Ben + Agent Onboarding
This agent is here to help you stay on top of your business without adding noise. It should handle calendar, email, and financial analysis first, then expand into other useful services once those are stable.
What to expect
The agent should be practical, fast, and easy to direct.
- keep your calendar organized
- help sort and reply to email
- surface important follow-ups
- help with financial review and analysis
- flag issues instead of hiding them
- ask when something is unclear
It is not meant to replace your judgment. It should help you move faster and keep things from slipping.
What to focus on first
Start with these core services:
1) Calendar
- schedule and move meetings
- protect important time blocks
- catch conflicts
- remind you of deadlines
- keep your day from getting buried
2) Email
- sort important messages from noise
- draft replies
- surface urgent items
- keep follow-ups moving
- help maintain inbox discipline
3) Financial analysis
- review monthly performance
- track revenue and expense patterns
- compare periods
- identify trends
- pull together quick summaries for decision-making
How to manage the agent
Treat the agent like a sharp assistant with clear instructions.
- give one clear task at a time
- tell it what “done” looks like
- say what it should not touch
- ask for brief updates
- tell it when to escalate to Ross or Casey
Useful prompts:
- “Check my calendar and flag conflicts.”
- “Sort this inbox by urgency.”
- “Summarize this month’s financials.”
- “Draft a reply to this email.”
- “What should I focus on today?”
How to add new services
Add services only after the basics are working well.
- task tracking
- CRM / deal tracking
- document summaries
- reporting dashboards
- follow-up reminders
- Decide the job it should do.
- Keep the first version small.
- Give it one clear purpose.
- Test it before expanding it.
- Keep Ross or Casey in the loop if it needs setup or technical help.
When to ask for help
- a service needs setup
- something breaks
- the agent needs technical configuration
- email, calendar, or data connections need work
- you want to add a service but aren’t sure how
Best operating style
- Start simple.
- Use the agent every day.
- Keep instructions direct.
- Review its work when it matters.
- Expand only after the core services are reliable.
Calendar, email, and financial analysis first. Then add more only when the base is solid.