Chief of Staff, the AI employee who handles the work nobody on your team owns
Joins the team's meetings, keeps track of every promise made in your chats, and follows up with whoever owes something.
A week where nothing slips
- Brief
- Notes
- To-do for you
- Action item
- Follow-up
- Deadline
Monday2 nov
- BriefLast week in review, at 8:30
- NotesSales sync: 4 decisions
- Action itemRevised quote · Ravi · thu
Tuesday3 nov
- BriefToday in one message
- To-do for youApprove the Surat delivery date
- NotesPricing call: decisions sent
Wednesday4 nov
- Follow-upRavi · the revised quote
- Follow-upSunita · book the transporter
- DeadlineLate delivery flagged before the customer asks
Thursday5 nov
- DeadlineRevised quote sent on time
- NotesOps review: saved to Drive
- Action itemStock check · Ankit · fri
Friday6 nov
- BriefWeekly brief, at 9
- To-do for you2 decisions waiting for you
- DeadlineSurat dealers confirmed the 30th
Every promise in the team's chats is tracked to its date.
The person in charge gets the day in one line.
One person approves what reaches a customer; the team just gets on with it.
The work between your team's meetings
01briefings
Your day at 8:30, your week on Monday
Every morning, what needs you today, numbered so you can answer in one line.Every Monday, what got done and what's still open.
- Daily at 8:30
- Week in review on Mondays
- Reply “1 yes”
- Change it in words
MMeera × your Chief of Staffyou and Chief of StafftodayChief of StaffGood morning, Meera. 3 things today:1. Sunita asks to move the Surat delivery to the 2nd. OK?2. Ravi's revised quote is due today.3. Ops review at 11. I'll take the notes.8:30 amMeera1 yes8:41 amChief of StaffDone. I've told Sunita the 2nd is approved.8:41 amDone, and told
02meetings
Every meeting, with its action items tracked
Joins the team's meetings when asked, writes down every decision, and tracks each action item to its owner and date.
- Google Meet
- Zoom
- Microsoft Teams
- Asks before joining
- Pre-meeting brief · coming soon
- In the room · coming soon
Talk to meTodayMeetingsJobsMy notebookWeekly sales syncDecisionsShip the 400-unit order on the 18th, not the 15th. 12:04Ravi sends the revised quote by Thursday. 21:40Action itemsBook the transporter · Sunita · friDecisions and action items
03promises
Every promise on WhatsApp, kept track of
Watches the team's chats for anything promised to a customer, and checks before a date slips.
- Every chat you pick
- Who promised what, by when
- Asks before messaging a customer
SSales teamMeera, Ravi, Sunita, Chief of StafftuesdayRaviTold the Surat dealers their order will be there by the 30th.4:12 pmChief of StaffNoted: the Surat dealers, by the 30th. I'll keep an eye on it.4:12 pmtodayChief of Staff@Meera the Surat dealers haven't confirmed the 30th. Shall I check with them on the office line?9:04 amMeeraYes, check9:05 amChief of StaffAsked them. They confirmed the 30th, so I've marked it kept.11:20 amApproved and kept
04follow-ups
Follow-ups that go where your team is
Whoever owns an action item hears from Chief of Staff where they already work, and only what's still open comes back.
- Anyone on the team
- Signed for the person in charge
- Only what's open comes back
follows up on+ many moreWhatsApp done
Chief of StaffHi Ravi, the Patel Traders quote was due Thursday. Can you send it today?
RaviSending by 4 pm.
Teams done
Chief of StaffSunita, is the transporter booked for Friday?
SunitaBooked for Friday.
Slack · #ops done
Chief of Staff@Ankit any update on the stock count for the 400 units?
Ankit380 in stock.
Gmailback to Meera
Chief of StaffHi Priya, could you share the dealer list for Pune?
Only what's open comes back
05new jobs
Give a new job in plain words
Say it in Talk to me, and they set it up as a job with a description you can read and change.
- Meeting notes to Drive
- A weekly brief
- Reminders
Talk to meTodayMeetingsJobsMy notebookAfter Thursday's ops review, write up the notes and save them to Drive. Then put the weekly brief together on Friday morning.
Chief of Staff 2:38 pmI can do that. I'll draft the notes from the review, save them in Drive, and write the brief from them on Friday.New job: Weekly briefEvery Friday morning · setting up, waiting for Google DriveA new job
Every new job starts as a trial
Each job shows its work run by run, until it has earned your yes.
- Starts as a trialA new job checks with you on every run before it goes on the job.
- Learns from youWhat they learn goes in their notebook, and you can correct it in any chat.
- One person in chargeThe owner signs off anything that reaches a customer, and they never move money or sign for anyone.
- What you want
- Watch the Sales line for anything we promise a customer, and tell me when a date slips.
- When I do it
- Every morning at 9.
- Where I look
- WhatsApp: the Sales line and the office line.
- I check with you first
- Before I message anyone at the company.
- tue 27 oct27 chats · 1 promise found
- wed 28 oct24 chats · no new promises
- thu 29 oct29 chats · 2 promises found
- fri 30 oct31 chats · 1 date slipped, flagged
Chief of Staff, a meeting note-taker, or an operations coordinator
Chief of Staff takes on the coordination you would hire an operations coordinator for.
| Chief of Staff | A meeting note-taker | An operations coordinator | |
|---|---|---|---|
| Joins the team's meetings | Yes, from the calendar | Yes | When they're free |
| Decisions tied to what was said | Each one, with the moment | A summary | Their notes |
| Keeps track of promises in the team's chats | Yes, every chat you pick | No | If they see them |
| Follows up with whoever owes something | On WhatsApp or Slack, until it's done | No | When they remember |
| A daily summary for the person in charge | 8:30, every day | No | If you ask |
| Works across email and WhatsApp | Yes | No, meetings only | Yes |
| Learns from a correction | Once, for good | No | Usually |
| What it costs | An annual salary, set by the volume of work | Monthly fee per seat | A full-time salary |
Give your team a Chief of Staff
Connect the team's calendar and WhatsApp.Chief of Staff joins the next meeting.
What people ask about Chief of Staff
What is an AI chief of staff?
An AI chief of staff is an AI employee who works for the whole team.They join meetings, keep track of what everyone promised, follow up with whoever owes something, and bring the person in charge only what needs a decision.
How can I create an AI chief of staff?
With worcflow you hire Chief of Staff, and one person sets them up by connecting the team's calendar, email and WhatsApp.Then you give them jobs in plain words, the way you would brief a new coordinator.There's nothing to build or configure.
Who do they report to?
One person, usually the owner or an operations lead.That person approves anything that reaches a customer.Everyone else just gets the notes, the reminders and the follow-ups.
Which meeting tools do they join?
Google Meet, Zoom and Microsoft Teams.They join the meetings on the team's calendar, or any meeting someone sends them a link to.
Can they join meetings in person?
Soon.With the worcflow phone app, Chief of Staff will sit in on meetings in the room, from a phone on the table, and take the same notes and decisions.
Do they read the team's personal WhatsApp?
No.Chief of Staff works from your business number and the chats you pick.A personal number is only ever added to a group, never connected.
What do they do without asking?
Small things that are easy to undo: noting a meeting, reminding someone, and asking for a missing email address.Anything that reaches a customer waits for a yes from the person in charge until they've earned it.
What happens when they get something wrong?
Tell them “that's wrong” in any chat.They correct it, write it in their notebook, and that kind of work goes back to asking first.
What will they never do?
Move money, change terms, accept or decline on anyone's behalf, change who has access, or delete anything.
How much does Chief of Staff cost?
Chief of Staff is paid an annual salary for the whole team, set by the volume of work, with no seats.We set the number with you on a call.
Meet the rest of the team
Customer SupportWhatsApp and email support
Analystyour numbers, from Tally
Accountantin buildyour books, ready for TallyNew to the idea? What is an AI employee?
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