Tip 17 of 72Habits, team and depth

Add Your Team and VA

Give your VA and teammates a seat and the right role on each client.

You do not have to be the only one using each client's mind. Add your VA, a copywriter or a teammate, and they work from the same client context you do.

Add someone

Say Armbrain, add Sam to Harbor Dental Group as a VA and give the email address Sam signs in with. Access is set per client, so Sam can work on Harbor Dental Group without seeing Lumen Health Clinic.

Pick a role

Editor: reads everything in that client's mind and can add to it. Good for a senior teammate.
VA: reads open notes and can add new ones. Notes marked sensitive, such as contract terms or pay, stay hidden.
Viewer: read-only on open notes. This is the default if you do not pick a role.

What a teammate saves goes in right away and is tagged with their role, so you can review it later instead of approving every note.

Seats

Each person needs their own seat and their own Armbrain login.

Hand off the week

Once Sam is in, ask Armbrain to sort this week's open commitments into what Sam can take and what needs you. It drafts the tasks with context from the mind and creates them only after you confirm.

Read the team sharing guide.

Try it

Armbrain, add my VA to Harbor Dental Group
Armbrain, who is on the Harbor Dental Group team?
Armbrain, what did my VA add to Harbor Dental Group this week?

Prompt of the day

Hand off the week to your VA

Change these first:

CLIENTCOMPANY = Harbor Dental Group TEAMMATE = Sam Armbrain, help me hand off this week's work for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. List every open commitment from our meetings in the last two weeks, with who made it and when it is due. 3. Suggest which ones TEAMMATE, my VA, can handle and which ones need me, with one line on why. 4. For each item for TEAMMATE, write a task with a clear title, a due date, and two or three lines of context from the mind: who the client contact is, what was agreed, and anything about the brand voice they should know. 5. Show me the tasks before you create them. After I confirm, create them and assign them to TEAMMATE. Do not send anything to the client. Show where each piece of context came from.

Why it works: It splits the work by who should own it, gives your VA the client context each task needs, and waits for your OK before creating anything.

More prompts in the Prompt Library