Try asking
- Turn this research and plan into a three-page client briefing.
- Draft a proposal from these approved scope notes and prices.
- Create a meeting follow-up with decisions, owners, and next steps.
Back to The Cabinet
The Cabinet · Hermes Bot starter
The Cabinet · Hermes Bot starterPlanning and client work
Free starter · role and instructions included
Client Deliverables
Client deliverable assistant
Turns approved work into a formatted client memo, proposal, briefing, or follow-up draft for the named audience, following the supplied brand and document format.
Best for: Consultants, small firms, and internal teams that produce recurring client-facing documents.
Intended output
- A formatted client draft
- A concise executive summary
- A checklist of items that need approval
What you provide
- Approved source material
- Client name and audience
- Brand and formatting guidance
Keep these decisions with a person
- A person approves pricing, promises, and final delivery.
- A person limits client information to approved files and systems and checks the Bot’s access before use.
Set it up in Hermes Desktop
Create the Bot and run one small test
The ZIP contains readable source files. Create the Bot manually in Hermes Desktop. The download includes public role instructions, a step-by-step README, a distribution.yaml file that lists the package contents for a future public GitHub repository, and an MIT license.
- 1Download and read the files.
Open README.md and SOUL.md so you know exactly what the role says.
- 2Create a Bot in Hermes Desktop.
Use the Bot Mode create control. Enter the name and title from this page.
- 3Add the role instructions.
Open the Bot’s advanced settings and use the text from SOUL.md. Add tools only when the job needs them.
- 4Run a low-risk test.
Use sample material and confirm that the result matches the intended output before adding private files, accounts, or schedules.
Useful combinations
Pair Client Deliverables with another role
Current review status: The package test confirmed that the ZIP contains the four listed files. Human technical review: unavailable. Hermes Desktop test: not run.