CEO

How to use it

1. Find your CEO

Tap CEO on your Home screen, or use the chat bar at the bottom of any screen. The CEO page has six tabs: Chat · Conversations · Goals · Quotes · Tasks · Memory.

2. Start with the Today card

It sits at the top of Chat and updates every time you open it. It can show:

• tasks due today or past due;
• plans waiting for your OK, steps running, and steps finished with results to look at;
• posts waiting for you on Marketing, and new form entries on your website;
• "I drafted N plans overnight — waiting for your OK" (if overnight plans are on).

Tap a line to go straight to it. Tap Hide for today on any line you don't need right now; Show brings it back.

3. Talk to it

Type or tap the mic. The box grows for long messages; on a computer, Enter sends and Shift+Enter starts a new line; on a phone, Return starts a new line.

The quick buttons under the box — Add a task…, Remind me…, Review my week, Plan my goals, Sort my tasks into goals — only fill in the box; nothing is sent until you send it.

Ask anything you'd ask a sharp assistant: "What did I spend on materials last month?", "Help me price a two-day job", "Write a reply to this customer". Long, detailed answers are normal.

4. Add tasks

• One task: type "Add a task: call the supplier about the 3/4 pipe". It's added at once.
• A list: paste a numbered, bulleted or checkbox list (two lines or more). You get a card with a box beside each task — untick any you don't want and tap Add N tasks.
• Plain lines with no numbers: your CEO answers, and a button Add these lines as tasks appears.
• Put a "Work" or "Personal" heading above lines to sort them. Up to 100 tasks in one message.

5. Work your Tasks tab

Tasks are listed in two numbered sections, Work and Personal, earliest due date first. Each task has a Work / Personal picker and a due date. You can also tell your CEO by number:

Copy my list copies your whole list as text. Finished tasks move to Tasks Completed (newest first), where Re-open brings one back.

6. Set goals and milestones

On the Goals tab, add a goal, or paste a list with a Goals heading and your CEO adds the goals and tasks together on one card. Each goal is numbered (1., 2., …) with milestones under it (1.1, 1.2, …).

• Edit changes a goal's name, Target date and Work / Personal. Goals are archived, never deleted.
• Add a milestone opens the milestone boxes, including Add a task as a milestone… to put an existing task under the goal. The milestone ticks itself when you finish the task.
• Tap the circle in front of a milestone to mark it Done.
• Not sure what goes where? Tap Sort my tasks into goals. Your CEO suggests up to 15 matches on a card; tick the ones you want and tap Link.

7. Let your CEO plan it — and do it

• Tap Plan it on any goal or task (or ask "how should I reach this goal?"). You'll see Working on a plan — looking up what has worked for others…
• The plan card shows Here's how I'd do it, Why, Where this comes from (checked links to the sources), The steps, and Other ways that have worked — tap Use this approach to switch to one.
• Each step says who does it: You, I'll draft it, I'll research it, Break it down, Marketing draft, Review request, Video post, Website promo, Google offer or Website change. Tap Edit steps to change any of them.
• Tap Approve plan, Ask for changes (then type what to change), or Not now.
• After you approve, the steps become tasks under your goal and your CEO starts the ones it can. Finished work shows as Done for you — tap Show what I did to read it, then Looks good — done or Copy. Anything that needs your tap says Ready for your tap with a link to the page.
• Stop plan halts it any time; the tasks stay on your list.

Each plan has a $1.00 spending cap (shown on the card as "Spent on this plan"), and you can approve up to 3 plans a day. A Review request step never offers anything in return for a review — Google doesn't allow it. A Video post step writes the post and opens it in Marketing so you can add 2–10 of your own photos. A Website promo step makes one website change for you to approve.

When you add a new goal, your CEO may ask Want me to plan this? If overnight plans are on, it drafts plans for goals that don't have one while you sleep.

8. Teach it your business

• On the Memory tab, brain-dump anything — prices, suppliers, policies, how you like things done. Remove any note any time.
• In chat, say "remember that we don't do work north of I-80" — you'll see Saved to memory: …. Say "forget the note about …" and a card asks for your OK first.
• Bring your memory from your AI: on the Memory tab, pick the source (ChatGPT, Claude, Grok or other), paste your export or upload a .txt/.md file, read what will be stored, tick the consent box and import. You can remove any line, or the whole import, later.
• Rules for your posts: say them to your CEO ("remember: never mention prices in posts") or put them in a brain dump. Every Marketing draft and the Red Team follow them. How you like things worded is learned from your imported memory and your edits, with nothing to set up.

9. Find past conversations

The Conversations tab lists every thread with a search box. Rename, archive or Delete any of them. The Today card offers to pick up where you left off.

10. Switch between Personal and Business

The Personal · Business · All switch filters Conversations, Goals and Tasks. Your CEO still remembers everything either way.

11. Hand work to the rest of your staff

• "Draft a post about …" or "write a post about …" → a Facebook draft waits on your Marketing page.
• Put your own words in double quotes to have them used exactly: draft a post: "Open Saturday 8–noon".
• "Add a section on the home page about …" → a website change waits for your OK.
• Attach 2–5 video clips in chat and ask to combine them → one video comes back for review.

12. Write quotes and invoices

The Quotes tab holds your quotes and invoices, each a PDF with your business name, logo and contact details.

• Tap New quote, fill in the customer and the lines (Description · Qty · Unit price), add a tax line if you want one, and tap Save draft. Or tell your CEO: "Quote the Smith kitchen: replace 40 ft of copper, $1,250." A card asks for your OK, then the draft is on the Quotes tab. Your CEO only uses prices you typed. A line you didn't price is left blank for you to fill in.
• Tap Download PDF and send it to your customer yourself, then tap Mark sent. Sent quotes count in your Sales numbers. When the customer answers, tap Won or Lost. A quote past its valid-until date shows Expired.
• On a Won quote, tap Make invoice. You get INV-0001 (then INV-0002, and so on), due in your payment days (Net 15 unless you change it), with your payment instructions on the PDF. When the money comes in, tap Mark paid. That is your record only: your books still come from your bank statements. An unpaid invoice past its due date shows Overdue.
• If a sent quote has had no answer for 3 days, your Today card says so ("Q-0004 Smith kitchen — sent 3 days ago, no answer"). Tap Hide for today to put it away until tomorrow.
• Set your defaults under Quote and invoice defaults: how many days a quote is valid, when payment is due, your terms, and your payment instructions. The app does not work out tax and takes no payments.

13. See who owes you

Above your invoices on the Quotes tab, one line shows what you're owed and how much of it is overdue. Or ask your CEO "who owes me?" and the app lists your unpaid invoices, most late first. It reads them straight from your invoices, so it never guesses a figure.

• When an invoice is 1, 7 or 14 days late, a line shows on your Today card. Tap Draft reminder for a polite note filled in with the invoice number, amount and due date, then tap Copy and send it yourself. Tap Hide for today to skip it until tomorrow.
• You can also ask your CEO "remind Smith about INV-0003". Reminders never add a late fee, and nothing is sent from the app. When the customer pays, tap Mark paid on the invoice.

14. Keep track of renewals

Tell your CEO "my liability insurance expires March 3, 2027" and tap Confirm on the card that shows up on your Tasks tab, or use Add one here on the Renewals card. It holds licenses, insurance, vehicle registrations, warranties and permits: a name, a kind, the date and any notes.

• From 30 days before the date (and after it, until you renew), a line shows on your Today card. Tap Hide for today to skip it until tomorrow.
• When you renew, tap Renewed and enter the new date. The old date stays on the card under Earlier. Delete asks once before it removes an item.
• Ask your CEO "what's expiring?" or "when does my van registration expire?" and the app answers from your own list. It only uses dates you gave it, and nothing is sent from the app.

15. Ask what you've done and how it's going

Ask your CEO about anything you've done in the app — a post, a month's books, a quote, something you said in another chat. It tells you where and when.

• Your CEO knows your posts, your site and your books: ask it "what did we post last week?", "how did October go?" or "any new website leads?". It reads them fresh each time and says where each number comes from.
• Ask "what do you remember about the Smith quote?" and you get one dated line for each thing it finds — a post, a task, a goal, a plan step, a quote or invoice, a renewal, a Tax Agent question. If nothing matches, it says "I don't have a record of that."
• Say "forget what I said about …" and a card asks "Hide these from what I recall? They stay on their pages." Tap Hide from recall ("Done — I won't bring those up again.") or Keep. To remove a Memory note instead, use the Memory tab (step 8).