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AI Chief of Staff — System Architecture
Hover each component to see what it does in your business
🧠
Memory
Learns over time
  • Remembers your clients
  • Knows your preferences
  • Tracks past decisions
Cron Jobs
Runs on schedule
  • Morning briefs at 6 AM
  • Inbox checks every 30 min
  • Scheduled reminders
Skills
Custom abilities
  • Create job folders
  • Pull supplier pricing
  • Teachable — add more
🧠 LLM Brain — Claude / GPT
🦞
OpenClaw
AI Gateway
📧
Email Server
Microsoft Graph API
  • Monitors sales inbox 24/7
  • Filters spam automatically
  • Flags time-sensitive leads
  • Sends follow-ups
📋
Notion
CRM & Knowledge Base
  • Creates job inquiries from leads
  • Tracks pipeline stages
  • Stores morning briefs
  • Company wiki & SOPs
📊
JobTread
Project Management
  • Queries jobs & customers
  • Pulls estimate data
  • Tracks invoices & payments
  • Task management
☁️
OneDrive
File Storage
  • Creates job folders from templates
  • Reads & writes spreadsheets
  • Stores contracts & photos
  • Syncs across all devices
💬
Telegram
Your Interface
  • Text your AI like an employee
  • Get alerts & morning briefs
  • Approve actions on the go
  • Works from any phone
📅
Calendar
Scheduling
  • Reads today + tomorrow events
  • Alerts before consultations
  • Detects scheduling conflicts
  • Included in daily brief
🌐
Web Search
Research Engine
  • Pre-screens every new lead
  • Property & background research
  • Competitor monitoring
  • Market trends & news
🏪
Suppliers
Ferguson, BFS & more
  • Pulls live product pricing
  • Populates estimate sheets
  • Monitors account status
  • Tracks orders & deliveries
Inputs
Storage
Communication
Tools
Memory
Cron Jobs
Skills
Real Example: New Lead Comes In at 2 AM
Here's exactly what happens — no human needed until step 7
2:14 AM — Cron triggers inbox check
⏰ Scheduled inbox scan fires
Every 30 minutes during business-adjacent hours, the system checks your sales inbox for new form submissions.
CronEmail
2:14 AM — New submission detected
📧 Form submission from John & Sarah Smith
"We just bought a home on Oak Street and want to update the master bathroom. Budget around $40-60K. Can we schedule a consultation?"
Email
2:14 AM — Lead research begins
🌐 Automatic pre-screening research
Searches property records for the address. Finds purchase price, lot size, square footage. Checks LinkedIn for the client. Confirms they're in your service area.
Web SearchMemory
2:15 AM — CRM entry created
📋 Job Inquiry added to Notion
Creates a new entry in the Job Inquiries database with name, address, project type (Bathroom), budget range, and all research findings pre-populated.
Notion
2:15 AM — Job folder created
⚡ "Create Job" skill fires
Duplicates the job template folder in cloud storage → "202602 123 Oak St" with estimate spreadsheet, contract templates, and photo folders ready to go.
SkillOneDrive
6:30 AM — Morning brief delivered
💬 Owner gets a notification
"New lead overnight: New lead — John & Sarah, 123 Oak St — master bath remodel, $40-60K budget. Recent purchase. Research and job folder ready. CRM link attached."
TelegramCron
6:32 AM — Owner replies
👤 "Looks good. Send the scheduling link."
One text message. That's all the owner had to do. The system already did 30+ minutes of admin work while he slept.
TelegramEmail