
2Decide an approval
3Review a client report
4Ask the copilot

Runs a real 16-step workflow over all 60 client accounts, including agent investigations, and saves every output.

Claude Opus 5.5RILLAN

Open navigationMMeridian Health· fictional demo

M

Meridian Health

Fictional demo agency

Today Approvals3 Tasks24 Copilot

Accounts

Clients Campaigns Alerts Reports Analytics

Automation

Workflows Content Activity log

Demo guide

0 of 4

1Run Monthly Agency Operations
2Decide an approval
3Review a client report
4Ask the copilot

Runs a real 16-step workflow over all 60 client accounts, including agent investigations, and saves every output.

Claude Opus 5.5RILLAN

New Client Onboarding

Validate a new account's setup, generate the onboarding plan, and draft a welcome message for approval.

3 steps

Validate account setupRulesPending
Check required account data.
Generate onboarding planSavePending
Create checklist tasks assigned by department.
Draft welcome messageAIPending
Draft a welcome email for approval.

Run history0

No runs yet.

Trigger

When a signed client is added to the CRM (run manually in this demo)

Approval policy

Welcome email requires the account manager's approval.

Business rules

Every account must have tracking, brand guidelines, and approved claims before launch.
Welcome messages require approval.

How runs execute

Input is schema-validated. Transient failures retry up to 3 times. Every step and output is audited. Runs execute in-process here; production would use a durable runner such as Inngest or Trigger.dev.

Activity log →