Chief of Staff

1. Open the Briefing view. The headline card summarizes your day in one sentence; click Listen to hear a spoken version.
2. Items are grouped into sections in priority order: Priorities, Blockers, Approvals, Pipeline, Today (meetings and calendar), and Runway. Each item shows a severity pill (Critical or Attention) and opens its source module when clicked.
3. The left rail's At a glance panel shows your runway (with the change since your last check-in), pending approvals, and Today's mix — how the day breaks down across priorities, blockers, pipeline, and calendar.
4. A new briefing is generated automatically every morning at 7:00 am in your organization's timezone. Click Refresh any time to regenerate it with the latest data.

Each item has quick actions:

• Do it — appears on items with an executable action (for example, "Send reminder" on an overdue invoice). What happens next depends on the action:
  • A lookup runs right away, and the result appears under the item.
  • A change creates a card in your Chief of Staff chat, also listed in the Approval Center. The item then shows Card ready in chat, and nothing runs until the card is approved. If Agent Autonomy lets that action run without asking, it runs right away instead.
  • A draft, such as an email, always opens a card you can edit first.
• Ask Commodore — hands the item to the built-in chat with full context so you can dig in.
• Mark done — clears the item and teaches the engine it mattered to you.
• Snooze until tomorrow — hides it until the next briefing.
• Dismiss — hides it and keeps it from resurfacing for two weeks.

Every done/snooze/dismiss quietly tunes what future briefings prioritize.

Open the Chat view and ask anything. It routes across the company ("What's blocking the raise?", "Summarize this week's pipeline movement"). On smaller screens, tap Chats to see your other conversations.

1. Open the Approvals view — the Approval Center. Anything your AI agents want to do on your behalf waits here; the tab badge shows the pending count.
2. Each card shows which agent asked, when, what the action is, and a plain-language summary. Click Show details to inspect exactly what would be sent or changed.
3. Owners and admins can:
   • Approve — confirms with "Your agent will execute this action now. This can have real effects." then runs it.
   • Reject — declines the action.
   • Cancel request — withdraws it (anyone can cancel).
4. Switch from Pending to History to see past requests, and filter by All, Approved, Rejected, Expired, or Cancelled. Unattended requests expire on their own.

1. Open Settings, then the Agent Autonomy tab (visible to Owners and Admins only).
2. Each agent capability has a dropdown with two choices:
   • Ask every time — "You see the action first — a card in chat or voice, or an entry in Approvals for background agents — and nothing happens until you approve."
   • Run without asking — "It runs on its own and is logged in AI Activity. You can undo within 10 min where supported."
3. AI Copilot deletes shows Always asks with a lock, and you can't change it: "Some actions can't be automated. Deleting always asks." This covers deleting records in Nautis. Actions in connected apps follow their own setting, described in Integrations.
4. Capabilities are labeled External (touches the outside world) or Internal (stays inside Nautis). Every action — automatic or approved — is audit-logged. Review them under Settings > AI Activity. For the log and Per-action overrides, see AI Governance.

1. Open Settings, then the Priorities tab (visible to Owners and Admins only).
2. What matters most right now holds six priority sliders that shape tomorrow's briefing: Revenue at risk, Runway & burn, Deals & fundraising, Team health, Marketing & brand, and Everything else. Set each from Lower to Top of mind and click Save — "Priorities saved — tomorrow's briefing will use them." The weights also learn automatically from your done/snooze/dismiss decisions.

Past briefings live under the Briefing view: daily briefings, plus Weekly digest entries (generated Monday mornings) and Evening debriefs if your organization has them enabled. On wide screens, use the Briefing calendar on the right. On smaller screens, scroll to Previous briefings below today's briefing. Click any entry to read it exactly as it was that day.

On your Dashboard, the Today's briefing card shows the headline, your runway, a "needs approval" chip, and the top four items. Use the chevron to collapse it, the refresh icon to regenerate, or X to hide it — a slim bar with a Show button remains so you can bring it back. These preferences are remembered per browser.