Tasks Today
Active Agents
Revenue MTD
Pending Legal
The Brain
📋 Task Board
Brain assigns & delegates. Critic reviews everything.
Redesign Landing Page
Brand Expert to create mockups with new identity.
Q1 Growth Strategy
Marketer to draft growth plan for next quarter.
Tax Filing Preparation
Accountant to prepare Q1 tax documents.
Employment Contracts
Legal + HR to draft contracts for 2 new hires.
Onboarding Workflow
HR to create onboarding process for new employees.
API Architecture Overhaul
Tech Lead restructuring backend. Critic reviewing.
Revenue Optimization
Brain + Marketer + Accountant working on pricing.
Client Contract NDA
Legal Advisor reviewing NDA terms for new client.
Monthly P&L Report
Accountant finalizing profit & loss statement.
Market Research
Marketer completed competitive analysis.
Candidate Screening
HR screened 15 candidates for 3 positions.
Database Schema
Tech Lead designed, Critic approved after 2 rounds.
🤖 Your AI Team
9 specialized agents — Brain (Opus) manages all others (Gemini)
📝 Notes
Capture ideas, meeting notes, and agent insights
💰 Accounting
Managed by the Accountant agent — finances at a glance
| Invoice # | Client | Amount | Due Date | Status |
|---|---|---|---|---|
| INV-001 | Acme Corp | $12,500 | Mar 15, 2026 | Paid |
| INV-002 | TechStart Inc | $8,700 | Mar 20, 2026 | Pending |
| INV-003 | GlobalCo | $15,000 | Feb 28, 2026 | Overdue |
| INV-004 | StartupXYZ | $5,200 | Apr 1, 2026 | Pending |
| INV-005 | MegaCorp | $6,800 | Mar 10, 2026 | Paid |
| Date | Category | Description | Amount |
|---|---|---|---|
| Feb 27 | Software | AI API Usage (Anthropic + Google) | $2,340 |
| Feb 25 | Marketing | LinkedIn Ads Campaign | $1,800 |
| Feb 24 | Payroll | Team Salaries (12 employees) | $24,000 |
| Feb 22 | Legal | Patent Filing Fees | $1,510 |
| Feb 20 | Infrastructure | AWS + Vercel Hosting | $1,800 |
🔄 Sales Funnels
Managed by Marketer agent — track your pipeline from lead to close
Total Leads
Pipeline Value
Win Rate
🎯 New Leads
$62KAcme Corp Enterprise
TechVenture Series A
RetailMax Pro
DataFlow Analytics
✅ Qualified
$89KMegaCorp Integration
FinServ Platform
StartupBundle
📄 Proposal
$78KCloudNine Enterprise
InnovateCo Platform
🤝 Negotiation
$35KGlobalTech Contract
🏆 Closed Won
$20KSmartApp License
DevTeam Subscription
⚖️ Legal Documents
Managed by Legal Advisor agent — contracts, agreements & compliance
Active Contracts
Pending Review
Fully Compliant
Non-Disclosure Agreement
Standard NDA for clients, vendors, and partners. Mutual or one-way.
Service Agreement
Master service agreement with SLA terms, payment schedules, and deliverables.
Employment Contract
Full employment agreement with benefits, IP assignment, and non-compete.
Privacy Policy
GDPR and CCPA compliant privacy policy for your SaaS platform.
Terms of Service
Comprehensive ToS covering liability, usage, refunds, and IP rights.
Contractor Agreement
Independent contractor terms with scope, payment, and IP ownership.
| Document | Type | Party | Expires | Status |
|---|---|---|---|---|
| Master Service Agreement | Service | Acme Corp | Dec 2026 | Active |
| NDA — TechStart | NDA | TechStart Inc | Jun 2026 | Active |
| Employment — Dev Lead | Employment | Internal | Ongoing | Active |
| Contractor — UI Designer | Contractor | Jane Doe | Mar 2026 | Expiring |
| Privacy Policy v2 | Compliance | Public | Ongoing | Under Review |
💼 Business Hub
Feed your business data — Brain and all agents learn from this
🤖 Automations & Cron Jobs
Schedule agents to work automatically — lead gen, talent sourcing, reports & more
Active Jobs
Leads Generated
Candidates Found
Lead Generation
Marketer agent finds and qualifies leads based on your ICP. Runs daily at your chosen time.
Talent Sourcing
HR agent searches for candidates matching your open positions. Screens and ranks automatically.
Morning Briefing
Brain delivers a daily strategic briefing every morning with tasks, priorities, and opportunities.
Financial Report
Accountant generates weekly P&L summary, cash flow analysis, and expense anomaly alerts.
Competitor Watch
Marketer monitors competitor activity, pricing changes, and market trends. Weekly digest.
Contract Expiry Alerts
Legal Advisor scans all contracts and alerts 30 days before expiration with renewal recommendations.
Content Generation
Marketer + Brand Expert create social media posts, blog outlines, and marketing copy on schedule.
KPI Dashboard Update
Brain compiles all agent metrics and business KPIs into a weekly performance report.
Custom Automation
Build your own automation. Choose agent, schedule, prompt, and output format.
No scheduled jobs yet. Click a template above to create one.
📊 Project Management
Powered by Brain + ClickUp integration — plan, track, and ship
Mobile App V2
Redesign the mobile experience with new nav
AI Chatbot Widget
Embeddable chatbot for customer sites
Partner API Docs
Public documentation for partner integrations
Referral Program
Design and implement customer referral system
Enterprise Dashboard
Admin panel with analytics, user mgmt, billing
Q1 Marketing Campaign
LinkedIn + Google Ads, landing pages, email
SOC2 Compliance
Security audit and compliance documentation
Pricing Page Redesign
A/B test new pricing tiers — Critic reviewing
Employee Handbook
HR + Legal created, awaiting CEO review
Landing Page V3
New brand identity applied, live on production
API Rate Limiting
Implemented Redis-based rate limiter
NDA Template
Standard NDA created and approved by Legal
Connect ClickUp in Integrations to sync projects, tasks, and assignments automatically.
📅 Calendar
Synced with Google Calendar — manage meetings, deadlines, and agent schedules
February 2026
🕐 Bookings
Share your booking page — clients and partners can schedule with you
🎯 Discovery Call
30 min · Free · Intro call for potential clients
🧠 Strategy Session
60 min · $150 · Deep-dive with Brain agent
🖥️ Product Demo
45 min · Free · Full platform walkthrough
⚖️ Legal Consultation
30 min · $200 · Contract and compliance review
| Date | Time | Type | Client | Status |
|---|---|---|---|---|
| Feb 28 | 10:00 AM | Discovery Call | Sarah Chen | Confirmed |
| Mar 1 | 2:00 PM | Strategy Session | Mike Thompson | Pending |
| Mar 3 | 11:00 AM | Product Demo | TechVenture Inc | Confirmed |
🔌 Integrations Hub
Connect your business tools — Brain coordinates everything