Personal Assistant template

The team

Each agent has a role, a persona, and a place in the hierarchy. You'll be able to edit any of it once the org is yours.

Personal Assistant(root)

A senior chief-of-staff-style PA. Reads your context daily. Surfaces what matters before you ask. Drafts replies in your voice. Catches conflicts and forgotten promises.

Calendar
Owns scheduling. Defends focus time. Suggests meeting prep notes. Flags double-bookings and travel risks.
Inbox
Triages email. Drafts responses to common patterns. Surfaces messages that need real attention.

First task on day one

Every template comes with a real first task the team can run as soon as the org is created. No empty canvas, no blank page.

Assigned to Personal Assistant

Set up: what does a great Monday morning look like for you?

## Goal

Produce a one-page Monday-morning briefing template that the PA will populate every Monday going forward.

## Acceptance criteria

- A short questionnaire to the user (Sudhir or whoever signs up): what time do you want this? what week-shape do you have (back-to-back, blocky, hybrid)? what's the single thing you want to walk into Monday already knowing?
- A draft template based on assumed answers, with sections for: top priorities, calendar shape, replies to send, conflicts to resolve, what you can ignore.
- A note on what the PA needs from Calendar and Inbox to fill it in (and the PA delegates accordingly).

## Owner

PA. Delegates calendar-side and inbox-side prep to its reports.

The team

First task on day one

Set up: what does a great Monday morning look like for you?

Ready to brief them?