01
The client brief.
Brief me on Brightline before the call.
HubRead everything in the Brightline folder
WeMailPulled the open threads
TasksListed what is overdue
One page. Every point says where it came from.
Agencies & client teams
For agencies.
One folder per client. Chief keeps up.
Every doc, sheet, deck and thread for a client, in one place.
Free to start.
Get the Brightline update ready for Friday.
- Read the Brightline folder
Pulled this month’s numbers- Drafted the update to the client
- Checked each change
Waiting for your yes
SendEdit
A day, before.
The work around the work.
- Scan five inboxes for which client is waiting.
- Rebuild the client report from three sheets.
- Write the weekly status note. Again.
- Chase the team on where each project stands.
- Hunt for the brief someone shared last month.
A day, with Chief.
The same list. One ask each.
Scan five inboxes for which client is waiting.
HubStart my dayWhat needs me today?
3 items. Brightline first: the brief is overdue.
Rebuild the client report from three sheets.
SlidesBrightlineA monthly report deck from the budget sheet.
8 slides, in the client’s brand.
Write the weekly status note. Again.
WeMailBrightlineDraft this week’s status note.
Drafted. Waiting for your yes.
Chase the team on where each project stands.
TasksBrightlineHow is the Brightline project tracking?
12 of 18 cards done. 2 overdue.
Hunt for the brief someone shared last month.
HubDriveFind the Brightline brief.
Found in Clients / Brightline.
Workflows.
One request. Several apps. One result.
02
The monthly report.
Monthly report for Brightline.
- SheetsRead the budget and results sheets
- SlidesBuilt the deck in the client’s brand
- WeMailDrafted the cover note
Deck ready to edit. The email waits for you.
03
After the client call.
Follow up on today’s Brightline call.
CalendarFound the call and who was on it- WeMailDrafted the follow-up
- TasksAdded cards for what you promised
One draft. Nothing sent.
04
Start my day.
What needs me today?
- HubGathered what needs you, with the reason
- WeMailFound the clients waiting on a reply
- TasksListed the cards slipping
One list. Every item says why.
What Chief takes off your plate.
- Client briefs pulled from the whole folder.
- Status updates drafted, ready to send.
- What needs you today, with the reason.
- Decks built from the client’s own numbers.
- Files found by client, not by app.
It asks first.
These always wait for you.
- Every email, before it reaches a client.
- Every file, before it is shared.
- Every invite, before it goes out.
- Every delete.
After each change, Chief re-reads it. If something did not land, it tells you.
Waiting for your yes
SendEdit
Questions.
What does Chief do for an agency?
Chief works inside each client’s folder. It writes the client brief, drafts the status update in WeMail, builds the review deck in Slides from Sheets, and tells you what needs you today.
How are clients organised?
One folder per client. Docs, sheets, decks, forms and mail threads for that client sit in the same folder, whichever app made them.
Does Chief send anything to a client on its own?
No. Sending, sharing and deleting always wait for your yes. You see what will go out, to whom, and can edit it first.
How do I know Chief did it right?
After a change, Chief re-reads what it wrote. If a change did not land, it tells you instead of claiming it did.
Done. And checked.
Bring a real task. See it done.