Westmore Partners

Your agents

1 live1 building1 draftView blueprint + New from template

Hours saved · this week

14.2+18%

Actions taken · this week

312+47

Pending partner approval

62 stale

LLM cost · this month

$42$58 budget

Office productivity

Friday deck polish agent

Livev1.2 · 14 days

Hours recovered~200 hrs / yr per analyst

This period47 decks polished · 5.2 hrs recovered

Composition7 nodes · 7 edges

Friday deck polish agentLive

SelectConnectFit·v1.2

TRIGGER

SharePoint upload

polish_me/ folder · Microsoft 365

IDENTIFY

Whose deck is this?

Claude Haiku 4.5 · Anthropic

LOOKUP

Partner preferences doc

Notion CRM · MCP

FORMAT

Apply partner template

Claude Sonnet 4.6 + python-pptx

DIFF

Summarise changes

Claude Haiku 4.5 · Anthropic

REVIEW

Queue for Maya's eyes

Slack DM · first 30 days

DELIVER

Save polished deck

SharePoint · partner folder

View logsOpen canvas

Finance ops

Billing reconciliation agent

Buildingv0.6

Hours recovered~500 hrs / yr across ops + management

This periodETA Tue · custom Bill.com MCP wrapping in progress

Build progress62%

Billing reconciliation agentBuilding

SelectConnectFit·v0.6

TRIGGER

Daily 6pm + on-demand

Cron · Temporal workflow

FETCH

Bill.com invoices

Custom MCP wrapper · 1d build

FETCH

QuickBooks transactions

QuickBooks MCP · existing

FETCH

Partner master sheet

Excel via Microsoft 365

DIFF

Three-way reconciliation

Claude Sonnet 4.6 · Anthropic

DETECT

Classify anomalies

Llama 3.3 8B · NVIDIA NIM

NOTIFY

Slack to partner + David

Slack MCP · @mention if urgent

WRITE

Sunday-replacement report

Notion page · weekly summary

View logsOpen canvas

Revenue ops

Partner prospect inbox agent

Draftv0.1

Hours recovered~1,500 hrs / yr + $2M continuity risk

This periodPending partner approval — touches client relationships

Build progress12%

Partner prospect inbox agentDraft

SelectConnectFit·v0.1

TRIGGER

Gmail inbox event

New inbound email · MCP

CLASSIFY

Referral · Follow-up · New

Llama 3.3 8B · NVIDIA NIM

REASON

Draft reply in partner voice

Claude Opus 4.7 · Anthropic

GUARDRAIL

Human-in-the-loop review

Partner approves · first 90 days

DEPLOY

Live in partner's Gmail

Queued as draft · logged

EMBED

Index partner sent mail

NV-Embed-v2 · NVIDIA NIM

RETRIEVE

Most similar prior replies

Pinecone · top-k context

TOOL

Lookup contact history

Notion CRM · Calendar · MCP

JUDGE

LLM-as-judge audit

Mistral 7B · NVIDIA NIM

View logsOpen canvas

Recent activity

See all logs →

12 min agoFriday deck polishPolished a 22-slide deck for Sarah C. — saved to /partners/sarah/decks/.
1h 4m agoFriday deck polishMaya approved 7 deck-polish results in bulk. Reviewer threshold lowered automatically.
2h 11m agoBilling reconciliationBuild step complete — Bill.com MCP wrapper deployed to staging. Awaiting fixture data.
yesterdayPartner prospect inboxDraft canvas updated. Partner approval required before staging deployment.
yesterdayFriday deck polishModel upgraded — Sonnet 4.5 → Sonnet 4.6. Rolled out with 5% canary for 24h, now at 100%.