01
Do and verify the work
Atlas gathers evidence, completes the request and checks the real result before treating an approach as proven.
01 · Purpose
What Atlas is
Atlas is a shared digital teammate: an agent that retains operational context and can use it to help teams understand what is happening, decide what to do next and move work forward.
It connects knowledge across approved sources, keeps that understanding current and turns context into practical action. Atlas can answer questions, generate reports, analyse patterns, work across connected platforms, create artifacts and build or run reusable workflows.
Atlas is currently built around Omaze DE as its first partner context. Creative remains its deepest adoption lane, with wider commercial analysis, executive reporting and data-informed reports and decks now available across the account.
Context that can act
Atlas combines persistent team knowledge with execution. It should ground its work in evidence, state uncertainty, respect source authority, verify consequential actions and improve from useful feedback.
02 · Self-improvement
Teach Atlas once. Reuse and automate the workflow.
Atlas can turn a proven process, or a useful correction from the team, into shared context or a reusable skill instead of relearning the same workflow in every conversation.
02
Capture the reusable method
It records the procedure, required sources, permissions, approval gates, verification steps and known pitfalls in a reusable skill.
03
Learn from team interaction
Teammates can correct stale context, explain a convention or provide a missing source. Atlas preserves durable, relevant information with provenance and uncertainty.
04
Reuse and improve it
Future sessions can use the corrected context and improved skill, so good work compounds instead of being rebuilt from scratch.
05
Automate only when approved
A skill can be used on demand or connected to a schedule or event. Creating a capability does not automatically authorise writes or enable automation.
Memory
Stable facts, preferences, access details and standing boundaries.
Context vault
Shared operational knowledge, decisions, partner context, evidence, learnings and declared gaps.
Skills
Reusable execution playbooks describing how Atlas performs a workflow safely and consistently.
Automations
Approved skills connected to schedules or events so useful workflows can run reliably.
Teach Atlas through conversation
Tell Atlas what is wrong, explain the missing context or give it a source. Atlas can preserve the durable part while distinguishing teammate-provided context from independently verified evidence.
Bring new capability needs to R&D
Describe the outcome or frustrating workflow. R&D can inspect existing Cowork skills, Atlas capabilities and automations, then evaluate the value, access, safety and architecture before building.
Exactius capabilities already available
These are built around real Exactius workflows, not generic chatbot features.
Partner-context ingestion
ActiveTurns approved meetings, decks, channels and operational sources into curated partner context, decisions and learnings.
Purpose: Preserve what the business knows, not just where the information lives.
Operational monitoring
ActiveChecks authorised work surfaces for status movement, dependencies, approvals, requests and exceptions.
Current depth: Strongest in Omaze DE Creative and expanding into wider operations.
Omaze DE data analysis
Live nowAnswers natural-language questions across spend, revenue, conversions, CAC, ROAS, houses, events, campaigns, channels, CRM, cohorts, LTV, cross-sell, attribution and pacing.
Strength: Atlas establishes the business meaning, queries current data, checks the result and explains the decision it supports.
Comprehensive reports and pitch decks
AvailableCombines current data, operational context, historical learnings, decisions, dependencies and source material into polished reports, dashboards and presentations.
Strength: Atlas researches and reconciles the material before creating the final output.
Brief and document workflows
AvailableCreates briefs, pre-reads, recaps and structured documents, including guarded write-back into approved templates.
Safety: Structural dry-runs and approval gates apply to consequential writes.
Workflow porting
AvailableInspects Cowork skills and n8n workflows, understands intent and dependencies, and adapts approved methods into Atlas.
Purpose: Reuse good work while preserving provenance and safeguards.
Public and secure publishing
AvailablePublishes approved reports, dashboards, onboarding guides and static artifacts as public or access-controlled pages.
Safety: Atlas confirms visibility and reviews content before publishing.
03 · Current understanding
What Atlas understands today
Atlas is not a general archive of every Exactius client or system. Its deepest context is currently Omaze DE, with deliberate expansion by partner, lane and source.
Exactius foundation
Company roles, working conventions, recurring forums, shared methods and the boundaries between Atlas, Cowork and specialist systems.
Omaze DE fundamentals
Partner structure, objectives, team relationships, recurring meetings, core work surfaces and important operational language.
Creative operations
The deepest live lane: workflows, campaigns, tasks, assets, approvals, source authority, creative performance and team feedback.
Weekly learnings
Meeting and deck evidence transformed into structured learnings, open hypotheses, confidence and next checks.
Executive context
Current priorities, material movement, relationship signals, decisions, dependencies and decision-grade open loops.
People and ownership
Who people are, what they own, which workflows they support and identity details needed to avoid mixing up similar names.
Source authority
Which system answers which question, what is evidence versus status, and how conflicts should be surfaced instead of silently resolved.
Live operational state
Recent changes, blockers, deadlines, approvals and requests from authorised sources, with links and explicit uncertainty.
Decision-ready communication
How different audiences need performance, movement, evidence, uncertainty, dependencies and decisions presented.
04 · Connected sources
What Atlas can draw from today
Atlas can bring together the relevant conversations, work, documents, meetings, assets and performance data instead of asking you to collect everything before it can help.
Slack
Live nowTalk directly to Atlas from Slack on desktop or mobile. Ask a question or request real work, and Atlas can use its online working environment to investigate, edit and deliver while your computer is closed.
Boundary: Channel membership and ingestion scope are separate. Slack signals do not silently override canonical systems.
ClickUp
Read + writeReads authorised boards, tasks, comments and docs. Can create, edit, assign, move and comment when the workflow permits.
Boundary: ClickUp remains authoritative for task state. Ambiguous or consequential changes require confirmation and read-back.
Google Workspace
Live nowUses the Atlas account to read authorised Drive, Docs, Sheets, Slides, Gmail and Calendar sources.
Boundary: Access is file- and account-specific. A missing link or share remains a real gap.
Fireflies
Live nowReads available meeting transcripts and uses speaker-attributed evidence for context, actions and learnings.
Boundary: Missing transcripts stay missing. Atlas does not fabricate meeting evidence.
Figma + Frame.io
Scope variesReads authorised design/video projects, files and authored comments where the connected account has access.
Boundary: Asset and comment access varies by project. Comment language is evidence, not automatically formal approval.
Omaze DE performance data
Live analysisCan answer detailed questions across commercial performance, channels, houses, events, CRM, cohorts, subscriptions and Creative assets.
Useful for: Diagnosing movement, comparing fair periods, finding drivers and creating reports grounded in current numbers.
GitHub + context vault
Live nowA Git-backed curated vault holds source summaries, context layers, decisions, learnings, evidence and system rules.
Boundary: It is curated operational context, not a raw mirror of every message or transcript.
Scheduled tasks + automations
Build + runCreates durable scheduled or event-driven workflows across authorised platforms with explicit delivery and verification.
Default: Trigger, ownership, permissions, failure behavior and approval gates should be clear before enabling.
Cowork skills + n8n
Source accessInspects existing skills and workflow definitions so approved methods can be reused instead of rebuilt.
Boundary: Preserve provenance, intent and safeguards. Atlas-specific runtime adapters stay separate where appropriate.
Shareable pages
Public + securePublishes approved reports, dashboards, diagrams, decks and onboarding artifacts as stable browser links.
Choice required: Public versus secure visibility is confirmed before publishing.
The goal is a useful answer, not a data dump. Atlas combines the numbers with business context, checks the comparison and explains what the evidence means for the decision in front of the team.
05 · Practical use
What teams can ask Atlas right now
Ask the business question in normal language. Atlas can establish the right comparison, query current data, connect the operational context and explain what the answer means for the team.
01
Answer commercial performance questions
Analyse spend, revenue, conversions, CAC, ROAS, channels, platforms, houses, campaigns and events, with the period and comparison chosen to match the decision.
02
Explain what drove a change
Separate mix shift from rate movement, check campaign timing and house cycles, and investigate measurement issues before turning a correlation into a business explanation.
03
Compare like with like
Compare houses, events, channels, cohorts or campaign stages on a fair basis, accounting for duration, renewals, attribution, sample size and incomplete periods.
04
Create comprehensive reports and pitch decks
Combine live data, partner context, recent movement, prior learnings, decisions, tasks and source material into an executive report, campaign review, dashboard or client-ready presentation.
05
Prepare meetings and decisions
Create a pre-read or decision memo showing the relevant history, current numbers, drivers, options, dependencies, open questions and decisions needed.
06
Analyse Creative performance
Compare assets, messages, formats and treatments using delivery, conversions, CAC, ROAS and LTV, then connect the result to the campaign and operational context.
07
Understand CRM, cohorts and customer value
Explore email and SMS performance, customer cohorts, retention, LTV, subscriptions and cross-sell to understand how acquisition and customer value interact.
08
Ask Atlas from anywhere in Slack
Use Slack on your phone to request an answer, analysis, report update, deck edit or follow-up. Atlas has its own online working environment, so the work does not depend on your computer being open.
09
Connect insight to action
Turn an approved finding into a task draft, team update, report, handoff or follow-up workflow, with the result connected back to the shared work.
10
Reconstruct the wider story
Bring together meetings, decisions, tasks, operational changes and current data so the team understands not only what moved, but what was happening around it.
11
Run recurring analysis and reporting
Turn a useful review into a shared, repeatable workflow that checks the latest information and delivers the report when the team needs it.
06 · Complementary tools
Atlas and Claude on your computer
Claude is a powerful personal collaborator. Atlas is a context-rich team collaborator that can research, analyse, create and deliver from information already connected to it.
| Area | Atlas | Claude on your computer |
|---|---|---|
| Starting point | Begins with shared business context, current data and connected team sources. | Begins with the conversation, files, project and integrations available in that person’s session. |
| Data questions | Can establish the business meaning, query current data, verify the result and explain the commercial decision it supports. | Can analyse powerfully when the user supplies or connects the right data and explains the relevant context. |
| Business context | Already connects partner history, people, meetings, decisions, tasks, assets, workflows and prior learnings. | The user normally gathers and introduces the relevant material for the current piece of work. |
| Reports and decks | Can research and reconcile the material before producing a comprehensive report, dashboard or pitch deck. | Excellent for drafting and design from the information available in the local session. |
| Collaboration | Multiple teammates can use and improve the same shared understanding and capabilities. | Primarily supports the individual operating the local session. |
| Availability | Reachable through Slack on desktop or mobile. Atlas’s own online working environment stays available and can continue the requested work without relying on the requester’s computer. | Usually depends on the individual’s computer, active session and the connections available there. |
| Continuity | Retains useful team context, corrections and reusable workflows across sessions. | Continuity depends on that user’s sessions, projects and setup. |
| Moving work forward | Can connect the answer to shared tasks, reports, follow-ups and recurring workflows. | Best suited to interactive personal work unless the user separately shares or operationalises the result. |
Personal workspace, shared teammate
Use Claude locally for exploration, drafting, coding and focused personal work. Use Atlas when the answer should draw on shared context and current data, become a team report or deck, or continue moving after one person closes their computer. Message Atlas in Slack from your phone and ask for the answer or the finished work.
07 · Capability map
What Atlas can do today
| Capability | State | What that means |
|---|---|---|
| Shared context retrieval | Live now | Finds partner history, meetings, decisions, tasks, assets, documents, learnings and source evidence across authorised systems. |
| Omaze DE performance analysis | Live now | Answers questions across spend, revenue, conversions, CAC, ROAS, houses, events, campaigns, platforms, CRM, cohorts, LTV, cross-sell, attribution and pacing. |
| Creative performance analysis | Live now | Compares Meta assets, formats, themes and messages using delivery, conversion, CAC, ROAS, LTV and campaign context. |
| Comprehensive reports and pitch decks | Live now | Creates executive reports, campaign reviews, dashboards, meeting pre-reads and polished public or secure presentations from current data plus context. |
| Meeting and deck learnings | Live now | Turns approved meeting and deck evidence into structured learnings, hypotheses, confidence and next checks. |
| Task and document workflows | Live now | Can draft and, where authorised, create or update work with confirmation and verification. |
| Executive and operational reporting | Live now | Combines current numbers, material movement, decisions, dependencies, learnings and open questions for the intended audience. |
| Scheduled analysis and reporting | Live now | Runs approved recurring workflows with clear ownership, checks and delivery. |
| Skill and workflow reuse | Live now | Reuses proven Exactius methods instead of rebuilding useful workflows from scratch. |
08 · Help shape Atlas
What else should Atlas help with?
Atlas grows around real needs. Bring R&D a repetitive task, a report you wish existed, a source that is hard to search, a workflow that keeps breaking or a decision loop that could improve with better context.
Bring R&D a need
Describe the outcome you want. You do not need to know the technical solution.
Bring us a frustrating workflow
Show the manual steps, duplicated work or recurring handoff consuming the team’s time.
Bring us a source
Suggest a system, document set or data product that would improve context, analysis or execution.
Bring R&D an execution loop
Identify where the team repeatedly observes, decides, acts and measures. That may be a candidate for a specialist agent.
You do not need to design the solution
Start with “I wish Atlas could…” or “Our team needs help with…” R&D will explore value, access, safety and effort before building the strongest ideas into shared context, skills, reports, integrations or automations.
09 · Start here
Example prompts to try
Ask the real question and name the intended audience when there is one. Atlas can establish the relevant period, comparison and context, then show its assumptions where they matter.
“What drove Omaze DE CAC and ROAS last week? Separate channel mix from rate movement and tell me what decision the evidence supports.”
Performance diagnosis“Compare the last three houses at equivalent campaign stages. Explain the main commercial differences and which findings are strong enough to act on.”
House comparison“Create a comprehensive monthly performance report covering the headline, the main drivers, channel and house cuts, CRM and customer value, risks, decisions and next checks.”
Comprehensive report“Build a leadership pitch deck combining current performance, recent operational movement, Creative learnings, representative examples and the next opportunities.”
Leadership deck“Prepare tomorrow’s partner meeting deck using the latest data, previous decisions, open tasks, dependencies and unresolved questions.”
Meeting deck“Analyse whether the recent ROAS movement came from marketing performance, channel mix, house timing, renewals or another factor.”
Driver analysis“Show how CRM, subscriptions, cohorts and renewals are affecting the current performance story and customer value.”
CRM and LTV“Which Creative assets are worth repeating? Use performance evidence, campaign context and preview links, and separate scale from efficiency.”
Creative decision“I was away for three days. Summarise what changed, including any data movement that changes the priority, with owners and source links.”
Missed context“Turn this analysis into a decision-ready brief: facts, drivers, options, recommendation, uncertainty, dependencies and the next decision.”
Decision brief“I’m away from my computer. Review the latest partner deck against current data, correct unsupported claims, and prepare the updated version for review.”
Mobile Slack work request“Create a recurring Monday report that combines current performance, operational movement, decisions and risks, and only highlights material changes.”
Recurring reportingCurrent capability. Atlas combines authorised operational sources, shared partner context and current Omaze DE performance data. For time-sensitive questions it re-checks the relevant sources before answering.