Before09:55
Brief: Acme renewal
- Acme renewal notes
- Open from last time: the SSO redirect fix.
- Acme asked for a two-year price lock.
For executives
Stop chasingwhat the meeting agreed.
Chief preps you before the meeting, keeps the decisions during it, and drafts every follow-up after it. You approve, and it goes out.
During10:00
4 decisions, 6 to-dos
- Renewal agreed for two years at the current price.
- SSO fix confirmed for Friday's release.
- Fix SSO redirect loop
After10:42
3 follow-ups approved
- Follow-up to Acme
- Recap in #renewals
- Pricing review, Thursday
01 · Prep & write back
A brief going in.The summary in Notion after.
Walk in knowing what's open, and walk out with the summary written back to the Notion page your team already reads.
Acme renewal notes
Before · 09:55
Brief: Acme renewal
- Open from last time: the SSO redirect fix.
- Acme asked for a two-year price lock.
- Renewal is due on 30 November.
FromAcme renewal notes
After · 10:42
Acme renewal notes
Meeting summaryChief
- Renewal agreed for two years at the current price.
- SSO fix confirmed for Friday's release.
- Next review set for January.
Written back
02 · Follow up
Follow-ups thatsend themselves.
The recap email, the Slack update and the next invite are drafted when the call ends. Approve each one and it goes out.
Hooli launchHooli pilot kickoff
WorkspaceWorkspaceHooli pilot brief
3 selected · ClearTurn into…
Live Notes
- 03:12•Pilot starts on the 14th with the SSO fix in place.
- 11:40•Dana owns onboarding for the first two teams.
- 27:05•Weekly check-ins on Thursdays until launch.
Hooli pilot brief
- Pilot starts on the 14th with the SSO fix in place.
- Dana owns onboarding for the first two teams.
- Weekly check-ins on Thursdays until launch.
Activity
Follow-ups3 done
38:02Recap to the Hooli teamIn GmailChief is workingDraft ready
40:15Pilot updateIn SlackChief is workingDone in Slack
41:30Pilot check-inOn the calendarChief is workingOn the calendar
Use this session Chat New live session
03 · On autopilot
Recurring workon autopilot.
Actions run on a schedule or when a session ends: the morning prep brief, the recap after every customer call, the weekly digest of decisions.
chief.bot/actions
Hooli launch
NewTasksLibrarySkillsExpert VoicesActionsLive Sessions
Recent Tasks
TodayRecap: Globex onboarding call1:10 PMBrief: Initech pilot8:10 AMDDana
Actions
Create ActionLearn moreAutomate your workflows with actions that run on a schedule or when new data is added.
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Meeting prep briefView all run history
Briefs me before each customer meeting: last decisions, open to-dos and what changed.
Created 5 days ago
Owned by: Dana
Daily at 8:00 AM
Recent actions
Brief: Initech pilot7 hours ago · 14 credits
Brief: Globex onboardingyesterday · 11 credits
Brief: Q4 board prep2 days ago · 16 credits
Post the recapView all run history
Posts the summary and owners to Slack when a customer call ends.
Created 2 weeks ago
Owned by: Dana
Posts to #renewals in Slack
When a live session ends
Recent actions
Recap: Globex onboarding call2 hours ago · 6 credits
Recap: Initech pilot reviewyesterday · 5 credits
Weekly decisions digestView all run history
Emails the team every decision made across last week's sessions.
Created 3 weeks ago
Owned by: Dana
Every Monday at 9:00 AM
Recent actions
Decisions: pricing, pilot scope, hiring3 days ago · 18 credits
Summarize new contractsView all run history
Summarizes each new contract in the Library and flags its renewal date.
Created 4 weeks ago
Owned by: Dana
Paused
Recent actions
Summary: Globex MSAlast week · 4 credits
Actions
Meeting prep brief
EditDelete
Briefs me before each customer meeting: last decisions, open to-dos and what changed.
Owned by: Dana. Runs use their integrations.
SchedulePause
Daily at 8:00 AM
America/New_York
Email Notification
- dana@hooli.com : Subscribed
- raj@hooli.com : Subscribed
Prompt
Before each customer meeting today, brief me on what's open with that account: last decisions, open to-dos and anything new in Linear.
Using:DefaultExpertAutomaticAll files
Run History
Run NowBrief: Initech pilot7 hours ago
Brief: Globex onboardingyesterday
Brief: Q4 board prep2 days ago
04 · Offer
Chief does the workbefore you have to ask.
When someone says "let's get that to the customer," Chief picks it up as a follow-up and does it. You approve with one click.
Nothing is sent without your approval. Turn offers off anytime.Hooli launchWeekly product sync
Transcript
Dana24:05
Let's open a ticket for that before Friday.
Priya24:11
Agreed. It's blocking the Hooli pilot.
ActivityActivityPeople & agents
All 1Offers 1
Follow-ups1 waiting1 done
Open a Linear issue: Fix SSO redirect loop
Chief
Action required1
Linear1
Create Linear issue
Fix SSO redirect loop
Team Web
TodoHighBug
ApproveReject
Actions1
Linear1
Create Linear issueIssue filed in Linear.24:19Open in Linear
Live24:16DRPInviteStop
05 · Together
Bring the whole teaminto one room.
Share one link. Your team sketches on the canvas and writes the doc together while Chief drafts alongside, and anyone can follow in the browser without an account.
Hooli launchLaunch review
WorkspaceCanvas
SSO before Friday?
Designing…Checking layout…
SSO before Friday?
Mock up with Chief
Live12:41APDS+2InviteStop
On iPhone: host in-person meetings and share a watch link.
Trust
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