Every time I describe Orbis as an AI account manager, someone asks what that actually means. The phrase is useful as positioning and bad as a job description. So this is the job description.

What follows is the literal list of work that Orbis runs every week inside a creative agency of roughly twelve people. Not the marketing version of the list. The five jobs that actually happen, with the surfaces they happen on, and the four things Orbis deliberately does not do.

"The phrase 'AI account manager' is useful as positioning and bad as a job description. So this is the job description."

The five jobs

1

Weekly client updates

Every Thursday night, Orbis drafts the weekly update for each active client account. It pulls from the client's Slack channel, the project tracker, and the last sent email. The draft lands in the account lead's Slack DMs by 8 a.m. Friday. The lead skims, edits, approves. Orbis sends it from the lead's Gmail, signed by them.

Most weeks the lead edits one sentence. Some weeks they rewrite the whole thing. Both are fine. The point is that the lead is reviewing, not authoring, which compresses a forty-minute job into about fifteen minutes.

2

Deliverable chase before reviews

Every client review has a list of things that have to be ready by the meeting. A deck, three design comps, an updated wireframe, the revised copy. The people responsible always know what is on them, until the day before, when they do not.

Orbis tracks which deliverable is owed by whom for which review, and starts nudging in Slack DMs forty-eight hours before. The nudge is conversational. "Hey, the Acme review is Wednesday at 2. Are the three comps still on track? Want me to push the time by a day if not." The DMs go directly to the person who owns the thing, not to a channel where nobody reads.

This is the job that account leads quietly love most. They no longer have to be the person reminding designers about their own work.

3

Pre-review briefings

The morning of any client review, Orbis posts a briefing in the agency's internal channel for that account. What got done since the last review. What the client said they cared about most. What is at risk. The two questions the lead should expect to be asked. Where the conversation should land.

This is the work that turns a check-in into a real meeting. Most agencies do it informally. The senior person on the account holds it in their head and walks in confident. Orbis writes it down for the whole team, so the junior people on the call also walk in confident, and so the senior person does not have to be in every prep huddle.

4

Retainer reports

For retainer-based work, the end of every month means a report. Hours used, deliverables shipped, what was in scope and what was not, what is queued for next month. This is the document that most agencies write the night before it is due, full of language that papers over the messy parts.

Orbis builds the report on a running basis through the month, attached to the actual work in Slack and the project tracker. The lead reviews it on the first of the month, edits the narrative section, and sends. The numbers are correct because they were never made up at the end. The narrative is honest because it was easier to write while the work was fresh.

5

Founder follow-up

This is the one I built for myself. As the founder, I get pulled into client conversations, then I forget to follow up. Orbis watches the channels I am tagged in and DMs me at the end of the day with a short list. Three things I said I would do, and what each one needs. If I do not act on one of them, it shows up again the next day with a softer nudge.

This single job has changed the texture of my week more than the other four combined. I no longer carry the running list in my head, which means the list does not leak.

The four things it does not do

The list of jobs Orbis does is short on purpose. It is a coworker, not a platform. There are four kinds of work I have specifically chosen not to give it.

  • Strategic thinking on creative work. The actual brief, the visual direction, the conceptual judgment. Orbis can write a briefing about what is happening, but it does not direct the work itself. That stays with the humans, because that is the actual work.
  • Cold outbound. No prospecting, no sales sequences, no LinkedIn auto-DMs. The trust in a small agency is the founder's reputation. Automating cold contact corrodes that on a timescale of months. We do not do it.
  • Client-facing back-and-forth without a human in the loop. Every email Orbis drafts is reviewed by a human before it goes out. Every Slack message in a shared client channel is also human-approved. There are AI tools that auto-reply to clients. Those tools are how trust gets destroyed, then blamed on AI.
  • Workflow plumbing. Orbis is not Zapier. If a client wants their Asana tasks mirrored to ClickUp on a 15-minute timer, Orbis does not do that. There are good tools for that. Orbis does the work that requires a person's judgment, then gets out of the way.

What it looks like in practice

The way you experience all this from inside the agency is quiet. Orbis lives in Slack DMs. It does not post in channels unless invited. It does not announce itself. The leads see drafts to review and chase nudges to act on, and that is most of the interaction.

The clients do not know there is anything new. They get a slightly more reliable cadence of updates, signed by the same human who has always signed them. The retainer report shows up earlier. The deliverables stop slipping. The lead remembers the thing they promised on a call three weeks ago, because Orbis remembered for them.

This is the part that surprised me most when we started running it for other agencies. The agencies that succeed with Orbis are the ones where the team feels supported rather than surveilled. Pick the wrong framing and people stop using it within a month. Pick the right framing and the team starts asking what else Orbis can take off their plate.

If you want the same setup

If your agency does most of these five jobs by hand, and one or two of them by accident, the Orbis setup that runs my agency is the same one that runs other creative agencies and marketing agencies on the platform. The Slack and Gmail wiring is the same. The voice training is per-agency.

If you want it configured to your specific workflows in a single push instead of figuring it out over months, the Launch Sprint is two weeks for $7,500 and includes the first month of the Team plan.