Chief of Staff
Hires the other agents by conversation, with manager approval; sends the daily brief; watches costs and licences.
Microsoft TeamsEntra IDAudit log
See the role → Agents / Brief Writer
Brief Writer
Daily and weekly reports from your tools: what happened, what is late, what needs a decision.
In other themes it might be called, for example:
Helena · Portuguese namesBaleia · Sea animalsClio · Greek mythology
Brief Writer IA
Weekly brief — W37. Sales: 14 proposals, 5 closed (€38k). Projects: 2 late (Almada, Setúbal). Support: 61 tickets, median 3h. Cash: 4 invoices overdue >30 days. Pending decision: hire a 2nd technician for Setúbal?
A day at work
What it does, concretely.
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Monday 08:00: weekly brief in the leadership channel with sales, projects, support and cash — in 12 lines.
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Reads CRM, invoicing and the shared mailbox; never invents a number — cites the source.
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Answers follow-up questions (“and client X?”) with the history.
Tools it talks to
CRMInvoicingPower BI
If your tool isn't listed, the agent builds and documents the integration through its API, reviewed by us.
Where a person approves
- Sharing a brief outside the agreed channel
It proposes; a manager decides with a tap. It is the platform's rule, set in the pilot's approval matrix.
How it's hired
Three steps, in the chat.
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Talk to the Chief of Staff
A manager describes the work. The Chief of Staff asks what is missing and drafts the charter.
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Approve card
Name, avatar, tools and what needs approval, on one card. The manager taps Approve.
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Joins Teams
Registration, publishing and start-up are automatic. The new colleague introduces itself in the announcement channel.
Other roles
They usually work together.
Project Pilot
Tracks tasks in Jira, Planner, Asana or monday.com, chases owners on stalled items and closes the loop with whoever decides.
JiraPlannerAsana
See the role → Quote Builder
Prepares proposals and quotes from your templates and price lists; a salesperson reviews and sends.
Word / ExcelSharePointPrimavera
See the role →