Retainer delivery digest

On the schedule you choose, the agent pulls delivered work and hours, compares them to the retainer scope, computes utilization, flags over- or under-delivery and scope creep, self-critiques the draft, and lands a digest for you to approve.

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What it installs

Agents 1

  • Analyst Agent

    The account's delivery analyst — pulls delivered work and hours, reconciles them against the retainer scope, computes utilization, flags deviations, and drafts a digest self-critiqued for accuracy.

Workflows 1

  • Reconcile, classify, draft, self-critique, approve

    Pull and reconcile delivery against scope, compute utilization, draft the digest, self-critique it, and hand off for approval.

Documents 1

  • Retainer scope

    What the retainer covers — included deliverables and hours, cadence, out-of-scope triggers, and the over/under-delivery thresholds — so delivery can be measured against a concrete baseline.

Goals 1

  • Retainer scope honored

    Delivery stays aligned with the retainer scope every period, with utilization tracked and over- or under-delivery and scope creep surfaced before they become disputes.

Skills 2

  • stakeholder-update

    Tailor a delivery update to its reader (account lead vs client), set an honest Green/Yellow/Red status, communicate each deviation with the ROAM framework, and pair every flag with a specific, dated action. Lead with the conclusion; never bury a margin or under-delivery problem. Adapted from anthropics/knowledge-work-plugins/stakeholder-update.

  • weekly-report

    Structure a clear periodic delivery report: a one-line summary, delivered work written as quantified outcomes (not a task log), a utilization/variance table against plan, deviations with impact and a recommended action, and realistic next-period priorities. Adapted from claude-office-skills/skills/weekly-report.

Schedules 1

  • Retainer digest

    Drafts the retainer delivery digest on the schedule you choose.

Folders 1

  • Retainer Digest

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your project / time tracking — The agent reads the period's delivered work and logged hours from your project tracker and time-tracking tool through their web interface in your browser and pauses for your approval before anything is shared; until you connect them, it works from attached exports of the period's activity and timesheets.

Get started

Install Retainer delivery digest and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.