Every time someone asked for Basecamp access, a person on our Operations team used to click “add person.” Jack asked to add Leith and Dylan to four client projects. I asked a simple question. Is this something a human should do? A rule decides it, not a person Both people are on our team, the projects exist, and Jack asked …
How We Automated Daily EOD Report Tracking With a GrokBot Agent
Every morning, someone on our operations team did the same thing. Open Basecamp. Scroll the End of Day Report thread. Cross-reference who was on leave. Build a check or cross table by hand. Post it back to the team. Fifteen minutes a day, five days a week. It never got more interesting. The task was simple, which is exactly why …
How to Set Up a Basecamp Project for a New Client
Every client we take on gets a Basecamp project, and it exists before they ever talk to us again. The reason is simple. Whatever isn’t written down in a shared place lives in somebody’s head or somebody’s inbox, and that’s where work goes to die. Six months later nobody can tell what was promised, what was delivered, or who dropped …
How We Deboard Team Members
When a team member leaves, Operations removes their access from every system we use. This happens within 24 hours of the decision, following the checklist below. Operations owns the task. Our AI agents run the same checklist on behalf of Operations, so anyone on the team, human or agent, can execute it the same way. Before you start Where to …