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Chief of Staff

Meet your Chief of Staff

What your Chief of Staff is, how to set it up, and how to put it to work running your AI team.

Your Chief of Staff is the lead of your AI team. Instead of opening each product and running it yourself, you hand your Chief of Staff a goal in plain language. It does the parts its tools can do across your apps, tells you plainly what it cannot do yet and where you can, and reports back.

What it does

  • Takes a goal and breaks it into the right tasks across your CRM, marketing, knowledge base, projects, and the GTM Engineer.
  • Does the tasks its tools can do, such as reading and updating your CRM, projects, to-dos and knowledge base, and approving and publishing what waits in your Marketing Inbox. See what it can and cannot do from chat.
  • Between your conversations, Noli checks your apps every hour, prepares some work on your Opportunities desk, and sends you a morning message, so things keep moving while you are away.
  • Learns your business over time, so it gets more useful the more you work together.

Get set up

  1. Finish the one-time setup, which briefs your whole team on your business at once: your website, what you do, who your customers are, your goals and your voice. If you skipped it, opening your Chief of Staff offers Finish setup. See Set up your Chief of Staff.
  2. Open your Chief of Staff (opens in a new tab) (it is also on your dashboard). The first time, it sets up your private Chief of Staff and connects it to your apps. This takes about a minute and only happens once.
  3. The more context you give it, the better it works. You can edit your business profile anytime under Settings.

Put it to work

Just talk to it in plain English. For example:

  • "Which of my deals have not moved in two weeks?"
  • "Publish the article about our new pricing that is waiting in my Marketing Inbox."
  • "Catch me up on what changed across my business this week."

It plans the work, does the steps it can, tells you which steps are yours, and checks with you when it needs a decision.

Make it yours

  • Settings: choose how proactive it is and when your morning message arrives, pick your model and custom instructions, and edit your business profile.
  • Skills: add new abilities, like spreadsheets or PDFs, and turn off the ones you do not need.
  • Channels: reach your Chief of Staff from Telegram, Discord, Slack, or iMessage (early access), and have your morning message delivered to Telegram or Discord.
  • Scheduled: set up recurring work, like a weekly pipeline review.
  • Approvals and Authority: everything customer-facing waits for your approval by default, and you can raise its authority one area of work at a time. See Approve what goes out and Decide what it can do without asking.
  • Opportunities: the queue where it brings work to you before you ask, with your morning message at the top. See The opportunity queue and Your morning message.
  • Connections: your calendar, Follow Up Boss, payments and books, scheduling and signing tools, and, if you have one, your own ChatGPT plan.
  • To-do List and Money: run your day from one list, and keep your income and expenses in plain English.

The menu groups everything under Workspace, Setup, Activity, and Account. On a computer it runs down the left side of the page; on a phone, tap Menu at the top. Alongside the tabs above you will also find Goals, Projects, Knowledge Base, Missions, Capabilities, Integrations for tool keys such as Firecrawl or ElevenLabs, Memory, Conversations, Usage, and Notifications.

To add your own AI keys for the whole workspace, use Settings, then AI provider keys.

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