A Kennett Revenue
Architecture practice

Atlas Agency OS

Atlas Agency OS

A complete multi-tenant agency operating system for research, catalog governance, planning, proposals, agreements, orders, fulfillment, creative lifecycle, client approvals, reporting, and platform operations.

Enter OSRequest access
Tenant scopedActive tenant
01Research demand
02Catalog and price
03Proposal acceptance
04Agreement and order
05Fulfillment control
06Creative lifecycle
07Client decision
08Reporting and ops
RLS protectedCommand auditedShare-readyJob durable

New Stack

Built on the Atlas multi-tenant foundation

Data plane

Supabase

Postgres, Auth, Storage, row-level policy, and one project per environment.

Tenancy

Fully multi-tenant

Tenant rows, memberships, roles, and explicit rollup grants keep every workspace scoped.

Runtime

Next.js App Router

Web app, route handlers, public shares, and server-first product surfaces in one OS.

Work engine

Trigger.dev

Durable jobs for enrichment, compliance, webhook processing, and reporting refreshes.

Tenant isolation enforced with tenant_id, memberships, roles, and RLS.
Public links use tokenized share routes without granting tenant membership.
Cross-tenant reporting is explicit, permissioned, and auditable.
Provider integrations are tenant adapters, not platform foundations.

Core Functions

One operating layer from demand to delivery

12 platform functions

Account Intelligence

Tenant-scoped account records, stakeholder context, web research, competitive signals, and next actions.

  • Account workspaces
  • Research evidence
  • Opportunity movement

Planning And Pricing

Plan builder, product catalog, rate tiers, contract overrides, seasonal logic, budget allocation, and margin checks.

  • Plan canvas
  • Catalog and rates
  • Budget allocation

Proposal Builder

Structured proposals with evidence, share links, acceptance tracking, and clean handoff.

  • Narrative assembly
  • Claim evidence
  • Public acceptance

Order Management

Accepted work becomes orders with line items, sections, IO packets, status, amendments, holds, and intake data.

  • Line item editing
  • IO and signing
  • Change orders

Fulfillment Operations

Command boards, My Work, milestones, playbooks, dependencies, comments, alerts, SLA risk, and capacity planning.

  • Work queues
  • Milestones
  • Capacity load

Creative Operations

Start creative, intake, auto-briefs, asset readiness, AI generation, compliance review, affidavits, and deliveries.

  • Auto-briefs
  • Compliance review
  • Delivery packages

Client Portal

Account-first request intake, proposal acceptance, creative decisions, messages, status, shared assets, and snapshots.

  • Approvals
  • Shared status
  • Asset access

Reporting And Forecast

Tenant reports, report builder, forecast movement, account health, performance snapshots, and saved schedules.

  • Account rollups
  • Forecast views
  • Report builder

Tenant Control Plane

Tenant profiles, memberships, role policy, tenant switching, admin settings, and operational support posture.

  • Tenant directory
  • Role grants
  • Memberships

Integration Adapters

Tenant-owned CRM, delivery, e-signature, email, ad, search, geo, storage, and webhook adapter settings.

  • Adapter settings
  • Webhook inboxes
  • Sync health

Command Audit

Every mutation crosses a domain command with permission checks, audit trails, activity timelines, and domain events.

  • Domain commands
  • Audit events
  • Event replay

AI Workflows

Account discovery, research assistants, creative generation, compliance analysis, document processing, and reporting automation.

  • Discovery runs
  • Compliance analysis
  • Document search

Coverage Map

The full functional map behind the OS

9 capability clusters
01

Research And Demand

Prospect discovery and enrichment across company, market, competitor, search, social, location, and RFP signals.

  • Web, company, and stakeholder enrichment
  • Search, landing page, and market audits
  • Competitive, social, and reputation monitoring
  • RFP fit, geofence, and vertical intelligence
02

Catalog, Pricing, Agreements

Commercial governance for products, packages, rate tiers, sales initiatives, contract terms, exceptions, and inventory.

  • Product families, packages, and rate cards
  • Contract terms, tier logic, and rate overrides
  • Drawdown, SLA, and rate exception workflows
  • Inventory holds, conflicts, and expirations
03

Proposal, Order, Signature

Plan-to-order lifecycle from structured proposal through public acceptance, IO generation, signing, and amendments.

  • Plan canvas and proposal assembly
  • Tokenized share links and acceptance capture
  • Order sections, line items, versions, and status machine
  • IO PDFs, e-signature, change orders, and activity feed
04

Fulfillment Command

Operator command center for ticket ownership, delivery stages, playbooks, dependencies, risk, and workload.

  • My Work, action queue, tasks, alerts, and calendar
  • Fulfillment board, saved views, comments, and mentions
  • Milestones, playbooks, dependencies, and bulk actions
  • SLA prediction, health scoring, trends, and capacity
05

Delivery And Performance

Campaign delivery surfaces for pacing, performance data, paid search operations, targeting, QA, and value packets.

  • Delivery and performance dashboards
  • Paid search intake, build, publish, optimize, and report stages
  • Location and audience targeting workflows
  • Client-ready performance snapshots and exports
06

Creative Lifecycle

Creative intake, brief generation, asset readiness, review, generation, proofing, and delivery in one workflow.

  • Start creative, upload, import, and request intake
  • Auto-briefs, brand profiles, readiness scoring, and specs
  • Compliance, dual review, legal review, editorial scoring, and affidavits
  • AI generation, A/B testing, video QA, and regeneration
07

Client And Public Surfaces

External experiences for clients and collaborators without granting tenant membership or exposing internal state.

  • Account-first client portal and request intake
  • Proposal acceptance and creative review sessions
  • Per-asset approval, rejection, and revision capture
  • Messages, status, assets, and performance snapshots
08

Reporting And Intelligence

Leadership and operator visibility across forecast, account health, campaign health, monitoring, and knowledge search.

  • Forecast movement, pipeline confidence, and account health
  • Report builder, templates, schedules, and rollups
  • Media, social, reputation, and incident monitoring
  • Document ingestion, embeddings, vector search, and duplicate detection
09

Platform Operations

Admin, security, automation, and observability controls for running the operating system as a complete product.

  • Tenants, memberships, roles, RLS, and rollup grants
  • Command audit, domain events, outbox, webhook inbox, and replay
  • Secrets, environment inventory, cron visibility, cost tracking, and health checks
  • Tenant adapters for CRM, delivery, ad, email, search, geo, storage, and task providers

Operating Surfaces

Role-specific command centers on one shared system

6 surfaces

Seller Command

Pipeline and planning cockpit

Account movement, proposal readiness, and clean handoff points for tenant-scoped sales work.

Tenant scoped

Ops Command

Delivery control room

Daily assignments, fulfillment health, dependency pressure, and SLA risk across active tenant work.

Tenant scoped

Creative Command

Creative intake and review desk

Brief quality, compliance posture, dual-review movement, and delivery readiness for creative work.

Tenant scoped

Admin Command

Tenant and platform control plane

Membership, role policy, integration posture, domain command audit, and operational jobs.

Privileged tenant controls

Leadership Command

Authorized portfolio rollup

Agency-wide health, forecast, delivery capacity, and reporting through explicit authorized paths.

Authorized reporting

Client/Public Command

Client portal workspace

Client-facing approvals, performance snapshots, shared assets, messages, and public intake status.

Tenant portal