🎩 Your personal chief of staff

The outcome: the highest-leverage pattern in the product - your lead agent as an actual chief of staff. A morning brief before you wake. Meeting prep an hour before each call. Anything you toss at it gets triaged, routed to the right specialist, and tracked to done. You think in intents; the squad turns them into work.

Everything else in these docs is a lane. This playbook is the hub - it works because the lead sees the whole workspace (the board, every agent’s status, the feed) and because you’ve built lanes for it to route into.

1. The morning brief - a 7 AM daily schedule on the lead (first prompt below). Ten lines, everything that matters, before your feet hit the floor.
2. Meeting prep - connect your calendar (Settings → Integrations), then add a second schedule: an hour before any external meeting, a one-page brief on who you’re meeting and what to get out of it.
3. The triage habit - this one’s yours: anything on your mind goes to the lead in chat, unstructured. “Deal with the hosting bill thing.” “Someone said signup is broken on mobile.” The standing orders (second prompt) turn fragments into routed, tracked work.
4. The weekly retro - a Friday schedule: what the squad shipped, where it struggled, and one suggestion for what to delegate next week. The squad gets better at being managed by you.

The 7 AM morning brief

Every day at 7 AM, post to our chat:

1. NEEDS YOU — open tickets and stuck missions, each with your one-line recommendation.
2. TODAY — my calendar, flagging anything unprepared.
3. SQUAD — one line per agent: what they’ll work on today.
4. WATCHING — anything unusual from the feed or email overnight.

Under 10 lines total. If a section is empty, skip it. Recommendations always — you know this workspace better than anyone.

Standing triage orders (send once, in chat)

Standing orders: when I send you something unstructured, triage it —

• A task? Create the mission, assign the right specialist, set priority. Tell me in one line.
• A question? Answer if you can; route to the specialist who can if not.
• A decision for me? Open a ticket with context and your recommendation.
• Ambiguous? Ask me ONE clarifying question, never more.

I will send you fragments. Turning fragments into structured work is your job, not mine.

💡 Tip: The recommendation habit compounds trust in both directions. Months of “here’s my one-line recommendation” - mostly accepted, occasionally corrected - teaches the lead your judgment. Eventually its recommendations are your decisions 95% of the time, and you only really decide the other 5%. That’s what a great chief of staff is.

What good looks like: you wake to the brief. Two tickets, both with recommendations you accept from your phone. Meeting prep appears at 10. Over lunch you fire three fragments at the lead; by 2 PM they’re missions with owners. Friday’s retro suggests delegating the invoice chasing you still do by hand. You do. The company runs on your judgment - not your hours.