When a person supplies the approved brief and starts the workflow
Use this workflow when you need a follow-up draft with decisions, action items, owners, and unresolved questions.
Access for the first run
The approved inputs listed on this page
Only the files, sources, and services required for this run
No sending, publishing, spending, or live-system changes without approval
Run the first version one step at a time
Give one Bot the complete job
Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.
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Client Deliverables
Clean the notes, separate decisions from discussion, extract action items, and prepare the client follow-up
Produces: A formatted follow-up draft with decisions, owners, dates, and open questions
Use the approved inputs I provide. Clean the notes, separate decisions from discussion, extract action items, and prepare the client follow-up. Return this result: A formatted follow-up draft with decisions, owners, dates, and open questions. Ask me about missing information before you continue.
Overall request
Turn these meeting notes into a follow-up draft. Separate decisions, action items, owners, dates, and open questions. Mark every assignment or commitment that needs confirmation.
Use this as the complete first-run request.
Decisions for a person
Confirm decisions and assignments
Approve dates and commitments
Send the follow-up
First test
Try the workflow with low-risk material
Use a short internal meeting transcript and compare every action item with the original notes.
Check the result
Check the result against your original material. You make the decisions listed below. Use a short internal meeting transcript and compare every action item with the original notes.
If the workflow stalls
If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.
Set it up in Hermes Desktop
Begin with one Bot and one manual run
Open the linked starter page, download its .tar.gz profile, and import it from the Profiles screen in Hermes Desktop.
Review the profile’s SOUL.md, Bot Passport, and requested access.
Run the complete request in that Bot’s chat with low-risk material and review the result.
Add a schedule, outside connection, or optional specialist only after the manual version works.
