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MDMeridian demo
ROST
Home
My WorkResponsibility ChartCompany CompassGoal CascadeScorecardIssuesAgentsMeetings
Settings
MD
Meridian Logistics demo

Add an agent · read-only

Read-only
Full screenMake this your company

Add an agent

Describe a role, watch the Charter and dry run before anything goes live

An agent occupies a seat, answers to a human steward, and operates under a signed Charter. It stays draft-only until you sign the manifest, run a sandbox dry run, and approve go-live.

Read-only demo
  1. Draft Charter→
  2. Manifest sign-off→
  3. Sandbox dry run→
  4. Human go-live
Describe rolestep 1/5

Describe the role in plain language

You describe what the seat is responsible for. No prompt writing — the answers seed a draft Charter.

Role description

Answer in plain language. These seed the draft Charter — no prompt writing.

AP Clerk

Review accounts-payable exceptions, draft payable summaries for the controller, and never move money or message a vendor without sign-off.

Draft Charter

The Charter assembles from the role description on the next step — responsibilities, decision authority, and the must-escalate boundary.

Permission manifest

UnsignedTool selection is never authorization.
Granteddraft_only

Prepare internal payable drafts and recommendations only.

Sandbox dry run

The dry run rehearses the must-escalate boundary against sandbox data only — the agent never touches live systems. It runs on the dry-run step.