Megan workload artifact (draft)

Owner: Andy. Built: 11 Sep 2026 Melbourne. Sources: andy-os wiki inventory (ClickUp audit 11 Sep), Granola notes today (14:18 transition, 16:33 architecture). Status: draft for Monday Commons session. Not a handover completion or capacity claim.

How to read this

Rows are tasks, not a “Megan agent”.
Cadence is inferred from evidence (checklists / contracts); hours are unknown.
Agent column = proposed assist only. Send, spend, activate, publish still need human yes.

Client × channel (current evidence)

Client	Megan owns (evidence)	Not Megan / boundary
Hacker Australia	Google Ads, Meta Ads, lead quality, organic social insights; internal review on organic	Paul SEO insights; Mike SEO review/impl; Andy organic plan/copy; Lucia design; client approves before publish
AES / Pool Heating	Google Ads insights + conversion-quality context	Mike/Paul SEO; regional/seasonal needs owner
Hungry Minds	Google Ads insights only	Klaviyo commentary out (Andy 7 Sep); Paul/Mike SEO/GEO
Bask & Co	Meta Ads, funnel, creative, commercial context; 3-month action plan with James	James holds client-facing commitment; performance claims need data reconcile
MyRacehorse AU	Weekly report review + Meta ops checklists	Ready for review ≠ client release; no TikTok inferred
Future Advisory, LOT101, ME Physio	In monthly SEO reporting cohort	Megan not established as SEO delivery owner

Retired noise in open query: Mambourin Google Ads, Hungry Minds Meta. Ignore for cover plan.

Task register (12 work units)

#	Task	Cadence (evidenced)	Systems / inputs	Clients touched in evidence	Output	Human gate
1	Daily account health / anomalies	Daily–weekly checklists (MRH, Hacker)	Meta Ads, Google Ads; pacing sheets	MRH, Hacker	Anomaly brief + proposed actions	Confirm account, freshness, thresholds before pause/bid/budget
2	Search terms / negatives	Recurring structural QA	Google Ads (incl. shared sets)	Hacker	Term inventory + exclusion candidates	Service-area fit; check all negative layers
3	Account strategy / commercial diagnosis	Campaign / quarter (Bask 3-month plan)	Ads platforms + prior reports	Bask, Hacker	Hypotheses, test plan, milestones	Targets/revenue definition; no spend from hypothesis alone
4	Budget planning / pacing	Instalment / period dates	Budget sheets, ads platforms	MRH	Forecast vs approved budget + exact adjustments	Current approved amounts only; ad-spend yes required
5	Creative testing / asset sufficiency	Ongoing tests + fatigue checks	Meta/Google creatives, briefs	MRH, Bask	Coverage gaps + next-test briefs	Brand/claims review; low delivery ≠ bad creative
6	Ad copy, paused build, QA	Per build request	Ads UI + APIs (UI-only settings)	Bask, MRH	Paused build + readback/previews	Exact approved scope; activation separate
7	Tracking / lead quality	Incident + monthly input	Forms, conversion maps, Mike/dev	Hacker, AES	Named conversion map + findings	Business outcome with owner; no PII in shared wiki
8	Monthly narrative / review pack	Monthly reporting cycle	ClickUp report tasks, platform exports	Hacker, AES, HM, Bask (+ cohort)	Evidence pack + first-pass narrative	Human commentary + service-owner review still required
9	Weekly MRH reporting / WIP	Weekly (AU v2)	Meta ops checklists, weekly report task	MRH	Weekly evidence + talking points	Attribution/weak signals before client; attachment ≠ release
10	Hacker organic direction / review	Calendar / showroom-driven	Social assets, captions, design briefs	Hacker	Calendar draft, captions, alt, design briefs	Andy/Lucia/Megan/client chain; client yes before schedule/publish
11	Client communication / follow-through	On request + plan responses	ClickUp, authorised channel	Bask (+ training pattern)	Request summary, response draft, agenda	Relationship owner; draft ≠ send
12	Cross-channel corrections / continuity	Event-driven (dates, copy)	Live + paused ads, social, briefs	Hacker (Sep showroom/copy)	Fact register + affected artifacts	Verify new fact before propagate

Systems touched (union)

Meta Ads · Google Ads · ClickUp · reporting exports / CSVs · budget sheets · creative/asset stores · forms/tracking (Gravity etc where relevant) · Klaviyo not Megan commentary for Hungry Minds · design/social for Hacker organic only.

Proposed data plane (today’s notes, not live): central store (ClickHouse/Airbyte or Supabase-class) feeding a data agent → clean CSV → separate analyst agent. Do not merge fetch + analysis in one agent.

Monday Commons asks (keep short)

Confirm cover owner per row after Megan (last day 25 Sep) for each client/channel above.
Pick 2–3 pilots only (andy-os plan candidates: Bask strategy pack, MRH monitoring brief, Hacker creative QA). Draft-only until Andy yes.
Agree what “observe with Megan” means in the remaining window: live walkthrough of units 1, 5, 8, 9 — not a role biography.
Book/confirm Commons room; Andy in ~09:30 Monday.

Explicitly not claimed

Replacement % or hours saved
Full transcript of today’s sessions (summary-only access noted in wiki)
Permission to send, spend, activate, or publish
That core/ven.md has been updated for resignation (still lists Megan as Marketing Manager until Andy asks to change core)

Source locators

Workload map: andy-os wiki/topics/marketing-role-workload.md
Inventory: wiki/sources/mkt-role-work-inventory-2026-09-11.md
Granola: https://notes.granola.ai/ef9f3c27-c57f-41ff-9f2e-cdaf7f042482 · https://notes.granola.ai/818eb78f-4d86-4837-a07f-e4d384b3747e
ClickUp samples: Bask 14ynqxyvwkb, HM Aug 86d438b3x, Hacker Aug 14ynqxyuujz, AES 14ynqxyuuju, Bask input 14ynqxyuujv, MRH week 14ynqxyvdu3

Draft review page · deployed for phone reading · do not treat as a handover claim