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 → Agents / Chief of Staff
Chief of Staff
Hires the other agents by conversation, with manager approval; sends the daily brief; watches costs and licences.
In other themes it might be called, for example:
Beatriz · Portuguese namesOrca · Sea animalsAtena · Greek mythology
Miguel
We need someone to chase pending quotes.
Chief of Staff IA
I can do that. Three questions: where do quotes live (Primavera? Excel?), who should be reminded, and after how many days without reply is a quote “pending”?
Miguel
Primavera, the responsible sales rep, 5 days.
Chief of Staff IA
Charter drafted. I propose the name Quote Builder. Here is the card to approve.
A day at work
What it does, concretely.
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08:30 — daily brief in the management channel: yesterday's activity, costs, refused access requests, pending decisions.
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Interviews a manager about a new role, drafts the charter and proposes a name and avatar within the company's theme.
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Sends the Approve / Reject card; on tap, registers, publishes and announces the new colleague.
Tools it talks to
Microsoft TeamsEntra IDAudit logLicences
If your tool isn't listed, the agent builds and documents the integration through its API, reviewed by us.
Where a person approves
- Hire or retire an agent
- Grant or revoke user access
- Appoint administrators
- Change the announcement channel
It proposes; a manager decides with a tap. It is the platform's rule, set in the pilot's approval matrix.
The factory
How the Chief of Staff hires a colleague.
Seven steps, all visible in the chat. The only one that needs a person is the fourth — and without it nothing happens.
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Interview
The manager describes the problem in plain language. The Chief of Staff asks what is missing: where the data lives, who decides, what is urgent.
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Charter
Drafts the new colleague's charter: what it does, what it doesn't, which tools it uses, schedules, who it reports to.
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Name and avatar
Proposes a name within the company's theme and generates the avatar. "New avatar" in the chat until it looks right.
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Approve / Reject card
The manager sees everything on one card and decides with a tap. No tap, nothing happens.
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Automatic registration
On approval: Teams registration, publishing to the company app catalogue, installation for everyone.
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Container starts
The new colleague starts on your server, in its own container, with CPU and memory limits.
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Announcement
Introduces itself in the announcement channel: who it is, what it does, how to talk to it.
Daily governance
The 08:30 brief.
Chief of Staff IA
Daily brief — Tuesday
- Yesterday: 53 requests handled by the 4 agents; 2 escalated to people.
- Yesterday's cost: €3.40. Seats: 1 of 1 in use at 71%. Not time to add one yet.
- 1 access request refused: contas@… tried to talk to Finance Admin without being on the list.
- 1 pending decision ↓
Grant Quote Builder access: Sofia (sales)
- Requested by
- Sofia, yesterday 17:42
- Approved by
- Quote Builder's admin
Approve Reject
Licences and seats
Reviews seat usage every day and proposes when to add one. Never adds one on its own.
Announcement channel
One channel, chosen by you, where it introduces new colleagues and announces model changes and maintenance.
Commands everyone has
/help— what this agent does and how to talk to it./status— deployed version, recognised schedules, model in use./new— start a clean conversation./secret NAME=VALUE— admins store secrets in the server vault; the value never passes through the model.
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.
Quote Builder
Prepares proposals and quotes from your templates and price lists; a salesperson reviews and sends.
Word / ExcelSharePointPrimavera
See the role → Support Desk
First-line internal support in Teams: answers what it knows, opens the ticket and escalates to a person when it doesn't.
SharePointConfluenceHelpdesk
See the role →