Use cases · Agencies
audit the outcome · verify activation · prove it every Friday
Firms selling expertise across engagements. Riley handles the recurring operational work and produces the engagement record clients pay to see.
What Riley is usually hired for in this setup. Statuses are honest: live means it works today, and coming soon means it does not exist yet.
Riley assembles everything it completed into a signed weekly receipt with a public verification link, so the people you answer to can check the work themselves.
Riley will turn the ledger into a client-ready update: what was done, what changed, and what is next, drawn from records instead of recollection.
Riley will read your CRM and produce a short weekly pipeline snapshot: what moved, what stalled, and what needs a decision from you.
Every action Riley completes is written to an outcome ledger the moment it happens. Open it any time and see exactly what was done, with no reconstruction from memory.
Work you set on a schedule runs without a reminder from you, and each run writes what it did to the ledger.
Trigger: Runs every week on your schedule.
Approval: Built from already-approved work; sending it to a client is your call.
Trigger: Will run on your reporting schedule or on request.
Approval: Every update is a draft until you approve it for sending.
Trigger: A new lead arrives from a connected source.
Approval: Logging is automatic; drafted outreach waits for approval.
Trigger: Whatever you and the Riley team define for it.
Approval: Approval rules are set when the workflow is built; external writes always queue.
The connections this setup usually starts with. You grant access, and you can revoke any connection at any time.
The surfaces this setup usually works from. The same rules apply on every one of them.
Connect your tools, approve the first drafts, and get a signed receipt of the work every week.