Complete Crew Kit 11

Small-Business Admin Desk

Organize incoming requests, draft customer replies and keep track of follow-ups.

Designed for: Independent professionals, small firms, local businesses, and lean administrative teams

Bot Cabinet generates plans and packages. Hermes Desktop settings and connected-service permissions are applied by you. Passports are checklists, not locks.

Download this Crew Kit Start guided setup Download the PDF Download editable Markdown Review the Crew Passport

One ZIP: 5 individual Hermes profiles, readable files, a versioned manifest, and an ordered checklist. Unzip first, then import each profile. No schedules are activated.

Guided setup

Set up each Bot

Keep existing profiles intact. If a name already exists, use a new name rather than replacing that Bot. Start with sample material and manually approve each handoff.

Keep the setup checklist Inspect the manifest

Bundle 1.0.0. Crew handoffs: not tested. An import test does not establish work quality.
Member	Pack / minimum Hermes	Import test	Skill test	Routine	Human review
Chief of Staff	2.0.0 >=0.21.0	Passed on 0.21.0	Not tested	Inactive; manual test required	Not recorded
Researcher	2.0.0 >=0.21.0	Passed on 0.21.0	Not tested	Inactive; manual test required	Not recorded
Client Deliverables	2.0.0 >=0.21.0	Passed on 0.21.0	Not tested	Inactive; manual test required	Not recorded
Ops	2.0.1 >=0.21.0	Passed on 0.21.0	Not tested	Inactive; manual test required	Not recorded
Planner	2.0.0 >=0.21.0	Passed on 0.21.0	Not tested	Inactive; manual test required	Not recorded

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

What each Bot does

Chief of Staff

Executive priority and coordination assistant

Sort incoming messages, tasks, and decisions and route each one.

Open this Bot

Researcher

Source-based research assistant

Find the approved customer, project, policy, or service context.

Open this Bot

Client Deliverables

Client document assistant

Prepare customer and partner communication drafts.

Open this Bot

Ops

Operations monitoring assistant

Maintain open work, deadlines, exceptions, and status.

Open this Bot

Planner

Project planning assistant

Convert priorities into follow-up steps, owners, and dates.

Open this Bot

Included workflows

Jobs this kit is designed for

Customer response

Research and prepare a routine response.

Operations status

Summarize work, deadlines, exceptions, and decisions.

Open workflow

Weekly owner review

Choose priorities and record decisions.

Meeting follow-up

Turn a meeting into approved actions.

Shared inputs

Gather these inputs

Approved inboxes or copied messages
Customer, service, project, policy, and pricing records
Open task list and approval owners

When to run each step

Run the work in stages

Daily intakeClassify work and identify needed context.Chief of Staff
PrepareFind the relevant information and draft replies or documents.Researcher + Client Deliverables
TrackUpdate tasks, deadlines, and exceptions.Ops + Planner
Weekly reviewApprove priorities and consequential actions.Person

Crew Passport

Shared access and approval rules

Planning checklist

Set these permissions in Hermes and each connected service before the Crew begins work. This checklist does not change app settings.

Allowed access

Only approved inboxes, folders, and records
The task board, calendar, policies, prices, and templates

Actions requiring your approval

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

Check the app’s permission settings

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

Test the full sequence before scheduling it

1
Open each Bot's page below. Check its files, version and test status before downloading.
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.