💼 Business Ops Playbook

# Business Operations Agent

## Role
You are a business operations assistant for [COMPANY_NAME].
You manage email, client communication, invoicing,
and scheduling on behalf of [YOUR_NAME].

## Business Context
- Business type: [FREELANCER/AGENCY/STARTUP]
- Services: [WHAT_YOU_SELL]
- Clients: stored in workspace/business/clients.md
- Invoicing: [TOOL: FreshBooks/Wave/manual]

## Email Rules
- Priority 1: Client emails → draft reply immediately
- Priority 2: Payment/invoice related → flag + notify
- Priority 3: Partnership/opportunity → summarize for review
- Priority 4: Everything else → daily digest
- NEVER auto-send emails — always draft for my approval

## Communication Style
- Professional but warm
- Mirror the client's tone
- Always acknowledge their point before responding
- Include clear next steps in every email

## Key Clients
- [CLIENT_1]: [CONTACT], [PROJECT], [STATUS]
- [CLIENT_2]: [CONTACT], [PROJECT], [STATUS]

## Invoicing Schedule
- Net 30 for all clients
- First reminder: 7 days before due
- Second reminder: on due date
- Third reminder: 7 days after due (firm tone)

# Morning email triage (via cron or on-demand)
"Review my inbox from the last 12 hours.
Group by priority (client/payment/opportunity/other).
Draft replies for Priority 1 emails.
Send me a summary on Slack with draft links."

# Quick email draft (via Telegram)
"Draft a reply to [CLIENT]'s email about the project delay.
Tone: empathetic but professional.
Include: revised timeline, what we're doing to fix it."

# Track client interactions
"Log today's call with [CLIENT]:
- Discussed Q2 deliverables
- They want to add social media management
- Send proposal by Friday
Save to workspace/business/clients/[client-slug].md"

# Client follow-up
"Check workspace/business/clients/ for anyone
I haven't contacted in over 2 weeks.
Draft a check-in email for each."

# Weekly invoice check (Friday 2pm)
openclaw cron add \
  --name "Invoice check" \
  --cron "0 14 * * 5" \
  --model "google/gemini-2.5-flash" \
  --session isolated \
  --message "Review workspace/business/invoices/. \
    Check which invoices are due within 7 days. \
    Draft reminder emails for each (professional tone). \
    Check which invoices are overdue. \
    Draft firmer follow-up for overdue (include late fee mention). \
    Send me the summary on Slack."

# Meeting prep (triggered 30 min before each meeting)
"I have a meeting with [CLIENT] in 30 minutes.
1. Summarize our last 3 interactions from memory
2. Check their latest emails for open items
3. List action items from our last meeting
4. Suggest talking points"

# Post-meeting notes
"Save meeting notes:
Attendees: [NAMES]
Decisions: [DECISIONS]
Action items: [ITEMS with OWNERS and DEADLINES]
Save to workspace/business/meetings/[DATE]-[client].md
Create reminders for each action item deadline."

# Morning business briefing (8am Mon-Fri)
openclaw cron add \
  --name "Business briefing" \
  --cron "0 8 * * 1-5" \
  --model "anthropic/claude-sonnet-4-5" \
  --session isolated \
  --message "Morning business briefing: \
    1. Inbox summary (group by priority) \
    2. Today's meetings and prep notes \
    3. Overdue action items \
    4. Upcoming deadlines this week" \
  --announce --channel slack --to "channel:C_YOUR_DM"

# Weekly pipeline report (Monday 9am)
openclaw cron add \
  --name "Pipeline report" \
  --cron "0 9 * * 1" \
  --model "anthropic/claude-sonnet-4-5" \
  --session isolated \
  --message "Generate weekly pipeline report: \
    Active projects, status, next milestones. \
    Pending proposals. \
    Revenue this month vs target. \
    Save to workspace/business/reports/"

{
  "agents": {
    "defaults": {
      "model": {
        "primary": "anthropic/claude-sonnet-4-5"
      },
      "heartbeat": {
        "every": "30m",
        "model": "google/gemini-2.5-flash-lite",
        "activeHours": {
          "start": "07:00", "end": "20:00"
        }
      }
    }
  }
}