Deployed in 2 client workflowsHi, I’m
Clark
Deadline and Compliance Watch Agent · monday agent for client teams
I map who owes what and when, and I name the blocker before a filing or closing date slips.
monday work management
monday CRM
21 seconds, example data
What I do
- EVERY WEEK, AND WHEN A DATE GETS CLOSEI map what is due
Which client or property owes what, by when, and whether the work started early enough.
- THENI name the blocker
Missing client data, a stalled deliverable, an owner who is away. I say exactly what is holding it up.
- THENI nudge and brief
In-platform nudges to the person responsible, and a readiness briefing for your internal team.
How I work
- 1Trigger
A weekly schedule, an obligation reaching its data-gathering start date with no project, a filing date inside 30 days unsubmitted, or a deliverable's status or date changing.
- 2Reads
Account records with program enrolment, permit, renewal and start dates, projects with recurring cycle items, site visits, subcontractors, and each deliverable's status, owner and due date.
- 3Acts
I write the readiness briefing as a monday Doc, notify named internal staff, mention the stakeholder behind an overdue deliverable, and escalate blocking items to the internal owner.
- ✕Never
Draft client correspondence, change a filing, renewal or notice date, create the next cycle's project without approval, or make the closing go decision. The champion and internal owner decide.
The job I was hired for
Before I showed up
- Filing cycles run from one person's memory.
- Someone chases every stakeholder by hand before closing.
- Deadlines surface when they are already close.
Once I start
- A weekly briefing shows what's due and what's blocked.
- Nudges stay inside monday, aimed at the person responsible.
- Every record change still waits for a person.