Run client work

Agencies and freelancers get a lot from a shared workspace: every client's context in one place, agents that know the brief, and a way to hand work to clients without emailing attachments. This playbook puts those together.

1. One folder per client, split by audience

Clients/
  Acme/
    README.md        the client's front page: who they are, contacts, status
    Brief/           what they've asked for, in their words
    Notes/           internal: calls, research, our thinking
    Deliverables/    what the client sees

Keep what the client sees apart from what they don't. A share link to a folder covers everything inside it, so if Deliverables/ is the folder you share, internal notes must never go in it. Write that into the client folder's README and your AGENTS.md:

- Clients/<name>/Deliverables/ is shared with the client. Only finished,
  client-ready work goes there. Nothing internal, no pricing notes, no drafts.

2. Give agents the context

The client README is where an agent starts. Put the essentials there: what the client does, who you deal with, the current engagement and its status, and links to the brief and the latest deliverables. Keep call notes in Notes/ with dates, and ask an agent to update the README's status after each call.

Then any agent can work on the account without a briefing: "Read Clients/Acme/README.md and the brief, then draft the October report in Clients/Acme/Notes/drafts/."

3. Draft, review, deliver

1. The agent drafts into Notes/drafts/, with status: review in the front matter.
2. You and your team review it with comments, and the agent revises.
3. When it's ready, the agent (or you) moves it into Deliverables/.

A report doesn't have to be markdown. Agents are good at building a self-contained HTML page with charts and styling, and Treehouse renders HTML files as pages. Scripts in them only run once you allow them.

4. Share with the client

Open the file or the Deliverables/ folder, choose the Share tab, and create a public link:

• Password protect it for anything confidential, and send the password separately.
• Pin it to a version when the client is signing something off. The link keeps showing exactly that version, even after you keep working on the file.
• Use a live link on the Deliverables/ folder for an ongoing engagement, so the client always sees the latest.

The client gets a clean, read-only view of the files: no sign-up, no comments, no sidebar of your other work. You can see how many times the link was opened, and Revoke it the moment the engagement ends. Share links has the details, including view limits on the free plan.

5. Capture what comes back

When a client replies with feedback, drop it into the client's Notes/ (or the workspace Inbox) and ask an agent to turn it into changes: "Here's Acme's feedback on the October report. Draft the revisions and list anything we should push back on."

Keep clients apart

Everyone in a workspace can see every client folder. If some clients' work must be kept from some of your team, use separate workspaces for them: each workspace has its own members, and joining one gives access to nothing else.