Ultimate · AI

The command center that runs the busywork for you.

On our Ultimate and Enterprise plans, AI does more than notify — it reads your morning, ranks what matters, drafts the replies and clears the noise, so a smaller team can run a bigger operation. Here is a taste of what that looks like.

AI morning brief, written for youPriorities ranked automaticallyEvery business in one snapshotA chief-of-staff that acts, not just alerts
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14°Sydney
MONDAY · 27 JULY · 07:42 AEST

Good morning, Alex.

AI Morning Brief
GENERATED 06:15 · SYNCED
▶ Play 90s audio

Your week opens with one hard deadline and one decision. The Q3 variance report is due to the board by 4pm — the finance pack shows a 3.1% revenue miss driven by the Parramatta clinic. A settlement completes Wednesday with two signatures outstanding. Kite Logistics has issued a $240k capital call due Friday; at 40% ownership this is your call. Portfolio is up 1.8% overnight. I've moved your 15:00 block to protected recovery time.

Decision required today
Kite capital call · $240,000
Prepared for you
Board pre-read · 6 pages → 1
Cleared overnight
14 emails triaged · 3 drafted
Today's PrioritiesRANKED BY AI
01
Approve Q3 budget variance
Blocks board pack · 4 people waiting
DUE 16:00
02
Sign settlement documents
E-signature ready · settles Wed
8 MIN
03
Decide on Kite capital call
$240k · 40% JV · AI modelled 3 scenarios
FRI
04
Reply on Series A allocation
Draft written · waiting 2 days
DRAFTED
FOCUS TIMER · SESSION 2/4
52:00
Deep work · variance review
▶ StartReset
3h 10m
TODAY
18h
THIS WEEK
CalendarMON 27 JUL
09:00
Exec sync — leadership
45m · Boardroom · 4 attendees
10:30
Board pre-read callNOW
30m · Video · AI will take notes
12:15
Lunch — investor
1h · offsite
14:00
Q3 capital allocation review
1h 30m · with the CFO
15:00
Protected — recovery block
Moved by Atlas · sleep debt 4h 20m
Tasks3 OVERDUE · 5 TODAY
Send revised HOA to Meridian Capital
Northwind Property
2d late
Review insurance renewal — 3 sites
Northwind Property
5d late
Approve fortnightly payroll batch
Vale & Co. · $184,220
Today
Sign board minutes — June
Lumen Health
Today
Business Snapshot
GROUP REVENUE MTD
$2.02M +5.7%
Northwind Property
$412k ▲ 8.4%
96% occupancy · 2 open alerts
ATTENTION
Lumen Health
$268k ▼ 3.1%
Parramatta clinic −18% · 5 open items
Vale & Co. Advisory
$96k ▲ 12.6%
3 proposals out · $310k pipeline
Kite Logistics
$1.24M ▲ 2.2%
Capital call $240k · decide by Fri
Investment Snapshot
$8.42M
▲ 1.8% TODAY · ▲ 11.4% YTD
Global Index Fund$2.31M+2.4%
12 Harcourt St$1.85Msettles
Private Credit II$1.10M+0.7%
ASX 200 ETF$1.58M−0.4%
Goals2026 · 57% OF YEAR
Run 1,000 km612 / 1,000 km
4% ahead of pace
Read 24 books14 / 24
Currently: The Power Law · 62%
Family Friday — no meetings11 week streak
Protected through September

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