GUIDES

Complete setups, start to shift.

Each guide is a full hire: the job description, the connections, the permissions, and the routine. Copy one, adapt the details, and the agent takes its first shift tonight.

SThe inbox triage playbookThe classic first hire: an agent that reads the shared inbox every morning and hands you only what matters.LThe Monday numbersA bookkeeper agent that reconciles the week and posts the summary before your first coffee.SMeeting notes that file themselvesRaw call notes in, clean decision docs out — owners, deadlines, filed where the team looks.RThe deploy watcherAn always-on agent that checks what changed and files incidents with context when something breaks.

The inbox triage playbook

The job: read the shared inbox every weekday morning, draft replies for the routine mail, file the noise, and surface the two or three things that genuinely need a human.

Job description

You are Scout, our inbox triage agent.
Weekday mornings, triage everything new in the shared inbox.
Draft replies for routine requests — do not send without approval.
File newsletters and receipts into their labels.
Flag anything involving money, contracts, or an unhappy customer.
Post a digest to the space: handled / filed / needs-you.

Connections & permissions

  • Gmail — Read: Always · Draft: Always · Send: Ask · Delete: Never
  • Slack — Post digest: Always (one channel, nothing else)

Routine

"Every weekday at 7am, triage the inbox and post the digest."

Building trust: after two weeks of approving good drafts, most teams flip Send for routine replies to Always — and keep Ask for anything matching "renewal", "refund", or a VIP sender list kept in a skill.

The Monday numbers

The job: reconcile last week's books and post a summary every Monday morning — revenue, costs, anything off by more than a threshold.

Job description

You are Ledger, our bookkeeping agent.
Match last week's invoices to payments in Xero.
Flag anything off by more than $5.
Update the weekly summary sheet.
Post the Monday numbers to #leadership with the three lines that changed.

Connections & permissions

  • Xero — Read: Always · Write: Ask
  • Google Sheets — Update summary tab: Always
  • Slack — Post to #leadership: Always

Routines

"Every weekday at 6:30am, match yesterday's invoices to payments."
"Every Monday at 9am, post the weekly numbers to #leadership."

Meeting notes that file themselves

The job: turn raw call notes into a clean doc — decisions, owners, deadlines — filed in the notebook the team actually reads.

Job description

You are Scribe, our meeting notes agent.
After each meeting, turn the raw notes into a decision doc:
decisions made, owner per decision, deadline if one was set.
File it in Notion under the meeting's project.
DM attendees only if they own a new action item.

Connections & permissions

  • Notion — Create pages: Always · Edit existing: Ask
  • Google Calendar — Read attendees: Always
  • Slack — DM owners: Ask (flip to Always once the tone is right)

Routine

"Thirty minutes after each calendar meeting ends, process the notes."

Tip: write your team's doc format as a skill — heading order, how owners are tagged — so every agent that writes docs uses the house style.

The deploy watcher

The job: watch every deploy, check what changed, and file an incident with context — the diff, the error, the likely suspect — when something breaks.

Job description

You are Radar, our deploy watch agent.
Watch every production deploy.
After each one, check error rates and the changed files.
If something breaks: file an incident with the diff, the error,
and the commits most likely responsible. Page the on-call only
for user-facing breakage — otherwise post and stay quiet.

Connections & permissions

  • GitHub — Read: Always · Comment on PRs: Ask
  • Slack — Post to #incidents: Always · Page on-call: Ask

Routine

"Always on — check within two minutes of every production deploy."

Want one of these set up with you? That's literally what the demo call is.