AEGIS OS
Omni-first workspace for decisions, tasks, knowledge, and agent execution.
What your team missed this week
Continuous background protection across mail, calendar, and connected CRM
103 catches
Save to company memory, or dismiss. Saving sends nothing to anyone. AEGIS could not read: mail waiting for your reply. Checked for part of your data only: commitment follow-through, document review dates. This is not an all-clear.
Ask Omni
Use one command surface for searching workspace knowledge, drafting documents, preparing decisions, coordinating tasks, and asking agents to execute work.
🔒 Your workspace only
🤖 Omni Intelligence Response
Latency: 280ms · Model: policy-routed (Groq Llama 3.3 default)
Reusable daily commands
Friday, Oct 23
Daily brief
Tasks, email, calendar, CRM, documents, and priorities.
Opportunity Radar
Find time-sensitive leads, follow-ups, risks, and openings.
Document watch
Use prior reviews, deltas, and approval gates.
Company memory recall
Bring accepted strategy and guardrails back into context.
Daily plan
Convert signals into owners, next steps, and approvals.
📋 Tasks
⏱️ Schedules
📅 Calendar
📝 Notes
🧠 Company memory
🧩 Skills
⚙️ Workflows
💼 CRM
📦 Knowledge
⚖️ Decisions
📊 Today / Executive Cockpit
Real-time daily operational posture across mail, calendar, CRM, and agent tasks
Weekly Tasks Run
142
+18% vs prior period
Hours Saved (7d)
34.5 hrs
≈ €1,725 labour value
Active CRM Pipeline
€127,000
8 deals moving
Quality Score
96/100
0 ungated breaches
🚨 Attention Required Right Now
View all catches →
Missed Revenue Risk
Unreplied Enterprise Contract Proposal (€48,000 ARR)
18h idle
Prospect Sarah Chen (VP Procurement at Meridian Core) requested an updated deployment SLA. Thread is currently stalled 18h with no reply logged in HubSpot.
Margin Safeguard
Unapproved 20% Discount Clause on Halden Logistics Renewal
2h ago
Financial Sentinel detected a non-standard 20% volume rebate clause inserted in Exhibit B. Clause exceeds the 12% autonomous threshold and is held for CFO veto/approval.
📬 Unified Business Inbox
Autonomous email triage across Exchange, IMAP, and Google Workspace accounts
Sarah Chen <[email protected]>
AWAITING REPLY (18h)
Subject: Re: Enterprise SLA & Deployment Milestone Timeline
"Hi Alex, can you confirm 99.95% uptime SLA in the contract before our executive board meets on Friday? We want to approve the €48k budget."
James Okafor <[email protected]>
NEGOTIATION
Subject: Q3 Pilot Terms and Deliverables Confirmation
"We reviewed the scope. Financial Sentinel prepared agreement for €22,800. Awaiting your approval to sign."
Inbound Lead <[email protected]>
NEW LEAD CAPTURED
Subject: Interest in AEGIS Governed Fabric for 50-person SaaS
"Captured via website form. Enriched by Sales Closer: 52 employees, Series A, high intent. HubSpot contact proposed for your approval."
⚖️ Boardroom Decisions & Approvals
Human gate: governed actions wait for your explicit approval
MOTION #ACT-8841 · CONSTITUTIONAL GATE
Awaiting Chair Signature
Approve Enterprise SLA Confirmation & Deal Progression (€48,000)
Proposed by: Sales Closer · Verified by: Legal Counsel · Margin Impact: +€39,360 Contribution
MOTION #ACT-8839 · MARGIN REVIEW
Financial Sentinel Flag
Halden Logistics Renewal 20% Non-Standard Volume Rebate
Financial Sentinel held contract because autonomous discount ceiling is 12%. Requires executive waiver before generation.
📡 Churn Radar & Account Health
Ambient anomaly detection tracking communication gaps and relationship recency
Nordic Logistics AS
HEALTH 42/100
ARR: €36,000 · Renewal: 45 days
⚠️ Email frequency dropped by 64% in the last 14 days. Key stakeholder (CTO) did not attend scheduled check-in.
Apex Digital Group
HEALTH 98/100
ARR: €54,000 · Expansion Signal
✓ High engagement. 3 new team members added to workspace this week. Ready for upsell proposal.
🛡️ Catch Ledger Stream
Immutable ledger of business misses caught before they harmed customer relationships
Missed Revenue Risk
Unreplied Enterprise Contract Proposal (€48,000 ARR)
18h idle
Sarah Chen requested SLA addendum. Stalled in email without HubSpot activity.
Margin Gate
Non-Standard Discount Clause in Exhibit B
2h ago
20% discount flagged by Financial Sentinel. Held for human sign-off.
Context Prep
Pre-Meeting Executive Briefing Generated
35m ago
Synthesized attendee bios, past email history, and unresolved action items.
🧠 Memoria Context Graph
Durable business memory spanning entities, commitments, relationship ties, and precedents
All Nodes (1,842)
🏢 Entities (412)
⚖️ Precedents (186)
🤝 Commitments (94)
🔗 Verified Sources (1,150)
🏢
Meridian Core Ltd
CONFIDENCE 98%
Verified via IMAP Thread #8812 & HubSpot CRM
Key Stakeholder: Sarah Chen (VP Procurement)
Contract Status: Negotiation (€48,000 ARR)
SLA Constraint: 4-hour critical incident response verified
Contract Status: Negotiation (€48,000 ARR)
SLA Constraint: 4-hour critical incident response verified
#client-tier-1
#active-deal
#hubspot-synced
⚖️
Precedent: EU Data Residency
POLICY RULE
Ratified 2026-08-20 · Binding on all agents
Rule: All enterprise workloads processing GDPR-sensitive metadata must stay within the EU-hosted workspace; model calls only through approved providers.
#gdpr
#infrastructure
#human-gated
🤝
Commitment: Sky VC Demo
DUE OCT 28
Owner: Chief of Staff · Monitored by Radar
Deliverable: Provide live multi-tenant telemetry and unit economics evidence deck. Boardroom motion signed by Alex.
#investor
#boardroom
#priority-high
💡
Precedent: Payment Terms
FINANCE RULE
Financial Sentinel Gate · Active
Commercial Policy: Standard terms are Net-30. Any request for Net-60 requires pre-validation of customer Dun & Bradstreet rating and human authorization.
#finance
#margins
#commercial
📦
Integration Contract: CRM Spine
CONNECTED
HubSpot + Native Relationship Store
Capability Contract H3: Native AEGIS relationship spine is authoritative. Provider records synchronized through governed Action Interceptor.
#crm-gate
#hubspot
#audit-trail
👥
Alliance: Halden Logistics
PARTNER ENTITY
Wedge: Independence & Speed
Context: Operating model deployment for independent agent verification layer (quis custodiet). Governed agent fabric positioning ratified.
#partner
#enterprise
#independent-verifier
📚 Knowledge Base & Prompt Library
59 ratified prompt libraries, brand guidelines, and company operating manuals
Sales
Enterprise Procurement Response
Tone: Executive, concise, value-focused. Used by Sales Closer.
Finance
Discount & SLA Margin Guard
Enforces 12% ceiling. Used by Financial Sentinel.
Operations
Meeting Briefing Assembly
Pulls participant history from Memoria. Used by Chief of Staff.
💼 CRM & Pipeline Stages
Autonomous deal lifecycle from inbound detection to signed agreement
Qualified Lead (2)
CloudScale SaaS
€14,500
Captured via IMAP
Negotiation (2)
Meridian Core
€48,000 ARR
🚨 18h unreplied SLA
Contract Signed (1)
TechCorp Group
€43,200 ARR
✓ Won & Audited
🎯 Enriched Leads & Contacts
Automatic company enrichment, LinkedIn matching, and buying intent scoring
Sarah Chen
VP Procurement at Meridian Core
Score 94/100
Inbound Email · High Intent · €48,000 potential
James Okafor
Chief Operating Officer at Meridian Consulting
Score 82/100
Partner Referral · Negotiation · €22,800 potential
🤖 8 Governed Agents Roster
Each agent is contract-bound, budget-metered, and human-gated (Contract §IV.7)
🧠
ACTIVE
Chief of Staff
Proactive orchestration & synthesis
Model: policy-routed (Groq default)
Spend: €14.20 / €50.00 monthly budget (hard limit) · Human-gated
Spend: €14.20 / €50.00 monthly budget (hard limit) · Human-gated
💼
ACTIVE
Sales Closer
Inbound recovery, deal drafting & CRM
Model: policy-routed · premium on Business+
Spend: €28.40 / €80.00 monthly budget (hard limit) · Action Ledger bound
Spend: €28.40 / €80.00 monthly budget (hard limit) · Action Ledger bound
📊
ACTIVE
Financial Sentinel
Margin enforcement & discount guard
Tier: Deterministic Policy + Mini
Spend: €8.10 / €40.00 monthly budget (hard limit) · Hard-stop enforced
Spend: €8.10 / €40.00 monthly budget (hard limit) · Hard-stop enforced
⚙️
ACTIVE
Ops Maestro
Calendar conflict & SLA compliance
Tier: OpenRouter Mini
Spend: €5.40 / €30.00 monthly budget (hard limit) · Calendar Gate bound
Spend: €5.40 / €30.00 monthly budget (hard limit) · Calendar Gate bound
👥
ACTIVE
HR Scout
Talent sourcing & capacity telemetry
Tier: Mini / Fast Reasoning
Spend: €3.20 / €25.00 monthly budget (hard limit) · Privacy shielded
Spend: €3.20 / €25.00 monthly budget (hard limit) · Privacy shielded
📱
ACTIVE
Marketing & Growth
Audience intelligence & campaign cadence
Tier: GPT-4o Creative / Mini
Spend: €11.80 / €45.00 monthly budget (hard limit) · Brand policy checked
Spend: €11.80 / €45.00 monthly budget (hard limit) · Brand policy checked
⚖️
ACTIVE
Legal Counsel
Contract review & risk redlining
Tier: Pro / Frontier Analysis
Spend: €19.60 / €60.00 monthly budget (hard limit) · Human sign-off required
Spend: €19.60 / €60.00 monthly budget (hard limit) · Human sign-off required
🎬
ACTIVE
Content Producer
Media synthesis & keynote polish
Tier: Frontier Multi-modal
Spend: €7.90 / €35.00 monthly budget (hard limit) · Asset ledger logged
Spend: €7.90 / €35.00 monthly budget (hard limit) · Asset ledger logged
📜 Capability Contracts & Gates
Per-agent capability contracts: what each agent may prepare, and what needs your approval
send_customer_email
HUMAN GATE REQUIRED
Action boundary: An agent can draft an email based on context, but cannot dispatch without an approved Action Ledger identity and human sign-off.
update_crm_deal_stage
INLINE RECONCILIATION
Action boundary: Permitted only when incoming evidence matches verified IMAP thread and customer domain.
📈 Analytics & Measured Value
Quantified return on investment, human labour saved, and operational throughput
Executive ROI Telemetry · Measured Outcomes
Delivered ≈ €3,360 in Verified Knowledge Work Value
Automated 134 tasks · Saved 67.2 executive hours across your organization this month.
+18.4% WoW Efficiency
Tasks Executed
134
↑ 94.3% success rate
Executive Time Saved
67.2 hrs
≈ 1.7 FTE leverage
Estimated Labor Value
€3,360
@ €50/hr benchmark
Avg Cycle Time
4.2 min
Prompt to Gate sign-off
Tasks by Operational Gate
✓ Completed & Verified
126 (94.0%)
⏳ Human Gate Approval Pending
6 (4.5%)
🛡️ Held by Sentinel Policy
2 (1.5%)
Agent Quality & Reliability Scores
🧠 Chief of Staff (52 tasks)
★ 98 / 100
💼 Sales Closer (38 tasks)
★ 96 / 100
📊 Financial Sentinel (24 tasks)
★ 95 / 100
⚖️ Legal Counsel (12 tasks)
★ 97 / 100
⚙️ Ops Maestro (8 tasks)
★ 94 / 100
💡 What AEGIS Learned (Intelligence Ledger)
Governed improvements to how your agents work — each change verified and human-approved
Sales Closer: Auto-Enrichment Calibration
IMPROVED +14%
Learned from 3 previous deal revisions to append German VAT compliance note on European quotes. Approved by Alex on 2026-09-18.
⚙️ Workflows & Recurring Loops
Continuous background vigilance loops operating trigger -> discover -> propose -> verify -> persist
⚡ Inbound Lead Intake & Due Diligence
3/3 STEPS OK
Trigger: Incoming IMAP email from unknown enterprise domain
1. Parse sender metadata & company domain
2. Query Clearbit + LinkedIn for headcount & revenue
3. Draft deal proposal & file pending Action Ledger gate
2. Query Clearbit + LinkedIn for headcount & revenue
3. Draft deal proposal & file pending Action Ledger gate
Last run: 14m ago
● 100% Success
🛡️ Margin & Spend Sentinel Loop
4/4 STEPS OK
Trigger: Scheduled every 4 hours or upon Stripe invoice event
1. Meter per-agent USD model spend across all tiers
2. Compare deal discount request to gross margin baseline
3. Alert financial sentinel & apply pre-call throttle if over-cap
2. Compare deal discount request to gross margin baseline
3. Alert financial sentinel & apply pre-call throttle if over-cap
Last run: 42m ago
● Verified & Guarded
🏛️ Boardroom Executive Intelligence Dossier
5/5 STEPS OK
Trigger: Monday morning 07:30 CET or manual summon
1. Aggregate cross-departmental agent telemetry
2. Extract anomalous pipeline delays & contract risks
3. Prepare executive briefing & draft motions for Alex to sign
2. Extract anomalous pipeline delays & contract risks
3. Prepare executive briefing & draft motions for Alex to sign
Last run: Monday 07:30
● Dossier Delivered
🔍 Contract Precedent & Redline Verifier
3/3 STEPS OK
Trigger: PDF contract uploaded to Vault / Knowledge Base
1. Ingest PDF & extract binding obligations & liabilities
2. Compare clauses against Memoria precedent corpus
3. Highlight unratified terms & generate legal redline report
2. Compare clauses against Memoria precedent corpus
3. Highlight unratified terms & generate legal redline report
Last run: Yesterday 16:45
● Redline Clean
🔍 Audit Trail & Security DLP
Append-only record of governed actions, approvals, and AI calls
[13:42:01] ACTION_PROPOSAL #ACT-8841: Sales Closer -> [email protected] (Pending Gate)
GATE_PENDING
[11:15:20] DLP_SCAN: Verified 0 client secrets or credit cards in outbound proposal draft
PASS
[08:30:05] MEMORIA_RECALL: Extracted precedent SLA 99.95% for Meridian Core (Node #1842)
RESOLVED
🔌 Connected Sources & Channels
Sovereign provider connections with least-privilege scoping and zero shared data
Microsoft 365 Exchange
CONNECTED
[email protected] · Full mail & calendar sync
HubSpot CRM
CONNECTED
Deals, Contacts & Pipeline stages synced
❓ Help & Support Center
Setup tutorials, architecture documentation, and live assistance
AEGIS Sovereign Governance Architecture
Every interaction in AEGIS obeys the Human Operating Contract: autonomous discovery, verified multi-agent preparation, and explicit human sign-off before any external write or durable mutation occurs.
📖 Prompt Library & Playbooks
59 ratified, audited operational prompts across enterprise domains
Sales & Closing
Enterprise SLA Reassurance
Synthesizes vendor deployment commitments with legal SLA thresholds to reassure stalled enterprise procurement directors.
Finance & Margin
Contract Discount Margin Auditor
Checks proposed sales discounts against COGS model and company gross margin policies; flags unapproved concessions.
Leadership & Coordination
Cross-Channel Daily Executive Briefing
Aggregates signals from inbox, calendar, HubSpot CRM, and task runs into high-level morning priorities.
🧭 Intelligence Sources & Ingress
Governed data feeds with schema-per-tenant isolation
📧
Connected (5m sync)
Microsoft 365 / Exchange
Sync: Active · 1,420 items indexed · 0 credentials exposed
📁
Connected (5m sync)
Google Workspace (Gmail & Drive)
Sync: Active · 3,890 documents · Personal scope guarded
💼
Connected (2m sync)
HubSpot CRM Direct Ingress
Deals, contacts, engagements · Gate: CRM Write Gate enforced
📋 Tasks & Autonomous Schedules
Deterministic task queue, scheduled background agent sweeps, and execution telemetry
HOURLY SCHEDULE · SALES CLOSER
Inbound Deal SLA Scanner
Scans HubSpot for inbound high-intent threads idle > 4h.
Next run in 18m
Active
DAILY 07:30 CET · CHIEF OF STAFF
Executive Cross-Channel Briefing Compiler
Synthesizes executive calendar, unreplied threads, and action items.
Completed today
Success
TRIGGER ON INVOICE · FINANCIAL SENTINEL
Discount Policy & Rebate Validator
Verifies contracts with >10% discount against board approved pricing.
Awaiting Human Gate
📅 Executive Calendar & Conflict Guardian
Continuous attendee bio enrichment, double-booking prevention, and briefing dossiers
10:00 - 11:00 · Meridian Core Procurement Alignment
UPCOMING
Attendees: Sarah Chen (VP Procurement), Alex Morgan
💡 Agent Pre-Meeting Brief: Sarah requested uptime SLA confirmation yesterday. Sales Closer prepared addendum draft #ACT-8841. Recommend reviewing before joining.
14:30 - 15:15 · Halden Logistics Pilot Review
AFTERNOON
Attendees: Halden IT Lead, Alex Morgan
Pre-read dossier compiled: Sovereign deployment options, 30-day proof of value, and least-privilege permission matrix.
📝 Notes & Executive Synthesis
Auto-synthesized meeting briefs, strategic precedents, and ratified operating notes
OCT 22, 2026 · BOARDROOM DOSSIER
Q4 Enterprise Positioning & Expansion
Key takeaway: outbound actions wait for the chair's signature.
OCT 21, 2026 · NEGOTIATION TRANSCRIPT
Meridian Core Contract Negotiation Minutes
Client agreed to €48,000 ARR baseline subject to 99.95% uptime SLA addendum and GDPR standard contractual clauses.
🏛️ Boardroom Consensus & Voting Chamber
Multi-agent adversarial deliberation where motions require human chair signature
MOTION #BM-2026-104
2 Approved · 0 Vetoed · Awaiting Chair
Execute Meridian Core €48k Enterprise SLA Addendum
Sales Closer
✓ VOTE: APPROVE
"Addendum secures €48k annual commitment before Friday."
Legal Sentinel
✓ VOTE: APPROVE
"Section 4.2 standard liability cap protects infrastructure."
Financial Sentinel
○ VOTE: ABSTAIN
"No discount requested. Margin baseline unimpacted."
🧩 Hardened Skill Modules
Verified code-level capabilities that reduce LLM tokens and ensure deterministic execution
CRM Deal Stage Mover
DETERMINISTIC
Target: HubSpot Deals API · Gate: CRM Write Gate
Transitions deal pipeline stages upon receipt of signed contract or verified confirmation, after your approval.
Saved 1,200 tokens/run · 0 failures in 90 days
IMAP Mail Classifier & Triage
DETERMINISTIC
Target: Inbound Mail Gateway · Gate: Read-only
Deterministic regex and header parsing to classify inquiry urgency before invoking LLM synthesis.
Zero latency ingress · Saved €410 in COGS
Calendar Conflict Sentinel
DETERMINISTIC
Target: Google / Exchange Calendar Gate
Checks time-slot overlaps and proposes non-conflicting rescheduling motions for human confirmation.
Prevented 14 meeting collisions this month
🤖 Omni Standalone Copilot
Active Partner
App Library & Business Ecosystem
All 24 applications in one workspace, with approval gates on governed actions. Click any app to launch into its simulated view.
🖥️
OS Workspace Cockpit
Unified executive cockpit with real-time vigilance stream and metrics.
Launch Cockpit →
⚡
Omni Standalone Copilot
Proactive companion with dual-pane attention feed and contract gates.
Launch Copilot →
🛡️
Catch Ledger
Surfaces business misses, unanswered deals, and operational anomalies.
Inspect Catches →
💼
Native CRM & Pipeline
Autonomous lead ingestion from IMAP with stage progression.
Open CRM →
🧠
Memoria Context Graph
Semantic memory remembering relationships and precedents.
Explore Graph →
📬
Unified Inbox Triage
Cross-channel inbox with automated classification and drafts.
Open Inbox →
⚖️
Decisions & Approvals
Human-in-the-loop boardroom gate for consequential motions.
Review Motions →
📡
Churn & Opportunity Radar
Relationship health signals and proactive expansion triggers.
Open Radar →
📜
Capability Contracts
Least-privilege action boundaries per agent.
Inspect Policies →
📈
Analytics & Value Ledger
Measured labour value delivered, hours saved, and quality scores.
Open Analytics →
🤖
8 Governed Agents Roster
Sales Closer, Financial Sentinel, Chief of Staff, Ops Maestro.
View Roster →
🔍
Audit Trail & Security DLP
Immutable hash-chained ledger and credential leak prevention.
View Audit Log →
📚
Prompt Library & KB
59 ratified prompt libraries and verified domain playbooks.
Open Library →
⚙️
Workflows & Loops
Autonomous background loops with human verification steps.
View Workflows →
🔌
Connections & Integrations
Exchange, Google, IMAP, and HubSpot data connectors.
Manage Sources →
❓
Help & Support Center
Setup documentation and AI companion assistance.
Open Support →