All external communications are disabled in demo mode.
No emails, SMS, or push notifications are sent. Automations run internally and log results only. Deduplication prevents duplicate notifications — running twice creates no duplicates.
Automation Rules
(7 rules — all rule-based, no LLM for arithmetic)Task reminder — 3 days before due
Active workflowChecks tasks due in 3 days and queues reminders. Uses rules, not LLM.
due_date within 3 days AND status != Done
By task ID + due date — running twice creates no duplicates.
Overdue digest
Active workflowDaily digest of overdue tasks. Uses rules, not LLM.
due_date < today AND status != Done
By task ID + date — overdue tasks already reported are not re-reported same day.
Blocked-work alert
Active workflowAlerts when a task is marked Blocked. Uses rules, not LLM.
status = Blocked
By task ID + blocked status — a task already blocked is not re-alerted.
Objective stale — 14 days
Active workflowFlags objectives with no update in 14 days. Uses rules, not LLM.
last_reviewed_at > 14 days ago
By objective ID + stale date — an objective already flagged is not re-flagged.
Resource allocation above 100%
Active workflowAlerts when a person's scheduled hours exceed capacity. Uses rules, not LLM.
scheduled_hours > capacity_hours
By person ID + week — same overload reported once per week.
Negative project forecast variance
Active workflowAlerts when project forecast exceeds budget. Uses rules, not LLM.
forecast > budget
By project ID + week — same variance reported once per week.
Weekly next-actions digest
Active workflowWeekly digest of next meaningful actions. Uses rules, not LLM.
status != Done AND due_date within 7 days
By task ID + week — actions already included are not re-included.
Leadership Review
30-Minute Leadership Review
BiweeklySimulated — requires Google Calendar integrationCheck-in / Prayer
Opening and prayer.
Previous Actions
Review of action items from last review.
Outcomes and Blockers
Progress on objectives and key results, barriers and risks.
Decisions and Capacity
Pending decisions, resource allocation, capacity check.
Next Owners and Dates
Assign next actions, owners, and due dates.
Occurrences
Sun, Aug 30, 10:00 AM
Sun, Sep 13, 10:00 AM
Sun, Sep 27, 10:00 AM
Sun, Oct 11, 10:00 AM
Sun, Oct 25, 10:00 AM
Tue, Sep 29, 2:00 PM
Moved from Sep 27, 10 AM — Grace traveling — moved to Tuesday afternoon.
Recurrence ID: biweekly-leadership — preserved across moves. Timezone: America/Indianapolis.
Previous Meeting Notes
Draft Action Extraction
Rule-based parsing of meeting notes. Actions require explicit approval before creating tasks. Notes are untrusted content — not authorization to execute.
Tim to follow up with Kenya team on training logistics
Proposed owner: Tim
Decision: proceed with solar charger procurement for O04
Assistant Examples
Assistant Examples
Responses link to authorized in-app sources and distinguish facts from recommendations. Notes are untrusted content — not authorization to execute.
What is the next meaningful action, who owns it, and by when?
The guiding question for every review and conversation.