Manual

What it does without being asked

Orion does not wait for you to ask. It is worth knowing each routine — not least because two of them are built in and you do not have to create them.

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The morning brief

Every business day, at 7am in your local time. It starts with what is stuck on you (the same six categories as the previous chapter), then the state of the plans and the team, the day's calendar, what came in by email, your personal list and, at the end, a short summary of news from your country and industry.

It arrives through the channels you have connected — WhatsApp, Telegram — and by email too. When there is nothing to say, it stays quiet: empty day, no message. Weekends are silence too.

The end-of-day close

Every business day, at 6pm in your local time, and it comes built in — you do not have to create this routine. It is the mirror of the morning: what is still waiting on you, tomorrow's calendar and your to-do list. Same rule: empty, it stays quiet; weekend, silence.

The routines you created

The ones you accepted during setup, plus any other you ask for later: "every Monday morning, send me the pipeline summary", "on the 1st of every month, the month's sales close". They are all visible at Orion → Automations, where you see what each one does, how often, and can edit or delete it.

Automation proposals

When it notices you repeating a request (the detector only fires from three occurrences of the same pattern), it proposes automating it: "I noticed you tend to ask me for tomorrow's calendar around 7pm — want me to start sending it on my own at that time?". You answer yes and it sets it up, or you give it another time.

Delivery is limited on purpose: at most one proposal per day, and always in your morning — never at midnight.

Deliverable risk alerts

Every day it computes a risk per deliverable, from data that already exists: a deadline past due with progress below 100%, a pace below what is expected for the point in the calendar the deliverable is at, and progress frozen for several days in a row. The ones that land in the highest bands show up in the morning brief, with a short sentence saying which signal fired.

It does not invent risk: no data, no alert. And the "progress frozen" signal requires at least four days of history before it fires — on a freshly created deliverable it stays quiet on that point, instead of guessing.

What AI can take over

It reads the description of your team's active tasks and sorts each one into three groups:

AI does the whole thing
send an email or a message, book a meeting, create a form, extract, structure or summarize a text, set up a reminder.
AI does the draft
write a document, report or plan, analyze data, create content, research options — always with a human reviewing and approving.
Human only
a decision, an approval, a signature, on-site work, human production, or the technical work of your company's professional domain (an engineering design, a legal filing, a medical report).

When the description is too vague, it classifies it as human. It never overestimates automation.

From there it makes an offer, and the offer comes split into two lists:

``` ✅ I can get these moving now — I already have enough:

  1. Write the launch announcement
  2. Build the tracking spreadsheet

📎 For these I need you to send me an input: • Review the contract — I need the base material ```

You answer "go ahead with 1" or "all of them". Two deliberate locks: it only makes the offer when it has at least one thing it can really move forward — there is no message that just asks for a document — and at most one offer per week.

And if your team's work is almost all technical work in your domain (engineering, legal, healthcare), the classification will come out "human only" on almost everything and that offer never arrives. That is the correct behavior, not a failure: it would rather stay quiet than offer to do what it does not know how to do.

The relationship radar

Once a week it reminds you of the people you are losing touch with. The dial has three positions, and you change it by talking:

off
no proactive relationship nudges. "turn off the relationship nudges."

light (default): a short weekly reminder, with the few most overdue people.

more
a fuller weekly reminder, including who is coming up on the time to reconnect. "tell me more about keeping in touch."

How to turn off what you do not want

It is worth knowing what each control really does, because they are not interchangeable:

The relationship dial (off / light / more) is what controls the contact nudges. Ask for the change in plain language.

Orion → Automations is where you edit or delete any routine that has been created — from the dashboard or from the conversation.

STOP, on WhatsApp, turns off the re-engagement track — the come-back messages for people who have drifted away — and only works for someone already on that track. If you are not, the word reaches Orion as any other message. STOP does not turn off the relationship radar, nor the morning and end-of-day briefs.

The news roundup (every two months, by email) is switched off through the unsubscribe link in the footer of the email itself. That same link has an option to leave all Orion emails — which is today the only path that also silences the operational morning and end-of-day briefs.

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