Cobenian Steward · Cobenian Steward

1

Know

Steward builds a live picture of your business from the tools you've connected — email, calendar, accounting, time tracking, and more. It reads the metadata (who, when, how much, what's overdue) — never the contents of your private messages.

Things it notices

📧 A client emailed you
📅 You have a meeting scheduled
💰 An invoice was paid (or is overdue)
⏱️ Time was logged but not yet billed
🤐 A client hasn't replied in 18 days
📈 A client's engagement is trending down

The first three come from direct events ("a thing happened"). The last three are patterns Steward computes by watching over time.

2

Judge

In one reasoning pass, Steward weighs what it knows against your goals — retain revenue, bill on time, follow up on proposals — and leads with the single thing that matters most. About once a week it also steps back with one bigger, strategic idea worth your attention.

If nothing's worth doing

Steward stays quiet. Most things it notices don't warrant action.

If something is worth doing

It forms a finding — its read on what's happening and what's worth doing about it next.

Example findings: "ACME has gone silent — a check-in is worth sending." "Carey's timesheet has 6 unbilled hours — there's an invoice to draft." "Pat's renewal is up next month — a good moment to propose a meeting."

3

Act

Steward carries each finding forward one of three ways — every one at the autonomy level you set.

A · Just do it (internal stuff)

no clicks, ever

When the action is purely internal — like noting something it learned about your business or refreshing what it knows — Steward just does it. No fuss, no approval. These are zero-stakes housekeeping.

B · Start an initiative

may or may not need approval — depends on your settings

When something deserves a real push (re-engaging a quiet client, recovering an overdue invoice), Steward turns the finding into an initiative — a multi-step thread it carries for you over days or weeks, one step at a time. Each step is tagged needs you or I'll handle, so you always know who's doing what. Steps run automatically or wait for your nod, depending on your settings.

C · Turn it into a routine

once it's earned your trust

When Steward handles the same kind of thing well, over and over (a "welcome new client" note, say), it offers to make that a routine — a standing behavior it takes care of going forward. You decide when it's earned that trust, and you can switch any routine back off in one click.

How much it does on its own

Before each step, Steward asks: "Am I allowed to do this on my own, or do I need to ask first?" The answer is your autonomy setting for that kind of action.

Ask	Steward checks with you before it acts. (Default for new accounts.)
Draft	Steward prepares the email or invoice and holds it for you. You review and send.
Auto	Steward handles it on its own and tells you what it did — for the kinds of work you've explicitly trusted it with.

You set this per kind of action, so sending a client an email and refreshing an internal note can live at totally different levels. And a message to a client never graduates to "auto" on its own — only you can lift that.

Auto-fire

If your autonomy allows it, Steward sends the email, drafts the invoice, books the meeting — and tells you what it did.

Queue for review

If approval is needed, it lands in your Inbox. You click Approve, Edit, or Dismiss.

4

Learn

Steward watches for the results of what it did — replies that come in, invoices that get paid, meetings that get booked — and connects them back to the action that prompted them.

Proven value rolls up

Per-initiative and per-objective dollars — "Re-engaging ACME brought back $1,200 in MRR." You see proven impact, not just activity.

Steward gets better

When you dismiss suggestions, Steward learns to stop suggesting them. When you approve a pattern over and over, it offers to make it a routine. Your corrections feed back into how it reasons.

From "something happened" to "we did something about it."