Unframe Meridian Property Group · Marketing Reporting IBido.b

REPORTS

Monthly Marketing Report

Other deliverables

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Studio

Define how each deliverable is produced — prompt, connections, output structure, agents and tools. 2 projects in this environment.

Monthly Marketing Report · v14 · version history

System prompt

The instruction set the orchestrator agent receives for every run of this deliverable. Version-controlled; changes apply from the next run.

Last edited by ido.b · Jun 28, 2026

Tools

Capabilities agents may invoke. Every invocation is recorded in the audit trail with inputs, outputs and the acting agent.

Tool	Description	Allowed agents	Status
connector.query	Read-only query against a configured connection	Data Collector	Enabled
file.parse	Parse CSV / XLSX / PDF attachments into typed tables	Data Collector	Enabled
stats.compute	Aggregations, variances, period-over-period deltas	Analyst	Enabled
anomaly.scan	Flag metrics outside configured thresholds	Analyst	Enabled
chart.render	Render brand-styled charts from evidence tables	Slide Composer	Enabled
deck.compose	Assemble slides per the output structure contract	Slide Composer	Enabled
narrative.write	Draft executive narrative grounded in evidence only	Narrative Writer	Enabled
email.send	Distribute approved deck to stakeholder list	Orchestrator	Requires approval

Admin

Environment-level settings. Projects in Studio inherit everything defined here.

Organization

Environment name

Shown in the header and on exported decks

Default timezone

Used for schedules and audit timestamps

Brand kit

Logo, palette and fonts applied by chart.render and deck.compose

Meridian 2026.pdf

Users & roles

Role scopes: Admins manage the environment, Builders edit Studio projects, Reviewers approve deliverables, Viewers read only.

User	Role	Projects	Last active
ido.b@unframe.ai	Admin	All	now	Manage
s.mitchell@meridianpg.com	Reviewer	Monthly Marketing Report	2 h ago	Manage
d.okafor@meridianpg.com	Builder	Monthly Marketing Report	yesterday	Manage
marketing-team@meridianpg.com	Viewer	Monthly Marketing Report	Jul 3	Manage

Models

Orchestration & narrative

Planning, writing, review loops

Extraction & structuring

High-volume parsing into evidence records

Deployment boundary

Where inference runs for this environment

Security & data

Vault credentials

Connector secrets referenced by Studio projects

gads-prod ····7f2ayardi-api ····c913

Raw attachment retention

Evidence and audit records are retained independently

Audit log export

Stream every audit event to the customer SIEM

s3://meridian-siem/unframe/

Human approval gate

Deliverables require Reviewer approval before distribution

PII redaction in evidence

Mask prospect emails and phone numbers at extraction time

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