01 · Triage
One stream, sorted by risk
Email, calendar events, tasks, and Slack messages are read as one stream and sorted by risk and data class before anything else happens, so the sensitive and the urgent surface first.
One agent per person, reading email, calendar, tasks, and Slack as a single stream, sorted by what matters and how sensitive it is.
Your day arrives across four surfaces and gets sorted once, together, by what it means and how sensitive it is. The agent never reacts to its own noise.
Email, calendar events, tasks, and Slack messages are read as one stream and sorted by risk and data class before anything else happens, so the sensitive and the urgent surface first.
Bot and self messages are excluded at ingress, so the agent never triages, drafts against, or acts on its own posts. The stream is only the world talking to you.
The same person is resolved across email, Slack, and Linear, so history and open loops are unified rather than scattered per tool. One contact, one thread of context.
A single batched brief becomes your radar for the day; underneath it, a cross-surface register makes sure a deadline or a promise never quietly rots.
Predicted priorities with a one-line reason each, today's meetings, deadlines inside their lead window, and open loops with their age.
Delivered batched, with quiet hours and acknowledge-to-silence, so it never becomes noise: one ambient post and one briefing item, each on its own rails, never a double ping.
A unified cross-surface register of open loops and deadlines, with a real lead-time system for filings, tax forms, capital calls, and audit requests.
A commitment made to an outside contact is resurfaced before it rots. Reply days after a meeting and the touch is dated to the meeting, not the reply, so "when did we last talk" stays honest.
Replies are drafted to sound like you, tuned to the hat you are wearing, then surfaced in Slack to approve, rewrite, or take over. Nothing sends without you.
The day's drafts stack into a simple deck: approve, rewrite, or take over, one after another, without composing from scratch.
When you rewrite, your corrections become labels that tune the next draft, so the voice keeps converging on yours the more you use it.
Before each meeting, the context is assembled for you; when you ask a question, the answer comes back cited, and only as far as your role tier reaches.
For each meeting, the people, the recent history, and the open threads are assembled ahead of time, so you walk in prepared instead of reconstructing context in the hallway.
The agent reaches the investor portal (Juniper Square), the accounting system (Sage Intacct), and the governed datastore only as far as your role tier permits, and answers come back cited to their source.
The agent protects focus and books time natively on your work calendar through Microsoft Graph. Personal calendars are out of scope, by design.
Reach is never granted by default. It is earned stage by stage, gated by measured results, and bounded permanently where the stakes are highest.
Shadow mode first, then draft-and-approve, then a narrow, reversible slice of auto-send on low-risk operational actions. Each stage is gated by measured results.
Legal, HR, and finance stay approval-gated permanently, for everyone. No role loosens the rule; roles only tighten it.
A prompt-injection wall treats inbound content as data, never as an instruction, so a message can never tell the agent what to do.
Every tool result carries a data class, and a draft inherits the highest class of its inputs. Privileged and HR content lives in a separate, walled store.
A commitment made to an outside contact is resurfaced before it rots; and if you reply days after a meeting, the touch is dated to the meeting, not the reply.
Feature 04 · Nothing slipsEvery surface is read as one stream and classified by sensitivity before anything else happens, so the class binds the same way everywhere.
Answers reach the investor portal, the accounting system, and the governed store only as far as your role tier permits, and come back cited.
Shadow mode, gated phases, and zero auto-send on legal, HR, or finance, for anyone. Inbound content is data, never a command.
Adoption is staged and safe by construction. It starts with one person, on one surface, in shadow mode, and expands role cohort by role cohort and surface by surface, each stage earning the next.