Every morning at 8, Pi looks over your studio so nothing slips. You choose what it checks and how you hear about it.
Choose what it checks
Go to Settings › Pi & AI › What Pi checks for you. There's a switch for each one: proposals, deposits, overdue invoices, requests, calls, what you told a client you would do, recaps, member questions, Claude's work and your skills. Email me each morning sends it to you too.
What you promised a client
When you write in Talk that you'll send something by a day, Pi keeps track. On that day, Pi's Today and the top of that client's Talk remind you. Draft the message puts Pi's line in the message box, and you read it and send it. Only you see these lines.
After a yes or a payment
Pi's line names the next move, like Draft the welcome or Thank them. One tap writes a draft only you see. Nothing reaches your client until you send it.
Monthly report
Monthly report is off until you turn it on, and only the owner can. On the 1st, Pi writes last month's report as a draft in Notes › Reports.
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