Operator Playbook

Daily operating templates for small teams.

AEGIS OS is not a collection of chatbots. It is a governed operating layer for tasks, notes, schedules, workflows, skills, Boardroom reviews, Memoria, CRM, docs, email checks and Guardian. This guide shows how a solo operator or small team can configure it around their own industry from Day 1.

✓ No technical setup ✓ Human-gated by design Real prompts included Weekly schedule templates Boardroom agendas
CaptureNotes, docs, tasks
RunSchedules, workflows
SellCRM, follow-ups
DecideBoardroom, approvals
RememberMemoria
NoticeGuardian, catches
Choose your industry → See daily showcase
The OS difference

One small-team operating layer.

A chatbot waits for your next message. AEGIS keeps a governed rhythm around your work: scheduled checks, source-backed briefs, prepared drafts, catches, tasks, and approved memory.

Generic chatbot
vs
AEGIS OS
Waits for your next message
Runs scheduled checks and prepares reviewable outputs
One generic assistant
Industry templates with named roles and source grants
Forgets everything between sessions
Builds institutional memory in Memoria vault
No company context
Company mission injected into every agent decision
Can't hold your operating context
Prepares workflow steps across CRM, email, calendar and docs behind approval gates
Same response every time
Learns only from approved Boardroom decisions and hardened Skills
🧠
Company Mission — Shared Brain
Every agent knows your company's purpose, values, and context. You set it once — it's injected into every agent decision, every response, every briefing. Like giving your whole team the same briefing document, every day.
🗓️
Schedules — Recurring Checks
Agents run configured checks on a schedule. Morning briefing at 8am. Pipeline review Monday 9am. Financial snapshot Wednesday. Weekly board review Friday. Results are logged and brought back for review.
🏛️
Boardroom — Strategic Reviews
A structured space where all agents report in. Each specialist presents their area: pipeline, financials, marketing, ops. You run the review — they bring the data. Turns 2 hours of scattered meetings into a 20-minute decision session.
⚡
Omni Command — Work Intake
One interface, any agent. Type a command — the right specialist picks it up. Capture tasks, get briefings, run analysis, draft content. Available via web, Telegram, WhatsApp, Microsoft Teams, and email paths as enabled.
💚
Guardian — Attention Channel
Configured checks surface what you need to review: stalled leads, budget anomalies, overdue projects, SLA risks and missed commitments. Guardian and Omni keep the review close to where you work.
🔗
Cross-Channel — One Team, Everywhere
Agents can receive inbound from enabled channels, prepare replies, enrich CRM context, and hand off to the right specialist. External sends and durable memory writes remain governed by the approval path.
📚
Memoria — Institutional Memory
A living knowledge vault that grows with your business. Approved documents, client notes, procedures, and Boardroom decisions become searchable organizational memory that agents can use when grants allow it.
🎯
Skills — Standardised Procedures
Named, repeatable business procedures your agents can run consistently. Lead qualification, incident response, contract review, onboarding checklist — hardened into repeatable procedures that improve through approved feedback.
How work flows through the OS — five real examples
📱 WhatsApp lead arrives
→
Sales agent qualifies
→
CRM lead created
→
Reply draft prepared
→
Alert fires to you
⏰ Monday 8:00 AM
→
Chief of Staff briefing
→
Priorities pulled from all agents
→
3 actions sent for review
🏛️ Friday Boardroom
→
8 agents report in turn
→
Decisions surfaced
→
Skills updated from decisions
📄 Document uploaded to Memoria
→
Knowledge graph built
→
Agent queries it in context
→
Accurate answer, no hallucination
🟦 Teams message from client
→
Ops agent receives + triages
→
Runs incident Skill
→
Client notified in <2 min
Pick your setup

Industry Playbooks

Select your industry below for a complete setup guide — real prompts, scheduled checks, workflow templates, and boardroom agenda. More industry templates are available inside AEGIS OS.

🏠
Real Estate Agency
Property listings · Client management · Market intelligence · Transaction workflows
We help clients find their perfect property through expert guidance, market intelligence, and seamless transaction management.
1
Step 1 — Company Brain
Set your Company Mission

This single paragraph is injected into every agent's memory. It tells them who you are, what you stand for, and how to represent your brand in every interaction. Go to Settings → Organization → Company Mission.

Template mission — paste this or customise:
We help clients find their perfect property through expert guidance, deep market intelligence, and seamless transaction management. Our team is proactive, professional, and data-driven. We believe in transparent communication, fast response times, and building long-term relationships. Every enquiry is treated as a VIP — we qualify fast, match carefully, and close with integrity.
2
Step 2 — Your Team
Meet your AI property team

Apply the Real Estate Agency template from Settings → Templates. Your 8 agents will be renamed and configured instantly.

Director
Alex — Property Director
Strategic oversight, VIP client relations, agency growth decisions, morning briefings
Sales
Maya — Sales Agent
Lead qualification, property matching, viewing coordination, deal closing
Finance
Viktor — Finance Advisor
Mortgage analysis, ROI calculations, investment property assessment
Marketing
Aria — Listings Manager
Property listings, portal management, photography briefs, social content
HR
Zoe — Team Coordinator
Agent scheduling, training programmes, performance tracking, recruitment
Ops
Bora — Operations
Viewing schedules, contract workflows, CRM management, compliance checklists
Content
Luna — Content Creator
Property video tours, virtual staging briefs, social reels, marketing materials
Legal
Lex — Legal Intelligence
NDA drafting, tenancy agreement review, contractor agreements, cease & desist letters
3
Step 3 — Activation
Day 1 checklist
  • ✓
    Apply the Real Estate Agency template in Settings → Templates (renames all 8 agents in one click)
  • ✓
    Paste your Company Mission in Settings → Organization → Company Mission
  • ✓
    Connect Telegram — create a bot via @BotFather, paste token in Settings → Integrations. Send /start to receive briefings.
  • ✓
    Connect WhatsApp via Twilio — add Account SID + Auth Token + phone number. Set webhook to receive inbound leads into the review flow.
  • ✓
    Enable Heartbeat for Alex (Director) — daily at 08:00. He'll check all departments and send you a summary every morning.
  • ✓
    Enable Heartbeat for Maya (Sales) — Monday at 09:00. She'll review the pipeline and flag stalled leads every week start.
  • ✓
    Schedule the Weekly Boardroom — Friday at 14:00. All agents report. You make the calls.
4
Step 4 — Command Examples
Real Omni commands for your team

Type these directly into Omni, or send via Telegram. AEGIS routes each command to the right configured role.

→ Maya (Sales) Lead qualification
"Maya, new enquiry just came in from Marco Rossi — he's looking for a 3-bedroom apartment in the city centre, budget €350,000, wants to move within 3 months. Qualify him and suggest our top 3 matching listings. Draft a WhatsApp reply for me to approve."
Agent responds with →
Lead qualification analysis · Matching score per property · Draft WhatsApp message ready to send
→ Viktor (Finance) Investment analysis
"Viktor, calculate the full ROI on the apartment at 12 Rue Lafayette — asking price €380,000, expected rental €1,650/month, 25% deposit, 3.2% mortgage over 20 years. Include net yield, gross yield, monthly cash flow, and 10-year value projection assuming 3% annual appreciation."
Agent responds with →
Full ROI table · Net/gross yield · Monthly cash flow breakdown · 10-year projection
→ Aria (Listings) Property content
"Aria, write the full property listing for 28 Boulevard Haussmann — it's a 4-bedroom penthouse, 185sqm, private terrace, parking, stunning city views, recently renovated, asking €1.2M. Write a headline, short description for portals (150 words), and a premium long-form version for our website. Make it feel aspirational."
Agent responds with →
Portal headline · 150-word portal description · Premium website copy · Suggested hashtags
→ Bora (Operations) Viewing schedule
"Bora, I need a viewing schedule for next Tuesday — 4 properties (Haussmann, Rivoli, Marais, Bastille), 3 clients (Marco Rossi 10am preference, Sophie Chen flexible afternoon, Ahmed Khalil morning only). Optimise the route, create a schedule that works for everyone, and draft the confirmation messages for each client."
Agent responds with →
Optimised schedule with timings · Route suggestion · 3 client confirmation messages
→ Alex (Director) Strategic briefing
"Alex, give me today's morning briefing — pipeline status, any deals at risk, properties that need price reviews, and the 3 things I must focus on today."
Agent responds with →
Pipeline summary · At-risk deals flagged · Price review recommendations · 3 daily priorities
5
Step 5 — Scheduled Checks
Your agency keeps a weekly operating rhythm

Configure these in Workflows → Schedules. Each scheduled check delivers results to your Telegram.

MON
TUE
WED
THU
FRI
08:00
AlexMorning briefing + week priorities
AlexMorning briefing
AlexMorning briefing
AlexMorning briefing
AlexMorning briefing + week close
09:00
MayaPipeline review — stalled leads
ViktorMid-week financial snapshot
MayaEnd-of-week pipeline close
10:00
BoraViewing confirmations sent
AriaNew listings drafted + social
14:00
LunaContent brief for week
All agents🏛️ Boardroom — weekly review
17:00
ViktorWeekly P&L report

All scheduled tasks deliver results to your Telegram. You review the summary and approve any consequential next step.

6
Step 6 — Strategic Reviews
Friday Boardroom — 20 minutes, every week

Open the Boardroom from your dashboard. Each agent presents their area. You ask follow-up questions. You make the calls.

🏛️
Real Estate Agency — Weekly Review
Friday 14:00 · ~20 min · All agents present
  • 1
    Pipeline Report
    Active leads, viewings booked, offers submitted, deals at risk. Conversion rate this week.
    "Maya, give me this week's pipeline — active leads, viewings, offers, and which deals need my attention before Monday."
    Maya
  • 2
    Financial Snapshot
    Commission pipeline, invoices due, monthly P&L vs target, cash position.
    "Viktor, run this week's financial snapshot — commissions earned, pipeline value, invoices due, and are we on track for monthly target?"
    Viktor
  • 3
    Listings & Marketing Review
    Properties live, viewing request rate, portal performance, social engagement.
    "Aria, how are our listings performing this week? Which properties have low engagement and need a refresh?"
    Aria
  • 4
    Operations Review
    Viewing completions, contract milestones, compliance items, CRM hygiene.
    "Bora, flag any compliance issues, overdue contracts, or CRM records that need updating before end of week."
    Bora
  • 5
    Decisions Needed
    Price reductions to approve, offers to respond to, marketing budget calls.
    "Alex, summarise the 3 most important decisions I need to make before Monday and the recommended action for each."
    Alex
🚀
SaaS Startup
Product growth · Customer success · Financial operations · Technical content
We build software that solves real problems, growing through product excellence, customer obsession, and data-driven decisions.
1
Step 1 — Company Brain
Set your Company Mission

This is your company's operating philosophy — what every agent internalises before every task. Go to Settings → Organization → Company Mission.

Template mission — paste this or customise:
We build software that solves real problems for real businesses, growing through product excellence, customer obsession, and data-driven decisions. We move fast and operate lean. Every customer interaction is an opportunity to learn and improve. We track MRR, NPS, and churn religiously. We hire for impact, ship for outcomes, and communicate with radical transparency — internally and with customers.
2
Step 2 — Your Team
Meet your AI startup team

Apply the SaaS Startup template from Settings → Templates.

Strategy
CEO Bot — Strategy
Vision, board updates, fundraising prep, cross-team strategic decisions
Growth
Ben — Growth
Outbound prospecting, demo scheduling, pipeline management, deal closing
Finance
Viktor — Finance
MRR/ARR tracking, burn rate monitoring, investor reporting, financial modelling
Content
Aria — Content & SEO
Blog content, SEO strategy, product launches, social media campaigns
People
Zoe — People Ops
Hiring, onboarding, culture, performance reviews, team happiness
Product
Bora — Product Ops
Roadmap tracking, sprint planning, customer feedback triage, system monitoring
Media
Luna — Video & Demo
Product demo videos, onboarding tutorials, investor presentation media
3
Step 3 — Activation
Day 1 checklist
  • ✓
    Apply the SaaS Startup template in Settings → Templates
  • ✓
    Set your Company Mission — include current MRR target, ICP description, and key metric you're optimising
  • ✓
    Connect Telegram for instant briefings and pipeline alerts
  • ✓
    Enable CEO Bot Heartbeat daily at 08:00 — gets a cross-team briefing every morning
  • ✓
    Enable Ben (Growth) Heartbeat Monday 09:00 — reviews pipeline, flags stalled trials and at-risk deals
  • ✓
    Enable Viktor Heartbeat Wednesday 10:00 — weekly MRR/churn snapshot delivered for review
  • ✓
    Schedule the Weekly Boardroom — Friday 15:00. All 8 agents report. You make product, hiring, and go-to-market calls.
4
Step 4 — Command Examples
Real Omni commands for your startup
→ Ben (Growth) Trial conversion
"Ben, Acme Corp signed up for a trial 4 days ago — no upgrade, no activity since day 2. Research them on LinkedIn, understand their likely use case, identify the decision-maker, and draft a personalised re-engagement email from me. Keep it human, 3 paragraphs max, focus on ROI."
Agent responds with →
Company research summary · Decision-maker identified · Personalised email draft ready to send
→ Viktor (Finance) Metrics & modelling
"Viktor, give me the monthly financial snapshot: MRR vs last month, churn this month, new MRR added, expansion revenue, and project our ARR at end of Q2 based on current trajectory. Flag any metric that's moving in the wrong direction."
Agent responds with →
MRR dashboard · Churn analysis · Q2 ARR projection · Red flags highlighted
→ Aria (Content) Thought leadership
"Aria, write a LinkedIn post announcing our new AI scheduling feature. Use founder voice — first person, conversational. Hook in the first line. Problem → solution → outcome structure. Include a subtle CTA to try it. Max 180 words. No hashtag spam."
Agent responds with →
LinkedIn post (180 words) · Alternative headline options · Suggested image prompt
→ Bora (Product Ops) Sprint planning
"Bora, create the sprint plan for next week. We have 3 main projects: customer dashboard v2, onboarding flow redesign, and API rate limiting. Assign priorities, suggest daily milestones, and flag any dependencies or risks I should know about before we kick off Monday."
Agent responds with →
Sprint plan with daily milestones · Priority ranking · Risk flags · Monday kickoff agenda
→ CEO Bot (Strategy) Investor update
"CEO Bot, prepare my monthly investor update. 5 slides: (1) Headline metrics — MRR, users, growth rate. (2) Key wins this month. (3) Key challenges and how we're addressing them. (4) What we're focused on next month. (5) The ask — what we need from investors right now. Keep it honest and concise."
Agent responds with →
5-section investor update · Key metrics framed · Narrative arc · Talking points per slide
5
Step 5 — Scheduled Checks
Your startup ops, fully automated
MON
TUE
WED
THU
FRI
08:00
CEO BotMorning briefing + week priorities
CEO BotDaily briefing
CEO BotDaily briefing
CEO BotDaily briefing
CEO BotWeek close summary
09:00
BenPipeline — stalled trials & at-risk deals
BoraSprint mid-point check
AriaPublish content + social
BenEnd-of-week pipeline close
10:00
BoraSprint kickoff agenda
ZoeOpen roles & team update
ViktorMRR / churn / ARR snapshot
15:00
ViktorWeekly burn rate check
All agents🏛️ Boardroom — weekly review

Everything delivers to Telegram. You get the insight — agents did the analysis.

6
Step 6 — Strategic Reviews
Friday Boardroom — 20 minutes, every week
🏛️
SaaS Startup — Weekly Review
Friday 15:00 · ~20 min · All agents present
  • 1
    Growth Metrics
    New signups, trial-to-paid conversion, pipeline value, top 3 deals this week.
    "Ben, run this week's growth report — new signups, conversion rate, pipeline value, and which deals are closest to closing."
    Ben
  • 2
    Financial Health
    MRR movement, churn, burn rate, runway update.
    "Viktor, week's financial health — MRR delta, any new churn, burn rate vs budget, and current runway at this pace."
    Viktor
  • 3
    Product & Engineering
    Sprint progress, shipped features, bugs, customer feedback themes.
    "Bora, sprint status — what shipped, what's blocked, and what's the most common customer feedback item this week?"
    Bora
  • 4
    Marketing & Content
    Content published, SEO movement, top performing channels this week.
    "Aria, marketing snapshot — what went live this week, what's getting traction, and what should we double down on next week?"
    Aria
  • 5
    Decisions & Next Week
    Strategic calls needed, resource allocation, key focus for next 5 days.
    "CEO Bot, what are the 3 decisions I need to make right now and what's the recommended call on each? What should the whole team be focused on next week?"
    CEO Bot
🎬
Creator / Influencer
Brand deals · Content pipeline · Community management · Revenue tracking
We build an authentic personal brand through consistent content, strategic partnerships, and a thriving community. Every piece of content reflects our voice and values.
1
Step 1 — Company Brain
Set your Creator Mission

This is injected into every agent before every task. It's how they understand your brand voice, your values, and what kinds of deals and content you say yes or no to. Go to Settings → Organization → Company Mission.

Template mission — paste this or customise:
We build an authentic personal brand through consistent, high-quality content and strategic brand partnerships. Our audience trusts us — we only work with brands that align with our values. We publish on a reliable schedule, respond to our community, deliver brand deals on time, and track every euro earned. Quality over quantity. Authenticity above everything.
2
Step 2 — Your Team
Meet your AI creator team

Apply the Creator / Influencer template from Settings → Templates. Your 7 agents are renamed and ready to run your creator business.

Director
Cleo — Creative Director
Brand vision, partnership strategy, daily briefings, audience growth decisions
Deals
Ben — Brand Deals
Sponsorship prospecting, deal negotiation, rate card management, contract follow-up
Finance
Viktor — Revenue
Brand deal invoicing, payment tracking, earnings reports, tax-ready summaries
Content
Aria — Content Engine
Content calendar, captions, hashtag research, trend analysis, posting schedule
Community
Zoe — Community
DM management, comment engagement, community moderation, fan relationship building
Ops
Bora — Collab Ops
Deliverable tracking, campaign timelines, contract compliance, brief management
Production
Luna — Production
Video concepts, editing briefs, thumbnail scripts, Reels and Shorts direction
3
Step 3 — Activation
Day 1 checklist
  • ✓
    Apply the Creator / Influencer template in Settings → Templates (renames all 8 agents instantly)
  • ✓
    Paste your Creator Mission in Settings → Organization → Company Mission — include your niche, your audience, and what brands you work with
  • ✓
    Connect Telegram — create a bot via @BotFather, paste token in Settings → Integrations. This is how your agents brief you every day.
  • ✓
    Connect WhatsApp via Twilio — use this number for brand deal enquiries. Bora prepares qualification context and routes every inbound for review.
  • ✓
    Enable Heartbeat for Cleo (Director) — daily at 08:00. She reviews your pipeline, pending deliverables, and DM volume every morning.
  • ✓
    Enable Heartbeat for Aria (Content Engine) — Monday at 09:00. She generates your content calendar for the week with captions and post timing.
  • ✓
    Schedule the Weekly Boardroom — Friday at 15:00. Review deals, content performance, revenue, and plan the following week.
4
Step 4 — Command Examples
Real Omni commands for your creator team

Type these into Omni or send via Telegram. AEGIS routes the work to the right configured role.

→ Ben (Brand Deals) Deal qualification
"Ben, new brand deal enquiry just came in from NutriCo — they want a 60-second Instagram Reel integration, budget €1,500, deadline in 3 weeks. Check if they fit our brand values, what the fair market rate is for my audience size, and draft a reply that either accepts or negotiates."
Agent responds with →
Brand fit assessment · Market rate benchmark · Draft reply ready to send or negotiate
→ Aria (Content Engine) Content calendar
"Aria, build my content calendar for next week — I have a NutriCo brand deal to deliver on Wednesday, I want to post a behind-the-scenes Reel on Tuesday, and I need a strong hook post on Monday to drive saves. Write all 3 captions, suggest hashtag sets, and tell me the best posting times."
Agent responds with →
3 full captions · Hashtag sets per post · Optimal posting times · Brand deal integration notes
→ Viktor (Revenue) Revenue tracking
"Viktor, give me this month's revenue summary — brand deals paid, brand deals pending, any overdue invoices, and what I'm on track to earn this quarter if current deals close."
Agent responds with →
Monthly earnings summary · Pending deal value · Overdue invoice flags · Quarterly projection
→ Luna (Production) Video brief
"Luna, write a full production brief for my NutriCo Reel — it's a 60-second integration showing my morning routine. Give me the hook line, the shot list, the product placement moment, the CTA, and thumbnail concept options. Keep it authentic to my style."
Agent responds with →
Hook line · Full shot list · Product placement script · CTA · 3 thumbnail concepts
→ Cleo (Director) Morning briefing
"Cleo, give me this morning's briefing — open brand deal enquiries, deliverables due this week, DM volume overnight, and the 2 things I must do today."
Agent responds with →
Deal pipeline summary · This week's deliverables · DM overview · 2 daily priorities
5
Step 5 — Scheduled Checks
Your creator business runs on autopilot

Configure these in Workflows → Schedules. Each scheduled check delivers results to Telegram.

MON
TUE
WED
THU
FRI
08:00
CleoMorning briefing + week priorities
CleoMorning briefing
CleoDeliverables check — what's due
CleoMorning briefing
CleoWeek close + wins summary
09:00
AriaWeekly content calendar generated
BenDeal pipeline review
ViktorWeek revenue snapshot
10:00
ZoeDM & comment digest
LunaProduction brief for next week
14:00
BoraDeliverable status — all active deals
All agents🏛️ Boardroom — weekly review
17:00
ViktorMonthly earnings projection

All scheduled tasks deliver results to your Telegram. You review the summary and approve any consequential next step.

6
Step 6 — Strategic Reviews
Friday Boardroom — 20 minutes, every week

Open the Boardroom from your dashboard. Each agent presents their area. You decide what to push, pause, or pursue.

🏛️
Creator / Influencer — Weekly Review
Friday 15:00 · ~20 min · All agents present
  • 1
    Deal Pipeline
    Active brand deals, enquiries received, deals closing this week, rates negotiated.
    "Ben, give me this week's deal pipeline — active deals, new enquiries, what's closing, and any rates I should push back on."
    Ben
  • 2
    Revenue & Invoicing
    Paid this week, pending payments, overdue invoices, monthly earnings vs target.
    "Viktor, revenue snapshot — what's been paid, what's pending, any overdue invoices, and am I on track for this month's target?"
    Viktor
  • 3
    Content Performance
    Top performing posts this week, what flopped, trends to act on next week.
    "Aria, content review — what worked this week, what underperformed, and what should I double down on or drop for next week's calendar?"
    Aria
  • 4
    Deliverables & Community
    Active campaign deadlines, DM volume, community sentiment, any fires to put out.
    "Bora and Zoe, what deliverables are due next week and is there anything in the DMs or comments I need to personally handle?"
    Bora · Zoe
  • 5
    Next Week Focus
    Top 3 priorities, content to produce, deals to close, decisions needed.
    "Cleo, what are my 3 priorities for next week and the one decision I need to make right now to keep momentum?"
    Cleo
🍽️
Restaurant & Hospitality
Guest experience · Revenue reporting · Supplier management · Silent partner visibility
We deliver exceptional dining experiences through consistently great food, seamless service, and a team that cares — while keeping our investors informed and our operations tight.
1
Step 1 — Company Brain
Set your Company Mission

Paste this into Settings → Organization → Company Mission.

Template mission — paste this or customise:
We run a hospitality business built on exceptional guest experience, tight operations, and full financial transparency with our partners. Our team is fast, consistent, and detail-oriented. Every table is a reputation. Every week, our silent partners receive a concise financial update — automated, accurate, and on time. We don't surprise people. We deliver.
2
Step 2 — Your Team
Meet your AI hospitality team

Apply the Restaurant & Hospitality template from Settings → Templates.

Director
Marco — General Manager
Daily ops briefing, partner updates, staff oversight, strategic decisions
Revenue
Sofia — Front of House
Reservations pipeline, guest feedback, upsell tracking, events coordination
Finance
Viktor — Financial Sentinel
Daily revenue logs, weekly P&L, silent partner reports — auto-emailed every Friday
Marketing
Aria — Brand Manager
Social content, Google/TripAdvisor reputation, event promotions, seasonal campaigns
HR
Zoe — People Manager
Rota management, onboarding, staff performance, tip policy, retention
Ops
Bora — Operations
Supplier orders, kitchen compliance, inventory tracking, maintenance log
Content
Luna — Content & Brand
Menu photography briefs, social reels, seasonal campaign copy, food stories
Legal
Lex — Legal Intelligence
Supplier contracts, franchise agreements, staff NDAs, lease review, health & safety compliance
3
Step 3 — Activation
Day 1 checklist
  • ✓
    Apply the Restaurant & Hospitality template — all 8 agents configured in one click
  • ✓
    Paste your Company Mission in Settings → Organization
  • ✓
    Connect Telegram — you'll send daily revenue figures and Viktor turns them into reports
  • ✓
    Add partner email addresses in Settings → Report Recipients — Viktor auto-emails them every Friday
  • ✓
    Enable Heartbeat for Marco (GM) — daily at 08:30. Daily briefing on covers, revenue, and issues.
  • ✓
    Enable Heartbeat for Viktor — Fridays at 09:00. Weekly P&L summary auto-sent to partners.
  • ✓
    Schedule the Weekly Boardroom — Sunday at 17:00. Pre-week decisions on staffing, menu, events.
4
Step 4 — First Prompts
Send these on Day 1
@Viktor
"Today's revenue was €4,200. Covers: 87. Bar: €620. Generate a daily summary and flag if we're above or below last Friday."
@Aria
"Write 3 Instagram captions for this week's specials: truffle pasta, seabass, and the new cocktail menu. Tone: elegant, approachable."
@Bora
"Create a weekly supplier checklist: produce (Mon), seafood (Wed), dry goods (Thu). Include quantities and quality check notes."
@Lex
"Draft a supplier NDA for our new seafood vendor. Include confidentiality of recipes, exclusivity clause, and a 90-day termination notice."
5
Step 5 — The Silent Partner Engine
Automate your partner reporting

The most common pain point for restaurant owners with investors: partners want visibility, but you don't want to spend Sunday writing reports. AEGIS solves this permanently.

📲
Text daily numbers
Send "data: Revenue €4,200, Covers 87" to your AEGIS bot. Viktor captures it for the operating record.
📊
Viktor drafts the report
Every Friday at 09:00, Viktor builds a branded PDF report — revenue, covers, trends, highlights.
📧
Auto-emailed to partners
PDF delivered directly to your silent partners. You set their emails once. Never again.
🏆
Live case study
Restaurant owner eliminates weekly partner reports entirely
Two silent partners. One owner. Fewer manual reports. Viktor prepares a branded weekly PDF and email draft — the owner texts daily numbers to the bot and approves the send.
Read the full story →
18+
automated tasks / week
0
manual partner reports
8
AI specialists active
< 5 min
to send daily data
⚖️
Legal Firm
Contract drafting · Client matter management · Billing automation · Business development
We provide expert legal counsel with speed and precision — drafting contracts, managing matters, and growing the practice while keeping every client informed and every deadline met.
1
Step 1 — Company Brain
Set your Company Mission

Paste this into Settings → Organization → Company Mission.

Template mission — paste this or customise:
We provide expert, responsive legal counsel to businesses and founders. We draft contracts that protect our clients, manage matters with precision, and build long-term relationships. Our team responds within 24 hours, delivers clear advice without jargon, and ensures every deadline is met. We grow by reputation — every client brief is handled as if it were the most important matter we have.
2
Step 2 — Your Team
Meet your AI legal team

Apply the Legal Firm template from Settings → Templates.

Partner
Angie — Managing Partner
Morning briefing, matter priorities, strategic decisions, client escalation oversight
BD
Ben — Business Dev
Lead qualification, proposal follow-up, referral tracking, pipeline management
Finance
Viktor — Billing Sentinel
Time tracking summaries, invoice drafting, AR chasing, retainer monitoring
Marketing
Aria — Practice Builder
Thought leadership articles, LinkedIn content, webinar copy, practice area pages
HR
Zoe — People & Culture
Associate onboarding, training schedules, CPD tracking, performance reviews
Ops
Bora — Matter Operations
Deadline tracking, file management, client communication logs, compliance checklists
Content
Luna — Content & Comms
Client newsletter, case summaries, legal updates, social proof campaigns
Primary
Lex — Legal Intelligence ★
NDA drafting, commercial contracts, employment agreements, cease & desist — your in-house drafter on demand

★ In a legal firm, Lex becomes your primary production agent — drafting contracts, reviewing clauses, and flagging risk in seconds.

3
Step 3 — Activation
Day 1 checklist
  • ✓
    Apply the Legal Firm template — all 8 agents renamed and configured instantly
  • ✓
    Set your Company Mission — Lex and all agents will use it in every response
  • ✓
    Connect Telegram — send matter updates, trigger contract drafts from your phone
  • ✓
    Upload your standard contract templates to Knowledge Base — Lex learns your firm's style
  • ✓
    Enable Heartbeat for Angie (Partner) — daily at 08:00. Matter priorities, deadlines, BD pipeline.
  • ✓
    Enable Heartbeat for Viktor — Mondays at 09:00. Outstanding invoices, retainer status, AR summary.
  • ✓
    Schedule the Weekly Boardroom — Friday at 15:00. Matter review, BD pipeline, resource allocation.
4
Step 4 — First Prompts
Send these on Day 1
@Lex
"Draft an NDA for a new client: SaaS company, sharing IP details with a potential acquirer. Mutual NDA, 2-year term, English law. Add a non-solicitation clause."
@Viktor
"Summarise our outstanding invoices this month. Flag anything over 30 days overdue and draft a polite payment reminder for the top 3."
@Aria
"Write a LinkedIn article on the top 3 contract mistakes early-stage founders make. Authoritative tone. 600 words. End with a soft CTA."
@Bora
"Create a matter progress tracker template: client name, matter type, next deadline, billing stage, last action. I'll paste in our active matters."
< 3 min
to draft an NDA
8
AI specialists active
0
missed billing deadlines
Weekly
automated AR chase
💼
Consulting & Advisory
Client delivery · Proposal automation · Project P&L · Business development
We deliver measurable outcomes for our clients through strategic insight, precise execution, and transparent reporting. Every engagement is run like a business — with clear milestones, accountable owners, and weekly client updates that keep relationships strong.
1
Step 1 — Company Brain
Set your Company Mission

Paste this into Settings → Organization → Company Mission.

Template mission — paste this or customise:
We are a results-driven consultancy that transforms complex business challenges into clear strategies and measurable outcomes. Our team is responsive, commercially sharp, and delivery-obsessed. Every client engagement has a defined outcome, a clear milestone structure, and a weekly status update. We win on trust — built through consistent delivery, honest communication, and the ability to move fast when it matters.
2
Step 2 — Your Team
Meet your AI consulting team

Apply the Consulting & Advisory template from Settings → Templates.

Principal
Angie — Principal Advisor
Morning briefing, portfolio overview, client escalations, strategic direction
BD
Ben — Business Dev
Proposal qualification, CRM pipeline, follow-up sequences, win/loss tracking
Finance
Viktor — Project Finance
Project P&L, invoice drafting, utilisation tracking, monthly revenue forecast
Marketing
Aria — Brand & Comms
Thought leadership, LinkedIn strategy, case study copy, conference submissions
HR
Zoe — Talent
Freelancer sourcing, associate onboarding, skills matrix, resource planning
Ops
Bora — Delivery Ops
Project trackers, client status reports, milestone monitoring, risk log
Content
Luna — Proposals & Decks
Proposal drafts, executive summaries, slide briefs, client-facing reports
Legal
Lex — Legal Intelligence
SOW drafting, MSA review, NDA generation, IP clauses, subcontractor agreements
3
Step 3 — Activation
Day 1 checklist
  • ✓
    Apply the Consulting & Advisory template in Settings → Templates
  • ✓
    Paste your Company Mission — every proposal and client report will reflect it
  • ✓
    Connect Telegram — trigger proposal drafts, client updates, and status reports from your phone
  • ✓
    Upload your existing SOW template to Knowledge Base — Lex and Luna will follow your format
  • ✓
    Enable Heartbeat for Angie (Principal) — daily at 08:00. Portfolio status, BD pipeline, priorities.
  • ✓
    Enable Heartbeat for Bora — Fridays at 09:00. Weekly project status report for all active clients.
  • ✓
    Schedule the Weekly Boardroom — Monday at 09:00. Set the week: delivery priorities, BD moves, resource gaps.
4
Step 4 — First Prompts
Send these on Day 1
@Luna
"Draft a proposal for a 6-week digital transformation engagement for a 50-person logistics company. Scope: process audit, tooling recommendations, and change management plan. Fixed fee: €28,000."
@Bora
"Create a weekly client status report template: project name, milestone status (RAG), last week's output, next week's plan, open risks, budget consumed."
@Viktor
"Summarise my project revenue this month. I have 3 active engagements: Client A (€12k), Client B (€8k), Client C (€5k). What's my forecast to end of quarter?"
@Lex
"Draft a Statement of Work for the logistics engagement. Include deliverables, timeline, payment milestones (50% upfront, 50% on delivery), IP ownership, and a termination clause."
< 10 min
to draft a full proposal
Weekly
automated client status
8
AI specialists active
0
missed follow-ups
🏢
Enterprise IT & Managed Services
SAP AMS · IT support · MSP · Client governance · Incident intelligence
We deliver reliable, governed IT services to enterprise clients — incident response, change management, and strategic reporting — with every consultant supported by an AI intelligence layer that retains knowledge, standardises procedures, and keeps clients informed without adding overhead.
1
Step 1 — Company Brain
Set your Company Mission

Paste this into Settings → Organization → Company Mission.

Template mission — paste this or customise:
We are an enterprise IT and managed services provider trusted by large organisations to keep their critical systems running. Our teams handle incidents fast, document everything, and give clients transparent governance they can take to their boards. Every client has a dedicated knowledge base, standardised procedures, and weekly status reporting — delivered consistently, regardless of who is on the account.
2
Step 2 — Your Team
Meet your AI IT operations team

Configure each agent in Settings → Agents to reflect your service structure.

Command
Angie — Service Manager
Daily service overview, escalation routing, client relationship intelligence, governance briefings
Finance
Viktor — Contract & Billing
SLA compliance tracking, invoice drafting, contract utilisation, monthly financial summary per client
Ops
Bora — Incident & Change
Incident triage, change request tracking, procedure execution via Skills, status report generation
BD
Ben — Account Growth
Contract renewal tracking, upsell qualification, client satisfaction signals, expansion pipeline
HR
Zoe — Resource Planning
Consultant allocation, skills matrix, on-call rota, subcontractor sourcing
Comms
Aria — Client Comms
Client-facing status updates, Teams channel notifications, scheduled maintenance announcements
Docs
Luna — Documentation
Incident post-mortems, change log entries, runbook generation, client governance reports
Legal
Lex — Legal Intelligence
SLA clause analysis, contract review, NDA drafting, subcontractor agreement templates
3
Step 3 — Enterprise Setup
Day 1 checklist — enterprise configuration
  • ✓
    Connect Microsoft Teams — Settings → Integrations → Microsoft Teams. Register Azure Bot, paste App ID + Password. Client messages flow directly into AEGIS.
  • ✓
    Configure SAML 2.0 SSO — Settings → Security → SAML SSO. Link your Azure AD / Entra ID so your team logs in with corporate credentials — no separate passwords.
  • ✓
    Set up RBAC — invite consultants as Members, managers as Owners. Members see client data and run agents but cannot change integrations or billing.
  • ✓
    Build the Client Knowledge Vault — upload client SOW, SLA document, system architecture, and known-issue log to Memoria. Tag each file with the client name.
  • ✓
    Create incident response Skills — standardise your P1/P2/P3 response procedures as Skills so every consultant follows the same steps regardless of experience level.
  • ✓
    Schedule Weekly Governance Boardroom — Monday at 09:00. All agents present: open incidents by severity, SLA compliance, upcoming changes, resource gaps.
  • ✓
    Enable Heartbeat for Bora — daily at 08:00. Open incident count, change requests pending approval, P1/P2 SLA breach risk for the day.
  • ✓
    Enable Heartbeat for Viktor — Fridays at 09:00. Contract utilisation report per client, invoicing status, SLA compliance % for the week.
4
Step 4 — First Prompts
Send these on Day 1
@Bora
"A P2 incident has just been raised by [Client Name]: [describe the issue]. Run our standard P2 incident response procedure and notify the client via Teams."
@Omni
"Search Memoria for everything we know about [Client Name]'s SAP landscape — system version, key contacts, known issues, last change window."
@Viktor
"Give me the SLA compliance summary for [Client Name] this month — incidents raised, resolved within SLA, and any breaches I need to report."
@Luna
"Write the monthly governance report for [Client Name]: open and resolved incidents, change requests completed, SLA performance, planned maintenance next month."
5
Step 5 — Weekly Rhythm
A week in IT services — without extra overhead
Mon
Tue
Wed
Thu
Fri
08:00
Bora📋 Open incidents + SLA risk
Bora📋 Open incidents + SLA risk
Bora📋 Open incidents + SLA risk
Bora📋 Open incidents + SLA risk
Bora📋 Open incidents + SLA risk
09:00
All agents🏛️ Governance Boardroom
Viktor💰 SLA compliance + billing
17:00
Aria📨 Client Teams updates
Luna📄 Weekly governance report
6
Step 6 — Governance Boardroom
Monday 09:00 — 25 minutes, every week
🏛️
Enterprise IT Governance Boardroom
Monday · 09:00 · 25 min · All agents present
  • 1
    Incident Overview — Bora (Ops)
    Open incidents by severity (P1/P2/P3), SLA breach risks today, incidents resolved last week, any post-mortems pending.
    "@Bora summarise last week's incidents and flag any open SLA risks for this week"
    Bora
  • 2
    Change Management — Bora (Ops)
    Change requests pending approval, scheduled changes this week, risk assessment for high-impact changes.
    "@Bora what change requests are pending this week and what's the risk level for each?"
    Bora
  • 3
    Contract & SLA Compliance — Viktor
    SLA performance % per client, invoicing status, any contract utilisation overruns or renewals due.
    "@Viktor give me SLA compliance by client for last week and flag any billing actions needed"
    Viktor
  • 4
    Resource & Capacity — Zoe
    Consultant allocation vs. demand, on-call coverage gaps, subcontractor needs, skills gaps for upcoming projects.
    "@Zoe are we fully resourced for this week? Any coverage gaps I need to address?"
    Zoe
  • 5
    Account Growth — Ben
    Contract renewals in the next 90 days, upsell opportunities identified from incident patterns, client satisfaction signals.
    "@Ben which client contracts are up for renewal in the next 90 days and are there upsell signals?"
    Ben
100%
incidents in Memoria
< 2 min
client update via Teams
Weekly
governance report auto-generated
0
missed SLA alerts
The OS at work

A week in the life — with AEGIS keeping rhythm

This is what AEGIS OS can run as scheduled checks every week once you've set it up. 🏠 RE = Real Estate 🚀 SA = SaaS 🎬 CR = Creator

Monday
08:00
🏠 Morning briefing
Alex (Director) → Telegram
08:00
🚀 Morning briefing
CEO Bot → Telegram
08:00
🎬 Morning briefing
Cleo — deals + deliverables
09:00
🏠 Pipeline review
Maya — stalled leads flagged
09:00
🚀 Trial pipeline check
Ben — at-risk deals surface
09:00
🎬 Weekly content calendar
Aria — captions + schedule ready
10:00
🚀 Sprint kickoff
Bora — agenda sent
All day
WhatsApp leads captured
Auto-qualify → CRM → reply
Tuesday
08:00
🏠 Morning briefing
Alex → Telegram
08:00
🚀 Daily briefing
CEO Bot → Telegram
08:00
🎬 Morning briefing
Cleo → Telegram
10:00
🏠 Viewing confirmations
Bora — sent to all clients
10:00
🚀 People ops update
Zoe — open roles reviewed
10:00
🎬 DM & comment digest
Zoe — community snapshot
Ongoing
Inbound messages handled
Telegram + WhatsApp → agents
Wednesday
08:00
🏠 Morning briefing
Alex → Telegram
09:00
🏠 Mid-week financial
Viktor — P&L snapshot
08:00
🚀 Daily briefing
CEO Bot → Telegram
10:00
🚀 MRR/ARR snapshot
Viktor — churn + runway
14:00
🚀 Sprint mid-check
Bora — blockers surfaced
08:00
🎬 Deliverables check
Cleo — what's due this week
14:00
🎬 Active deal status
Bora — campaign tracker
Thursday
08:00
🏠 Morning briefing
Alex → Telegram
10:00
🏠 New listings drafted
Aria — portals + social
14:00
🏠 Content brief
Luna — video/media plan
08:00
🚀 Daily briefing
CEO Bot → Telegram
09:00
🚀 Content published
Aria — blog + LinkedIn
15:00
🚀 Burn rate check
Viktor — weekly spend
08:00
🎬 Morning briefing
Cleo → Telegram
09:00
🎬 Deal pipeline review
Ben — deals + rates
10:00
🎬 Production brief
Luna — next week's content
Friday
08:00
🏠 Week close briefing
Alex → decisions needed
09:00
🏠 Pipeline close
Maya — week summary
08:00
🚀 Week close summary
CEO Bot → key wins + misses
09:00
🚀 Pipeline end-of-week
Ben — forecast update
14:00
🏠🏛️ Boardroom
All 8 agents report — 20 min
15:00
🚀🏛️ Boardroom
All 8 agents report — 20 min
09:00
🎬 Revenue snapshot
Viktor — week earnings
15:00
🎬🏛️ Boardroom
All 8 agents report — 20 min

That's 18+ automated tasks per week, per industry — before you've typed a single command.

Full template library

7 public playbooks. 20+ templates inside AEGIS OS.

Apply any template in under 5 minutes from Settings → Templates.

SMB & Professional Services
🏠 Real Estate Agency 🚀 SaaS Startup 🎬 Creator / Influencer 🍽️ Restaurant & Hospitality ⚖️ Law Firm 💼 Consulting & Advisory 🛒 E-commerce & Retail 📣 Marketing Agency 🏥 Healthcare Practice 🚚 Logistics & Transport 🏗️ Architecture & Design 🎯 Recruitment Agency 🏢 Property Management 🎉 Events & PR Agency 🧠 Solo Founder / Operator
Enterprise Advanced templates — Teams, SAML SSO, RBAC & on-premise deployment pre-configured
🏢 Enterprise IT & SAP AMS 🏦 Financial Services & Compliance 🏥 Healthcare IT Governance 🌍 Multi-Location Operations 🏭 Manufacturing & Industry 4.0 🔐 Cybersecurity & SecOps ✈️ Aviation & Travel Operations

Enterprise templates available on the Enterprise plan · Request access →

Ready to start

Your team is waiting.
Set it up today.

14-day free trial. All 8 agents active. Full access from day one.
Apply your industry template in under 5 minutes.

Start free — no card needed → Watch it in action

Pro from €49/month · 20+ industry templates · Cancel anytime