Deliverables
What deliverables are, how agents draft them and the advisor publishes them, how versions and suggestions work, and what the client sees and can export.
Deliverables holds the written results of an engagement: memos, briefings, analyses, dossiers, prep packs, reviews and closing reports. Agents write the drafts, the advisor edits them and decides when the client sees them.
What kinds exist?#
| Kind | Format by default | Written by |
|---|---|---|
| Briefing, Prep pack, Review, Kickoff | Slides | Editor |
| Memo, Closing report | Document | Editor |
| Analysis | Document | Analyst |
| Dossier | Document | Researcher |
These are the factory settings. An advisor can change them and add own kinds under Writing in the settings. Dossiers sit under Intelligence. A slides deliverable is read chapter by chapter, one chapter per slide; a document is continuous text. A different format is made by having the agent rewrite it. The advisor can use Derive as ... (Slides or Document) on the web, the Mac and the iPhone: it creates a new deliverable in the other format and leaves the first one unchanged.
How do I get one?#
- In the chat: ask Arvemo, for example for a memo on a decision. The agent writes the draft and links it in the chat.
- By the agents on their own: a deliverable written in the background arrives first as a proposal in Approvals. It appears in the list once the advisor approves it, as a draft.
- By hand: the advisor creates an empty draft of a kind. On the Mac use + Document on the page; on the web use it in the chat. The iPhone and iPad cannot create deliverables.
Draft, preview, published#
- Draft: only the advisor side sees it.
- Preview: the client sees it and is asked for comments. The advisor sends it with Preview for the client.
- Published: the final version. Publish makes it the final version the client can read.
The client sees only previews and published deliverables. If the advisor edits a published deliverable, the client keeps seeing the published version until the next publication. If the organisation requires a second person to confirm, publishing waits for that person first.
Versions and restoring#
A new draft is v0.1. Each save by hand and each accepted suggestion creates the next minor version. Publishing makes it v1.0, the next publication v2.0. Every save is kept. Open Versions · {{count}}, compare versions under Changes, and use Restore to bring one back: it returns as a new version on top, nothing is lost. If someone saved while you were editing, your text is not saved and nothing is overwritten; copy what you need and load the newer version. There is no live co-editing.
Change it with an agent#
Agents never change a deliverable in silence. The advisor asks in the chat or in a comment ("@Editor, shorten this"). The agent answers with a suggestion: changes marked in the text. The advisor clicks a change, then Accept or Reject. When every part is decided, one new version is created. While a suggestion is open, manual editing waits. A client's comment on a deliverable reaches the advisor side; the client sees a change only once it is in a preview or published version. See Comments and versions.
Present, export, archive#
- Present: on the Mac, Present opens slides in a window of their own. On the web and iPhone, slides are read chapter by chapter.
- PDF: only the published version can be exported. The footer states which agents worked on it, who released it, when, and the version. On the web use the PDF link; on the Mac and iPhone the PDF action. The client can export what is published to her.
- Archive: on the Mac and iPhone the advisor can archive from the list, with undo. Versions are kept; the deliverable disappears from lists and from the client's view.
Common questions#
Can the client edit a deliverable?
No. She reads it, comments on it and sees it in preview or published state.
Can two people edit at once?
Not live. If two people edit the same text, the second save is refused without overwriting anything.
Can I export Word?
No. PDF is the only export, and only for the published version.
Does an agent publish on its own?
No. Publishing is always the advisor's step.