Founder
Have Monday’s numbers before you open the laptop
“Monday starts with an hour of pulling numbers out of five different tools.”
A scheduled workflow with no AI in it computes the numbers once. The board reads what it produced, and the summary arrives on your phone.
Turn on the Founder persona
It brings its own board, its workflows, and the connectors the role needs. You sign into each one with your own account during install.
Install the Stock Trader persona from the marketplace, switch to it, and open the live Trader Cockpit board it brings along. Connect the tools the numbers live in
Your CRM, your billing, your analytics. The assistant works inside them with your permissions, not a platform’s.
Search the marketplace for an app you already use, see what the connector will be able to do before you install anything, then link it to your own account. Build the pulse with no AI in it
Tool steps call each connector directly and transform steps do the arithmetic. The numbers come out the same every time because nothing is being reasoned about.
Try this
Build a workflow that pulls <the numbers you track> from the connectors I signed into and does the arithmetic in transform steps. No AI steps at all. Show me the canvas before you save it.
An empty canvas to a working workflow: pick a trigger, add an AI step, send a notification, then save it and run it. Put it on a clock
Monday at 07:00. Every run is snapshotted, so a Monday you were away is still there in the run history with the numbers as they were.
Try this
Run that workflow every Monday at 07:00, and disable it on its own if it fails three times in a row.
Point the board at what the run produced
A workflow-bound widget shows the most recent run’s output. Opening the board reads that, so it does not go back out to five APIs while you wait.
The Weather board opened in edit mode, widget by widget: board parameters, where each card gets its data, and how often it refreshes. Ask for runway as a range
A forecast written from intuition looks exactly like a correct one. This comes back as a range with the odds attached, and reports the seed that reproduces it.
Try this
Work out my runway from the numbers on that board. Give me a range with the odds attached rather than one figure, and report the seed that reproduces it.
Read it on your phone
The workflow’s last step is a message. Reply to it and you are in the same session the board is built from.
What you end up with
A Monday message, a board that is already current when you open it, and a runway figure with the odds attached.
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