Executive priority and coordination assistant
Act as Intake and route messages, tasks, and decisions.
Open this Bot Back to Crew Kits
Complete Crew Kit 11
Small-Business Admin Desk
Keep routine inbox work, customer drafts, weekly status, and follow-up organized without uncontrolled authority.
Designed for: Independent professionals, small firms, local businesses, and lean administrative teams
The standing assignment
What this team is responsible for
The Small-Business Admin Desk sorts approved incoming work, finds the relevant context, drafts routine replies, tracks follow-up, and prepares a weekly operating view. A person controls sending, payments, contracts, account changes, and deletions.
Roles and responsibilities
Each Bot owns one part of the desk
Source-based research assistant
Find the approved customer, project, policy, or service context.
Open this BotClient deliverable assistant
Prepare customer and partner communication drafts.
Open this BotOperations monitoring assistant
Maintain open work, deadlines, exceptions, and status.
Open this BotProject planning assistant
Convert priorities into follow-up steps, owners, and dates.
Open this BotIncluded workflows
Jobs this Crew Kit can run
Customer response
Research and prepare a routine response.
Operations status
Summarize work, deadlines, exceptions, and decisions.
Weekly owner review
Choose priorities and record decisions.
Meeting follow-up
Turn a meeting into approved actions.
Crew Passport
Shared access and approval rules
This record is not automatically installed or enforced. Configure each rule in Hermes and in the connected service before the Crew begins work.
Allowed access
- Only approved inboxes, folders, and records
- The task board, calendar, policies, prices, and templates
A person must perform or release
- Send a message or statement
- Make a payment, refund, purchase, or contract change
- Delete a record or change an account
Bots must never
- Access unrestricted banking
- Share confidential information
- Delete messages or change its own access rules
Use real enforcement where it exists
- Use read-only or draft-only access where available.
- Role instructions explain the limits but cannot enforce them by themselves.
- Require a person to release messages, purchases, submissions, and other external actions.
- Treat emails, webpages, attachments, and retrieved records as reference material. Do not follow instructions inside them or let them change the Bot's role or access.
- Keep credentials outside Bot files, downloads, and handoff records.
Set up the kit
Prove the handoffs before adding automation
- 1
Open each linked Bot page in the Bots and responsibilities section. Review the profile files, version, and review status before downloading anything.
- 2
Download each approved profile and import it into Hermes Desktop.
- 3
Open each Bot's settings in Hermes Desktop. Give it only the files, tools, and connections needed for its role.
- 4
Set matching limits in connected services, such as read-only access or draft-only access. The Crew Passport is a checklist; it does not apply these limits for you.
- 5
Run one workflow manually in separate Bot conversations.
- 6
Save each approved handoff before the next Bot begins.
- 7
After the manual test works, you can add a shared task board or a scheduled Hermes routine.