The Chief of Staff AI Agent is your operational partner, focused on making leadership workflows easier and more consistent. Once hired, your agent supports a variety of jobs that align with your team’s goals, rhythm, and accountability needs.
(You can change the jobs that the Chief of Staff is doing anytime – conversationally, or in the Agent Settings.)
Here’s a quick guide to what your digital Chief of Staff can do:
Coordinate OKRs
Your agent helps set your team up for success each quarter by:
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Creating a Canvas with proposed OKRs
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Sharing it with you and inviting key stakeholders
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Scheduling reminders for the next OKR cycle
Create Scorecards
At key moments, your agent will generate performance scorecards based on your team’s current OKRs, including live data and visuals. You can ask the agent to:
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Create a scorecard for a specific team or quarter
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Share it with others or add it to your favorites
Calibrate & Celebrate
Start and end your week with intention:
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Calibrate: Weekly Monday updates on where to focus attention
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Celebrate: End-of-week nudges to recognize wins (these updates can be sent via Slack, Teams, or email.)
Team Meeting Pre-Read Preparation
On your selected day, your agent will send a tailored pre-read before team meetings. This includes OKR summaries and highlights to help you lead with clarity.
Ping & Status Updates
Ensure your teams are updating their Key Results:
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Bulk pings are sent on “Accountability Day”
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Follow-up alerts show who still has overdue KRs (you’ll get updates and can send personal nudges via chat.)
Alignment Opportunities
The agent scans for alignment opportunities across your team’s OKRs and surfaces suggestions on how to improve cross-functional cohesion. These opportunities are triggered early in the quarter or upon request.
Conversations with Agent
Your Chief of Staff works proactively in the background and is always ready to assist conversationally. You can update responsibilities or settings at any time to tailor the support you receive.
Let your agent handle the workflows—so you can focus on leading.