Internal agency operating system

Passion OS

An internal system that organises tasks, clients, invoicing, follow-up and notifications inside the agency. The system is private: only its sign-in page is shown here, never client or team data.

My role
  • Automation
  • Platform building
Who it serves
The agency team and its management.
Status
In internal use
Link
os.passionlb.com
Screenshot of Passion OS
Screenshot of Passion OS

01The challenge

An agency with a full team and many client accounts was run across message groups and spreadsheets: tasks got lost, deliveries slipped, and invoicing was manual every month.

02What I built

  • Tasks per person and per account, with a monthly production cycle.
  • Client management, a sales pipeline, monthly billing and printable invoices.
  • Phone notifications and daily backups.

03My role

Originator and build lead.

  • Automation
  • Platform building

04How AI was used

Built with AI assistance, with automations running on the server in place of manual reminders and follow-up.

05The outcome

Used by the agency team in its daily work.

This is an internal system. The screenshot shows the sign-in page only; no client or team data is shown.