DemoLab · The Democracy Lab Foundation

7 AI Agents.
One Freedom Journey.

An end-to-end autonomous pipeline — from prospect discovery to student graduation and impact reporting — built for the Freedom Academy partnership growth engine.

7
AI Agents
9
Pipeline Phases
4
Monday Boards
15h
Cornell Cert
The Product

What is Freedom Academy?

A free, incentivized civic education platform that turns knowledge into action. Built for youth 16+, deployed through partner organizations across Latin America and beyond.

Stage 1

Freedom Course

15-hour online course in EN + ES. Cinematic storytelling, critical thinking, and gamified exercises on freedom, democracy, and rule of law.

Cornell University Certificate 15 hours Self-paced Free
Stage 2

Ambassador Network

A digital ecosystem for graduates. Real access to microgrants, scholarships, volunteering, global events, and civic mentorship.

Microgrants $500–$2.5K Global Events Mentorship
Stage 3

Community Programs

In-person activations co-executed with NGOs, schools, and youth networks. Sports camps, tech bootcamps, and art programs fused with the Freedom Curriculum.

Sports & Freedom Camps FWD Tech Academy In-Person
Entry Point

Freedom Masterclass

3-hour intro format. Ideal for events, corporate L&D, or low-commitment first exposure. Gateway to the full 15-hour course and Cornell certificate.

3 hours Online or In-Person Conversion Funnel
The Workflow

9-Phase Partnership Pipeline

From the first prospect identified to a graduated cohort and impact report delivered — with agents handling the repetitive work at every stage.

1
Top of Funnel
Growth Marketing & Prospect Generation

LinkedIn outreach, partner referrals, events & summits, inbound from website. Targets: schools, NGOs, sports/tech programs, corporate L&D.

LinkedInMonday.comHuman-led
Owner
Marketing + Partnerships
Target Profiles
Schools & universities · NGOs with youth focus · Sports/tech programs · Corporate L&D
Output
New prospect items created in Monday.com Board 1
Agent Involvement
None — fully human-led prospecting
2
Qualification
Prospect Validation, Classification & Rating

Agent classifies partner type (D/P/A/G/F) and scores A/B/C/X using web + LinkedIn data. Flags A/B leads for human review before any outreach.

🤖 Agent 1PerplexityMonday.comHuman gate: score review
Partner Types
D: Digital distributor · P: Presential partner · A: Academic · G: Global network · F: Funder
Score Rubric
A: Priority · B: Nurture · C: Monitor · X: Discard
Agent Output
Classified + scored Monday item + brief PDF in Drive
Human Gate
Partnerships Lead reviews A/B before activating outreach
3
Activation
Outreach & Meeting Setup (FIP)

Agent drafts personalized email from prospect brief + FA templates. Human approves before send. 30-min discovery call (FIP) logged in Monday.

🤖 Agent 2GmailMonday.comHuman gate: email approval 24h
Email Types
Type-D outreach · Type-P outreach · Masterclass conversion · B-lead nurture
Approval Flow
Gmail draft → Monday approval task (24h deadline) → if not approved, auto-escalate to manager
FIP Protocol
Confirm decision-maker · Define agenda · Set 30-min discovery call · Log in Monday
4
Intelligence
Pre-Meeting Deep Research Brief

Agent auto-generates a 1-page brief 24h before the meeting: org overview, strategic alignment with FA, key talking points, and 3 personalized questions.

🤖 Agent 1Drive PDFDelivered 24h before meeting
Brief Contents
Org overview · Strategic alignment · 3 talking points · 3 personalized questions · Recommended FA model
Trigger
Meeting date set in Monday → n8n calculates 24h prior → auto-generate brief
5
Capture
Meeting Notes → Structured Summary & FUP Tasks

Rep pastes raw notes into Monday. Agent structures them into summary, creates FUP tasks with owners + due dates, and drafts follow-up email for all parties.

🤖 Agent 3Monday subitemsGmail draftGoogle Docs
Output
Structured meeting summary · Monday subitems per pending · Follow-up email draft · Close probability score 1–5
Human Gate
Follow-up email approval within 4h
6
Conversion
Custom Proposal Generation

Agent compiles brief + meeting notes + FA template into a first-draft proposal customized by partner type, cohort size, geography, and goals discussed.

🤖 Agent 4Google SlidesHuman gate: tone + pricing
Proposal Sections
Custom tagline · Strategic fit · Student benefits · Program model · Cornell accreditation · Impact data · Partnership tiers · CTA
Tiers
Starter · Growth · Strategic
Human Gate
Partnerships + CEO/COO finalize tone and pricing before delivery
7
Delivery
Onboarding & Platform Activation

Deal closed → agent auto-provisions student accounts, creates cohort, sends welcome emails, and schedules 3 check-in tasks in Monday at 2 weeks, mid-program, and completion.

🤖 Agent 5Moodle APIGmailMonday.com
Setup
Create cohort · Provision user accounts · Enroll in course · Set partner org profile
Comms
Welcome email to facilitator (with Facilitator Guide) + welcome email to all students
Auto Check-ins
Day +14 · Day +35 (mid) · Day +60 (completion)
8
Intelligence
Impact Dashboards & Partner Reporting

Monthly: Agent pulls LMS data, generates partner report, updates internal dashboard, and flags at-risk cohorts (< 40% completion past mid-point) for Operations review.

🤖 Agent 6Moodle APIGoogle SheetsCornell CGD report
Partner Report
Completion %, top performers, module gaps, graduation outlook, facilitator recommendation
Internal Dashboard
All cohorts · Enrolled vs target · At-risk flags · Total certificates issued
Cornell Report (semestral)
Civic efficacy data · Attitude change · Geographic distribution · Ambassador conversion rate
9
Ambassador Layer — NEW
Graduate Activation & Ambassador Network

On graduation, agent scores engagement (0–100), classifies ambassador level, sends personalized invitation, matches 3 opportunities, and flags Priority Ambassadors for the Programs team.

🤖 Agent 7Moodle webhookMonday Board 3Priority gate for Programs team
Engagement Score
Time on platform · Optional activities · Assessment scores · Forum participation
Levels
Priority (≥70): personal tap + opportunity match · Standard: warm invitation + 3 opportunities
Opportunities
Microgrants · Scholarships · Volunteering · Global events · Civic mentorship
The Agents

7 Autonomous AI Agents

Each agent is stateless, triggered by events in Monday.com or the LMS. State lives in Monday. Files live in Google Drive. Humans gate every outbound action.

1
🔍
Phases 2 + 4
Prospect Intel & Scoring

Classifies partner type, scores A/B/C/X, and generates 1-page pre-meeting brief using Perplexity web research + LinkedIn data.

Input
Org name + URL in Monday
Output
Scored record + PDF brief in Drive
🔒 Human gate: A/B review before outreach
2
✉️
Phases 3 + Masterclass Conversion
Outreach & Email Sequencer

Drafts personalized outreach emails per partner type. Handles Masterclass conversion and B-lead nurture sequences. Always queues for human approval.

Input
Brief + partner type + template
Output
Gmail draft + Monday approval task
🔒 Human gate: 24h approval window, escalate if missed
3
📝
Phase 5
Meeting Notes → FUP

Raw notes in → structured summary out. Auto-creates Monday subitems per pending item with owners and due dates. Drafts follow-up email for all parties.

Input
Raw notes pasted in Monday
Output
Doc summary + Monday tasks + email draft
🔒 Human gate: follow-up email approval 4h
4
📊
Phase 6
Proposal Generator

Compiles brief + meeting notes + FA template into a first-draft partnership proposal. Adapts content by partner type (D vs P), tier, cohort size, and geography.

Input
Brief + notes + type + tier
Editable Google Slides deck
Output
🔒 Human gate: Partnerships + CEO/COO finalize before send
5
Phase 7
Onboarding & Provisioning

Deal closed → automatically creates cohort in Moodle, provisions all student accounts, sends welcome emails to facilitator + students, schedules 3 check-ins in Monday.

Input
Student CSV + deal data from Monday
Output
Live LMS accounts + welcome emails sent
🔒 Human gate: provisioning checklist confirmation
6
📈
Phase 8 — Monthly + Semestral
Impact & Reporting

Pulls LMS data monthly, generates partner report, updates internal dashboard, flags at-risk cohorts. Produces semestral academic report for Cornell CGD.

Input
Moodle API + cohort data
Output
PDF reports + Sheets dashboard
🔒 Human gate: Ops reviews at-risk cohorts before escalation
7
🌟
Phase 9 — Post-Graduation
Ambassador Activation

Triggered on graduation. Scores engagement 0–100, classifies Priority vs Standard, sends personalized invitation to Ambassador Network, matches 3 opportunities per profile.

Input
Moodle course_completed event
Output
Ambassador record + invitation sent
🔒 Human gate: Programs team reviews Priority Ambassadors
The Tech Stack

Tools that power the pipeline

Every agent is stateless. Monday.com is the source of truth. Google Drive is the file store. n8n is the orchestrator. Claude is the intelligence layer.

🔀
n8n
Workflow orchestrator. Connects all agents, handles triggers, retries, and conditional logic. Self-hosted.
🧠
Claude Sonnet
LLM layer for all agents. Scoring, drafting, summarizing, and generating structured outputs via Anthropic API.
📋
Monday.com
Source of truth for all pipeline state. 4 boards: Pipeline, Active Cohorts, Ambassador Network, Approvals Queue.
🎓
Moodle LMS
campusvirtual.training — REST API for user provisioning, cohort creation, completion data, and graduation webhooks.
🔎
Perplexity API
Sonar-pro for grounded web research. Powers Prospect Intel Agent with real-time org data and source URLs.
📧
Gmail API
Agents create drafts — humans approve in the Approvals Queue. Never auto-sends without a human gate.
📁
Google Drive
All agent outputs stored here: briefs, proposals, meeting summaries, impact reports. Links surfaced in Monday.
🕷️
Firecrawl
Extracts exact page content from prospect websites for the Prospect Intel Agent. Cleaner than raw HTML scraping.
Monday.com Architecture

4 Boards, 1 Shared Brain

Every agent reads from and writes to Monday. The boards are designed to make the human approval flow frictionless and give leadership a real-time view of the full operation.

🏆
Board 1 — Partnership Pipeline
From prospect to deal closed
New Prospect
Pending Intel Review
Outreach Approved / Sent
Meeting Scheduled
Proposal In Progress / Sent
Negotiation
Deal Closed
📚
Board 2 — Active Cohorts
Operational tracking per cohort
In Onboarding
Active — On Track
Active — At Risk
Completed
Stalled
🌟
Board 3 — Ambassador Network
Graduates & opportunities
Invited
Active Ambassador
Priority Ambassador
Opportunity In Progress
Alumni
Board 4 — Approvals Queue
All human gates in one place
Pending Approval
Approved — Queued for Send
Sent
Rejected / Revise
Before We Build

Pre-Execution Task List

Everything the team needs to complete before writing a single line of agent code. Organized by area. Click to check off items as you go.

🏗️
1 — Foundation: Accounts & Access
6 tasks
Confirm Anthropic API key is active and has sufficient credits for production use
Andy / Tech LeadCriticalWk 1
Confirm Perplexity API key (sonar-pro tier) is active
Tech LeadCriticalWk 1
Set up Gmail OAuth2 credentials for the DemoLab partnerships email account
Tech LeadCriticalWk 1
Generate Monday.com API token with read/write access for all boards
Tech LeadCriticalWk 1
Enable Moodle REST API on campusvirtual.training — generate admin token and test with a user lookup call
Tech Lead / Moodle AdminCriticalWk 1
Create Google Drive shared folder structure: /FA-Agents/ with subfolders for Briefs, Proposals, Meeting Summaries, Reports
OperationsHighWk 1
📋
2 — Monday.com Board Setup
5 tasks
Build Board 1 (Partnership Pipeline) with all columns and group statuses as specified in the architecture
Ops / Tech LeadCriticalWk 1–2
Build Board 2 (Active Cohorts) — connect to Board 1 via linked columns
Ops / Tech LeadCriticalWk 1–2
Build Board 3 (Ambassador Network) and Board 4 (Approvals Queue)
Ops / Tech LeadHighWk 2
Set up Monday.com native automations for status triggers that will fire n8n webhooks
Tech LeadHighWk 2
Build the Operations Center dashboard in Monday with widgets across all 4 boards
Andy / OpsMediumWk 3
📄
3 — Content & Templates
7 tasks
Write and finalize 4 email templates in Google Drive: Type-D outreach, Type-P outreach, Masterclass conversion, B-lead nurture
Partnerships LeadCriticalWk 2
Build 2 proposal templates in Google Slides: FA_Proposal_Template_TypeD and FA_Proposal_Template_TypeP with defined {{placeholders}}
Partnerships + DesignCriticalWk 2–3
Define the FA Impact Data Bank document: 10+ real data points from past activations for Proposal Agent to reference
Andy / OpsHighWk 2
Write the scoring rubric document for Prospect Intel Agent — detailed criteria per partner type for A/B/C/X classification
Andy / PartnershipsHighWk 2
Write the Facilitator Guide PDF for the Onboarding Agent to attach to the facilitator welcome email
Academic TeamHighWk 3
Define partnership pricing tiers (Starter / Growth / Strategic): cohort sizes, co-branding rules, reporting cadence, support level for each
Andy / CEOCriticalWk 1
Define the Ambassador Network opportunity catalog: list all current microgrants, scholarships, volunteering programs, and global events available (with amounts, deadlines, eligibility)
Programs TeamHighWk 3
🔌
4 — Technical: Moodle & LMS
5 tasks
Confirm exact Moodle course IDs for all 4 courses (EN Course: 11, ES Course: 10, EN Masterclass: 4, ES Masterclass: 5) — verify these are correct in production
Tech Lead / Moodle AdminCriticalWk 1
Test Moodle REST API: user creation, cohort creation, enrollment, completion data retrieval — document the exact endpoints
Tech LeadCriticalWk 1
Configure Moodle webhook plugin to fire on course_completed events — test with a sandbox account
Tech Lead / Moodle AdminCriticalWk 2
Decide: is Kajabi a parallel LMS or being deprecated? Define which partner types go to Moodle vs Kajabi and document the rule
Andy / OpsHighWk 1
Define the engagement scoring methodology for Ambassador Agent with Academic Team — confirm weights for: time on platform, optional activities, assessment scores, forum posts
Academic Team + Tech LeadHighWk 3
⚙️
5 — n8n Orchestrator Setup
4 tasks
Install and configure n8n (self-hosted recommended). Confirm it can reach all external APIs (Monday, Gmail, Moodle, Perplexity, Anthropic, Drive)
Tech LeadCriticalWk 2
Store all API credentials securely in n8n credential manager (not hardcoded in workflows)
Tech LeadCriticalWk 2
Define error handling policy: what happens when an agent fails (retry logic, alert channel, fallback to human)
Tech Lead + AndyHighWk 2
Build a sandbox test environment in Monday.com (separate workspace or test board) to run agent workflows without touching production data
Tech LeadHighWk 2
👥
6 — Team & Process Alignment
5 tasks
Assign human owners for every approval gate: email approvals, proposal review, at-risk cohort escalation, Priority Ambassador review — document in a RACI
Andy / Team LeadsCriticalWk 1
Define the notification channel: will approval alerts go to Slack, WhatsApp, or email? Set up the notification integration for Board 4
Andy / Tech LeadHighWk 2
Train the partnerships team on the new Monday workflow: how to trigger agents, how to approve in the queue, how to read agent outputs
Andy / OpsHighWk 4
Run a pilot dry-run with 2–3 real prospects through Agents 1 and 2 before going live with the full pipeline
Partnerships + Tech LeadHighWk 4
Define success metrics for the agent system at 30/60/90 days: time-to-outreach, proposals sent, deals closed, cohorts onboarded, ambassador activation rate
AndyMediumWk 1
🎓
7 — Cornell & Impact Reporting
3 tasks
Confirm with Cornell CGD what data they need in the semestral evaluation report — get their reporting template or field list
Andy / Academic LeadHighWk 2
Confirm that Moodle tracks pre/post assessment scores per student — if not, define how this data will be collected and stored for the Cornell report
Academic Team + Tech LeadHighWk 2
Design the partner-facing monthly report template — get approval from a current partner before automating the format
Ops + PartnershipsMediumWk 3
The Roadmap

12-Week Build Timeline

Sequence is intentional: foundations first, highest-value agents next, reporting and ambassador layer last. Each milestone unlocks the next.

1–2
Weeks 1–2 — Foundation
Accounts, APIs, and Monday Boards
All API keys active and tested. Monday.com boards built with columns, statuses, and automations. Google Drive folder structure created. Partnership pricing tiers defined. RACI for approvals assigned.
3–4
Weeks 3–4 — Agent 1 + Pilot
Prospect Intel Agent Live — First Dry Run
Agent 1 (Prospect Intel & Scoring) built and tested. Email templates and scoring rubric finalized. Run 3 real prospects through the agent. Review quality of briefs with Partnerships team. Refine scoring rubric.
5–6
Weeks 5–6 — Agents 2 + 3
Outreach, Email Sequencer & Meeting Notes
Agent 2 (Email) and Agent 3 (Meeting Notes → FUP) built and connected to Board 1. Approvals Queue (Board 4) live. Test end-to-end flow from prospect → outreach → meeting → FUP tasks.
7–8
Weeks 7–8 — Agents 4 + 5
Proposal Generator & Onboarding
Proposal templates in Google Slides finalized. Agent 4 (Proposal) built and tested with a real deal in progress. Moodle API fully tested. Agent 5 (Onboarding) built — provision a test cohort end-to-end.
9–10
Weeks 9–10 — Agent 6
Impact & Reporting System
Agent 6 (Impact & Reporting) built with real cohort data. Monthly partner report template approved by a live partner. Internal dashboard live in Monday. Cornell report format confirmed and automated.
11–12
Weeks 11–12 — Agent 7 + Full Activation
Ambassador Agent + Full Pipeline Live
Agent 7 (Ambassador Activation) built. Ambassador Network board live. Full end-to-end pipeline tested with real data. Team trained. Success metrics measured at Day 30. System handed to operations.