Chief of Staff
Schedule recurring work
Set your Chief of Staff to run tasks on a schedule, like a weekly pipeline review, and choose where the results land.
Your Chief of Staff can work on a schedule, not just when you ask. Use this for a weekly pipeline review, a Monday plan for the week, recurring content, or any task you want done on a regular cadence.
Add a scheduled task
Open the Scheduled tab and add a task. You give it:
- A name, so you can recognize it in the list. The form will not save without one.
- What to do, written the same way you would ask in chat.
- How often: every day, weekdays (Monday to Friday), specific days of the week, or every hour, with a time where that applies. You set the time in your own local time zone. There is no monthly option yet.
- Where to deliver it (see below).
You can also attach documents from your Knowledge Base, so a recurring task works from the same source material every time.
Choose where results go
Each task can deliver its result to one of:
- In this app, where the result is saved as a conversation marked Scheduled on the Conversations tab, and the Notifications tab shows that it ran.
- Telegram or Discord, which push the result to you in that app. This needs the channel connected first, with a chat ID set on the Channels tab.
Run a task now
You do not have to wait for the schedule. Use Run now on any task to run it immediately, which is handy for testing that it does what you want.
The morning message is not a task
Your Chief of Staff's own morning message does not appear here. It runs on its own and lands at the top of the Opportunities tab. How proactive it is, and when the message arrives, are set on the Settings tab. See Your morning message.
Manage tasks
The Scheduled tab lists your tasks with their cadence and last run, and flags a delivery problem if the last result could not be sent. Each one has a Deliver to dropdown, a Run now link, and a delete button with a confirm. There is no edit. To change what a task does or when it runs, delete it and add it again.