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One-Bot workflow

Leadership weekly review

A summary of current priorities and a proposed plan for next week, with ideas kept separate from commitments.

Designed for: Leaders and small teams that need a clear weekly view of priorities, capacity, and blocked decisions

Full workflow and setup details
Before you begin

Gather the information the Bot needs

  • Confirmed priorities and commitments
  • The week's notes, results, and decisions
  • Next week's capacity, obligations, and deadlines
Operating guide

Know when to run it and who leads

Lead Bot
Chief of Staff
Typical first run
15–30 minutes for a first manual run
When to run it
Once each week, with a person approving the source material first

Use this workflow when you need a summary of current priorities and a proposed plan for next week, with ideas kept separate from commitments.

Access for the first run
  • The approved inputs listed on this page
  • Only the files, sources, and services required for this run
  • No sending, publishing, spending, or live-system changes without approval
Run the first version one step at a time

Give one Bot the complete job

Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.

1

Chief of Staff

Review what changed, compare it with confirmed priorities and capacity, and propose the next week's sequence without creating commitments

Produces: A current priority brief, decision log, and proposed weekly plan
Use the approved inputs I provide. Review what changed, compare it with confirmed priorities and capacity, and propose the next week's sequence without creating commitments. Return this result: A current priority brief, decision log, and proposed weekly plan. Ask me about missing information before you continue.

Overall request

Run a weekly leadership review from these approved notes. Keep ideas separate from commitments, surface priority and capacity conflicts, and propose next week's plan without assigning work or changing shared records.

Use this as the complete first-run request.

Decisions for a person

  • Decide what remains an idea and what becomes a priority
  • Confirm assignments, deadlines, and capacity
  • Approve any changes to calendars, task systems, or team messages
First test

Try the workflow with low-risk material

Review one week from copied notes and compare every listed commitment with the source before changing any shared system.

Check the result

Check the result against your original material. You make the decisions listed below. Review one week from copied notes and compare every listed commitment with the source before changing any shared system.

If the workflow stalls

If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.

Set it up in Hermes Desktop

Begin with one Bot and one manual run

  1. Open the linked starter page, download its .tar.gz profile, and import it from the Profiles screen in Hermes Desktop.
  2. Review the profile’s SOUL.md, Bot Passport, and requested access.
  3. Run the complete request in that Bot’s chat with low-risk material and review the result.
  4. Add a schedule, outside connection, or optional specialist only after the manual version works.
Read the official Bot Mode guide