Chief of Staff
Approve what goes out before it sends
Your Chief of Staff drafts messages, posts, and bookings and checks with you before anything reaches a client. Here is how the approvals inbox works.
Your Chief of Staff is proactive, but it never sends something to a client without your say-so. When it drafts an email, a social post, or a booking on your behalf, it puts it in your approvals inbox first. You review it, tweak the wording if you want, and only then does it send.
How it works
- Your Chief of Staff drafts the message and adds it to your Approvals tab.
- You open the item and read exactly what it wants to send, and to whom.
- You can edit the wording right there.
- Choose the approve button. It reads Approve and send, Approve and publish, Approve and add, or Approve action depending on what it is, and Approve and run for something an assistant you connected, such as Claude or ChatGPT, asked to do. Or Reject. Nothing goes out until you approve it.
Some drafts carry a deadline. If you do not act before it passes, the item expires instead of sending, and your Chief of Staff can prepare a fresh one.
An older request that Noli cannot carry out, such as a text message or a booking it asked about in words, is marked Noli cannot do this yet and offers Dismiss instead of an approve button, so nothing looks done when it is not. Copy the text and do it yourself if you still want to.
What this covers
Anything customer-facing runs through approvals: replies to leads, follow-up emails, social posts, replies to social DMs and comments, appointments booked in your name, and any GTM research run that would spend money. Most routine internal work happens in the background, but some internal items, like adding a to-do off an opportunity it spotted, still come to you as an Internal work approval.
Check what happened after you approved
Under Recent you see the outcome of each approved item. An amber mark means it was not sent, or that the outcome could not be confirmed. If you see one, check before you approve a resend, so a message does not go out twice.
Why it matters
This is what makes it safe for your Chief of Staff to draft the follow-up you never get to, while you stay in control of every word that reaches a client. Over time it learns your preferences, so the drafts need fewer and fewer edits.
Set it and forget it
If there is a routine you fully trust, raise that area in the Authority tab. Telling it in chat does not change what needs approval. See Decide what your Chief of Staff can do without asking.