# 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.

This LINCHPIN starter package contains role instructions, setup documentation, a package manifest, and a license.

## What this download is

This ZIP contains readable source files. Hermes Desktop does not import it directly. Read the files, then create the Bot manually in Hermes Desktop. The package includes distribution.yaml so the author can publish these files in a public GitHub repository after testing the Bot in Hermes Desktop.

## Who this helps

Consultants, small firms, and internal teams that produce recurring client-facing documents.

## Good first requests

- 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.

## Intended output

- A formatted client draft
- A concise executive summary
- A checklist of items that need approval

## Setup information to provide

- Approved source material
- Client name and audience
- Brand and formatting guidance

## Tools and connections to review in Hermes Desktop

- Read-only document access
- Optional document-template access

Select these tools and connections only when the job requires them. Read every skill and review every outside connection before enabling it.

## Human approval points

- 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

1. Open the Bots tab and choose New Agent.
2. Enter the name **Client Deliverables**, the title **Client deliverable assistant**, and the description at the top of this file.
3. Open Advanced and paste the contents of SOUL.md into Custom SOUL.md.
4. Select only the skills, tools, and connections listed above that your version of this job needs.
5. Create the Bot and begin with this test: Create a two-page client update from supplied notes and mark every item that needs approval.

## Review status

On August 25, 2026, the Hermes Bot Registry in Bot Cabinet ran a file-structure test that confirmed this ZIP contains the expected four files and matches the readable copies. It did not run the Bot. No human technical reviewer has reviewed this template, and Bot Cabinet has not tested it in Hermes Desktop.