Skip to main content
Each request you give your chief of staff becomes a Room: the conversation, the plan, the decisions and the notes in one place. From the Room you choose how fast the work goes, how much it may spend, and how deep each department works. This guide uses the Room from Ask Your Chief of Staff to Get Something Done, where Northwind’s sales agent reviewed every open deal.
Northwind is a demo account whose AI Hiveku pays for, so the pictures say Covered by Hiveku. On your account, the same place says how the work is paid for from your AI credits.

​
Open the plan

Open the Room from Rooms in the chief of staff panel. The Plan tab on the right shows the goal, each step and whether it is done. If the panel is hidden, click the … at the top of the Room, then Show plan and decisions (in a narrow window, Plan, decisions and notes).

​
Choose the pace

Under When a stage is done, a stage being a group of steps that run together:
  • Check with me first waits for your OK before the next stage.
  • Keep going until the plan is done carries on by itself, up to the plan’s budget.
While the Room works, Stop on the bar above the message box stops everything. Nothing new starts until you click Continue or send a message.
Used $10.09, over this plan's $5 budget, then Limits and billing open with its three limits and Change budget and Change limits, outlined; Stopped, You stopped this Room, with Continue, outlined; and When a stage is done with Check with me first chosen, outlined

Spending, a stopped Room and the pace

​
Set what it may spend

The line under the goal shows what the Room has spent. Click Limits and billing to see the three limits:
  • The plan’s budget: when the Room reaches it, the chief of staff stops going on by itself. Work you ask for yourself can go past it, as it did here.
  • The Room’s limit: a Room takes no new work past it, your own messages included. One limit applies to every Room on the account.
  • The monthly limit: the chief of staff stops going on by itself in every Room once your Rooms reach it this month.
Owners and admins can click Change budget to type a new budget for this plan and Save, and Change limits for the other two, which apply to every Room.
Limits and billing with Plan budget $ 5 being edited, and Save and Cancel, outlined

A new budget for this plan

​
Choose how deep the work goes

At the bottom of the Plan tab, Department quality sets how thoroughly the departments work in this Room. Standard fits most work. Premium does deeper work and costs about 5 to 10 times as much per task. Only this Room changes; new Rooms start on your account’s default, which is Standard unless someone changed it.
Department quality with Standard chosen and Premium, deeper work, about 5 to 10 times the cost per task, outlined; and Only this Room changes. New Rooms start on Standard

Standard or Premium

The Plan tab also lists the plan’s decisions under Decisions made, each with your answer, or Waiting on you while it waits.
Decisions made: Example 1 of 12, the Driftline email, declined with the reason Sample deals only, so nothing is sent from this review, outlined

Your answers, kept with the plan

​
See who is working

Click Boardroom at the top of the Room. The chief of staff sits at the head of the table, with each department that worked in the Room and what it is doing. Read the conversation goes back to the chat, Start a huddle talks with the table out loud (a huddle uses AI credits and needs Voice turned on for your account), and Ask a department brings in a department that isn’t at the table yet.
The Boardroom tab outlined; the sales agent's chair, its name blurred, marked Done and the chief of staff marked Leading around the table, with Read the conversation and Start a huddle, outlined, and Ask a department, outlined

The Room as a table

​
Good to know

  • Answer decisions any time. The Decisions tab keeps every card waiting for you.
  • Find a Room again. Rooms lists every request, newest first, with what each has spent. Once you have eight or more, Search by name or goal finds an older one.
  • More: Ask Your Chief of Staff to Get Something Done.