Harlo Agent-Ops Bases — Agency

Short description

All three manual-setup blueprints plus the Agency client-work license, white-label handoff guide, and multi-client setup checklist.

Purchase details

Price: $69. Includes all three bases, LICENSE-AGENCY.md, and the two Agency extras. Client-work rights are governed by LICENSE-AGENCY.md.

Setup is manual. This version includes no live base or copy link.

Full description

For agencies implementing client-specific workspaces from written specifications. You perform the setup and customization; this download supplies the documentation, sample data, and Agency permissions described below.

Manual setup and version limits

Setup is manual. This version includes no live base or copy link. You create the tables and fields yourself, configure links/formulas/views, import fictional CSV seed data, and follow the automation instructions in your own workspace.

These are documentation and sample-data files, not a hosted service. No live testing of automations, formulas, or MCP integrations is claimed. Agent recipes are natural-language prompts for an MCP-capable agent you configure separately. Workspace access, compatible connector tools, permissions, and any third-party plan costs are your responsibility. Preview images are original illustrative diagrams, not screenshots of a live base.

What's included

- Schemas: tables, field types, linked records, views, and formula instructions

- Original fictional CSV seed data for each included table

- PDF and Markdown setup guides

- Step-by-step automation instructions

- Agent prompt recipes for briefings, data hygiene, and review

Included bases:

- (a) Client CRM + Deal Pipeline

- (b) Content Calendar + Asset Tracker

- (c) Agency Project & Time Tracker

Agency extras: LICENSE-AGENCY.md, white-label client handoff guide, and multi-client setup checklist.

Agency client-work rights

As written in LICENSE-AGENCY.md, the Agency purchaser may use, adapt, and implement all three bases in its own workspace and for multiple clients, without a per-client limit. You may charge for implementation, customization, training, and ongoing management. You may deliver a configured base, its client-specific documentation, and a client-specific copy of the setup PDF to that client for their internal business use.

You may white-label the configured deliverable and client handoff documentation with your agency/client identity, retaining “Works with Airtable. Not affiliated with Airtable.” No third-party logos or endorsement claims.

Clients may operate and modify their delivered implementation internally, but may not resell, sublicense, or redistribute the source kit or a competing template pack. Do not distribute the complete source bundle, generic seed library, or Agency extras as a reusable product. No standalone resale, marketplace listing, public template library, or transfer of the Agency license is permitted. No Harlo trademark rights are granted beyond identifying the original template source when desired.

The agency is responsible for client consent, security, access control, and data retention, using separate client credentials and bases. No revenue, compliance, or implementation outcome is guaranteed. Consult the full license before client delivery; professional legal review of your client agreement is recommended.

FAQ

Is setup automatic? No. Follow the PDF/Markdown guide to build and configure the workspace manually. This version includes no live base or copy link.

Have the automations, formulas, or MCP recipes been live-tested? No live testing is claimed. Review and test each configuration in your own workspace before production use.

Does this include customer data or working asset URLs? No. Seed records are fictional; example domains and file URLs are placeholders. Replace them before real use.

Is an agent required? No. Manual use is possible. Agent prompts are optional and require your separately configured MCP-capable agent and suitable tools.

Does this include Airtable access? No. Supply your own workspace and any required third-party plans or connector access.

Compatibility and support

Harlo works with Airtable descriptively: this is an independent manual-setup file kit. Harlo is not affiliated with Airtable. No Airtable logos are used.

Support: digitalpromohub.support@gmail.com