Automations
Ready-made work you give your assistant, from morning briefings to pipeline checks. Each automation shows the steps it follows and an example of what it sends you.
Leaders
Unanswered messages
A single list of messages waiting on your response
Open commitments
Promises from your email and meetings that you haven't kept yet
Investor update
A drafted monthly investor update covering metrics, milestones, and open asks
Meeting action hand-offs
Personal tasks logged and delegated action items drafted after every meeting
Side project brief
Daily monitoring of costs, user trends, and performance for your project
Team progress summary
An evening summary of shipped work, active tasks, and blocked projects
Week-ahead plan
A Sunday draft of your top priorities, active projects, and calendar
Weekly website report
A weekly breakdown of signups, conversion sources, and notable traffic shifts
Company goals tracker
A Monday status report on company goals, leading with what is slipping
Delegation tracker
Quiet handoffs tracked across email and meetings, with follow-up nudges drafted
End-of-day sweep
Urgent approvals, owed replies, and deadlines flagged before you log off
Leadership action recap
Decisions, assigned owners, and drafted follow-up messages after your leadership meeting
One-on-one prep
Private prep notes with open items and talking points before each one-on-one
Assistants and chiefs of staff
Calendar conflict alerts
Alerts for scheduling conflicts, with reschedule emails drafted to fix them
Calendar health check
Morning checks for double bookings, missing links, and travel conflicts
Daily priorities
A tight, ranked list of high-stakes tasks and events for today
Meeting slip alerts
Alerts when a client declines or moves an important meeting
Post-meeting tasks
Tracked tasks logged from meeting notes and follow-up emails drafted for review
Goal drift tracker
A weekly review of slipping projects, with gentle owner nudges drafted
Investor update for your principal
A drafted monthly investor update written in your principal's voice
Leadership decision log
A running log of leadership decisions, owners, and deadlines
Commitments to your principal
Open commitments made by or owed to your principal this week
Warm intro nudges
Introductions that went quiet, with follow-up nudges drafted in the thread
Sales
Client call follow-up
Follow-up emails with agreed next steps, drafted right after client calls
Closed-lost win-back
Re-engagement emails drafted for lost deals when a fresh opening appears
End-of-day CRM update
Daily activity notes and next steps logged to your CRM
Pipeline hygiene
Stale deals and missing fields flagged in your CRM each week
Post-demo CRM notes
Structured qualification notes and next steps logged after each demo call
Post-demo follow-up
A tailored summary document and follow-up email after every sales call
Proposal follow-ups
Follow-up tasks and client outreach drafted across every stage of a deal
Prospect replies
Replies to interested prospects and demo requests, drafted to book calls
Stalled deals
Quiet deals in your pipeline with re-engagement messages drafted to restart them
Target account news
Relevant developments and outreach angles for your target accounts each week
Marketing
Event coordination
Milestone tracking, risk alerts, and drafted outreach for your upcoming events
Customer language doc
A living library of verbatim quotes and customer phrasing from your calls
Ship-to-story drafts
Changelog entries and social posts drafted from merged pull requests and tickets
Signup and pipeline shifts
Emerging lead segments and audience changes spotted across your pipeline
Weekly content ideas
Five to eight specific content angles grounded in recent customer conversations
Weekly marketing report
A drafted weekly leadership update covering pipeline, campaign numbers, and channel trends
Finance
Board reporting pack
Financial comparisons, KPI trends, and variance commentary for your board meeting
Budget variance commentary
Explanations for shifting budget lines, with inquiry notes drafted to owners
Contract renewal tracker
Upcoming notice deadlines and contract terms tracked across vendors and customers
Month-end close tracker
Open close items, ownership, and drafted reminders during your accounting close
Overdue invoice collections
An aging invoice log with tailored collection emails drafted for overdue accounts
Post-call commitments
Agreed deliverables and follow-up emails drafted immediately after each call
Subscription review
Unused software seats, duplicate tools, and price increases flagged each month
Weekly cash update
A drafted cash update with runway, burn, and explanations of recent movement
Hiring
Attendee research
A research briefing on outside attendees before tomorrow's meetings
Candidate reply assessment
An internal assessment and interest score for every candidate reply
Candidate sourcing
A ranked candidate spreadsheet with outreach drafts for forwarded job descriptions
Candidate follow-up
A personalized follow-up email drafted after every candidate interview
Hiring manager updates
Weekly recruiting updates drafted for each of your hiring managers
Interview write-up
A completed scorecard and interview notes formatted for your tracker
Intro follow-through
A reply tally and drafted nudges for quiet email introductions
Meeting debrief
A structured debrief with action items and drafted follow-up emails
Stalled candidates
Quiet candidate threads flagged with personalized re-engagement drafts
Investors
Board meeting prep
A prep memo with financial review and questions from board materials
Deal flow to pipeline
Incoming pitch decks and introductions logged directly to your CRM
Investor inbox triage
A labeled investor inbox and daily focus digest with noise archived
Intro thank-yous
A personal thank-you note drafted to anyone who introduced a founder
LP meeting prep
A relationship briefing with commitment status before every LP meeting
LP re-engagement
Personalized outreach drafts for quiet LP contacts based on past notes
Portfolio company briefs
A living one-page brief for every portfolio company updated from email
Post-meeting CRM update
Meeting notes and tasks logged to your CRM with follow-up drafts
Advisors
Billable hours recap
A weekly client-by-client reconstruction of billable time backed by evidence
Client next steps
A running log of client action items and due dates from call transcripts
Monthly mileage report
Last month's driving mileage and amount, worked out from your calendar
Weekly promise sweep
A Friday list of open commitments found in sent emails and chats
Family
Family events
One family document tracking school events, forms, and calendar clashes
Kids activity ideas
Ten home game ideas based on what your children learned this week
Pickup conflicts
Family calendar clashes caught early with coordination message drafts
Shared bill splits
Payment request links and amounts calculated for recurring shared bills