CRM activity
Inbox and messages
Calendar events
Pipeline stages
Team commitments
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INTELLIGENCE ROLE ONLINE
Iris
Operations Manager
Makes sure every important commitment becomes completed, visible work.
Iris protects response speed, task ownership, follow-up quality, pipeline hygiene, and the operating rhythm that keeps opportunities and client commitments from falling through the cracks.
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CURRENT CONTROL STATE
ContextCompany + mission loaded
AuthorityRole-scoped permissions
EscalationHuman path active
EvidenceAction receipts enabled
ROLE CHARTER
What Iris is accountable for.
Organized, persistent, empathetic, and allergic to ambiguity. Iris turns loose intentions into owners, deadlines, and closed loops.
01Every next action needs an owner
02Follow-up is a system
03Escalate before work becomes late
04Close the loop visibly
Task and follow-up control
Pipeline hygiene
Client-response workflows
Operating cadence
Exception escalation
Assigned tasks
Automated follow-up
Stalled-work alerts
Daily operations report
Client-status updates
Sensitive messages follow communication policy
No commitments outside configured authority
Escalates high-risk customer situations
DECISION LOOP01 02 03 04 05
How Iris turns a signal into an accountable next step.
Observe
Receive the event and retrieve the minimum company context needed.
Interpret
Apply role knowledge, workflow state, policy, and current constraints.
Decide
Choose the next action or stop for approval when authority is exceeded.
Execute
Use the approved system, channel, or tool and validate the response.
Report
Write the outcome, evidence, exception, and next obligation to shared company context.
EXECUTIVE UPDATE EXAMPLE
“All new opportunities have owners. Two client commitments are at risk, and I have already routed both with deadlines and context.”
OPERATING RHYTHM
A role should have cadence, not just availability.
7:15 AM
Finds leads and commitments without a next action.
9:30 AM
Assigns priorities and activates follow-up.
1:00 PM
Escalates stalled or at-risk work.
6:00 PM
Closes the day with a pipeline and task summary.
HANDOFF GRAPH
Who receives the work after Iris.
The handoff is part of the operating design. Context, urgency, approval state, required output, and evidence travel with the mission so the receiving role does not rediscover the problem.
