Priority Board
Clients
Work, emails, promises, billing and retainer services in one placeInbox Triage
Calendar
Recurring engagementOne-off meeting/eventDeadline
Confirmed schedule for the selected month only — past dates and tentative holds are left out. Mirrored from Google Calendar (kangyu@up-compliance.com) on each agent run, plus task due dates. New deadlines raised here are pushed back to Google Calendar.
Knowledge Repository
Legislation & Guidelines
Featured Enforcement Cases
Repository is agent-maintained. To add or refresh: tell Claude “update the knowledge repository”.
Content Manager
Client Newsletter
Monthly regulatory digest for clients, built from the Intel repository on the 1st. Draft only — never sent. On demand: “draft this month’s client newsletter”.
Top 10 Radar — SG → SEA
Drafts & Angles
Scan runs weekdays at 9am. On demand: “run content scan” · “draft a LinkedIn post on item 3” · “turn item 1 into an article outline”.
Hermes Runtime
Agent Crew
To refresh outside the schedule, tell Claude: “refresh mission control”.
Needs your approval
Approving records your authorisation. Nothing is emailed until you approve it,
and approved invoices still wait for you — retainers go out on the 10th.
When you are ready, tell Claude “create the invoice drafts” to put them in Gmail
with the PDFs attached, send from Drafts yourself, then say
“mark the September invoices sent”.
Money in vs money out
In
Out
Net
Owed to you
Reconcile
You owe
This month
Fee register
Fees are never inferred from anything. A retainer client with no fee here is
reported as a data gap and no invoice is generated for them.