Ask your Chief of Staff to get work done
How to hand your Chief of Staff a goal in plain language and let it run the work across your apps.
Your Chief of Staff is the lead of your AI team. Instead of opening each product and doing the work yourself, you describe what you want in plain language and it puts the right specialists on it across your CRM, marketing, knowledge base, and projects.
Just ask
Open the Chat tab and type what you need, the way you would brief a capable assistant. You do not need special commands. For example:
- "Summarize where my sales pipeline stands and flag anything stalled."
- "Draft a launch email for our new service and save it to my knowledge base."
- "Pull together everything I have saved about onboarding."
- "Plan a one-week content push and set up the posts."
What it can reach
Your Chief of Staff already works across your connected apps, so it can read and act on your real data:
- CRM for contacts, deals, and follow-ups
- Marketing for campaigns, content, and posts
- Knowledge Base for your saved documents and notes
- Projects for goals, plans, and progress
- Your money and cash flow, and your to-do list
- Your calendar and bookings, through the CRM
- Your social accounts, once they are connected
- Any outside apps you have connected, and what it remembers about your business
- Help so it can answer how-to questions about Noli
To see exactly what is connected, open the Capabilities tab.
Hand it a file
You can drag a file into the chat, or use the paperclip, and ask it to work from that. See Get and send documents.
Give it good direction
The clearer the request, the better the result. Say what you want, who it is for, and any constraints (length, tone, deadline). If a task is large, it is fine to ask for it in one message. Your Chief of Staff breaks it into steps and works through them, using the right specialist for each part.
Watch it work and follow up
As it works, you will see its progress in the chat. When it finishes, you can ask follow-up questions, request changes, or tell it to take the next step. It remembers the conversation, so you can keep refining.
Every area of work starts at Assisted, which means anything consequential comes back to you as an approval before it happens. See Approve what goes out before it sends.