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Chief of Staff

Your morning message

One message before your day starts, 5:00 AM your time by default: what happened since yesterday, what needs you, and up to two things to start today, each a link.

Your Chief of Staff works through the day and overnight across your whole Noli workspace: your CRM, your projects, your Knowledge Base, your marketing system and how you show up in AI search. When it finds something worth your attention it adds it to the Opportunities tab, and when it can prepare the work itself it does, so the item is ready for a yes.

Once a day, before you start work, it sends you one message about all of it. The subject line carries the headline, for example "Tuesday: 4 things need you" or "Tuesday: you’re all caught up".

What it says

It arrives at 5:00 AM in your own time zone unless you pick another time, and reads in this order:

  • Good morning, with your name, and one sentence about the most notable thing that happened, such as a booking your receptionist made. When nothing stands out, there is no sentence.
  • Since yesterday: up to four lines about the last 24 hours, overnight included, most important first, each with the specifics beside it: "7 calls answered, 2 booked: listing consult at 412 Ocean Dr, Thursday 10 AM" or "4 new leads: 3 from your website form, 1 from Saturday's open house". Everything else is on your desk.
  • Needs you: each kind of thing waiting on you, with what it is: "1 approval to review: send the September market report email to 142 past clients", "2 messages ready to send: Sam Lee and Ana Ruiz".
  • For today: up to two things worth starting, picked from what your Chief of Staff has already found or prepared, each with one sentence about it.
  • This week, on Mondays only: how many big moves are in progress and how many goals are due a check-in. There is no separate weekly email.
  • Open your day, the one button, which opens your Chief of Staff's desk.

Every line is a link to the place it is handled: your calls, the item on your desk, your approvals, or the page in the app where it waits. Nothing is decided inside the message itself.

Every line comes from a real record, and the specifics are the records' own words: a form's name, an email's recipient, a post's title. Where there are more than two, it names two and says how many more. A long list is counted as "10 or more" rather than guessed at. If one of your apps could not be reached, the message names it and does not guess at what is there, and it only says You’re all caught up when every app answered.

A night with nothing at all stays in the app: if nothing happened, nothing is waiting and there is nothing worth starting, no email or chat message is sent. The desk still shows a one-line note.

On the Real Estate plans: a monthly recap

If you are on a Real Estate plan, your Chief of Staff also sends a Monthly recap on the 1st of each month, from your morning message time and outside your quiet hours. It counts what Noli did for you in the last 30 days, such as valuations, listing presentations, market reports, inquiry replies, new contacts, updates to past clients and sellers, open-house sign-ins, posts, AI visibility scans, receptionist calls and approved work carried out. It arrives in the same places as the morning message, and a month with nothing to report stays in the app. It needs the Proactive or Light touch level.

Where it arrives

  • In the app. Always, at your morning time. Open your Chief of Staff and it sits at the top of the Opportunities tab.
  • By email. At your morning time, on the Proactive level, with the email box ticked.
  • Telegram or Discord. Once that channel is connected with a chat or channel ID, and you tick it in Settings. Chat messages respect your quiet hours: if your morning time falls inside them, which 5:00 AM does with the default 8:00 PM to 8:00 AM, the chat copy arrives when they end. See Connect a messaging channel.

It comes at most once a day.

Choose how proactive your Chief of Staff is

The message follows the initiative setting on the Settings tab, under How proactive should your Chief of Staff be? You also chose it during setup, where Proactive was called Do the work, ask before it goes out and Light touch was called Suggest only:

  • Proactive (recommended): looks every day, prepares work, and sends the morning message in the app and by email.
  • Light touch: notices opportunities and keeps them in the Opportunities tab. Prepares nothing until you ask. The morning message is off, but you can turn it on.
  • Only when asked: waits for you. No morning message and no prepared work.

On the first two levels you can also pick:

  • Morning message: every morning, or off.
  • Arrives at: any quarter hour from 3:00 AM to 11:45 AM.
  • Also send it by email, on Proactive, plus a Telegram or Discord box for each connected channel.
  • Quiet hours: a start and an end, 8:00 PM to 8:00 AM by default. Telegram and Discord wait until they end; the app and email still get the message at your morning time.

Picking a level saves straight away. For the rest, click Save settings.

The opportunity queue, and with it the morning message, is still rolling out. If you do not see it after a day or two, it may not be switched on for your workspace yet.

What it will and will not do on its own

Prepared work is internal: follow-up drafts waiting in your CRM, a marketing draft in your review queue, project steps, notes in your Knowledge Base, items on your to-do list. Anything that reaches a customer, publishes, posts on social, or spends money still asks you first in Approvals.

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