Daily
Daily
Six tasks for the work that resets every morning.
Daily Inbox Briefing
Start every day with a prioritised view of what needs your attention.Needs: Email · Calendar
Meeting Prepper
Walk into every meeting knowing exactly who you’re talking to and why.Needs: Calendar · Email · CRM
Meeting Follow-Up
After every meeting, Amy drafts the follow-up, logs notes to your CRM, and sets reminders.Needs: Calendar · Email · CRM
Company News Digest
Daily briefing on news, signals, and leadership moves across your watchlist.Needs: Web search
Automated Diligence
Run a first-pass diligence on every new opportunity the moment it lands.Needs: CRM · Web search
Summarise Team Discussions
Catch up on a busy channel in one short read.Needs: Messaging
Weekly
Weekly
Eight tasks for the reviews and digests that shape your week.
Deal Pipeline Review
A weekly snapshot of your pipeline: what’s moved, what’s stalled, what needs a nudge.Needs: CRM · Email
Competitor Pulse
Weekly digest of what your competitive set is shipping, hiring for, and saying publicly.Needs: Web search
CRM Enrichment
Amy identifies contacts with missing data and fills the gaps automatically, on a schedule.Needs: CRM · Data enrichment
Create a Weekly Team Update
A ready-to-send summary of the week’s key updates for your team.Needs: CRM · Email or Messaging
Job Change Tracker
Amy watches your key contacts and alerts you the moment someone moves to a new role.Needs: Professional network · CRM
Action Item Tracking
Never lose a post-meeting commitment again.Needs: Calendar · CRM
Research Funding Rounds
A current view of the funding rounds that matter to your firm.Needs: Web search
Research Companies with Scaling Headcount
Spot the companies growing fast enough to need hiring help.Needs: Web search
Monthly or quarterly
Monthly or quarterly
Two tasks for the longer cycle, the work that slips when nobody schedules it.
Nurture Network Relationships
Amy surfaces who to reconnect with and gives you a reason to reach out.Needs: Email · CRM
Sector Deep Dive
Get fully briefed on a market before you invest or review a portfolio.Needs: Web search
Next steps
Run anytime
The tasks that run the moment you ask.
Knowledge
Save these first and every task above gets better.
How scheduling works
Cadences, approvals, test runs, and where results land.
Book a free expert session →
Not sure which of these to schedule first? Book a free session with an Amy expert and we’ll set up the first few with you.