Case Study Zero: Concierge
The system I run on myself before I install it on anyone
One point of contact for my routine work. It runs tasks, creates files, drafts emails, and watches my inboxes. A chief of staff surfaces what matters; a board of advisors takes the hard decisions. I use it every weekday and add more work to it all the time.
Private by design. Described here, never shown.
If you want one for yourself, book a call.
- running since
- June 2026
- advisors on the board
- 4
- weekday desk refreshes since 25 August
- 20
The problem
Messages and commitments were landing in different places. Nothing was broken, but nothing was unified either. The cost was attention: scanning, deciding what mattered, and still missing things that should have been simple.
What was built: the desk
Concierge holds the day and does the routine work in it. It runs tasks, creates files, drafts emails, and watches my inboxes. Today is a short list of what needs me, with the key dates coming up. The week has its main goals and what needs my attention. Every project shows its next action and where its files live.
What was built: the chief of staff
An AI chief of staff whose one job is that I can lay my head down at night knowing nothing critical was missed. It runs a weekday brief, takes counsel from the board and from a small team of specialist agents, and distills the noise into a few ranked suggestions. It is the only one that talks to me. I still decide. Anything irreversible is proposed, not done.
What was built: the board of advisors
Four advisors, each a persona drawn from the public work of someone I read: applied AI, decision quality, operations, and positioning. I put a question to them and each answers in their own voice. They were chosen for range and friction, not consensus. I get the agreements, the disagreements, and a synthesis. It is not a vote.
How it is built
It is orchestrated across Claude, Grok and Grok Bot. I am running an experiment to see where each kind of work lives best. The goal is one point of contact handling the bulk of my routine task work, and a plain comparison of what each agentic tool does well and badly, so I can install the right one for someone else.
The wrong turn
The first design had the AI deciding what mattered. I corrected it the next day: it surfaces and ranks, and I decide. Later I ran two agents that both routed my day. Neither was wrong, but together they were noise. Now there is one chief of staff and one talk path, and the second one is retired.
Outcome
There is one surface for what actually needs me. The rest is filtered, proposed, or held. Nothing irreversible happens without me saying yes. It has been running long enough to have a real lessons log, and it changes most weeks because of what that log says.
What transfers
Counsel is not command: an AI that ranks is useful, and an AI that decides is a liability. Keep one voice that talks to the owner. The method is the product. Standing this up on another practice works the same way: sit in their mess, ship on their tools, and stay through week two.