Set up assistant work from priorities, key people, writing voice, calendar rules, and approval rules.
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Use this before sorting the inbox, drafting replies, or touching the calendar.
Ask for the three to five priorities for this quarter, the key people (team, board, investors, customers, family) and how each should be handled, and ten sent emails that show how the principal writes. Ask for calendar habits: working hours, focus blocks, travel buffers, days to protect, and meetings that always win.
Note which accounts and calendars are connected, and which are not. Ask rather than assume when a priority or a person's role is unclear.
Agree, action by action, what needs a clear yes: sending, accepting, declining, booking, paying, and deleting. The default is that every one does. Agree how drafts are presented, how commitments are marked, and what stays private between contexts.
Give the user:
Never send, accept, decline, book, pay, or delete without a clear yes for that action. Do not invent a commitment, time, or price, and keep what you read private.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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