Agency operating system
Internal marketing know-how is retrieved from Google-backed source documents and used as durable system guidance.
Private expertise. Customer-safe context. Chat-first delivery.
Marketing services orchestration for strategy, content, creative, and approvals.
This platform turns a Microsoft 365 custom agent into a role-aware marketing operating system. It combines internal agency guidance, customer brand context, and approval-aware generation in one chat-led experience.
- 3 context layers
- 5 service lanes
- 1 approval-aware memory model
Platform promise
Give every customer team a guided marketing copilot that knows the agency playbook, the brand rules, and the difference between reusable approved work and session-only drafts.
Chat
Identity
Context
Orchestration
Output
Offering
What the platform offers
A single marketing service surface for customers and internal operators, grounded in policy, brand, and approval state rather than generic chat behavior.
Customer-aware delivery
Brand rules, past approved work, and role-specific workflow instructions shape every request.
Controlled generation
The platform routes work by task type and keeps generated drafts separate from approved reusable context.
Capabilities
Service lanes backed by orchestration
Each lane can use different prompts, tools, and model policies while sharing the same governance core.
Chat and intake
The agent collects intent, missing constraints, and channel details through guided conversation.
- Teams and Microsoft 365 Copilot entrypoints
- MS Graph identity and role lookup before retrieval
- Prompt assembly based on task and customer scope
Research
Research tasks can combine private agency methodology with customer context and approved historical work.
- Brief synthesis and audience analysis
- Competitive framing grounded in customer rules
- Source-aware summaries with provenance metadata
Content
Copy, messaging, and campaign drafts are generated using brand voice, approved claims, and service guidance.
- Brand voice and banned-phrase controls
- Reusable approved examples as context
- Session-only drafts until explicitly approved
Creative
Image and video-oriented work flows through task-specific creative guardrails and model routing.
- Creative brief generation
- Image prompt and visual style preparation
- Video concept and storyboard support
Approval workflow
Outputs move through generated, approved, or retired states so future retrieval stays trustworthy.
- Role-based approval rights
- Promotion of approved work into reusable context
- Audit trail for model, prompt, and source usage
Context model
Three layers of context, each with a different trust level
Private agency expertise
Consultative process, service standards, frameworks, and internal guidance retrieved from Google sources and cached.
Reusable brand truth
Brand rules, past approved work, approval paths, and campaign context filtered by tenant, brand, and role.
Draft-only working memory
Newly generated outputs and clarifications that stay session-scoped until someone explicitly approves them.
Workflow
How the platform processes a request
Identify
Resolve the user with Microsoft identity and map them to tenant, business unit, and role.
Retrieve
Load relevant system guidance, customer-approved context, and session-scoped drafts.
Route
Select the right model, tools, and response strategy for chat, research, content, image, or video work.
Approve
Keep generated work isolated until explicit approval promotes it into long-term reusable context.
Roadmap
Phased delivery from starter bot to marketing platform
- Externalize prompts and modularize the current agent runtime.
- Add MS Graph identity resolution and tenant mapping.
- Introduce Google document sync, caching, and approval-aware retrieval.
- Add orchestration, model routing, and tool policies by task type.
- Extend into multimodal content and creative workflows.
Reference set
Included architecture deliverables
The website is backed by implementation-ready documentation in this repository.
Platform overview
Layered architecture, operating principles, and repository target shape.
Prompt taxonomy
System and customer prompt classes, metadata, and precedence rules.
Retrieval and caching
Google-backed document sync, normalization, chunking, and cache invalidation design.
Tenancy and role mapping
Identity resolution, tenant isolation, approval-state controls, and provenance requirements.
Implementation roadmap
Phased path from the current starter agent to the full marketing services platform.