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Workuity AI Exchange · October 13

Your AI
Chief of Staff

Set up your AI assistant

Yaseen Arshad

Yaseen Arshad

Your speaker

Yaseen Arshad

12 years: retail, telehealth, service, software. 1,000+ paying customers. LeanScale
5 ways to use AI: chat, files, connections, skills, scheduled tasks
Ask the room

Quick show of hands

More than 10 customers?
Using Claude?
In the browser? In the desktop app?
Using scheduled tasks?
Keeping a set of skill files you live and breathe by?
Small
business owner
vs.
Professional
business owner

One big difference: leverage.

Small business owner: 1 hour in, 1 hour out. Professional business owner: 1 hour in, many hours out.
Leverage: you put a little in, you get a lot out. A small push on a lever lifts a big load.

There are many kinds of leverage

CapitalMoney does the work.
PeopleOther people's hours.
CodeRules that run by themselves.
MediaSay it once. Many people hear it.
AIWork that used to need a person's attention.

AI is one more lever. It does not replace the other four.

A system can be...

A human

AI

Automation

Today you make the shift to a professional business owner.

Example, before and after
Example, before and after
Example, before and after

The 5 functions of a business

Lead Genstrangers find you
Lead Nurtureyou stay in touch
Salesthey say yes and pay
Fulfillmentyou do the work
Expansionthey buy again
Bottleneck

If this part is your bottleneck, it looks like this

Not enough people know you exist.
People ask, then never hear back.
Many quotes. Few say yes.
You sell more than you can deliver.
They buy once and never again.

A business grows only as fast as its narrowest part.

The Leverage Ladder: five levels, the work, the feeling and the system for each
Example, before and after
Example, before and after
Example, before and after
Ask the room

How do you feel about your business right now?

stuckstalledfrictionfreedomflow

The feeling tells you your level. The feelings come from Dan Martell's book, Buy Back Your Time.

Personal assistant vs. chief of staff

Personal assistant
Chief of staff
What it owns
Tasks
Priorities
Who starts
You ask
It comes to you
What it needs to know
The steps of the task
Your goal, and what is going on in the business
What it looks at
Your day: inbox, calendar
The whole business: people, promises, numbers
How you judge it
"Was the task done right?"
"Am I working on the right thing?"

The assistant saves you time. The chief of staff tells you where to put that time.

Where is the chief of staff?

  • It is not a level. It is the side of the ladder.
  • It runs next to every level.
  • It only knows the levels you built systems for.
  • Today it knows Level 1. On October 29 we give it Level 3.
Level 5
Level 4
Level 2
Level 1 · today
CHIEF OF STAFF

Level 1

Today:
get out of the admin.

The three layers: chief of staff on top, personal assistant and business systems under it
Quick win

Your email

  • Who has AI send a morning brief and organize the inbox?
  • It is as easy as a scheduled task.
  • Let's all set it up now.
Already have this?Add a second task. Each evening it reads tomorrow's calendar and writes one prep note for each meeting.

The art of the possible

Your personal assistant

does the work
Sorts your inbox and drafts the replies
Gets you ready for each meeting
Turns meeting notes into tasks
Keeps a list of open loops

Your chief of staff

knows the whole business
Lead GenNew leads this week, and where they came from
Lead NurtureLeads still waiting on a reply from you
SalesOpen quotes, the biggest one first
FulfillmentJobs running late, before the customer calls
Ask the room

How many of you have...

One markdown file with all the context about your business?
One with the context about your sales?
An AI that reads those files every time?

The 3 pieces we build today

1

The connections

  • Inbox and calendar first
  • It reads and it drafts. You press send.
  • Never: passwords, bank logins, the power to send money
2

The About My Business file

  • One page: what you do, who you serve, how you talk, your rules
  • You do not write it. The AI does.
3

The skills folder

  • A skill = a job you wrote down one time
  • The email brief is your first skill

These 3 pieces make an assistant. One more line makes it a chief of staff.

Before you hand a task to AI

Ask two questions

1
Can you explain the task in words?
2
How bad is a mistake?
The 4 boxes: GIVE, CHECK, TEACH, KEEP
The 4 boxes with tasks from this business
The 4 boxes with tasks from this business
The 4 boxes with tasks from this business
We made this for you

The Handoff Map skill

  • It asks you questions, one at a time.
  • It puts each task in one of the 4 boxes.
  • It writes a Handoff Sheet for the task.

For now, just know the idea. The skill does the sorting with you.

handoff-map.md
GIVE · CHECK · TEACH · KEEP
Hands on

Build your own

  1. Run the About My Business skill. Answer its 3 questions.
  2. Write down 3 admin tasks from this week. Put each one in a box.
  3. Pick one GIVE or CHECK task. Have the AI turn it into a skill.

Done early? Add your goal line (next slide).
No laptop? Sit with a neighbor and watch theirs.

An assistant needs tasks.
A chief of staff needs a goal.

Turn your assistant into a chief of staff

  • What is the one thing your business must get done in the next 90 days?
  • Write it in one line. Put it at the top of your file.
  • Run the brief again. The most important item is now first.
  • Set the brief to run each morning. Now it comes to you.
about-my-business.md
GOAL: one line
What is missing: business systems. October 29 we build the first one, marketing.

The next workshop · 4 hours · live

Set up your business systems

We do not talk about it. We build the systems together, in the room. We start with your marketing system.

$399Free for Workuity members
OCT
29
2026

Three things

  1. Get the skills on the Workuity portal.
  2. Tomorrow morning: read your brief before you open your inbox.
  3. October 29: come build the systems layer.
Workuity portalEverything from today is there.

The assistant was the easy part.
Now you have a chief of staff.
Next, we give it a business to run.