AI Chief of Staff
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Session 3

The Intelligence Layer

A scheduler manages your calendar. A COS knows the context behind every meeting. This is where you build that.

⏱ 30 min teach · 90 min build
Session 3 Slides Full presentation deck
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Session 3 Notes & Recap Bland.ai walkthrough, voice setup, group wins, homework
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Session 3 Prompt Pack Contacts system, meeting prep, weekly narrative
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Objectives

By the end of this session, you will have:

  • ✓ A contacts system – per-person context files your COS reads before every interaction
  • ✓ Meeting prep command – auto-briefing card generated before each calendar event
  • ✓ Weekly strategic narrative deployed – your Friday report runs automatically
  • ✓ Both set on cron schedules – they run without you asking
  • ✓ Live test: run meeting prep on a real event from your calendar
Tools We're Using
Hermes Contacts System
Markdown files, one per person. Your COS reads them to know who it's dealing with before every email, call, or meeting.
Hermes Cron Jobs
Scheduled tasks. Meeting prep and the weekly narrative run on a timer – no manual trigger needed.
Google Calendar
The trigger source. Your COS scans your next 24 hours to know what briefings to prepare.
Your notes from Session 2
The gaps you noticed in session 2 become input for the intelligence layer. Bring them.
Session Agenda
  • Part 1
    COS vs. Scheduler (30 min)The difference is context. What a real COS knows before walking into a room. The meeting prep card concept.
  • Part 2
    Build the Contacts System (25 min)Create your first 5 contact files. Wire them into the COS read path.
  • Part 3
    Meeting Prep Command (20 min)Build the briefing card generator. Set it on cron to run 30 min before each event.
  • Part 4
    Weekly Strategic Narrative (20 min)Build the Friday report. Set it on a weekly cron schedule.
  • Part 5
    Live Test + Open Support (25 min)Run meeting prep on a real calendar event. Questions, gaps, troubleshooting.
Homework

Add 5 more people to your contacts system before the next session. Prioritize the people you interact with most – direct reports, key clients, investors, board members.

Let the meeting prep run on at least one real meeting this week. Notice what it gets right and what it misses.

For Session 4: think about one thing you want to build that isn't on the curriculum. We'll use it as your custom command project.

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Session 2 – Give Your COS a Voice
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