AI chief of staff playbook
BUILT WITH CLAUDE
A daily run that reads chat, email, docs, and calendar, checks what is already done, and hands me a board of what is open. Anything it can't confirm becomes a question, not a guess. Every message it writes is a draft. I send.
01 SWEEPPull every source tied to an item
02 VERIFYMark done items done, with source
03 SORTExec decisions, ops, research, projects
04 DRAFTAsks placed in the right DM
05 REVIEWNothing sends without me
Rule one: a wrong answer is worse than a blank.
DECISIONS
One-page decision memo
Every open question becomes one page. The exec reads it in five minutes and makes the call.
THE CALL
OPTIONS
MY RECOMMENDATION
WHO'S WAITING
CADENCE
Operating rhythm and task ledger
OKRs, PMO reviews, and standing updates on a fixed calendar. Every recurring task has an owner, a deadline, and a template, so a missed cycle shows up instead of slipping.
WEEKLY
MONTHLY
QUARTERLY
SPEND
Travel and expense approvals
Built the approval workflow an engineering and product org uses for travel and expenses. Now a template I can set up for any team: clear route, clear approver, no chasing.
REQUEST
ROUTE
APPROVE
TRACK
LIVE EVENTS
War-room run sheet
Set before go-time so nobody waits on a decision when something breaks.
ONE CHANNEL
NAMED OWNERS
STATUS CLOCK
DECISION LIST
ZERO TO ONE
Startup ops stack
The base layer I set up at NFT Genius: investor diligence, payroll, benefits, and a hiring pipeline that filled a team of 25 to 30.
DATA ROOM
PAYROLL
BENEFITS
RECRUITING
ACCESS
Exec office hours
Combined open office hours for two executives. One standing slot replaces dozens of one-off requests on their calendars.
INTAKE
AGENDA
FOLLOW-UP