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Sterling needs your OK: Send “October board pack” to the board
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Leadership
A Chief of Staff for the CEO, the founder and the COO.
Atlas runs your AI team. Ask him once. He answers from your documents and connected apps, or hands the work to the department that owns it. By default, anything that leaves the company waits for your OK.
Your custom strategy and systems, delivered in under a month. Or we work for free until they are.
Replayed with example data
Pick an ask. Atlas answers himself from your connected apps and documents, or hands the work to the lead whose department owns it.
Your leadership team, staffed
Atlas leads six departments and hands each the work it owns.
This is Advizr's own AI team on the Advizr Platform: the Chief of Staff, with a lead for sales, marketing, operations, finance, support and research. Atlas is your front door, and you can talk to any coworker directly.
Reed and Atlas are working right now
Advizr's own agents on the Advizr Platform, read 17 Oct 2026.
YouApprovals come to you
Dana
Rosa
Riley
Wade
Arlo
Remy
Maya
Sol
Zane
Selma
David
Quinn
Cora
Bea
Marta
Victor
Ada
Priya
Greta
Ivy
Marcus
Noor
Elena
Theo
Iris
Hazel
ReedSales Development RepWorks the outbound queue into booked conversations, and stops the moment someone replies.4 agents in SalesNew design, rolling out
YouApprovals come to you
AtlasChief of Staff · Leadership- SalesReedSales Development Rep4
- DanaLinkedIn SDR
- RosaProposal Decision Register
- RileyInbound Lead Responder
- WadeDeal Watchdog
MarketingRhysGrowth Marketer4- ArloClient Wins LinkedIn Writer
- RemySocial Media Manager
- MayaContent Writer
- SolDesigner
OperationsMilaExecutive Assistant5- ZaneCode Builder
- SelmaDaily Priorities Planner
- DavidDaily Motivation Coach
- QuinnMeeting Follow-through
- CoraCRM Data Steward
FinanceSterlingSales Operations Manager3- BeaBilling Readiness Specialist
- MartaInvoicing Clerk
- VictorCollections Assistant
SupportNoraDaily Brief Generator2- AdaCustomer Questions Digest
- PriyaClient Support Concierge
ResearchVeraData Analyst8- GretaGrants Researcher
- IvyDeep Researcher
- MarcusProspect Researcher
- NoorKnowledge Librarian
- ElenaDocument Analyst
- TheoPerformance Analyst
- IrisMarket Monitor
- HazelField Researcher
Agents33
AtlasChief of StaffOn dutySales
ReedSales Development RepOn dutyDanaLinkedIn SDROn dutyRosaProposal Decision RegisterOn dutyRileyInbound Lead ResponderOn dutyWadeDeal WatchdogOn dutyMarketing
RhysGrowth MarketerOn dutyArloClient Wins LinkedIn WriterOn dutyRemySocial Media ManagerOn dutyMayaContent WriterOn dutySolDesignerOn dutyOperations
MilaExecutive AssistantOn dutyZaneCode BuilderOn dutySelmaDaily Priorities PlannerOn dutyDavidDaily Motivation CoachOn dutyQuinnMeeting Follow-throughOn dutyCoraCRM Data StewardOn dutyFinance
SterlingSales Operations ManagerOn dutyBeaBilling Readiness SpecialistOn dutyMartaInvoicing ClerkOn dutyVictorCollections AssistantOn dutySupport
NoraDaily Brief GeneratorOn dutyAdaCustomer Questions DigestOn dutyPriyaClient Support ConciergeOn dutyResearch
VeraData AnalystOn dutyGretaGrants ResearcherOn dutyIvyDeep ResearcherOn dutyMarcusProspect ResearcherOn dutyNoorKnowledge LibrarianOn dutyElenaDocument AnalystOn dutyTheoPerformance AnalystOn dutyIrisMarket MonitorOn dutyHazelField ResearcherOn duty
Build your own agent
Tell us what you want handled. We read your business and draft the rest.What do you want more of?
What do you want more of?
Write it the way you would tell a person. One line is enough.
Every morning, read what came in and tell me what matters most todaySay it in your own words. We work out the rest.
What we read about your business
We read what your business already knows. It stays in your own database.
- Reading what your business does
- Reading your notes and documents
- Checking which apps you use
- Looking at who is already on your team
- Writing up the role
- Working out what they do each week
- Deciding what good looks like
- Checking the whole thing over
Meet Selma
Everything here came from what we read. Change anything that is off.
Their faceName and job titleSelma, Daily Priorities PlannerOne line about themEach morning Selma reads your inbox, shared files, sheets, team Slack and the approvals waiting on you, then picks what matters most today.Where they workOperationsWho they work forMy whole teamEveryone here can ask them for work, and your chief of staff can hand them jobs.The work they own
Each job has a limit. Say how far it can go.
Their jobs
- The job
- Pick today's priorities
- When it runs
- Every weekday at 7:30
- How far it goes
- Watch onlyTells you what it sees and does nothing else.
Apps
Gmail, Google Drive, Google Sheets, Slack · Connected
Ready to hire
These checks have to pass first. Each one links to the field that fixes it.
CheckState
It has a job written downThe instructions it works from.Ready
Work is on the calendarAt least one thing happens on a schedule.Ready
The apps it needs are connectedIt cannot open what you have not linked.Ready
It can only touch what you allowYour limits, applied to this hire.Ready
It asks before anything leavesNothing goes out without your yes.Ready
It can read your notesThe job was written from your own words.Ready
Nobody else on your team does thisWe looked at who you already have.Ready
It has a place on your teamWhere it sits and what it counts as.Ready
You will know if it is workingWhat it promises in the first week.Ready
We can tell when the work is finishedFrom a record, not from its own word.Ready
Practice run
Try them on a real task
They do the work for real and send nothing. You read what came out.
They are working on it…
Today: the board pack has waited on your sign-off since Friday, the supplier wants an answer on the new delivery window, and two approvals have waited since yesterday. Each one links to its email or file.Nothing was sent and nobody was contacted.Selma is hired.
Selma, Daily Priorities Planner
Selma, Daily Priorities Planner- See their profileSelma, Daily Priorities Planner
- 1 job on their calendarPick today's priorities
- 4 apps they can useGmail, Google Drive, Google Sheets, Slack
- Checks with you firstNothing, works on its own
New teammateSelmaAtlas is helping you hireOn your teamRolling out5 of 5 knownA real hire, replayed. The details are examples.
Every morning, read what came in and tell me what matters most today
Atlas is thinkingThat is everything I need. They will work in Operations, under Mila. Building them now.Building your new teammate
- Read your business
- Write their jobMeet Selma
- Set their scheduleWeekdays at 7:30
- Check their apps
- Introduce them to Atlas
Try it on real past cases
They handle 3 of your past mornings first. Nothing is sent.
- Morning of Oct 14
- Morning of Oct 15
- Morning of Oct 16
Trying 3 past cases
Met every line on all 3 past cases.
What good looks like
- Three items at most, the most important first
- Links each item to where it came from
- Says what waits on you and for how long
Case123
PassFailPassFailPassFail
What it would have sent
Today: the board pack has waited on your sign-off since Friday, the supplier wants an answer on the new delivery window, and two approvals have waited since yesterday. Each one links to its email or file.
Nothing was sent.
- Line 3
PassFailPassFailPassFail
What it would have sent
Today: the renewal call at 10:00 needs last quarter's numbers, which sit in the shared sheet, and one approval has waited two days. Everything else can wait until tomorrow.
Nothing was sent.
- Line 3
PassFailPassFailPassFail
What it would have sent
Today: a client has asked twice in Slack about the onboarding date, the hiring plan has comments for you, and nothing waits in approvals. Each item links to where it came from.
Nothing was sent.
- Line 3
Atlas is tightening line 3 and trying again
Atlas tightened line 3
Added to their instructions
BeforePassFailPassFailPassFail
AfterPassFailPassFailPassFail
Kept. They start with this.
Skipped the past cases
Selma joined the team
Selma is on your team. Ask me for anything Selma does and I will hand it over.Selma joined your teamDaily Priorities PlannerHi, I'm Selma. I'm on your team now. Tell me what to start on, or ask me how I'll work.
- When
- Weekdays at 7:30
- Uses
- GmailGoogle DriveGoogle SheetsSlack
- Checks with you
- Nothing, works on its own
- What good looks like
- Three items at most, the most important first
- Links each item to where it came from
- Says what waits on you and for how long
Every morning, read what came in and tell me what matters most todayDescribe the job
The day, drawn twice
A COO's week, by hand and on the system.
Four steps of a COO's week. The dashed line is how they run today. The coral line is the Chief of Staff and the team taking them over, up to the one place it stops: your approval.
600+automated runs a month at each of our four Platform clientsSystem loggedby Advizr, 15 Oct 2026
Systems we build for leadership
The company's week, drafted for your OK.
Built on the Platform around how you run the company. Each system gets a value in the proposal before we build it.
Log leadership decisionsActiveDraftLive. Requests to this address start it.
Finished. 6 steps in 6.4 s
- 0.0 s0.1 sSkipped
- 0.0 s2.5 sSkipped
- 0.0 sNoSkipped
- 0.0 sSkipped
- 0.0 sApproved by youSkippedWaiting on youDeclinedDeclined
- 0.0 sSent to leads@example.comSkipped
- 0.0 s0.2 sSkipped
Describe the workflow to buildAfter each leadership meeting, pull the decisions and owners, put open questions on the next agenda, and send a summary I approve first
600+ automated runs a month at each of our four Platform clients. System logged by Advizr, 15 Oct 2026
Morning priorities
Reads the inbox, shared files, Slack and the approvals waiting on you, then picks what matters most today, each item linked to where it came from.
Measured in hours a week you spend triaging your own inbox.
Monday leadership update
Collects every department's week, checks each number against its source and drafts the update for your OK.
Measured in hours a week across the leads who used to write it.
Goal tracker
Each goal gets a pace bar against its date and a forecast once there are enough readings. Owners are asked for an update before a goal slips.
Measured in goals caught off pace while there is still time to act.
Board pack
Pulls finance, sales and operations into your board template and drafts the commentary from what changed.
Measured in hours per board meeting.
Decision log
Pulls every decision and owner out of leadership meetings and follows up until each one closes.
Measured in decisions closed on time.
Held for your OK
One corner for the whole company's asks.
Every department's asks reach the same approvals corner, newest first. By default your coworkers ask before they send anything outside your company, and you set how far each one may go.
Activity
Every task your agents finished, and what it produced.
- SterlingSend the monthly board packNeeds youWaiting3 min
- RemyFounder's quarterly noteNeeds youWaiting12 min
- RosaProposal follow-upsNeeds youWaiting20 min
- VeraWeekly goals updateRunning4 min
Send “October board pack” to the board
- To
- The board
- Subject
- October board pack
+2
Sent · Send “October board pack” to the board
Post the founder's quarterly note on LinkedIn?
- Post as
- Your company page
- Visibility
- Anyone on LinkedIn
This one is high risk
Approved · Post the founder's quarterly note on LinkedIn
Send these 3 emails?
- To
- Northgate Insurance, Castor Capital, Harbor Logistics
These are high risk
Approved · 3 emails
Sterling, Sales Operations Manager · 3 min
Send “October board pack” to the board
Your “Send the monthly board pack” workflow started from “Month closed”, and Sterling did “Draft the board pack”. Send it and this email goes to the board, then “File the pack” happens.
- To
- The board
- Subject
- October board pack
October is attached. Revenue and margin are within budget. The pack notes four changes, each with its source.
Remy, Social Media Manager · 12 min
Post the founder's quarterly note on LinkedIn?
- Post as
- Your company page
- Visibility
- Anyone on LinkedIn
What we learned this quarter about running the company with an AI team, and the one thing we would do differently. The full note is in the comments.
Rosa, Proposal Decision Register · 20 min
Send these 3 emails?
- To
- Northgate Insurance, Castor Capital, Harbor Logistics
- Subject
- Following up on our proposal
Hi Ruth, following up on the proposal we sent. If the timing has changed, a short reply helps us plan.
Decline this proposal?
Tell the agent why so it makes better suggestions next time.
Declined
Declined. The agent won't do this.
RemySocial Media Manager
What it may do on its own
Applies to Founder's notes.
Anything it holds back waits for you in your inbox.
Next time, at these levels
- Send the monthly board packIts workflow asks at the approval step, at every level.Waits for your OK
- Founder's quarterly noteA public post can't be taken back.Waits for your OK
- Proposal follow-upsA send to someone outside can't be taken back.Waits for your OK
What your team checks with you about
Your team checks with you before anything new, costly, or hard to undo.
- Sending emails and messages to people outside · always asksAnything sent to someone outside waits for one OK from you. This cannot be turned off.
- Recording payments · always asksThis cannot be undone, so it always waits for your OK.
- Updating your CRM · handles it itself since Oct 2
Your daily cap
Counts your spending over the last 24 hours.
$12.40of $40 in the last 24 hours
$27.60 left
If a run would take you past $40, it stops before it starts and tells you. Nothing half-finishes.
Nothing new starts while paused
Pause all work?
Every coworker stops within a few seconds, and nothing new starts until you resume.
How we deliver it
Your custom strategy and systems, delivered in under a month. Or we work for free until they are.
Forward deployed engineers set the strategy, build the systems and train your team. Before we build a system, the proposal puts a measured value on it, in hours a week or dollars a year.
Day one
We configure your platform and isolate it before anyone logs in.
Map and value
We map how your team works and put a number on every system we propose.
Build
We build the systems that move those numbers.
Adopt
We train your team until working with AI is how the work gets done.
Questions
Questions we hear first.
What does the Chief of Staff do?
Atlas is the front door to your AI team. Ask him in chat, or in Slack and email once we connect them. He answers himself or hands the work to the coworker whose role fits, then brings the result back. You can also talk to any coworker directly.
Do I need to learn a new tool?
Not much. You ask in plain words, in chat or in Slack and email once we connect them, and the approvals come to you. Our forward deployed engineers set the strategy with you, build the systems and train your team until working with AI is how the work gets done.
How do I know it is working?
Each goal shows a pace bar against its date, and a forecast once there are enough readings. A weekly update says what the team did, how goals are going and what needs you. Every system we build has a value set in the proposal, in hours or dollars, before we build it.
What can it do without asking me?
By default your coworkers ask before they send anything outside your company, move money, delete data or change access. You set how far each coworker may go, and one switch pauses every coworker and workflow within seconds.
Where does the company's data live?
In a database provisioned for your company alone, on isolated infrastructure: its own repository, database and deployment. Your database can sit in Canada, in Montreal. The app servers and the AI models run in the United States today. We never train AI models on your data unless you turn that on. We hold no security certifications today, and we claim none we do not hold.
How fast does this start?
Your custom strategy and systems, delivered in under a month. Or we work for free until they are. The Platform is configured on day one, with your Chief of Staff and AI team already on the chart.
Run your whole company on AI.
Tell us how your business runs. If we're not the right fit, we'll say so on the call.
Your custom strategy and systems, delivered in under a month. Or we work for free until they are.
The AI operating layer for enterprises.