RoofIgnite · client-management assistant project

SmitaVA

The working documents for the project to automate the busywork out of Smita's workday. Private link — please don't post it anywhere public.

Optional · Round 2 SmitaVA Worksheet Round 1 is done — thank you! A few quick follow-ups, about 5 minutes. The assistant runs on defaults until you answer; then KP switches it to your answers. Answers save instantly and you can change them any time. Sample Your Morning Brief — a sample What would land in your inbox at your brief time on a work day, with made-up clients. Tell KP what you'd change. Updated Oct 24 What Your Assistant Does Every feature in plain language: what works today, what still needs your real accounts to test, and what's discussed but not built. Plus how it compares with your ChatGPT setup, and what a shorter setup to try it on your own accounts needs. Setting Up Your Assistant The one-time setup: six steps, about 20 minutes, then staying for the first hourly run (up to an hour; it also builds the client list). Easiest done together with KP. SmitaVA Logbook The living record: how this started, the diagnosis, the plan, and a dated update log showing what's new. Buying Back Smita's Day The one-page recommendation — the version to share with Mani / RoofIgnite.