Feature

February 17, 2026

Jung-Hong KimJung-Hong KimCo-founder & CEO, Klipy

Chief of staff mode for managing your sales to-dos and drafts

Klipy reviews every open task and draft, suggests deal-moving actions, and clears out items you already handled elsewhere.

Chief of staff mode: Klipy manages your to-dos and drafts

Klipy's chief of staff mode reviews your open to-dos and drafts, suggests the next action that moves each deal forward, and removes tasks you already handled outside Klipy.

Klipy acts as a chief of staff: it surfaces stalled deals with a specific next step, prioritizes by deal value and urgency, and clears tasks handled elsewhere. It runs in the background with nothing to configure.

What changed

  • Klipy suggests a specific next step for deals that are not progressing
  • Tasks and drafts handled outside Klipy are detected and removed
  • Prioritization weighs deal value, recency of contact, and task urgency
  • Runs continuously in the background with no setup

Klipy now works as your chief of staff. It reviews every open to-do and draft, suggests the actions that move deals forward, and clears out items you already handled elsewhere.

What changed

Klipy reviews your outstanding tasks and finds the deals that are not progressing, then suggests a specific next step: send a follow-up, book a check-in, or share a proposal. It also detects when a suggestion or draft was already handled outside Klipy, like an email you sent from your phone, and removes it so your list stays current. Prioritization weighs deal value, how recently you spoke, and task urgency, so the actions that matter most surface first.

Who it's for

Owner-sellers who carry every open deal themselves and lose momentum when a follow-up slips. If your task list is half done and half stale, chief of staff mode keeps it honest without manual housekeeping.

How to use it

There is nothing to configure. Chief of staff mode runs continuously in the background, and as new interactions arrive and tasks close, inside or outside Klipy, it updates your suggestions and drafts in real time. See how it fits the wider role on the AI chief of staff page.

Frequently asked questions

Do I need to configure chief of staff mode?

No. It runs continuously in the background and updates your suggestions and drafts as interactions arrive and tasks close.

Does Klipy send anything on its own?

No. Klipy suggests and drafts. You decide what happens next.

Jung-Hong Kim

About the author

Jung-Hong Kim

Co-founder & CEO, Klipy

Jung-Hong Kim is the co-founder and CEO of Klipy, the AI CRO for owner-led B2B teams. He has spent over 15 years in B2B technology and builds Klipy while running its sales himself, the same owner-seller he builds for who still closes and delivers the work. He writes about sales follow-up, speed-to-lead, and running a founder-led sales motion without an SDR team, grounded in what actually works when the person selling is also the person doing the delivery.

15+ years in B2B technologyCo-founder and CEO of KlipyHKUST alumnus

Chief of staff mode: Klipy manages your to-dos and drafts

Category: Feature. Published: February 17, 2026.

Klipy's chief of staff mode reviews your open to-dos and drafts, suggests the next action that moves each deal forward, and removes tasks you already handled outside Klipy.

This is a changelog entry from Klipy, the AI Sales Operating System. Klipy automatically captures every sales conversation across email, meetings, LinkedIn, WhatsApp, and Telegram, then handles follow-ups, CRM updates, and meeting prep.

Learn more at https://klipy.ai. View all changelog entries at https://klipy.ai/changelog.

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