Company automation catalog
21 of 21 areas enabled · toggles are saved on this device
PeopleHR — People Operations
- Onboarding checklist + account provisioning
- Leave: request → manager approval → payroll sync
- Performance reviews & promotion workflow
MoneyFinance
- Zoho Books invoicing from contracts
- Payment reminders → escalation chain
- Expense approvals & budget-vs-actual alerts
GrowthMarketing
- Email campaigns via Resend + open tracking
- Blog pipeline: draft → review → publish
- SEO health checks & social scheduling
StrategyStrategies
- Weekly market / competitor briefs
- KPI dashboard (revenue, pipeline, hiring)
- Opportunity radar: markets, partnerships, risks
RevenueClient Management
- Lead capture → follow-up sequences → qualification
- Pipeline: lead → won/lost in Zoho CRM
- Renewal + upsell reminders, health checks
RevenueInvoices & Billing
- Auto-create from milestones, send + track
- Due-date reminders, bank reconciliation
- Monthly billing summary to CEO
ExecutivePersonal Secretary — CEO Office
- Email triage + draft replies
- Calendar, meeting notes → action items
- Daily briefing + Saturday comprehensive email
ExecutiveCEO Automations
- Daily CEO briefing: KPIs, cash, risks, decisions
- Approvals dashboard — everything in one place
- Escalation routing + board reporting packs
ExecutiveSVP / Board Director
- Full company dashboard visibility
- Board reporting packs
- Approval delegation + compliance reminders
PeopleEmployee Automations
- Asset provisioning: request → issue → return
- Payroll inputs, payslips, US tax handling
- Onboarding accounts + exit access revocation
GovernanceAuditing
- Immutable audit log on every portal action
- Quarterly access reviews + auto-revocation
- Financial audit packs on demand
GovernanceCompliance
- Delaware annual report + franchise tax tracking
- Policy acknowledgments (signed, timestamped)
- Compliance calendar with escalations
OperationsMeeting Automations
- Recordings → transcript → summary → action items
- Scrum standup bot + sprint ceremonies
- Board pre-read packs + minutes + resolutions
OperationsIT Automations
- Access provisioning & quarterly reviews
- Device inventory + lifecycle tracking
- Incident intake → triage → resolution
PlatformCloud — Azure
- Terraform plan/apply pipeline (this portal's infra)
- Cost monitoring vs $350/mo budget + alerts
- Backup verification + DR drills
PlatformAI Automations
- Agent task routing + supervision
- Model usage tracking + cost caps
- Prompt/version registry for agent behaviors
PlatformDatabase — PostgreSQL
- Migrations with review + rollback plans
- Nightly backups + restore tests
- Slow-query reports + index suggestions
PlatformNetwork
- DNS + TLS certificate expiry monitoring
- Uptime checks with paging on failure
- Firewall rule review cadence
PeopleReporting Structures
- Who-reports-to-whom maintained in DB
- Approval chains derived automatically
- Escalation paths per department
PeopleOrganization & Teams
- Departments + teams modeled with history
- Headcount reports by dept / role / location
- New-team bootstrapping checklist
FoundationCross-cutting
- Ticket numbers (AIS-YYYY-NNNN) for trackables
- Email via Resend · errors → Sentry · metrics → Grafana
- Jira sub-task + Confluence doc per automation
SupportSupport Ticketing
- Ticket lifecycle: create → assign → escalate → resolve → close
- Priority routing with SLA tracking and escalation paths
- Customer-facing status updates on every ticket
EngineeringEngineering Health
- Repo health checks, CI status, and dependency updates
- Secret scanning on every commit
- Incident intake with severity routing