Ops Agent: Case Study

Two workflows.All we do is approve.

We run our content publishing and outreach operations end to end with agents. No manual drafting. No copying between tools. One tap to act, and the rest handles itself.

Note: The two workflows shown are our own. The architecture, detect, draft, approve, execute, log, applies to any ops process. Your build uses your existing tools: your CMS, your email platform, your approval channel, your CRM.

The Pattern

Every ops workflow is the same five steps.

The tools change. The trigger changes. The pattern does not.

Step 1
Trigger
Scheduled or event-based
Step 2
Generate
Claude drafts the output
Step 3
Approve
One tap. That's it.
Step 4
Execute
Agent takes the action
Step 5
Log
CRM, file, or record

The highlighted step is the only one that requires a human. Everything else runs automatically.

By the Numbers

What two automated workflows actually deliver.

2
Live ops workflows running daily: content publishing and outreach operations
0
Manual drafts written, every output is generated from source data, not typed from scratch
1 tap
To publish a blog post, send an outreach email, or skip either. That is the entire approval workflow.
100%
Of actions logged automatically, every send, every publish, every skip recorded with a timestamp
Workflow 1

Content Publishing Ops

From Instagram post to live blog article. No writing required.

Tools
Instagram API Cloudinary Claude (Sonnet) Signal FTP Deploy
1
Trigger: 8:30AM, Mon/Tue/Thu/Fri

A scheduled cron checks for recent Instagram posts. If a new workflow post exists, it pulls the caption, image URL, and metadata.

2
Generate: Claude drafts the blog post

The agent reads the caption, maps the industry, and writes a 600 to 900 word blog post. It pulls in the featured image from Cloudinary, structures the post with an intro, workflow breakdown, and outcome section, and applies the site template. No human writes a word.

3
Approve: Signal notification with excerpt

A Signal message arrives with the post title and a two-sentence excerpt. Reply "post blog" to publish or "skip blog" to discard. That is the entire review step.

4
Execute: deploys to live site

The agent writes the HTML file, adds the post to the blog index, updates the RSS feed, and deploys everything to the live site via FTP. The post is live at montebelle.com/blog/ within seconds of approval.

5
Log: pending file cleared, draft queue updated

The draft queue is updated, the pending file is removed, and the Instagram post is marked as processed so it will not be picked up again on the next run.

Before: Write the post → format HTML → update the index → upload via FTP → 45 minutes minimum.

After: Read the excerpt. Tap approve. 30 seconds.

Workflow 2

Outreach Operations

From buying signal to tracked email. No copywriting required.

Tools
Claude (Sonnet) HubSpot Resend API Signal Resend Webhooks
1
Trigger: enriched lead arrives from prospecting pipeline

When the prospecting agent identifies and enriches a lead, it passes a structured record to the outreach system: company, contact name, title, email, buying signal, and a one-line angle.

2
Generate: Claude writes the email

The agent drafts a short, plain email referencing the specific buying signal. Not a template with variables swapped in. A real email, written from the signal, that reads like a human wrote it, because the reasoning behind it is human-quality even if the typing is not.

3
Approve: Signal notification with full draft

The full email draft arrives in Signal. Reply "send it" to fire, "skip outreach" to discard. No login required. No switching tabs. One message, one reply.

4
Execute: Resend API delivers the email

The email goes out from a verified domain with tracking enabled. Every send is assigned a unique message ID. Delivery, opens, and clicks are tracked from the moment it leaves.

5
Log: HubSpot updated, metrics polled daily

A note is written to the HubSpot contact with the send timestamp and message ID. Every morning at 9:30AM, a metrics agent polls for email events and writes opens, clicks, and bounces back to HubSpot automatically.

Before: Research the contact → write the email → log to CRM → send → manually check for opens → 30 minutes per lead.

After: Read the draft. Tap send. 30 seconds.

The Design Principle

Keep humans in the loop. Not in the work.

Both workflows share the same approval interface: a message arrives, you decide, the agent acts. You never log in to a tool. You never copy data between systems. You never draft from scratch.

The agent handles everything that can be handled without judgment. The one step that benefits from human eyes, approving the output before it goes live or goes out, stays with the human. Everything else is mechanical and the agent is better at mechanical than you are.

This is not about removing humans from the process. It is about making the human contribution the only part that actually requires a human.

The approval interface, same for both workflows:

Content Ops

"New blog draft: The $11/mo Tenant Screening Stack. A real estate investor wanted to cut tenant screening from three hours to ten minutes..."

post blog skip blog

Outreach Ops

"Hi John, I saw your team's work on AI-assisted denial appeals. The 60% reduction in review time stood out. We build the kind of agents that make that extension possible..."

send it skip outreach

Two decisions. Two taps. Two things live in the world.

The Point

The same pattern works for any approval workflow.

Content and outreach ops are two examples. The architecture, trigger, generate, approve, execute, log, applies to any process where work currently moves through a human inbox before something happens.

Invoice Processing

Invoice arrives by email. Agent extracts vendor, amount, due date, and category. Routes for approval. On approval, logs to accounting system and marks for payment.

Contract Intake

New matter or contract submitted. Agent extracts parties, key dates, and obligations. Creates the record in your matter management system. Routes to the right person for review.

Employee Onboarding

New hire confirmed. Agent drafts welcome email, creates accounts in relevant systems, generates onboarding checklist, and routes manager approval for equipment and access.

Talk to us about your workflow

Fixed price. Two to four weeks. You own the code.