Swift Media
Agent Workflows
These are the kinds of jobs Jarvis — our agent layer — runs for our customers, straight from chat. Pick a workflow below and watch it play out the way it would in your Swift Chat workspace: a person asks for something in plain language, the agent reads context, does the work in a controlled environment, and comes back with a draft, a preview, or a request for approval.
01 · ask
Plain language in chat
No prompts to memorize. Mention the agent, attach a file, describe the outcome.
02 · run
Real environment, real tools
The agent has a sandboxed server, your data, and the right APIs. Not just suggestions — actual work.
03 · approve
Audit trail + approval gates
Anything that touches the outside world surfaces a preview and waits for your nod.
Pick a workflow
See an agent run real work
One demo at a time. Sequence starts as it scrolls into view.
Workflow · website
Build a website from a brief
Sam runs a lawn-care business and drops a one-page info.doc into chat. Jarvis reads the brief, designs the site to match the business voice, and builds out every page with Tailwind CSS — fully responsive, copy and forms included.
It deploys to a staging URL the moment the build is green, queues a Lighthouse audit so performance and accessibility are checked before handoff, and stays in the room to take the next request — like the email blast Sam asks for at the end of the demo.
What this workflow does
- ✓ Reads uploaded context (PDF, doc, Markdown, plain text)
- ✓ Generates a multi-page site with copy, forms, and image placeholders
- ✓ Builds with Tailwind CSS — mobile-first and accessible by default
- ✓ Deploys to your staging environment with a shareable preview URL
- ✓ Audits performance & accessibility before handoff (Lighthouse, axe)
- ✓ Hands the production push back to you on approval
Connects to
- Tailwind CSS
- Vite
- Cloudflare Pages
- GitHub
- Lighthouse CI
- Cloudinary
- + your stack
Best for
- · New marketing site for a small or mid-sized business
- · Microsite for a campaign or product launch
- · A landing page that needs to ship today
jarvis
agentonline · website + comms
Sam
10:42 AM
hey @jarvis, build me a website for my lawn-care business — here’s an info.doc to use as context
info.doc
12 KB · uploaded
Jarvis
botjust now
Read your info.doc and built the complete website with all the pages using a Tailwind CSS framework — fully mobile-ready and responsive across devices. Preview deployed:
staging.swiftmedia.ca
Lawn-Care Website — Preview
Tailwind CSS · Mobile-first · 6 pages · Booking form · Lighthouse 98
Sam
10:46 AM
Nice 🙌 one more — @jarvis can you build an email newsletter for our new service and send it to all our customers?
Jarvis
botjust now
Drafted a campaign in your brand voice — subject lines, preview text, HTML + plain-text. Pulled 1,284 opted-in customers from your CRM. Awaiting your approval to send:
campaign · draft
“Introducing our new service”
Subject A/B · Preview text · HTML + plain-text · UTM tagged
Message #jarvis▍
Workflow · marketing
Build a list and send a campaign
Describe the audience in plain language and Jarvis assembles it. It queries your CRM, dedupes against your email platform, drops bounces and unsubscribes, then drafts the email in your brand voice with subject A/B and preview text included.
Nothing leaves your account until you approve. Once you do, Jarvis sends in compliant, throttled batches, reports live progress in the channel, and posts a 24-hour engagement summary the next morning.
What this workflow does
- ✓ Segments by booking history, behavior, region — anything in your CRM
- ✓ Dedupes & verifies deliverability before send
- ✓ Drops bounced, unsubscribed, and complained addresses automatically
- ✓ Drafts subject A/B, preview text, HTML + plain-text in your voice
- ✓ Throttled sending with live batch progress in the channel
- ✓ Posts a 24-hour engagement report (opens, clicks, replies, unsub)
Connects to
- HubSpot
- Salesforce
- Mailchimp
- Postmark
- Brevo
- Stripe
- + your stack
Best for
- · Reactivation and win-back campaigns
- · Product or service announcements
- · Event invites with RSVP tracking
jarvis
agentonline · marketing
Sam
2:04 PM
@jarvis build me a list of customers who booked in the last year but haven’t in 6 months, then send them our spring promo
Jarvis
marketingjust now
On it — querying your CRM for active-then-quiet customers, deduping against your email platform, and dropping anyone who’s bounced or unsubscribed. Then I’ll draft the promo in your brand voice.
Jarvis
marketingjust now
Built a segment of 873 contacts — opted-in, deliverable, last booking 6–12 months ago. Drafted the spring promo with a 15% returning-customer code. Awaiting your approval to send:
campaign · draft
“We’ve missed you — 15% off this spring”
Subject A/B · Returning-customer code · HTML + plain-text · UTM tagged
Sam
2:11 PM
approved — send it ✅ throttle so we don’t spike the server
Jarvis
marketingjust now
Sent 873 of 873 across 4 batches over 8 minutes. First open 14 s after send. I’ll post a 24-hour report tomorrow morning.
Message #jarvis▍
Workflow · accounting app
Build a small accounting app
Sam needs more than spreadsheets but less than a full ERP. Drop in a chart-of-accounts CSV and Jarvis builds a real, multi-user accounting app on Next.js + Postgres — invoices, expenses, GST/HST tracking, a daily dashboard, and the four reports a small business actually reads.
It connects Plaid for live bank feeds, can pull your full QuickBooks or Wave history via OAuth, auto-categorizes 90%+ of transactions against your COA, and stages everything for a quick review before it touches your books.
What this workflow does
- ✓ Reads your chart of accounts (CSV, QBO export, or Xero export)
- ✓ Builds a multi-user web app: invoices, expenses, GST/HST, dashboard
- ✓ Connects Plaid for live bank feeds and reconciliation
- ✓ Imports historical transactions from QuickBooks, Wave, or Xero
- ✓ Auto-categorizes against your COA and flags low-confidence items
- ✓ Generates the four reports your accountant asks for — on demand
Connects to
- Plaid
- QuickBooks Online
- Wave
- Xero
- Stripe
- Postgres
- + your stack
Best for
- · Owner-operators outgrowing spreadsheets but not ready for full ERP
- · Trades & service businesses that need GST/HST tracking quarterly
- · Anyone who wants their books in their own database, not a SaaS silo
jarvis
agentonline · apps + finance
Sam
9:18 AM
@jarvis build me a small accounting app for the lawn-care biz — invoices, expenses, GST/HST tracking. here’s my chart of accounts
chart-of-accounts.csv
3 KB · 47 accounts
Jarvis
botjust now
Read your chart-of-accounts.csv — 47 accounts mapped. Built a multi-user accounting app: invoices, expenses, GST/HST quarterly, daily dashboard. Stack: Next.js + Postgres + Plaid for bank feeds. Preview deployed:
REVENUE
EXPENSES
books.swiftmedia.ca
Lawn-Care Books — Preview
Invoices · Expenses · GST/HST quarterly · Plaid feeds · 4 reports
Sam
9:24 AM
love it — can you also pull last year’s transactions from my QuickBooks so the books aren’t empty?
Jarvis
botjust now
Pulled 1,847 transactions from QuickBooks Online via OAuth, mapped them to your COA, deduped, and queued auto-categorization. Reconciled against bank statements. Awaiting your approval to commit:
import · staged
QuickBooks → Lawn-Care Books
12 mo · 1,847 txns · auto-categorized 1,690 (91%) · 157 flagged for review
Message #jarvis▍
Workflow · CRM
Triage every inbound lead
A new contact form lands. Jarvis enriches the lead from public sources, scores intent against your historical conversions, and drafts a tailored reply that references their actual stack — no generic templates, no copy-paste.
It pulls real open slots from your calendar, holds the leading option, and stages the email for your sign-off. Approve in a tap and the email goes out, the slot is booked, and the lead is logged to CRM with the full thread attached.
What this workflow does
- ✓ Enriches lead from public sources (LinkedIn, company site, news)
- ✓ Scores intent and prioritizes hot leads at the top of your channel
- ✓ Drafts tailored replies in your brand voice with relevant references
- ✓ Pulls real open slots from your calendar and holds the leading one
- ✓ Books the meeting and logs the lead to CRM on a single approval
- ✓ Nudges you 30 minutes before the call with a one-page brief
Connects to
- HubSpot
- Pipedrive
- Notion
- Google Calendar
- Cal.com
- Zapier
- + your stack
Best for
- · Sales-led B2B with a manageable but growing pipeline
- · High-volume SMB inbound from forms and chat
- · After-hours capture so leads don’t go cold overnight
jarvis
agentonline · crm + calendar
Jarvis
crmjust now
New lead: Priya Anand at Northshore Dental (4 locations). Form said “need help automating recall calls.” Enriched from public sources:
lead · enriched
Priya Anand · Office Manager
Northshore Dental · 4 locations · ~22 staff · QuickBooks + Dentrix
Jarvis
crmjust now
Drafted a reply that references their Dentrix stack and proposes a 20-minute walkthrough. Two open slots on your calendar tomorrow:
draft · email
Re: automating recall calls — quick walkthrough?
Hi Priya — happy to help. Recall automation is one of the cleanest wins for multi-location practices on Dentrix. I’d show you what an agent looks like on your stack — pulls from your appointment book, calls or texts in your office’s voice, books straight into the schedule…
Sam
2:18 PM
ship it ✅ offer Tuesday first
Jarvis
crmjust now
Sent. Held Tue 10:30 on your calendar with a soft hold on Wed. Logged to CRM → New leads. I’ll nudge you 30 min before.
Message #jarvis▍
Workflow · scheduled
Watch the business and report weekly
Some agents you ask. Others just watch. Every Friday at 4 PM this one pulls revenue from your accounting app, pipeline from your CRM, support volume from your tickets — and writes the one-page roll-up your team actually reads. Then it posts the summary to your leadership channel with the full PDF attached.
It surfaces the things you’d want to know but probably wouldn’t notice on your own: a customer concentration creeping past 30%, an invoice 31 days overdue, a service line growing 4× week-on-week. Nothing escalates without your nod — but everything is in front of you before Monday morning.
What this workflow does
- ✓ Runs on a schedule you set — daily, weekly, or monthly
- ✓ Pulls metrics from your accounting app, CRM, billing, and tickets
- ✓ Writes a one-page summary in plain language — no jargon dashboards
- ✓ Surfaces concentration, churn, growth, and risk signals automatically
- ✓ Delivers a PDF to your inbox + posts to your team channel
- ✓ Stays in the room for follow-up questions on any number
Connects to
- QuickBooks
- Stripe
- HubSpot
- Slack
- Notion
- + your stack
Best for
- · Owner-operators who want a Monday-ready view of last week
- · Leadership teams that need a single “what mattered” before the meeting
- · Anyone tired of building the same report manually every Friday
jarvis
agentonline · scheduled · runs Fridays at 4 PM
Jarvis
botFri 4:00 PM
Friday roll-up for Apr 14–20. Revenue, pipeline, customers, risks — quick read. Full PDF in your inbox + posted to #leadership:
friday business report · week 16
Apr 14–20Friday Business Report
Revenue
$42,180
+18% WoW
Pipeline
$112k
14 deals · weighted
Top customer
Northshore Dental
$8,400 · 20% share
Risk flag
2 invoices > 30 days
$4,820 overdue
Sam
4:08 PM
love this @jarvis why was Wednesday so big?
Jarvis
botjust now
Wed pulled $14,830 — 3.5× the daily average. Two closes, plus the spring-promo email landing in inboxes Wed morning:
Apr 14–20
DAILY $
drill-in · wed apr 16
Why Wednesday was 3.5× avg
- +Northshore Dental retainer closed — $8,400
- +Bee’s Bookkeeping renewal — $3,200
- +Spring promo drove 47 bookings (avg $67)
Message #jarvis▍
Workflow · SEO
Find this month’s biggest SEO wins
No more “we should really do something about SEO.” Sam asks Jarvis for the five biggest wins this month and Jarvis crawls every page on the site, pulls 90 days of Search Console data, runs Lighthouse on the top traffic pages, benchmarks against your competitors — then writes the punch-list, ranked by effort × impact.
Each item comes with the work already drafted: Core Web Vitals fixes as a PR, 18 missing title tags ready to ship, internal-link suggestions for orphan posts, and a content sprint scoped to keywords you already rank on page 2 for. Approve the items you want and Jarvis ships them — everything goes in as a PR with a line-by-line diff first.
What this workflow does
- ✓ Crawls your site, pulls 90 days of GSC + GA4, benchmarks competitors
- ✓ Audits Core Web Vitals across your highest-traffic pages
- ✓ Surfaces missing meta, broken canonicals, robots/sitemap issues
- ✓ Finds page-2 keywords with proven impressions you can win this month
- ✓ Drafts the actual fix — meta tags, internal links, content briefs
- ✓ Ships approved fixes as PRs with line-by-line diffs
Connects to
- Search Console
- GA4
- Lighthouse
- Ahrefs
- GitHub
- WordPress
- + your stack
Best for
- · Teams that know SEO matters but never seem to ship the work
- · New owners auditing what the last agency left behind
- · Sites with traffic on page 2 of Google waiting to be promoted
jarvis
agentonline · seo + content
Sam
9:02 AM
@jarvis we haven’t touched SEO in 6 months. find me the 5 biggest wins we should ship this month — quickest impact first.
Jarvis
botjust now
Audit done — 5 wins ranked by effort × impact. #2 and #5 we can ship today:
SEO audit · this month’s punch-list
84 pages · 90d5 wins · ranked by effort × impact
- 1 Fix Core Web Vitals on /services/* — LCP 4.2s → est 1.6s 4 hrs
- 2 Add missing title + meta on 18 pages — quick CTR win 30 min
- 3 Build content for 6 page-2 keywords — 4.2k impressions, 0 clicks 1 wk
- 4 Internal-link 12 orphan posts — deepens crawl + authority 2 hrs
- 5 robots.txt is blocking 4 important pages — ship today 5 min
Sam
9:14 AM
ok let’s do #2 first — draft those 18 meta titles and open a PR
Jarvis
botjust now
Drafted 18 titles + descriptions, CTR-tested against your top 50 organic queries. PR open with line-by-line diff — awaiting your sign-off:
PR · #248
PR · meta titles + descriptions
Add missing meta on 18 pages
- /services/lawn-mowing → “Edmonton Lawn Mowing | Weekly + One-Time”
- /services/snow-removal → “Residential Snow Removal Edmonton | Same-Day”
- /services/aeration → “Lawn Aeration & Overseeding | Spring + Fall”
- + 15 more · click to review the full diff
Message #jarvis▍
Workflow · security
Catch and contain a security incident
It’s 3:47 AM. A login from São Paulo lands on Sam’s account from a known VPN exit — and Sam was in Calgary 47 minutes ago. Jarvis pauses the session before the snapshot finishes, posts a triage card to the incident channel, and pages Sam by SMS. Everything irreversible waits for a human nod.
Jarvis already knows the difference between Sam-on-vacation and Sam-being-impersonated because it watches 90 days of context: device fingerprints, IP reputation, MFA history, and what other accounts that IP touched today. The first seconds of an incident are usually the difference between a non-event and a breach — this agent is awake for them.
What this workflow does
- ✓ Watches 24/7 across auth, billing, infra, and admin actions
- ✓ Auto-triages alerts with 90 days of context, not just rules
- ✓ Pauses sessions and adds IPs to watchlists before paging you
- ✓ Stages destructive actions (revoke, rotate, lock) for one-tap approval
- ✓ Writes the post-incident timeline and queries the audit log itself
- ✓ Schedules and runs the post-incident review automatically
Connects to
- Okta
- 1Password
- Cloudflare
- AWS GuardDuty
- Crowdstrike
- PagerDuty
- + your stack
Best for
- · Small teams without a 24/7 security operations centre
- · Practices and clinics with PHIPA / HIPAA exposure
- · Anyone who has been breached once and never wants to be again
jarvis
agentonline · 24/7 · monitoring 14 systems
Jarvis
bot3:47 AM
HIGH · new-device login on @sam from a known VPN exit. Last legit session was Calgary 47 min ago — no flight fits. Session paused. Awaiting your approval before anything destructive:
incident-2461 · auth.suspicious-login
risk: highNew-device login · sam@swiftmedia.ca
- fromSão Paulo, BR · 200.225.x.x VPN exit
- last seenCalgary, AB · 47 min ago (no flight fits)
- mfanot challenged · session token reused from older device
- signalsame IP touched 4 other accounts in the last 24h
already done (auto)
- ✓session paused on this device
- ✓IP added to org-wide watchlist
- ✓SMS paged sam · slack DM sent
awaiting approval
- ·revoke session token
- ·rotate password · force re-login on all devices
- ·lock account 12h
Sam
3:51 AM
yep that’s not me — kill it. lock the account.
Jarvis
botjust now
Done. Session killed before second action. Post-incident review on your calendar at 9:00 AM in #security — full timeline + audit-log query attached.
incident-2461 · resolved
contained3 actions executed in 4 seconds
- ✓session token revoked3:51:14
- ✓password rotated · reset link to phone3:51:15
- ✓account locked 12h · auto-unlock 3:51 PM3:51:16
Sleep tight. I’ll have the full timeline ready when you wake up.
Message #jarvis▍
Want a workflow built around your team?
These demos are scripted, but the agents behind them are real and running for our customers. Tell us what work eats your week and we’ll show you exactly how it would look in your Swift Chat workspace.