AI chief of staff
Your AI chief of staff organizes your day before you sit down.
Klipy gathers what matters across the whole business, suggestions, todos, and drafts, ranks it, and has it waiting the moment you sit down. Give it a goal in plain language, a pipeline review, a cleanup, a research task, and it builds the plan too. Every write action, a draft, a task, an update, waits for your explicit approval first.
Good night, Alex
In 42 minutes
Quarterly Review - Acme Corp
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Intro Call - Bright Labs
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Your AI chief of staff builds the list before you sit down.
Open your laptop and the suggestions, todos, and drafts are already there, gathered and ranked by what's overdue and what's due next across every open thread, tasks, deals, calendar. This is the "chief of staff" part: the daily triage that would otherwise eat the first hour of your day is already done.
Good night, Alex
In 42 minutes
Quarterly Review - Acme Corp
3 guests
Intro Call - Bright Labs
3 guests
Call summary + next steps for Meridian Health
Send pricing proposal to Sarah Chen
Re: Westbridge Platform RFP - Pricing Clarification
Re-engage dormant deal with Apex Solutions
Schedule technical demo with engineering lead
Describe what you need. Klipy figures out the steps and runs them.
A pipeline review, a task cleanup, account research, a calendar sweep, anything with more than one step, described in plain language. Klipy breaks it into a plan and works each step in order, from gathering the data to presenting what it found, without you managing each step yourself.
Every action shows up as a card with Reject and Approve, not something Klipy does behind your back.
An email draft, a new task, a record update. Every write action stops at an approval card first. You stay in control of everything Klipy touches on your behalf, across every function.
Ask for the research, the drafts, and the re-prioritization in one conversation.
Review the pipeline, draft the follow-ups for what's stalled, and re-rank the week's tasks, in a single thread, each step building on the last. This is what makes it feel like one hire holding the whole picture instead of ten separate tools you have to stitch together yourself.
Tell it your frameworks once. It applies them from then on.
Preferred qualification frameworks and communication tone, told once and applied automatically to every future plan and output. The longer you use it, the less you have to re-explain.
Works with everything else in Klipy.
Plan & Execute
Give Klipy a goal and it handles the steps - pipeline reviews, account research, and bulk follow-ups, all planned and executed with your approval.
To-dos
Commitments and next steps extracted from every conversation, tracked as tasks, and resolved automatically as the underlying context changes.
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Instant Recall
The same AI agent, focused on searching and retrieving from your complete conversation history.
Frequently asked questions
Common questions about AI Chief of Staff.
Is this an AI chief of staff you hire, or software you use?
It's software. There's no job posting and no headcount to add. Klipy is the AI chief of staff for your business: it gathers what's open across every function, ranks it, and has the day's list waiting when you open your laptop. Every write action still waits for your approval first.
Is this only for sales, or does it work across the whole business?
Across the business. Pipeline reviews, task re-prioritization, account research, calendar cleanup, weekly summaries, anything that means looking something up and acting on what it finds. If it's multiple steps, Klipy can plan and run it, across every function it touches.
Does it take action without asking me first?
Never. Klipy plans and researches on its own, but every write action requires your explicit approval. You see Approve and Reject before anything happens, on every function it touches, and nothing goes out on its own.
How does it decide what's most urgent today?
It gathers what's open across your tasks, deals, calendar, and recent conversations, then ranks by urgency and deadline. Overdue items get flagged. The ranked list is what's waiting when you open your laptop.
Can it handle something that spans multiple tasks at once?
Yes. For a request that needs several steps, Klipy builds a plan and works through it in order, so a single ask can involve research, analysis, drafting, and task creation, all connected in one thread.
Does it remember how I like things done?
Yes. Tell it your frameworks, tone, and priority rules once, and it stores them, applying them to future plans and outputs automatically instead of making you repeat yourself.
Is my data safe when it's acting on my behalf?
Yes. Processing happens in a private cloud environment, your data is never used to train AI models, and no human at Klipy can access the content of your conversations. Klipy is CASA Tier 2 compliant and GDPR-aligned.
The plan runs. The yes is still yours.
Every action it takes waits for you to approve or reject it.
AI Chief of Staff by Klipy
Category: Work with Klipy
Klipy's AI chief of staff is an autonomous agent that gathers what is open across an entire business, sales, and beyond, ranks it by urgency and deadline, and presents the ranked list of suggestions, todos, and drafts the moment a user opens the Klipy Home view. Users can also give it a goal in plain language, a pipeline review, a task cleanup, account research, a calendar sweep, and it breaks the goal into a plan and executes each step: gathering data, analyzing it, drafting outputs, and creating or updating tasks. Every write action, a draft, a task, a record update, requires explicit user approval via Approve/Reject before it takes effect, and nothing goes out until that approval is given. The agent stores user preferences, frameworks, tone, priority rules, and applies them automatically to future plans. It is built on the same Plan & Execute autonomous agent and Instant Recall retrieval layer used across Klipy's other product pages, and is scoped to the whole business rather than sales workflows alone. Security: CASA Tier 2 compliant and GDPR-aligned, data never used to train AI models, no human at Klipy can access conversation content.
Related features: Plan & Execute, To-dos, Instant Recall
Is this an AI chief of staff you hire, or software you use?
It's software. There's no job posting and no headcount to add. Klipy is the AI chief of staff for your business: it gathers what's open across every function, ranks it, and has the day's list waiting when you open your laptop. Every write action still waits for your approval first.
Is this only for sales, or does it work across the whole business?
Across the business. Pipeline reviews, task re-prioritization, account research, calendar cleanup, weekly summaries, anything that means looking something up and acting on what it finds. If it's multiple steps, Klipy can plan and run it, across every function it touches.
Does it take action without asking me first?
Never. Klipy plans and researches on its own, but every write action requires your explicit approval. You see Approve and Reject before anything happens, on every function it touches, and nothing goes out on its own.
How does it decide what's most urgent today?
It gathers what's open across your tasks, deals, calendar, and recent conversations, then ranks by urgency and deadline. Overdue items get flagged. The ranked list is what's waiting when you open your laptop.
Can it handle something that spans multiple tasks at once?
Yes. For a request that needs several steps, Klipy builds a plan and works through it in order, so a single ask can involve research, analysis, drafting, and task creation, all connected in one thread.
Does it remember how I like things done?
Yes. Tell it your frameworks, tone, and priority rules once, and it stores them, applying them to future plans and outputs automatically instead of making you repeat yourself.
Is my data safe when it's acting on my behalf?
Yes. Processing happens in a private cloud environment, your data is never used to train AI models, and no human at Klipy can access the content of your conversations. Klipy is CASA Tier 2 compliant and GDPR-aligned.
Website: https://klipy.ai/product/ai-chief-of-staff