← All use cases Cluster · 2 use cases

Communications & referrals

Coordinate newsletters, bulletins and referral routing across teams.

For
BD & marketing · Communications
Solving for
Inconsistent outreach · Missed referrals

The work, broken down

3.1

Coordinate Newsletters & Bulletins

Support the distribution of newsletters, digest, bulletins and alumni comms, ensuring leaders' content is professionally polished and distributed on time.

3.2

Manage Referral Requests

Track and coordinate referrals CEO makes between clients, contacts and internal partners (e.g. 'please connect X with our IP team').

Every use case is delivered through grounded agents — anchored in real evidence, encoded rules and typed actions.

Speak to us about communications & referrals.