PRIVATE OFFICE · HOME DASHBOARD

Good morning, Marco.

One operating view for client work, research signals and the actions that keep delivery moving.

Client overview

Upcoming content across the account base

Calendar

iCloud events and key delivery dates

Checking calendar connection…

WORKSPACE EVENTS

ICLOUD · READ ONLY

What needs attention

Operating recommendations

Set the SEA weekly production planThe pilot starts with two planned items.

Record where work waitsTrack blockers through each approval stage.

Keep publishing manualOnly publish after client review and your final approval.

Social media trend research

Agency-wide signals — filter or save an idea when it has a clear client angle.

Live data when available

Loading research signals…

Today’s work

Tasks and blockers that affect delivery

Open a client to see its live task list.

Daily operating review

AI recommendations based on work status and blockers

Batch caption writing tomorrowComplete both weekly post drafts in one focused session.

Resolve the approval bottleneck firstClient review blocks the next production stage.

Turn repeat work into a templateSave a successful content-brief structure as an SOP.

CLIENT SPACE · CLIENT CANVAS

Your clients, at a glance.

A visual client home that grows with the agency. Select a client to open its dedicated production workspace.

CLIENT SPACE · WORKSPACE

Client

Content operations, research and review for one client—kept compact, structured and ready for real inputs.

ACTIVE CLIENT

OVERVIEW

One place for this week’s work.

WEEKLY COMMITMENT

2 posts

Plan either one reel and one carousel, or two reels. Platform distribution is decided per item.

CURRENT FOCUS

Planning

Use the client’s Milanote board to plan and organise content work.

AI SUPPORT

Internal only

Tasks, research briefs, drafts, asset shortlists and bottleneck flags.

CLIENT PLANNING BOARD · VIEW ONLY

Milanote preview

A planning board belongs to this client workspace.

Planning board not connected yet.Add this client’s view-only Milanote share link when its planning board is ready.

OPERATING NOTE

Start with the production plan, then measure where work waits.

The pilot optimises content volume, task flow and slow-process recognition—not automatic publishing or client communication.

ASSET LIBRARY

Source material, ready to use.

Keep approved client material and production-ready files together.

No client assets have been added yet. Add logos, footage, photos, brand guidelines or approved references when they are available.

RESEARCH QUEUE

Signals worth turning into work.

Save a signal only when it has a clear SEA angle.

AI can draft an internal research brief. It cannot communicate with the client or publish.

APPROVAL RULE

Nothing reaches publishing without your final approval.

01Internal production

Brief, draft, assets and internal checks.

02Client review

External client feedback is required.

03Marco final approval

You decide whether the item is ready.

04Ready to publish

You publish manually on the chosen platform.

CONTROL

“Ready to publish” is not automatic publishing.

The workspace has no external communication or publishing automation.