bizops-budget-builderBuild and track a business budget — create annual or quarterly budgets, log actuals vs. plan, analyze variances, flag overspend, and get recommendations to improve financial performance, or needs to set up a budget, log actuals against plan, or identify where spend is off track.
bizops-client-onboardingOnboard new clients — create contact records, project files, welcome materials, onboarding checklists, and intake workflows, or needs to set up a contact record, project file, welcome message, or intake checklist for a new client.
bizops-daily-briefCEO-level daily briefing — today's priorities, fires, deadlines, project status, and focus areas pulled from goals, projects, calendar, and recent activity, or wants a CEO-level morning overview of priorities, deadlines, and fires from across their goals, projects, and recent activity.
bizops-financial-snapshotExecutive financial summary — P&L, revenue by stream, expense breakdown, cash flow projection, burn rate, runway, margin analysis, profitability, financial forecast, and actionable recommendations, or needs a P&L summary, cash flow projection, burn rate, or margin analysis across one or more busines
bizops-follow-upTrack follow-ups and commitments — add, list, complete, and get reminders for promises, deadlines, open loops, pending items, accountability checks, overdue tasks, or needs to log a commitment, check what's overdue, or see everything they're waiting on from others.
bizops-hiring-screenerBuild hiring packages — job descriptions, ideal candidate profiles, screening questions, interview scorecards, red/green flags, offer letter templates, and onboarding checklists for any role (VA, contractor, full-time), or needs to write a job description, create screening questions, or build a scor
bizops-invoice-generatorUse when the user needs to generate a professional invoice — say 'create an invoice for [client]', 'bill [name] for [amount]', 'invoice [client] for services', or 'make an invoice'. Collects client info, line items, and rates, then outputs a formatted invoice ready to send — saved to Cloud Brain and
bizops-kpi-dashboardKPI tracking — define, update, and report on key performance indicators. Business scorecard, revenue tracking, conversion rates, deal metrics, content output, trend analysis, target setting, or needs to define a KPI, log a new number, or pull a trend report across revenue, pipeline, or content metri
bizops-lead-trackerTrack leads through pipeline stages — add, update, and manage leads, prospects, and deals. View pipeline status, follow-up reminders, deal stage tracking, lead reports, sales funnel management, or needs to add a new prospect, update a deal stage, or see which leads need follow-up today.
bizops-peopleUse when the user wants to manage a contact — 'add [name] to my contacts', 'update [person]'s info', 'who is [name]?', or 'what's [name]'s email?'. Stores and retrieves contact details, relationship notes, and interaction history. Includes duplicate detection and contradiction flagging so contact re
bizops-pipeline-syncPipeline intelligence — deal velocity, stale deals, revenue forecast, pipeline by stage, CRM sync, projected revenue, deal flow report, top deals, pipeline health, or needs a revenue forecast, stale-deal report, or pipeline-by-stage breakdown.
bizops-project-trackerTrack multi-milestone business projects — create projects with phases and owners, update status, view active workload, flag blockers and overdue milestones, and get a project health report, or needs to track milestones, flag blockers, or pull a project health report for an internal initiative.
bizops-sop-builderBuild SOPs — document processes, create standard operating procedures, runbooks, playbooks, workflow documentation, step-by-step guides, and repeatable checklists, or needs to document a process, create a runbook, or turn a verbal description into a step-by-step SOP.
bizops-travel-planPlan trips — flights, hotel recommendations, daily itinerary, ground transportation, restaurant suggestions, packing checklist, pre-trip timeline, conference travel, business trips, road trips, or needs to plan flights, hotel options, a daily itinerary, or a packing checklist for an upcoming trip.
bizops-vendor-trackerTrack vendors and supplier relationships — add vendors, log contract terms, track renewal dates, monitor costs, flag upcoming renewals and unused subscriptions, and get a full vendor spend summary, or needs to log a vendor contract, flag an upcoming renewal, or audit subscription spend.
bizops-weekly-reviewWeekly review — recap what got done, what slipped, assess goal progress, weekly accountability check, and plan next week's priorities, or needs to recap what got done, assess goal progress, and plan the coming week's top priorities.