departments/Fulfillment

Fulfillment / Service Delivery

Deliver the product the customer bought: dispute rounds, creditor correspondence, document collection, milestone tracking and results reporting.

Assistedplanned · B1head · Fulfillment Operations Managerescalates to Executive / Chief of Staff
SOPs live
0/5
declared functions with a playbook on disk
Agents
5· 2 active
Skills linked
103
384 enrollments across roster · session packs on each person
Events routed here
0
Shared in
0
functions owned elsewhere that this desk may run

Functions this department owns5

Creditor correspondence

Draft and track correspondence with creditors and bureaus; log every response.

Human gatestub
operator
Dispute Specialist
playbook
playbook-creditor-correspondence.md
newleaf-operating-doctrinenewleaf-crmtwenty-crmnewleaf-portalonboardingagent-xlsxdocdoc-coauthoringdocs-to-wiki-graphobsidian-vaultknowledge-base-managementcustomer-researchnewleaf-sentiment-escalationdata-reportanalyticsnewleaf-dashboardagentmailsmsghl-smsworkflow-orchestration-patternssaga-orchestrationverification-before-completionlifecycle-session-loopbrowser-verifyplaywright-human-verifychurn-preventionnewleaf-customer-retentiongdpr-data-handlingcontent-strategycopywritingemailsknowledge-harvestknowledge-executekarpathy-llm-wikiuniversal-brainnewleaf-observabilityagent-browsersession-guarddocumentation-writerdocxgrill-with-docsarticle-magazinedesign-doc-mermaiddoc-kami-parchmentdocumentation-and-adrseas-simulatorecommerce-image-workflowfal-video-editchangelog-videoframe-macos-notificationgpt-tastehtml-ppt-retro-quarterly-reviewhyperframes-climedia-useminimax-docxmlops__models__segment-anythingmotion-doctrinepdfpptx-reference-deck-analysisproductivity__ocr-and-documentsprojection-patternspython-resource-managementremotion-docsrequest-refactor-plan
creditor_send_without_human

Dispute round preparation

Assemble the next dispute round for a client: items, evidence, letters — staged for human send.

Human gatestub
operator
Dispute Specialist
playbook
playbook-dispute-round.md
resolve hours
72
newleaf-operating-doctrinenewleaf-crmtwenty-crmnewleaf-portalonboardingagent-xlsxdocdoc-coauthoringdocs-to-wiki-graphobsidian-vaultknowledge-base-managementcustomer-researchnewleaf-sentiment-escalationdata-reportanalyticsnewleaf-dashboardagentmailsmsghl-smsworkflow-orchestration-patternssaga-orchestrationverification-before-completionlifecycle-session-loopbrowser-verifyplaywright-human-verifychurn-preventionnewleaf-customer-retentiongdpr-data-handlingcontent-strategycopywritingemailsknowledge-harvestknowledge-executekarpathy-llm-wikiuniversal-brainnewleaf-observabilityagent-browsersession-guarddocumentation-writerdocxgrill-with-docsarticle-magazinedesign-doc-mermaiddoc-kami-parchmentdocumentation-and-adrseas-simulatorecommerce-image-workflowfal-video-editchangelog-videoframe-macos-notificationgpt-tastehtml-ppt-retro-quarterly-reviewhyperframes-climedia-useminimax-docxmlops__models__segment-anythingmotion-doctrinepdfpptx-reference-deck-analysisproductivity__ocr-and-documentsprojection-patternspython-resource-managementremotion-docsrequest-refactor-plan
creditor_send_without_human · auto_document_signature

Document collection

Chase the documents a case needs, through the portal, with escalating but human nudges.

Assistedstub
operator
Case Coordinator
playbook
playbook-document-collection.md
newleaf-portalnewleaf-operating-doctrinenewleaf-crmtwenty-crmonboardingagent-xlsxdocdoc-coauthoringdocs-to-wiki-graphobsidian-vaultknowledge-base-managementcustomer-researchnewleaf-sentiment-escalationdata-reportanalyticsnewleaf-dashboardagentmailsmsghl-smsworkflow-orchestration-patternssaga-orchestrationverification-before-completionlifecycle-session-loopbrowser-verifyplaywright-human-verifychurn-preventionnewleaf-customer-retentiongdpr-data-handlingcontent-strategycopywritingemailsknowledge-harvestknowledge-executekarpathy-llm-wikiuniversal-brainnewleaf-observabilityagent-browsersession-guarddocumentation-writerdocxgrill-with-docsarticle-magazinedesign-doc-mermaiddoc-kami-parchmentdocumentation-and-adrseas-simulatorecommerce-image-workflowfal-video-editchangelog-videoframe-macos-notificationgpt-tastehtml-ppt-retro-quarterly-reviewhyperframes-climedia-useminimax-docxmlops__models__segment-anythingmotion-doctrinepdfpptx-reference-deck-analysisproductivity__ocr-and-documentsprojection-patternspython-resource-managementremotion-docsrequest-refactor-plan

Client results reporting

Turn case progress into something the client can read and feel good about.

Assistedstub
operator
Case Coordinator
playbook
playbook-e2e-customer-journey.md
newleaf-portalnewleaf-operating-doctrinenewleaf-crmtwenty-crmonboardingagent-xlsxdocdoc-coauthoringdocs-to-wiki-graphobsidian-vaultknowledge-base-managementcustomer-researchnewleaf-sentiment-escalationdata-reportanalyticsnewleaf-dashboardagentmailsmsghl-smsworkflow-orchestration-patternssaga-orchestrationverification-before-completionlifecycle-session-loopbrowser-verifyplaywright-human-verifychurn-preventionnewleaf-customer-retentiongdpr-data-handlingcontent-strategycopywritingemailsknowledge-harvestknowledge-executekarpathy-llm-wikiuniversal-brainnewleaf-observabilityagent-browsersession-guarddocumentation-writerdocxgrill-with-docsarticle-magazinedesign-doc-mermaiddoc-kami-parchmentdocumentation-and-adrseas-simulatorecommerce-image-workflowfal-video-editchangelog-videoframe-macos-notificationgpt-tastehtml-ppt-retro-quarterly-reviewhyperframes-climedia-useminimax-docxmlops__models__segment-anythingmotion-doctrinepdfpptx-reference-deck-analysisproductivity__ocr-and-documentsprojection-patternspython-resource-managementremotion-docsrequest-refactor-plan

Service milestone tracking

Every account has a next milestone with a date; surface the ones that slipped.

Autonomousstub
operator
Case Coordinator
playbook
playbook-e2e-customer-journey.md
newleaf-operating-doctrinenewleaf-crmtwenty-crmnewleaf-portalonboardingagent-xlsxdocdoc-coauthoringdocs-to-wiki-graphobsidian-vaultknowledge-base-managementcustomer-researchnewleaf-sentiment-escalationdata-reportanalyticsnewleaf-dashboardagentmailsmsghl-smsworkflow-orchestration-patternssaga-orchestrationverification-before-completionlifecycle-session-loopbrowser-verifyplaywright-human-verifychurn-preventionnewleaf-customer-retentiongdpr-data-handlingcontent-strategycopywritingemailsknowledge-harvestknowledge-executekarpathy-llm-wikiuniversal-brainnewleaf-observabilityagent-browsersession-guarddocumentation-writerdocxgrill-with-docsarticle-magazinedesign-doc-mermaiddoc-kami-parchmentdocumentation-and-adrseas-simulatorecommerce-image-workflowfal-video-editchangelog-videoframe-macos-notificationgpt-tastehtml-ppt-retro-quarterly-reviewhyperframes-climedia-useminimax-docxmlops__models__segment-anythingmotion-doctrinepdfpptx-reference-deck-analysisproductivity__ocr-and-documentsprojection-patternspython-resource-managementremotion-docsrequest-refactor-plan

Roster5

Case Coordinator

operator · glm · fast

Chases documents, tracks milestones, surfaces the cases that stalled.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Dispute Specialist

operator · cursor · reasoning

Prepares dispute rounds and creditor correspondence. Nothing is sent without a human.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Document Generator

specialist · cursor · default

Assemble creditor and case documents from CRM VIEW facts.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Legal Intake

operator · cursor · default

Intake legal-shaped work into the fulfillment desk.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Fulfillment Operations Manager

head · cursor · reasoning

The customer gets what they paid for, on a schedule we can show them.

64 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Never, from this desk

  • creditor_send_without_human
  • auto_document_signature

Works with

Coverage

0 of 5 declared SOPs have a playbook on disk. The rest are declared so routing never silently drops them — they land, and a human picks them up.