Free Template

    AI Chief
    of Staff

    Free template for building your strategic AI partner with Claude Code.

    How to Use

    1. 1.Copy the template
    2. 2.Save as .claude/agents/chief-of-staff.md
    3. 3.Create knowledge base files
    4. 4.Fill in your business information
    5. 5.Ask Claude: "Act as my Chief of Staff"

    Key Capabilities

    Business Intelligence
    Track KPIs, generate reports, identify trends
    Meeting Prep
    Research attendees, gather context, prepare briefs
    Operations Monitoring
    Track health metrics, investigate issues
    Strategic Support
    Answer business questions, provide intel
    THE "GOOD MORNING" WORKFLOW

    What Happens When You Say "Good Morning"

    Your AI Chief of Staff autonomously orchestrates your morning:

    Reads your calendar→ "4.5 hours free today"
    Scans your goals→ Knows your quarterly priorities
    Checks your patterns→ What works best for YOU

    THEN GENERATES YOUR 3 PRIORITIES:

    1Follow up with key client
    9.2/10
    2Finish investor deck
    8.4/10
    3Review hiring pipeline
    6.8/10

    Calendar blocks auto-created for each priority

    Real Use Cases

    •Consultant: "Brief me for my 3pm call" → 30 sec brief (was 30 min research)
    •PM: "Weekly revenue review" → Full report in 60 sec
    •Founder: "Operations health check" → Instant status across 12 metrics

    Get the template to see all 5 detailed examples →

    Get the Template

    Copy-paste ready. Customize for your workflows.

    • Full agent template
    • 5 real-world examples
    • Setup guide included

    No spam ever.

    What You Can Build

    See how knowledge workers use their AI Chief of Staff

    For Consultants

    Client Meeting Prep

    "Brief me for my 3pm client call"

    ⚡ 30 min → 30 sec

    For Product Managers

    Revenue Review

    "Show me weekly revenue breakdown"

    ⚡ Dashboard → Brief

    For Founders

    Operations Health

    "Check operations health before board meeting"

    ⚡ 12 metrics instantly

    What It Connects To

    Via MCP (Model Context Protocol)

    Communication

    • • Gmail
    • • Slack
    • • Microsoft Teams
    • • Discord

    Productivity

    • • Google Calendar
    • • Notion
    • • Linear
    • • Asana

    Data & CRM

    • • HubSpot
    • • Salesforce
    • • PostgreSQL
    • • Google Sheets

    Notes & Research

    • • Obsidian
    • • Evernote
    • • Google Docs
    • • Confluence

    Meetings & Calls

    • • Fireflies
    • • Otter
    • • Gong
    • • Zoom

    Finance

    • • Stripe
    • • QuickBooks
    • • Xero
    • • PayPal
    Iwo Szapar
    Created By

    Iwo Szapar

    • •Co-created AI Maturity Index with Harvard
    • •Trained 25,000+ professionals on AI
    • •Runs 22 AI subagents daily

    Get the Complete Template

    Free. Copy-paste ready. Customize for your workflows.

    Instant access. No spam ever.

    ChatGPT Work + Codex

    Where ChatGPT Work and Codex fit

    ChatGPT Work and Codex can execute across apps, files, repos, docs, spreadsheets, and browser tasks. The Chief of Staff template is the durable operating layer underneath: goals, context, review gates, recurring workflows, and decision memory.

    Execution surface

    Use ChatGPT Work or Codex to run the task: research, draft, analyze, update files, or prepare a deliverable.

    Operating layer

    Use the template to define what matters: goals, metrics, constraints, business context, and reusable workflows.

    Review gate

    Keep a human approval step before anything touches customers, money, legal decisions, or public publishing.

    Can I use this Chief of Staff template with ChatGPT Work or Codex?

    Yes. Treat ChatGPT Work, Codex, Claude Code, and other agents as execution surfaces. The template gives them the repeatable context and review structure they need so every run starts from your operating system, not a blank prompt.

    See operator workflows See Second Brain

    Chief of Staff ↔ Second Brain 2.0

    The Chief of Staff template requires Second Brain 2.0 foundation to work properly. Think of it as an add-on, not a standalone system.

    Second Brain 2.0 provides:

    • • Repository structure
    • • CLAUDE.md system
    • • Skills library
    • • MCP configurations

    Chief of Staff adds:

    • • Business intelligence layer
    • • Meeting prep workflows
    • • Operations monitoring
    • • Strategic support
    Second Brain 2.0

    The complete Claude Code system. 30+ agents, memory that compounds, pre-configured MCPs.

    DIY $197 · Kickstart $597 · DWY $2,497

    See Packages
    MemoryOS

    The memory layer that makes your Chief of Staff smarter over time. Patterns extracted automatically after every session.

    Free · Standard $199/yr · Pro $349/yr

    Get MemoryOS