Bot Crews workflow

Leadership weekly review

A current operating brief and a realistic proposed plan for the 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

Download the setup plan Open the first Bot’s setup plan in Bot Lab

Before you begin

Gather the information the Bots need

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

Run the first version one step at a time

Send one clear message to each Bot

Start in individual Bot chats. After you approve a result, paste it into the next Bot’s chat with the message shown below. This gives you a clear handoff and keeps the order predictable.

COACH

Guide a review of what changed, what remains open, and what may need to stop

Produces: A decision frame separating ideas, plans, and commitments

Use the approved inputs I provide. Guide a review of what changed, what remains open, and what may need to stop. Return this result: A decision frame separating ideas, plans, and commitments. Ask me about missing information before you continue.

Chief of Staff

Compare the review with confirmed priorities, owners, dependencies, and capacity

Produces: A priority and decision log with conflicts and missing owners marked

Start with this result from COACH: A decision frame separating ideas, plans, and commitments. Compare the review with confirmed priorities, owners, dependencies, and capacity. Return this result: A priority and decision log with conflicts and missing owners marked. Ask me about missing information before you continue.

Planner

Turn only the approved priorities into a proposed sequence for the next week

Produces: A weekly plan with owners, dependencies, and checkpoints

Start with this result from Chief of Staff: A priority and decision log with conflicts and missing owners marked. Turn only the approved priorities into a proposed sequence for the next week. Return this result: A weekly plan with owners, dependencies, and checkpoints. 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 project brief. The step messages above tell each Bot which part to complete.

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.

Set it up in Hermes Desktop

Begin with individual chats, then add a group when the handoffs work

Open each linked starter page and follow its manual Hermes Desktop setup steps.
Run each step in that Bot’s own chat and review the result.
Pass the approved result to the next Bot with the provided step message.
After the sequence works, create an optional group with the same Bots.
In a group, @mention the Bot you want. Membership order does not control who responds.

Read the official Bot Mode guide