Role · Executive Operations

Chief of Staff

A chief of staff keeps your operating picture current: what is on the calendar, what is in the inbox, who promised what, which decisions were made and why. An agent can do that assembly work for you — you keep every decision. One of the 7 jobs below is a free starter you can test right away: copy the instruction, run it tomorrow morning, no pack needed.

7jobs
1free starter job
4stack paths

Best for

Start here: the free starter job

One job, free to copy, no pack needed. Paste the instruction into your agent as-is, run it for a week, and correct what does not fit. It is a starting point, not a finished system.

Daily executive brief

Free starter Share this job ↗
Outcome
One short brief before the day starts: today's calendar, the inbox items that actually matter, open commitments due, and the top three priorities.
Trigger
Scheduled, every morning before your day starts (for example 7:00).
Oversight
Human-led. The agent reads and summarizes; you decide what to act on. No replies, sends, or calendar changes without your approval.
starter-instruction.md
You are my chief of staff. Every morning at 7:00, prepare my daily executive brief.

The brief contains, in this order:
1. Today at a glance: my calendar events with times, locations or call links, and who is attending.
2. Inbox priorities: the emails that genuinely need me today, each with a one-line summary and why it matters. Skip newsletters, notifications, and marketing unless something looks unusual.
3. Open commitments: promises I made, or others made to me, that are due today or overdue.
4. Top three priorities: the three things you recommend I focus on, based on my calendar, inbox, and task list.

Rules:
- Keep the whole brief under 200 words. Short lines, no filler.
- Read only. Do not send, reply, delete, move, or label anything. Do not change calendar events. If something needs an action, list it as a suggestion at the end.
- If you cannot access a source (calendar, inbox, tasks), say so at the top of the brief and work with what you have.
- If you are unsure whether something is urgent, include it and mark it "unclear" instead of dropping it.
- Never invent facts. If you do not know something, write "unknown".

Deliver the brief as a single message. The first version will not be perfect: treat my corrections as standing instructions for tomorrow's brief.

This is a starting point. Adapt the sections, the timing, and the rules to how you actually work.
How to run this
Claudenative connectors
  1. On claude.ai, open Settings → Connectors and connect Google Calendar and Gmail. Read access is enough for this job.
  2. Paste the instruction above into a chat and run it once to see a brief.
  3. Save it as a scheduled task for every morning, for example 7:00.

Connector and scheduled-task availability depends on your plan — if an option is missing, check your plan, or use the manual path below until then.

ChatGPTplan-dependent

Calendar and inbox access runs through ChatGPT connectors, recurring runs through Scheduled Tasks. Both depend on your plan, so check your plan first. If connectors are available to you: connect Google Calendar and Gmail, paste the instruction above, and create a scheduled task for every morning. If your plan does not include them, the manual path below works today.

Any agent, manualno setup, works everywhere

Every morning, paste three plain-text exports above the instruction: today's calendar agenda (Google Calendar agenda view, or Outlook's My Day), the subject lines and snippets from the last 24 hours of your inbox, and your open task list. Two minutes of copy-paste, same brief, works with every chat agent immediately. The real example below was produced exactly this way.

What you get (real example)

A fictional founder's Tuesday, pasted as plain-text exports: four calendar events (team standup, a sales call with Northwind Retail, a 1:1, a dentist appointment), six inbox items (a budget question from the prospect, a failed Stripe payment, landing-page copy awaiting sign-off, a vacation request), and four tasks, one of them overdue. No live accounts connected — this is the manual copy-paste path described above.

daily-brief.md — unedited model output real run
Source access: Calendar, Inbox, Tasks available.

**1. Today at a glance**
*   09:00–09:30 Weekly team standup | Zoom | Dana, Felix
*   11:00–12:00 Call with Northwind Retail (Sarah Chen) | Google Meet
*   15:00–15:45 1:1 with Felix | Office
*   18:30 Dentist

**2. Inbox priorities**
*   **Sarah Chen:** Budget question for Q3 proposal. *Matters:* Critical prep for 11am call; affects negotiation strategy.
*   **Dana:** Landing page copy v2 attached. *Matters:* Needs sign-off by Wed noon to keep dev schedule.
*   **Stripe:** Invoice payment failed. *Matters:* Unclear urgency, but risk of service interruption if not addressed soon.

**3. Open commitments**
*   Send Northwind revised proposal (Due today).
*   Renew business insurance (Overdue since last week).
*   Approve Felix’s vacation request (Aug 3–14) (Needs decision this week to book flights).

**4. Top three priorities**
1.  **Northwind Prep:** Review Sarah’s budget question and finalize proposal before the 11am call.
2.  **Insurance Renewal:** Address overdue business insurance immediately to mitigate risk.
3.  **Felix’s Vacation:** Reply to Dana’s copy request and approve/deny Felix’s time off by EOD.

*Suggestion:* If Stripe failure is critical, set a reminder for tomorrow morning if not resolved now.

This is a real, unedited model run of the starter instruction against that sample input. A typical first-week correction is visible right here: priority 3 mixes two unrelated topics (Dana's sign-off and Felix's vacation). You fix exactly things like that by replying with feedback — the instruction tells the agent to treat your corrections as standing rules for tomorrow's brief.

Works with any agent that can read your calendar and inbox (or accept pasted exports). The full Setup Pack adds the other 6 jobs, connector guides, and safety templates.

Get the Chief of Staff Setup Pack

All 7 jobs as ready-to-copy instructions like the free starter above, plus connector guides and safety templates. Planned: one-time purchase, under 50 EUR.

Jobs this role can take over

Every job is a repeatable responsibility with a recognizable outcome. The plays under each job are concrete, existing use cases from the directory that execute it.

Daily executive brief

Free starter
Outcome
One short brief before the day starts: today's calendar, the inbox items that actually matter, open commitments due, and the top three priorities.
Trigger
Scheduled, every morning before your day starts (for example 7:00).
Oversight
Human-led. The agent reads and summarizes; you decide what to act on. No replies, sends, or calendar changes without your approval.
Plays from the directory

Inbox priority monitoring

Important emails surface within minutes with a one-line summary and a suggested next step; everything else stays out of your way.

Trigger
Event, on new incoming mail, or a scan every 15 to 30 minutes.
Oversight
Agent-assisted. The agent labels, summarizes, and notifies. It drafts replies for your approval and never sends on its own.
Plays from the directory
Finance & Accounting

Email Sorting and Tagging

Monitors your inbox for finance-related messages like accounts payable or document processing and automatically applies financial tags.

Quick (est.) AI workflow

Meeting preparation

Before every external meeting, a one-page brief: who is in the room, previous discussions, open items, and a suggested agenda.

Trigger
Scheduled scan of the upcoming calendar, 30 to 60 minutes before each meeting.
Oversight
Human-led. The agent compiles research and drafts agendas; you walk in and run the meeting.
Plays from the directory

Commitment and follow-up tracking

Promises from meetings and emails land on a tracked list with owners and dates, and overdue items get chased before they embarrass you.

Trigger
Event, after each meeting or flagged email, plus a scheduled sweep for overdue items.
Oversight
Runs automatically within defined limits. The agent maintains the list and drafts nudges; every outbound follow-up waits for your approval.
Plays from the directory
Personal Productivity

Meeting Notes To Action Items

Receives meeting notes via webhook, uses Gemini to extract action items and decisions, then creates tasks in Google Tasks.

Afternoon (est.) AI workflow

Decision logging

Decisions and their rationale are recorded in one searchable place, so "why did we decide that?" still has an answer three months later.

Trigger
Event, after each meeting, or on demand when you forward a decision.
Oversight
Agent-assisted. The agent drafts log entries from notes and transcripts; you confirm what counts as a decision.
Plays from the directory
Personal Productivity

Structure Meeting Notes-mini

Submit raw meeting notes via a web form to get a structured 6-section document saved automatically to your Google Drive.

Quick (est.) AI workflow

Weekly review

Every week closes with a review: what got done, what slipped, the key numbers, and what matters next week.

Trigger
Scheduled, end of week (for example Friday afternoon).
Oversight
Human-led. The agent assembles the review from your tools; you draw the conclusions.
Plays from the directory

Research briefing

On request, a structured brief on a person, company, or topic: sources checked, key facts, open questions.

Trigger
Manual, whenever you ask.
Oversight
Human-led. The agent researches and compiles; you judge what it means. Always check the sources before acting on a brief.
Plays from the directory
Research

Research & Report Builder

Submit a topic via webhook to trigger an automated research workflow that refines the scope, gathers data from Tavily.

Afternoon (est.) AI workflow
Research

Market Research Assistant

Submit a product idea or topic to receive an automated market discovery memo covering customers, competitors, and market size via email.

Project (est.) AI workflow

Required capabilities

Capabilities before vendors: if your setup covers this list, the role works. Which tool provides each capability is your choice.

Stack options

Four honest paths from zero to running. Supported means it matches the setups this role is distilled from; generic means it works but is on you. Not sure which tools fit? Try the stack finder.

Native connectors supported

Connect Gmail, Google Calendar, and a task tool directly in your agent runtime. Fastest start, fewest moving parts.

under 30 minutes (est.)
MCP or connector service supported

A connector layer (MCP server, Composio) when you need more tools or finer permission control than native connectors offer.

1-2 hours (est.)
n8n or Make templates generic

Deterministic automation paths via the template links on the play cards below. Good for the scheduled and event-triggered jobs.

half a day (est.)
Manual copy-paste generic

No connections at all: paste your agenda and inbox exports into the chat and let the agent work with that. Surprisingly far for a first week.

under 30 minutes (est.)

Safety and permissions

What this role never does

  • Never sends emails, messages, or follow-ups without explicit approval
  • Never makes commitments, negotiates, or accepts meetings on your behalf
  • Never deletes emails or files; it labels, files, and drafts
  • Never touches payments, contracts, hiring, or other high-stakes decisions on its own
  • Never gets write access where read access is enough

When it must ask you

  • Unclear sender, ambiguous priority, or conflicting instructions: ask, do not guess
  • Anything touching money, legal topics, or sensitive personal data: always route to a human
  • Missing data or failed tool access: report the gap in the next brief instead of silently skipping it

What data it touches

  • Reads your calendar, inbox, task list, and the documents you point it at
  • Writes drafts, labels, log entries, and summaries in your tools
  • Connections happen inside your own runtime; this site never sees or stores your credentials

Setup difficulty

The starter job runs in under 30 minutes on the native-connector path (est.), no code needed. The full 7-job role is a half-day project (est.) if your tools are already connected, longer if you start from zero. Every estimate is a guess, your tools and your patience decide.

Claude / Claude Code supported

Best source material: the reference setups this role is distilled from run here.

Generic agent supported

Any agent chat with connectors or file access works; the jobs and instructions are tool-agnostic.

OpenClaw experimental

Should work with the same instructions, but is not tested by us yet.

ChatGPT experimental

Scheduled jobs need workarounds (reminders, manual triggers); not tested by us yet.

Get the Chief of Staff Setup Pack

The full pack turns this role into a guided installation. What is in it:

  • All 7 jobs as ready-to-copy instructions, in the same format as the free starter
  • Connector setup guides per platform (Claude, ChatGPT, manual copy-paste)
  • Permission and safety templates: what the agent may do alone, what always waits for you
  • Smoke tests for every job, so you see it work before you rely on it
  • Troubleshooting guide for the common failure modes

Planned: one-time purchase, under 50 EUR. Downloadable, editable, yours to keep.