Missing information or decisions that need your attention.
Suggestions come with reasons. You can see whether a task matters because of a deadline, another task waiting on it, or a priority you set.
You decide what to take on.
02
Move from planning into the work.
Example workflow
You
“What should I focus on this morning?”
Assistant
“The proposal is due at noon. The supplier decision is holding up tomorrow’s order. Two follow-ups could also fit before your next meeting.”
You
“Let’s start with the proposal.”
The assistant opens the relevant project or provides a direct link. It gathers the current draft, supporting information, and unfinished decisions so you can begin.
03
Speak naturally. Keep the plan yours.
Use voice or chat to capture a task, revise a plan, or record progress.
The assistant asks about missing details and follows the approval rules for each action. Suggested changes to your schedule remain suggestions until you accept them.
When plans change, it can help rearrange the remaining work and explain what may be affected.
04
Receive the brief where it helps.
Use a live conversation, a project workspace, or a scheduled briefing through a channel included in the build, such as email or Teams.
Briefs show when their information was refreshed. If a source cannot be reached, the assistant makes that gap clear.
05
Connect the information it needs.
We agree on the calendars, task lists, files, and business records the assistant may use.
The scope defines connections, permissions, priority rules, tests, and maintenance. Start with daily planning and add responsibilities as the need becomes clear.
Bring the facts, dates, people, limits, source links, decisions, and open questions for a task into one useful brief. Help the next person or tool begin with the right information.
Estimate and arrange work around deadlines, available people, time, and resources. Separate commitments from suggested backlog work, check what will fit, and leave schedule changes for review.
Pass work between people, teams, AI tools, or project spaces with its status, evidence, decisions, deadlines, permissions, and open questions. Confirm that the next owner accepts the work.
