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Agency / Marketing60 employees · 40 client engagements

Polaris Marketing

Modeled outcome: many active client engagements coordinated; follow-ups tracked rather than dropped

Representative scenario, not a real named customer. The metrics are illustrative modeled outcomes; the workflow showcase uses current SKYCOT template data.

This profile models an agency where most coordination work is remembering: who owes what, what's overdue, which sign-off is blocking which campaign. Peta is configured to run across the agency's email, chat, and project tooling, hold a working memory of every engagement, and surface the judgment calls to a human coordinator.

Picture a marketing agency running dozens of concurrent client engagements across paid media, content, and brand strategy. Each engagement is a graph of tasks, approvals, deliverables, and review cycles. The coordinator role is relentless and low-glamour but business-critical — and a common place for burnout.

Generic AI project-management tools tend to be schedulers. They don't do the actual coordinator work — chasing replies, surfacing blockers, prepping status updates, escalating risks — because they can only see the calendar, not the email threads, chat channels, and performance dashboards where the work actually lives.

In a SKYCOT deployment, Peta runs across the agency's stack — email, chat, project tooling, and the campaign-perf-digest template fed by ad-platform connectors. She maintains a working memory of every engagement, knows what each client is waiting on, drafts the follow-ups, and surfaces what's blocked. The humans coordinate the things that need judgment.

In this profile, the engagements are coordinated by one human PM plus Peta where it would previously have taken several people — with the repetitive chase-and-remind work automated.

Bi-weekly campaign performance digest — spend, conversions, CAC, recommendations.

campaign_perf_digest

See the template

Bi-weekly cron

Every other Friday morning.

Trigger

Pull spend + conversions

Ad platforms + GA + CRM closed-loop.

Data

Analyze + recommend

Best-performing channels + reallocation suggestions.

Skill

Email + post #marketing

Digest with charts.

Notify

This profile uses the workflow shape shown here. The first 4 steps are shown; the full template includes triggers, approval gates, and downstream tool calls.

40
Client engagements (modeled)
520 hrs
Coordinator time saved / mo (modeled)
0
Follow-ups missed (modeled)

What this profile shows: a coordination deployment where the repetitive chase-and-remind work is automated and the human owns the judgment calls.

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Polaris Marketing — SKYCOT case study