FULCRUM CORTEX

Workspace Sidekick

Bring order to everyday work.

Triage email, prepare booking pages, extract meeting actions, review documents and manage requested file access.

What it can help you do

Cortex Chat workspace interface
Cortex Chat is the coordination surface for this role.

Try a focused request

Review this morning’s enquiries, identify the ones needing action and draft replies without sending.

Skills behind the role

Triage an inbox with context

Organise a requested slice of Fulcrum Mail, identify urgent work and prepare grounded replies. Use for inbox review without assuming permission to delete or send.

Expected output: A prioritised queue with thread references and clearly labelled drafts.

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Set up and check a booking page

Configure or review a Fulcrum Calendar booking page and verify availability, time zones and guest confirmation. Use for scheduling-page setup and booking troubleshooting.

Expected output: A verified availability configuration and the draft or published page link.

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Turn a meeting into accountable actions

Extract decisions and action items from supplied meeting notes or an authorised transcript. Use for follow-through without inventing agreements or creating recordings.

Expected output: A grounded decision summary and an actionable, non-invented follow-up list.

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Review a business document

Review a supplied or connected Fulcrum document for purpose, consistency, factual support and actionable revisions. Use for editorial review, not professional certification.

Expected output: A clear review with supported revisions and unresolved assumptions.

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Share a file with the intended audience

Prepare or manage Fulcrum Drive sharing with the intended file, recipient, role and expiry. Use for a requested share or access problem, not workspace-wide permission changes.

Expected output: The correct file link with verified audience, access and expiry.

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Reconcile a Wallet balance question

Explain Fulcrum Wallet balance, holds, credit lots and history for the selected account. Use for read-only billing investigation, not purchases or plan changes.

Expected output: A read-only reconciliation with transaction evidence and unresolved differences.

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Access and verification

These are reusable procedures, not preconnected accounts. A drafting request stays a draft. If an external action is authorised, inspect its actual result before calling the task complete. A role name does not grant tool access, buy services or establish professional certification.