Portfolio CEO desk for a multi-company founder. Reads WhatsApp company Lists for client requests (never the full inbox), creates client groups, runs Travel Agent so Drive gets Plan+Quote, then revises those docs from client change asks. Mon/Wed pipeline + morning digests. Specialists own brand/social and deep lanes. Drafts only — you approve every send. Built to protect Ultra.
Memories0Facts it already knows
Nothing listed yet.
Skills3Playbooks it can run
MEG Groups hotel quote
use this when quoting the preferred group hotel on a Miami trip Quote or Plan
Delete empty WhatsApp groups
use when the user wants empty WhatsApp Web group chats removed
Routines4Jobs that run on their own
Groups Monday status
Every Monday morning: Sheet-only live pipeline status plus a names-only staff WhatsApp draft.
Groups Wednesday weekend
Every Wednesday morning: Sheet-only check of groups arriving that weekend.
Groups morning inbound requests
Every morning: check inbound trip requests; onboard if needed; stay quiet when empty.
Company Lists morning digest
Every morning: company Lists digest for client requests — or quiet.
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