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

Client Status Update Preparation

Gather recent performance, tasks, and communications for a client and draft a status update for approval.

2 steps

Gather account activityRulesPending
Collect metrics, tasks, and communications.
Draft status updateAIPending
Draft the update from gathered facts.

Run history0

No runs yet.

Trigger

Weekly on Fridays per account (run manually in this demo)

Approval policy

Account manager approves before sending.

Business rules

Only facts from the account's records may appear in the update.
Updates are never sent without 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 →