Ask your Chief of Staff to get work done

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. It does the parts its tools can do across your CRM, marketing, knowledge base and projects, and for anything it cannot do yet, it tells you plainly and gives you the link to the exact screen.

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."
• "What is waiting for my OK in Marketing? Approve the market report."

What it can reach

Your Chief of Staff works with your real data in your connected apps:

• CRM: find and add contacts, read your deals and move them through your pipeline
• Marketing: see your articles, campaigns and recurring work, approve what waits in your Marketing Inbox, publish an approved article to your website, and pause a recurring task
• Knowledge Base: search your saved documents and notes, and save new ones
• Projects: goals, plans, steps and progress
• Your money and cash flow, and your to-do list
• Your Google Calendar: it reads your schedule, and an appointment it adds waits for your approval before it goes on your calendar
• Your social accounts connected to your Chief of Staff, with every post and reply waiting for your approval
• Email to one person: it drafts the email and files it for your approval, and it sends from your connected mailbox once you approve
• Help, so it can answer how-to questions about Noli

To see what it can do in each app, with prompts you can try in one click, open the Capabilities tab. To see which outside tools are connected, open Connections.

What it cannot do from chat yet

These happen in the app itself for now. When you ask for one, your Chief of Staff says so and gives you the link:

• write an article, a landing page, a lead magnet or an email sequence
• run research, an AI visibility scan or a market report
• value a home, or make a valuation report or a listing presentation
• set up recurring marketing work
• add tasks or notes in the CRM, or tag contacts
• answer your leads for you, or book appointments in the CRM calendar
• send a text message

Hand it a file

You can drag a file into the chat, or tap the + button under the message box to add a photo, a screenshot or a file, and ask it to work from that. The same + menu attaches something already in your knowledge base. A contact list you attach (a CSV or Excel file, or an iPhone or iCloud contacts file) is shown as a preview and imported into your CRM. See Get and send documents.

On a phone or tablet, Return starts a new line in your message; tap the arrow to send. On a computer, Return sends and Shift+Return starts a new line.

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, does the steps it can, and tells you which steps are yours.

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.

Next

• Organize your work in threads
• Schedule recurring work
• Get and send documents