Chief of Staff Pipeline

Your intelligence system
runs while you work

Automatically turns emails, call transcripts, and research into structured memos, action items, and a live dashboard — tailored to your investment focus.

Get Started → See How It Works

What runs automatically

✉️
Email triage
Every email classified by category (deal, research, action) and written to the right Google Doc.
🎙️
Call memos
Transcripts from Otter AI, Zoom, or any Drive folder turned into structured investor memos.
✅
Action items
Commitments and follow-ups extracted from every call and email, with named owners and deadlines.
📊
Live dashboard
Local web dashboard at localhost:7777 showing your HQ, deal pipeline, and intelligence tiles.
🎧
Podcast summaries
New episodes transcribed and summarised with investment implications, written to Google Docs.
📋
Daily briefing
Morning email with new intel, upcoming calls, and pending actions — tailored to your focus.

Choose your path

Two different setups depending on whether you're joining an existing team or starting fresh.

Joining a team
Your firm is already set up
Someone at your firm has already configured the pipeline. You just need to get your own machine running and connected.
  • 20 minutes total
  • No Google Cloud setup required
  • Config repo already exists
  • Shared Google Docs already created
→
New firm
Starting from scratch
You're the first person at your firm to set this up. You'll create the accounts, config, and shared docs — then add teammates later.
  • ~60 minutes total
  • Anthropic + Google Cloud setup
  • Creates your shared Google Docs
  • Adds teammates in minutes after
→

Understand the full picture

A plain-English diagram of every data flow — what goes where, what's shared vs. private, and how the pipeline fits together end to end.

View the diagram →
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