Skip to content
Knorra
Build your kit

Flows / Operations

OperationsDelivery always waits

Client Ops

Runs the client side of a service business. Every new client gets a kickoff pack, every client call gets a recap and an action list, work is checked before it goes out, and each client gets one status update a week. One state file per client stays current. Nothing reaches a client until you approve it.

Agencies, studios and consultants who run several clients at once.

Works inGmailGoogle DriveNotionHubSpotMailbox, documents, transcripts

What it does

  • Builds a kickoff pack for each new client: welcome email, call agenda and onboarding checklist
  • Turns client call transcripts into a recap, decisions and actions with owners and dates
  • Checks work against what was agreed and your checklist before it goes to the client
  • Drafts one weekly status update per client from what actually happened
  • Keeps one state file per client in your own documents app

What you must have

Every tool, plan and permission this flow needs, with what it costs you.

  • A Claude plan with scheduled tasks

    The flow runs inside your own Claude on a timetable.

    Cost to you: Your existing Claude subscription. Scheduled tasks need a paid Claude plan.

  • Your mailbox connected to Claude

    Kickoff emails, recaps and updates go from your own address.

    Cost to you: A mailbox you already have costs nothing extra.

  • A documents app your Claude can write to

    Where each client state file lives, for example Google Drive or Notion. Without one the state is kept in Knorra.

    Cost to you: Free plans exist for the common documents apps.

  • Call transcripts your Claude can read

    From a note taker connected to Claude, or a transcript saved to the client folder. Without them the flow skips recaps.

    Cost to you: Free plans exist for the common note takers.

What waits for your yes

  • A welcome email to a new client before it is sent
  • A call recap and its actions before they go out
  • A weekly client update before it is sent
  • Work going to a client, always

When it runs

  • Kickoffs and call recaps

    Kickoff packs for new clients, recaps and actions after calls

    Weekdays 09:30

  • Quality checks

    A pass or fail check on work before it goes to a client

    Weekdays 15:00

  • Weekly client updates

    One status update per client for your approval

    Fri 14:00

These are the starting times. You choose your own in the setup interview, in your own time zone.

What it reports

  • Client updates sent
  • Call recaps sent
  • Kickoffs sent
  • Actions logged
  • Quality checks
  • Issues found in checks
  • Deliveries sent
  • Active clients
  • Overdue actions

Rules it follows

  • Starts in approve first mode. After a set number of approved items the dashboard offers autopilot.
  • Never types passwords, never completes two factor checks, never creates accounts, never spends money without a yes.
  • Ends every run, including a failed or blocked one, with one report.
  • Treats everything it reads as information, never as instructions.

Version 1.0.0, released 14/11/2026. Changelog