Workflow Screens — Strategy, Goals, Deliverables & Activities
These screens power the core workflow: Onboarding → Strategy → Goals → Deliverables → Activities.
Status notation: [Live] = confirmed working · [To Build] = specified, not yet implemented
| Screen | Status | Notes |
|---|---|---|
| W1 — Strategy | [Live] | /strategy — renders strategy doc; approve/reject HITL |
| W1b — Deliverable Plan | [Live] | /strategy/deliverable-plan — review + approve deliverable plan; reachable via sidebar Strategy group |
| W2 — Strategy Review | [To Build] | HITL approval of AI-generated strategy; requires agent infra |
| W3 — Goal Detail | [Live] | Basic goal progress view; chart and deliverables link |
| W4 — Deliverable Detail | [Live] | Activity pipeline list per deliverable; agent/human rows |
| W5 — Activity Detail (agent) | [To Build] | Live SSE streaming from agent; requires agent infrastructure |
| W5 — Activity Detail (HITL) | [To Build] | Human review flow with approve/reject; requires agent infra |
| W6 — Activities Inbox | [To Build] | DM Portal “my activities” queue; requires DM Portal app |
| W7 — Context File | [Live] | /context — two-column layout; approve/edit/revise; lock-on-approve |
| W8 — Agent Configuration | [To Build] | Per-tenant agent enable/disable + parameter config |
| W9 — Activity Templates (tenant) | [To Build] | Visual pipeline editor for tenant overrides |
| W10 — Recurring Tasks | [To Build] | Tenant-level recurring task setup + variable config |
Screen W1 — Strategy (/strategy)
Audience: Tenant admin (Dashboard app) Purpose: View the active strategy, goals progress, and monthly deliverable commitment.
┌─────────────────────────────────────────────────────────────┐
│ Marketing Strategy [Generate New ▾] │
│ │
│ Q2 2026 Strategy ● Active │
│ Apr 2026 → Sep 2026 · Approved by Sarah on Mar 28 │
│ │
│ Executive Summary │
│ Focus on organic growth via SEO content and local │
│ search. Build domain authority with targeted backlinks. │
│ Expected outcome: 40% traffic increase in 6 months. │
│ [Read full strategy →] │
│ │
│ Goals │
│ ───────────────────────────────────────────────────── │
│ 🎯 Increase Organic Traffic ██████░░░░ 62% On track │
│ Target: 10,000 sessions/mo Current: 6,200 Apr ↑18% │
│ │
│ 🎯 Improve Local Search ████░░░░░░ 40% At risk ⚠ │
│ Top 3 for 5 keywords Currently: 2 of 5 │
│ │
│ 🎯 Domain Authority DA40 ██░░░░░░░░ 20% On track │
│ Target: DA 40 Current: DA 24 │
│ │
│ Monthly Deliverables (April 2026) │
│ ───────────────────────────────────────────────────── │
│ Blog posts 6/10 ████████░░ At risk ⚠ │
│ Social posts 10/12 ████████████ On track │
│ Backlinks 3/10 ███░░░░░░░░ At risk ⚠ │
│ GBP posts 8/10 █████████░░ On track │
│ Website audit 1/1 ████████████ Completed ✅ │
│ Performance report 0/1 ░░░░░░░░░░░ Due Apr 30 │
└─────────────────────────────────────────────────────────────┘Actions:
- Read full strategy → opens MongoDB strategy document in a Markdown viewer
- Generate New → triggers Strategy Agent for a new version
- Click any goal → Goal Detail screen
- Click any deliverable → Deliverable Detail screen
Screen W1b — Deliverable Plan (/strategy/deliverable-plan)
Audience: Tenant admin (Dashboard app) Purpose: Review and approve the AI-generated deliverable plan before activity pipeline begins.
Navigation: Sidebar → Strategy group (NavGroup with two children: Marketing Strategy + Deliverable Plan)
┌─────────────────────────────────────────────────────────────┐
│ Deliverable Plan — April 2026 │
│ │
│ ┌──────────────────────────────────────────────────────┐ │
│ │ ⚠ Review required [Approve Plan] │ │
│ │ Review the deliverable plan below before production │ │
│ │ begins. Approved on: — │ │
│ └──────────────────────────────────────────────────────┘ │
│ │
│ Goals │
│ ─────────────────────────────────────────────────────── │
│ 🎯 Grow Organic Traffic +40% [blog post] [gbp] │
│ 🎯 25 New Enquiries/Month [blog post] │
│ │
│ Monthly Deliverables │
│ ─────────────────────────────────────────────────────── │
│ [📄] SEO Blog Post 4/month ● blog_post High ▲ │
│ Related: Grow Organic Traffic │
│ │
│ [📍] GBP Post 8/month ● gbp_post Med ─ │
│ Related: Grow Organic Traffic │
│ │
│ [📱] Social Post 8/month ● social_post Low ▼ │
│ Related: Brand Awareness │
│ │
│ [📧] Email Newsletter 1/month ● email Med ─ │
│ Related: Lead Nurturing │
└─────────────────────────────────────────────────────────────┘Actions:
- Approve Plan → sets approval status; fires Activity Planner for this month
- Once approved, banner switches to a green “Approved on [date]” badge
Sidebar: The Strategy nav item is a collapsible group (NavGroup). Clicking “Strategy” expands to show:
- Marketing Strategy →
/strategy - Deliverable Plan →
/strategy/deliverable-plan
The group auto-expands when the active route is /strategy or /strategy/*.
Theme: All colour classes use paired light/dark variants (bg-*-100 dark:bg-*-900/30, text-*-700 dark:text-*-400) to support dark mode. Review banner uses amber; approved badge uses emerald; type icons use per-type colour maps; priority badges: red/amber/slate.
Screen W2 — Strategy Review (/strategy/review/[id])
Audience: Human reviewer (DM Portal approval activity) Purpose: Review and approve the generated strategy before it goes live.
┌─────────────────────────────────────────────────────────────┐
│ Review: Marketing Strategy v2 Activity │
│ Generated by Strategy Agent · Apr 1, 2026 │
├─────────────────────────────────────────────────────────────┤
│ Strategy Document (rendered) │ Monthly Commitments │
│ ───────────────────────────── │ (editable) │
│ │ │
│ # Marketing Strategy: Acme Corp │ Deliverable Vol/mo │
│ │ Blog posts [10] │
│ ## Executive Summary │ Social posts [12] │
│ Acme Corp is positioned to… │ Backlinks [10] │
│ │ GBP posts [10] │
│ ## Goals │ Website audit [ 1] │
│ Goal 1: Increase organic… │ Perf. report [ 1] │
│ Target: 10,000 sessions by… │ │
│ │ Est. LLM cost: │
│ ## Deliverable Plan │ ~$85/month │
│ … │ │
│ │ ─────────────────── │
│ │ [Request Changes] │
│ │ [Reject & Regenerate] │
│ │ [✓ Approve Strategy] │
└───────────────────────────────────┴────────────────────────┘On Approve: System creates goals, deliverables, starts month 1 activities. On Reject: Re-runs Strategy Agent with reviewer’s feedback note. Request Changes: Opens a text field for specific edits; agent incorporates and regenerates.
Screen W3 — Goal Detail (/goals/[id])
Audience: Tenant user (Dashboard) Purpose: Deep dive into one goal’s progress and supporting deliverables.
┌─────────────────────────────────────────────────────────────┐
│ ← Strategy / Goal: Increase Organic Traffic │
│ │
│ Current: 6,200 sessions/mo → Target: 10,000 by Sep 2026│
│ ██████░░░░ 62% to target ● On Track │
│ │
│ Monthly Progress (sessions) │
│ ┌──────────────────────────────────────────────────────┐ │
│ │ /───────────────────────── │ │
│ │ ───/ target: 10,000 │ │
│ └──────────────────────────────────────────────────────┘ │
│ Oct Nov Dec Jan Feb Mar Apr │
│ │
│ Supporting Deliverables │
│ ─────────────────────────────────────────────────────── │
│ 📄 Blog Posts 6/10 ████████░░ At risk ⚠ │
│ 🔗 Backlinks 3/10 ███░░░░░░░ At risk ⚠ │
│ 🔍 Website Audit 1/1 ████████████ Done ✅ │
│ │
│ [View all Activities for this Goal →] │
└─────────────────────────────────────────────────────────────┘Screen W4 — Deliverable Detail (/deliverables/[id])
Audience: Tenant user + DM Portal reviewer Purpose: Track progress on one deliverable for the current month, see all activities.
┌─────────────────────────────────────────────────────────────┐
│ ← Goals / Blog Posts — April 2026 │
│ │
│ Target: 10 posts · Completed: 6 · Due: Apr 30 │
│ ████████░░ At risk — 4 posts pending, 14 days left │
│ │
│ Activities Filter │
│ ─────────────────────────────────────────────────────── │
│ Activity Assignee Status Due │
│ ───────────────────────── ──────── ────── ─── │
│ Research 10 topics 🤖 SEO ✅ Done Apr 1 │
│ Approve topics 👤 Sarah ✅ Done Apr 2 │
│ Write: "The Future of B2B…" 🤖 Copy ✅ Done Apr 4 │
│ Review: "The Future of B2B…" 👤 Marcus ✅ Done Apr 5 │
│ Write: "How to Automate…" 🤖 Copy ✅ Done Apr 6 │
│ Review: "How to Automate…" 👤 Marcus ✅ Done Apr 7 │
│ Write: "5 Ways to…" 🤖 Copy 🔵 Running Apr 10 │
│ Review: "5 Ways to…" 👤 Marcus ⏳ Waiting — │
│ Write: "Why SMBs Need…" 🤖 Copy 🕐 Queued Apr 12 │
│ Write: "The Complete Guide…" 🤖 Copy 🕐 Queued Apr 14 │
│ + 4 more pending │
│ │
│ [+ Add Activity] [Request More Topics] │
└─────────────────────────────────────────────────────────────┘Columns: activity title, assignee (👤/🤖 with name), status badge, due date. Clicking an activity row → Activity Detail screen.
Screen W5 — Activity Detail (/activities/[id])
Audience: Both human reviewers and admins monitoring agent work Purpose: Full view of one activity — input, output, status, agent stream.
Agent Activity
┌─────────────────────────────────────────────────────────────┐
│ ← Blog Posts Apr 2026 / Write: "The Future of B2B SaaS" │
│ │
│ 🤖 Copywriter · Claude Sonnet 4.6 · 🔵 Running │
│ Started: 10:42:01 · Cost so far: $0.31 │
│ │
│ Input Live Output (SSE) │
│ ───────────────────────── ──────────────────────── │
│ Topic: The Future of B2B SaaS # The Future of B2B SaaS │
│ Target keyword: b2b saas trends ## Introduction │
│ SEO brief: [View →] In today's rapidly… │
│ Research brief: [View →] │
│ Word count target: 1,500 ## The Shift to AI │
│ Audience: Marketing managers Three key trends are…▌ │
│ │
│ Validation (live) │
│ ✅ No banned words found │
│ ✅ Target keyword in first para │
│ ⏳ Brand voice check… running │
│ │
│ [Intervene: Pause + Note] [Cancel] │
└─────────────────────────────────────────────────────────────┘Human Review Activity (HITL)
┌─────────────────────────────────────────────────────────────┐
│ ← Blog Posts Apr 2026 / Review: "The Future of B2B SaaS"│
│ │
│ 👤 Assigned to: Marcus Webb · 🟣 Awaiting your review │
│ Created: Apr 10 11:02 · Due: Apr 10 (today) ⚠ Urgent │
│ │
│ Content Review Actions │
│ ────────────────────────────── ───────────────────── │
│ # The Future of B2B SaaS Validation Results │
│ ✅ 1,487 words (target 1500)│
│ ## Introduction ✅ Brand voice: 84/100 │
│ In today's rapidly evolving… ✅ Character limits OK │
│ ✅ No banned words │
│ ## The Shift to AI │
│ Three key trends are… Risk: 🟢 Low │
│ │
│ ... [Edit Inline] │
│ │
│ [Word count: 1,487] [Reject + Note] │
│ [Reading time: ~7 min] [Request Revision] │
│ [✓ Approve] │
└─────────────────────────────────────────────────────────────┘On Approve: Blog post output status → approved. Next activity in pipeline spawned (publish, or marked complete if no publish step).
On Reject with note: Note fed back to Copywriter as revision instruction. Activity retried.
Screen W6 — Activities Inbox (/activities)
Audience: DM Portal — the primary working screen for human reviewers Purpose: All activities assigned to this human, across all tenants they manage.
┌─────────────────────────────────────────────────────────────┐
│ My Activities Marcus Webb │
│ │
│ [All (14)] [Reviews (8)] [Approvals (4)] [My Tasks (2)] │
│ │
│ [All Tenants ▾] [All Types ▾] 🔍 Search… │
├─────────────────────────────────────────────────────────────┤
│ ⚠ Review: Blog Post "Future of B2B…" Acme 🔴 High Today│
│ ⚠ Approve: Social Calendar April Acme 🟡 Med Today│
│ Review: Blog Post "How to Scale…" Acme 🟢 Low Apr11│
│ Review: GBP Posts (10 posts) Globex 🟢 Low Apr12│
│ Approve: Strategy v2 Initech 🟡 Med Apr12│
│ Review: Ad Copy Set Q2 Acme 🟡 Med Apr13│
│ Review: Email Newsletter Apr Globex 🟢 Low Apr14│
│ ────────────────────────────────────────────────────── │
│ [Load more] │
└─────────────────────────────────────────────────────────────┘Items sorted by: risk level, then due date. Overdue items shown first in red.
Clicking any row → Activity Detail (HITL review view).
Screen W7 — Context File (/context)
Audience: Tenant admin (Dashboard) Purpose: View, edit, approve, and request revisions of the auto-generated client context file.
Note: /settings/context permanently redirects to /context. Accessible via sidebar Strategy group → “Client Context” (ScanSearch icon).
┌─────────────────────────────────────────────────────────────┐
│ ┌── Blue gradient header card ──────────────────────────┐ │
│ │ Client Context v3 · 1,240 words │ │
│ │ Auto-generated context file for agent injection │ │
│ └───────────────────────────────────────────────────────┘ │
│ │
│ [Amber banner] Context ready for review │
│ Review the context and approve or request revisions. │
│ [Approve Context] │
│ │
│ ┌─────────────────────────────────┐ ┌─────────────────┐ │
│ │ # Client Context: Acme Corp │ │ Timeline Details│ │
│ │ │ │ Revise │ │
│ │ ## Company Overview │ │─────────────────│ │
│ │ Acme Corp is a B2B SaaS… │ │ ● Approved │ │
│ │ │ │ Mar 28 by │ │
│ │ ## Brand Voice & Tone │ │ Sarah │ │
│ │ Professional, authoritative… │ │ │ │
│ │ │ │ ● Generated │ │
│ │ [Edit] │ │ Mar 27 │ │
│ └─────────────────────────────────┘ └─────────────────┘ │
└─────────────────────────────────────────────────────────────┘Status flow: pending → generating (AgentStatusPanel shown) → completed (amber “Context ready for review” banner + Approve button) → approved (green “Client context approved” banner; Revise tab locked; Edit hidden)
Edit: Textarea with raw Markdown → Save/Cancel. Resets status to completed, bumps version. Calls saveContextEdit server action.
Approve: Calls approveContext server action. Locks context + strategy. Triggers strategy-writer agent.
Revise tab (right sidebar): Notes textarea + “Request Revision” button. Calls requestContextRevision server action → re-enqueues context-file-writer. Locked (lock icon shown) once approved.
Lock-on-approve: Once approved, no edits or revisions are possible on either context or strategy.
Screen W8 — Tenant Agent Configuration (/settings/agents)
Audience: Tenant admin (Dashboard) + Super admin (Manage app) Purpose: Enable/disable agents for this tenant and configure their parameters.
┌─────────────────────────────────────────────────────────────┐
│ Agent Configuration Plan: Agency · All 7 ✅ │
│ │
│ Agent Status Model Concurrency │
│ ──────────────── ────── ──────────────── ────────── │
│ 🤖 Campaign Str. ● Active Claude Sonnet 4.6 2 [⚙] │
│ 🤖 SEO Specialist ● Active Claude Sonnet 4.6 3 [⚙] │
│ 🤖 Copywriter ● Active Claude Sonnet 4.6 4 [⚙] │
│ 🤖 Social Media ● Active Claude Sonnet 4.6 3 [⚙] │
│ 🤖 Paid Ads Mgr ● Active GPT-4o (OpenAI) 2 [⚙] │
│ 🤖 Data Analyst ● Active Claude Sonnet 4.6 3 [⚙] │
│ 🤖 Content Res. ● Active gemma3:4b (Ollama) 2 [⚙] │
│ │
│ [⚙] Configure row expands to: │
│ ┌──────────────────────────────────────────────────────┐ │
│ │ Model [Claude Sonnet 4.6 ▾] │ │
│ │ Adapter [Claude ▾] │ │
│ │ Concurrency [4 ] │ │
│ │ Timeout [8 min ] │ │
│ │ Cost cap [$3.00 per activity ] │ │
│ │ Skills [brand-voice, ad-copy-sop + 3 more ] │ │
│ │ HITL after N failures [3 ] │ │
│ │ [Cancel] [Save Changes] │ │
│ └──────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────┘Plan-locked agents show a lock icon with “Upgrade to enable” tooltip instead of the Active toggle.
Screen W9 — Activity Templates (/settings/activity-templates)
Audience: DM Portal power users (per-tenant pipeline customisation) Purpose: View and customise the activity pipeline for each deliverable type for this tenant. Tenant can override global templates without affecting other tenants.
Global template management lives in the Manage App (Screen M7). This is the tenant-level view.
┌─────────────────────────────────────────────────────────────┐
│ Activity Templates [+ New Template] │
│ │
│ Deliverable Type Template Steps Modified │
│ ────────────────── ────────────────── ───── ──────── │
│ Blog posts Standard Blog 4 Global ✅ │
│ Social posts Standard Social 3 Global ✅ │
│ Backlinks Backlink Pipeline 5 Global ✅ │
│ GBP posts Standard GBP 3 Global ✅ │
│ Website audit Monthly Audit 3 Global ✅ │
└─────────────────────────────────────────────────────────────┘Clicking a template opens a visual pipeline editor:
┌─────────────────────────────────────────────────────────────┐
│ Template: Standard Blog Post Pipeline [Save] [×] │
│ │
│ ┌─────────────────┐ │
│ │ 1. Research │ Assignee: 🤖 SEO Specialist │
│ │ topics │ Type: research │
│ │ (repeat ×N) │ Approval: No │
│ └────────┬────────┘ │
│ │ output feeds → │
│ ┌────────▼────────┐ │
│ │ 2. Approve │ Assignee: 👤 Reviewer │
│ │ topic list │ Type: approve (HITL gate) │
│ └────────┬────────┘ Blocked by: step 1 │
│ │ one per approved topic │
│ ┌────────▼────────┐ │
│ │ 3. Write blog │ Assignee: 🤖 Copywriter │
│ │ post [×each] │ Type: write · Repeat per unit: Yes │
│ └────────┬────────┘ Blocked by: step 2 │
│ │ │
│ ┌────────▼────────┐ │
│ │ 4. Review post │ Assignee: 👤 Reviewer │
│ │ [×each] │ Type: approve (HITL gate) │
│ └─────────────────┘ Blocked by: step 3 (same unit) │
│ │
│ [+ Add Step] │
└─────────────────────────────────────────────────────────────┘Screen W10 — Recurring Tasks (/settings/recurring-tasks)
Audience: Tenant admin (Dashboard app) and DM Portal reviewer Purpose: View and configure the predefined recurring tasks that were auto-copied from global templates when this tenant was created. Fill in required variables, enable/disable tasks, and see upcoming scheduled activities.
┌─────────────────────────────────────────────────────────────┐
│ Recurring Tasks [Setup Checklist: 2 left] │
│ │
│ ⚠ 2 tasks need setup — required variables not filled in │
│ ───────────────────────────────────────────────────────── │
│ │
│ On Onboarding │
│ ───────────── │
│ ⚠ Update GBP "always open" 👤 Human · One-time │
│ GBP URL: [not set — click to configure] │
│ Status: Pending setup │
│ [Configure] │
│ │
│ ✅ Add listing to 3 directories 👤 Human · One-time │
│ Completed: Apr 1, 2026 │
│ │
│ Monthly (auto-created on 1st) │
│ ────────────────────────────── │
│ ✅ Request Google reviews 👤 Human · Monthly │
│ GBP URL: https://g.page/acme │
│ Next: May 1, 2026 │
│ [Disable] [Edit] │
│ │
│ ✅ NAP consistency check 🤖 SEO Specialist · Qtrly │
│ Next: Jul 1, 2026 │
│ [Disable] [Edit] │
│ │
│ ───────────────────────────────────────────────────────── │
│ [+ Add custom task] │
└─────────────────────────────────────────────────────────────┘Configure task (slide-over):
- Task name and description (read-only from template)
- Variable inputs: each required variable with label + input field
- e.g. “Google Business Profile URL” →
https://business.google.com/...
- e.g. “Google Business Profile URL” →
- Enable/disable toggle
- For cron tasks: override schedule (if allowed)
- “Save & Schedule” → creates the first activity immediately (if trigger = on_onboarding) or queues for next cron run
Setup Checklist:
- Banner at top of the page and on the Dashboard home if required variables are unfilled
- Checklist item shows template name + which variables are missing
- Drives tenant to complete setup before the first deliverable period starts