Put Archie to work
- ›Start the weekday with a brief of what needs attention.
- ›Prepare for a meeting using the client record.
- ›Draft the follow-up after a meeting.
Archie routes requests to the runner responsible for the next step.
The morning brief is a starter Playbook. It is installed switched off; turn it on to use it. Scheduling it needs setup.
Questions about Archie
What does Archie do?
Archie is your chief of staff and leads the other six runners. Open the app and Archie shows what needs you today, what is due and which runner or teammate has it. Ask about whatever you are looking at, and Archie answers from your records. Before a meeting, Archie preps you from the client's record; after it, the follow-up is drafted for you. Any request you make goes to the runner who owns that part of the business.
Does Archie act without me?
A runner uses a skill when you ask. It runs on its own only through a Playbook you switch on. Every run is logged, including its start, steps, result and anything it waited on you for.
What does Archie hand off?
Archie routes requests to the runner responsible for the next step.