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Approvals and your dashboard

Use the "Needs you" queue, your daily briefing, and the business card to run the company in minutes a day.

Last updated: 2026-06-135 min read

Running the company from one place

Your dashboard is where you operate the business each day. The idea is simple: your team does the work in the background, and you spend a few focused minutes approving, adjusting, and deciding. Most days, that is all it takes.

The "Needs you" queue

The most important part of the dashboard is the "Needs you" area. This is where everything that requires your decision collects: replies waiting to be sent, work waiting to be approved, and choices only you can make. If you do one thing a day, clear this queue. It is how the team's work turns into real outcomes.

Your daily briefing

The dashboard gives you a read on what happened and what is next, so you can catch up quickly. Instead of digging through everything, you get the short version: what the team did, what changed, and what is waiting. This is how a few minutes a day is enough to stay on top of the business.

The business card

Your dashboard shows a business card with the core facts of your company in one glance: your address details, your email, and your page. It is the snapshot of who you are as a business, and a quick way to copy or share those details.

The team and the trial banner

You can see your team and what each agent is working on, so the background work is visible rather than mysterious. If you are on a trial, a banner keeps the status clear, so you always know where you stand before billing begins.

Verifiable work, not theater

When your team marks something as done, it links to something real you can check, such as a live page, a message in your inbox, or a payment event. The goal is that every completion points to a result you can confirm, not just a claim that work happened.

A simple daily rhythm

  1. Open the dashboard and read the briefing.
  2. Clear the "Needs you" queue: approve, edit, or send.
  3. Glance at what the team is doing next.
  4. Close it and let the work continue.