front-office-workflow-spec · supabase_json
Limitless OS Front Office Workflow Specification
front-office-workflow-spec artifact · for Limitless OS · status draft
Agent Handoff
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front-office-workflow-spec artifact · for Limitless OS · status draft
Completion Evidence
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Artifact Shape
- title: Limitless OS Front Office Workflow Specification
- source: atlas-codex
- client id: limitless
- workflows: 6 items
- project id: 07dee66f-8143-4f4d-9af9-b1ed413d2767
- updated at: 2026-05-09T19:02:57.675Z
- project name: Limitless OS
- artifact type: front-office-workflow-spec
- schema version: 1
- source documents: 2 items
- v1 operational principles: 4 items
- front office integrations to confirm: 9 items
Structured Payload
Machine-readable source fields
title
Limitless OS Front Office Workflow Specification
source
atlas-codex
client id
limitless
workflows
| id | steps | trigger | ideal outcome |
|---|---|---|---|
| voice_note_to_execution | - transcribe - categorize content/task/SOP/staff/campaign/patient issue - route subtasks to role topics - chief operating brain prioritizes - draft outputs or tasks are created - human reviews sensitive pieces | Seth records a voice note or dictation. | A messy thought becomes content drafts, staff conversation outline, SOP update, task reminders, and campaign ideas. |
| lead_inquiry_to_booked_eval | - summarize lead - classify readiness/objection/value/urgency - draft empathetic response - recommend next action - schedule follow-up if no response - surface aging/high-value leads | Lead arrives by web, phone, text, email, social DM, or referral. | Every lead gets fast, relevant, relationship-oriented follow-up. |
| one_idea_to_multiplatform_content | - strategy agent maps audience/hook/offer - execution agent drafts platform-specific assets - email agent creates newsletter angle - campaign agent links to business goal - Seth reviews voice-sensitive outputs | A content topic, patient story, voice note, podcast clip, or clinic theme emerges. | One idea becomes a full content package. |
| weekly_marketing_rhythm | - content strategy drafts plan - campaign builder aligns offers - execution agent creates assets - email agent repurposes best topic - BI agent feeds performance insights into next cycle | Weekly planning cycle. | Marketing is consistent, strategic, and data-informed. |
| billing_collections_risk | - billing agent flags risk - drafts patient-friendly communication - recommends follow-up timing - requires Betsy/Seth approval - chief brain summarizes cash-flow risk | Balance report, AR aging, benefit issue, or payment objection. | Collections become proactive without damaging trust. |
| sop_from_repeated_problem | - SOP agent classifies process/training/accountability gap - drafts SOP/checklist/update - staff coaching agent drafts rollout language if needed - chief brain tracks implementation | Repeated admin, billing, clinical, or communication issue. | Repeated mistakes become documented systems. |
project id
07dee66f-8143-4f4d-9af9-b1ed413d2767
updated at
2026-05-09T19:02:57.675Z
project name
Limitless OS
artifact type
front-office-workflow-spec
schema version
1
source documents
| path | role | pages | title |
|---|---|---|---|
| /Users/justinking/Downloads/Limitless_OS_Final_Vision_Document.pdf | Patient/performance operating system vision | 19 | Limitless OS Final Vision & Goals/Intent Document |
| /Users/justinking/Downloads/Limitless Ai Agent Goals Intent Blueprint.pdf | Front-office and business-support agent blueprint | 40 | Limitless Physical Therapy & Performance AI Agent Goals & Intent Blueprint |
v1 operational principles
- Draft first, approve before send for sensitive workflows.
- Every workflow must end with a clear next action, owner, and status.
- Agents reduce cognitive load by prioritizing and packaging work, not generating infinite suggestions.
- Seth should see fewer scattered inputs and more decision-ready summaries.
front office integrations to confirm
- GoHighLevel / CM Hub
- PT Everywhere
- social DMs
- Stripe/payment links
- QuickBooks
- Availity/payer tools
- internal SOP store
- staff communication tool