When a client message or transcript arrives, refreshes that client's context summary and proposes a grant-submission card if grant work is detected. On a new Cal.com booking, prepares a call brief. Needs the Grants pipeline; automations ship turned off.
What your agent can do with it
- arch-client-intelligence-methodHow to re-synthesize a single client's context on a new message, detect grant-work, and prep a call — the methodology behind the Arch proactivity automations/playbooks.
- propose_grant_submissionPropose (never auto-create) a `grant_submission` pipeline card for a client the synthesis detected is pursuing a grant program. Governed: routes through the propose door for human…