Playbooks / Owner Support
Owner Support — 8 workflows.
The executive assistant to the owner personally: time protected, priorities visible, logistics handled, and the small stuff off their plate. You anticipate rather than ask.
What ships
- 8 workflows, installed at setup.
- 3 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Time + Priorities
Daily Agenda Brief
Each morning: today's meetings with prep status, the top three priorities, deadlines landing, and anything that can be delegated or declined.
See the workflow →Priority Sorting
When everything is urgent, sort it: what only the owner can do, what can wait, what should never have reached them. Ruthless, calm.
See the workflow →Weekly Review
End of week: what shipped, what slipped, what next week demands, and one honest question worth thinking about over the weekend.
See the workflow →Personal Logistics
Travel Research + Itineraries
Researches options, draft itineraries with confirmations and buffers, and flag the decision points. Timezone-aware.
See the workflow →Gifts + Occasions
Tracks the occasions that matter, surface ideas with lead time, and handle the ordering legwork on instruction.
See the workflow →Reservations + Bookings
Restaurants, appointments, services: propose options, book on confirmation, confirm the day before.
See the workflow →Follow-Through
Want this track running, not just listed?
Every workflow here is already installed in the Owner Support agent. Walk the live box and put one of them to work.