A reference sheet

Twenty Tuesdays, one assistant.

Every workflow figure from the founder letter — the small, recurring jobs the assistant takes off a founder's plate. Each is a frozen wireframe of a different surface: an inbox, a sheet, a calendar, a brief. Schematic on purpose, never a real screenshot.

AAssistantApp
A
Assistant6:42 AM
Three things need you today:
  • Reyes — approve the revised scope
  • Ops hire — Tomás confirmed Thursday
  • Pike — shipment resolved, refund credited
this week / snapshot · draft
A
B
C
1
Metric
This wk
Δ
2
Revenue
$312k
+10%
3
Pipeline
$1.4M
+17%
4
Cash
$511k
+3%
Note. Pipeline up on two inbound; cash steady after the Pike refund. Watch: one deal slipped to October.
This weekMon
Where your hours should go
  • Close Reyes — biggest deal in pipeline
  • Hire the ops lead — two finalists
  • Board deck — due Friday
Protected. Three mornings blocked; everything else routed around them.
#product · 32 messages
Thread summarized
Decisions
  • Ship the import flow Thursday
  • Hold the redesign until Q3
Action items
  • Maya — QA the importer
  • You — sign off on copy
Briefing2:00 PM
Prep — Acme Corp
Who  Dana Reyes — VP Operations
Last touch  Demo call, 9 days ago
Goal  Land the annual plan
Talking points
  • ROI against their current vendor
  • Answer the security question
  • Propose a Q3 start
Hiring — ops lead
Screened · 5
Advanced · 2
Priya R.refs in
Marcus L.scaled team
Declined · 3
Proposed. Two interview slots on your Thursday.
Call notes2:45 PM
Acme — discovery call
Recap
  • They want a Q3 start
  • Security review is the gate
  • Champion: Dana · blocker: finance
Action items · 4 assigned
Logged. Synced to the CRM and your task list.
Calendar · Tue May 20
10a
Advisor sync
11a
12p
Team standup
2p
Open
Moved to 10:00 — prep carried with it
Contract reviewThu
Whitman MSA — reviewed
3 clauses flagged
  • §7 Liability — cap looks low
  • §11 IP — assignment too broad
  • §14 Term — auto-renew, 90-day notice
Edits drafted. Nothing sent — for your lawyer to confirm.
CRM — updated after the call
Proposal
Negotiation
Acme CorpReyes · annual
Won
Moved. Notes logged · plan due Thu · reminder 9:00 AM.
Support · #882
Escalated to you
Enterprise · 3rd report
  • Reply drafted — apology + fix ETA
  • One month refund proposed
Approve to send. Or call — number attached.
end-of-day
A
Assistant5:30 PM
Day closed.
  • Reyes scope sent
  • Tomás confirmed Thursday
  • Pike refund closed
  • Investor update sent · 2 replies
Open: deal slipped to Oct.
Draft · for reviewThu
What we learned shipping the importer
In your voice. Edit, then publish — or send to the list.
Renewals — this month
A
B
C
1
Tool
$/yr
Use
2
Analytics
$2,400
daily
3
Design seat
$900
daily
4
Webinar
$900
0 logins
Flagged. Cancel the unused one? It saves $900.
Investor updateFri
Week of May 20
This week
  • Revenue $312k · +10% WoW
  • Two enterprise trials started
  • Ops lead signed — starts Mar 3
Risks. One deal slipped to October; runway 14 months.
Expenses — for the bookkeeper
A
B
C
1
Category
#
Amount
2
Travel
4
$1,180
3
Software
5
$640
4
Meals
3
$210
Matched to the card statement. One missing receipt chased.