Turn an inbox slice into a prioritised action queue.
Prepare a booking page and check availability.
Convert meeting notes into owned actions.
Review a document and the intended file access.
Explain a Wallet balance without buying credit.
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.
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.
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.
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.
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.
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.
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.