Team
Every department, every seat, and who holds it. Each seat’s job is written down, so it stays defined when people move on. Agents draft and prepare; the executive director approves what goes out.
- Active
- Staffed by a person, agent assists
- Open, available to add
- On the bench
Approval inbox
One queue for the executive director, across every agent. Each item shows its sources and the checks it passed. Approve, edit, or reject; every decision is recorded.
Handoff run: Cedar Valley Community Fund proposal
The Grants Manager drafts a proposal and flags a budget question, CFO Copilot checks it against actuals, and the executive director approves one package.
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Proposal drafted
Grants ManagerDrafted a $60,000, 12-month request for the Murals on Main youth program from the program plan and last year’s budget.
Evidence
- Funder guidelines, Cedar Valley Community Fund, 2027 cycle (public page)
- Murals on Main program plan, version 3 (SharePoint)
- Draft budget: personnel $33,600, contract services $13,200, supplies $8,400, indirect $4,800
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Budget question flagged
Grants ManagerFlag: checking its own draft against the funder’s guidelines, the Grants Manager found personnel is 56% of the request. The funder caps personnel at 50%. Routed to CFO Copilot to check against actuals before anyone rewrites the budget.
Evidence
Guideline 4.2 (sample): “Personnel costs may not exceed 50% of the total request.”
Draft budget check Line Draft Share Personnel $33,600 56% Total request $60,000 100% -
Checked against actuals
CFO Copilot$4,800 in the personnel line is contracted teaching-artist fees. Your books code those to contract services, not payroll. Moving them to match your actuals brings personnel to 48%.
Evidence
Actuals comparison Source (sample) Amount FY26 actuals, GL 6120 contract services, teaching artists $17,900 Draft personnel line, contracted artists included $4,800 Revised personnel $28,800 (48%) Revised contract services $18,000 Open question: does the funder count contracted artists as personnel? CFO Copilot does not guess. It recommends confirming with the program officer.
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Package assembled
Grants ManagerWith CFO Copilot’s check attached, one package for the executive director: the revised budget, a two-line change summary, the open question, and a draft note to the program officer for a person to send.
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Waiting on Dana Ruiz
Executive DirectorThe package is the first item in the approval inbox.
Seat scorecards
How each seat is performing this month, reviewed with you every month as part of Managed Intelligence.
Work completed, month over month
All figures are sample data for a fictional organization. Agent run cost is the Microsoft consumption for the seat; Microsoft licensing and the Centered Networks fee are separate.