Everything Roy does, and the rule behind all of it.
Roy reads widely, proposes precisely, and acts only when you say. Below: every part of Roy, what it's for, and whether it comes with Personal, Work, or every plan. Jump to workflows, integrations or what you need.
See only what needs you. Every plan
Home opens on a short queue: every decision Roy couldn't make alone, with the work already done — a reply to approve, a brief to read, a block to hold, a nudge to send. Under it, what's happening right now, what Roy is doing in the background, and a glance at mail, calendar, people and projects.
- Act in place — approve, edit, snooze or dismiss without leaving the queue.
- Suggestions wait, never act — a focus block, a heads-up about a person, a tidy-up in your notes — until you tap.
- Readable from across the room on a phone propped on the desk.
Needs you · 3
Talk to Roy anywhere — typed, spoken, or from your pocket. Every plan
One chat, eight AI providers behind it — Claude, ChatGPT, DeepSeek, GLM, Kimi, Qwen, MiniMax and an optional private provider — plus Perplexity for web research. Pick one, or leave it on Auto brain and Roy picks the model for each request: a heavy one for judgement, a fast one for a lookup. Conversations persist and pick up where you left off. Approvals appear right in the conversation, so "send that" is one tap.
- Your keys, your meter — every provider is called directly on your own key; nothing is proxied.
- A brain per specialist — the research pod, the trading desk and the builder can each run on the model that suits them.
- Voice in and out — speak on your phone, hear Roy read the reply.
- Telegram — the same Roy, with approvals, from any phone. iMessage on Personal.
- Installs as an app on your phone's home screen; identical on desktop.
Chat
An inbox that arrives sorted, with the replies already written. Work
Roy watches your work mailbox as it changes, sorts each thread by what it needs from you, and writes the reply in your voice — saved as a draft on the thread, never sent. It reads attachments too, so "what did they actually propose?" has an answer.
- Morning briefing — what needs you, what's FYI, what Roy handled. Every plan
- Forwarded or copied into a thread? Roy drafts the reply-all, grounded in the whole conversation.
- Teams and Slack too — requests in chats land in the same list; replies queue as drafts.
Triage · this morning
A calendar Roy defends, with a brief before every meeting. Every plan
Conflict checks, free-slot finding, invites drafted and reminders set — on Microsoft or Google calendar, personal or work. When the week is filling, Roy proposes a focus block; before anything that needs it, a prep block.
- Meeting brief thirty minutes out: who's in the room, why you're meeting, what happened last time, what's open with each person. Work
- Morning brief and evening review — the day ahead at dawn, the day behind at dusk.
- Invites are drafts — nothing lands on anyone's calendar until you approve.
Thursday
Roy on the phone — on your errands, and in your meetings. Personal · Work
Give Roy a phone number (from Twilio — about $1 a month plus minutes). On Personal it makes errand calls for you — reschedule the appointment, confirm the booking, place the order — each one written up as a call you approve before it dials. On Work it also dials into Zoom, Teams, Meet or Slack calls, listens, keeps a transcript and notes, and speaks when you address it.
- Answers when spoken to — opt-in, and only for callers you allow.
- Acts on the call — schedule, message, note — again, only for callers you allow.
- Rejoins on its own if the connection drops mid-meeting.
Call to approve
A workspace for clearing, not browsing. Work
Five lanes — Triage, Mail, Calendar, Loops, Focus — each built to work a list down to zero. Loops collects the promises you made and the ones made to you, across every channel, with the nudge already written.
- Inbox zero by lunch is a lane, not a resolution.
- Loops — who owes what, since when, and what to say about it.
- Focus — a scratch conversation scoped to the one thing you're doing.
Loops · open
One person, one record — across every channel you have. Every plan
Roy links the same person across mail, calls, Teams, Slack, Telegram, LinkedIn, calendar, contacts and your notes. Ask "who is this?" before the call and get the whole relationship: how you met, what's open, what they care about, when you last spoke. On Personal + Work, one record spans both lives.
- Follow-ups you owe and the ones owed to you, surfaced before they go stale.
- Looking someone up is opt-in — Roy only researches a person when you ask.
- Heads-ups — "Marcus has gone quiet" — as suggestions, never as sends.
Dana Whitfield
- Met
- Oct 2025 · vendor intro via Sam
- Channels
- Mail · Teams · 2 calls · LinkedIn
- Open
- Q4 renewal (you owe reply) · SLA doc (she owes)
- Last
- Tue — asked about a two-year term
A project office that fills itself in from the evidence. Work
Roy proposes projects from the mail, chats, meetings and documents already flowing past, with what depends on what, the risks and issues, and how a slip ripples through the dates. Every item links back to the message or meeting it came from. On day one it can reconstruct months of work from your history.
- Status updates as drafts — Roy writes them, you send them.
- Money moves the plan — a paid invoice tied to a project proposes the milestone as done; you accept it in Projects.
- Shows up where you plan — in Focus, on the calendar, in the daily brief.
- Your notes stay yours — projects mirror into your own notes folder; import from CSV; start from templates.
Portfolio
A pipeline Roy proposes and never touches without you. Work
Accounts, contacts and deals move through stages with the evidence behind each move — the call, the mail, the meeting. Roy spots new accounts in inbound mail you haven't filed, drafts proposals and follow-ups, and mirrors your HubSpot; every change pushed to HubSpot is a draft you review first.
- The history sweep — create an account, deal or contact and Roy pulls in everything it already holds about them: threads, calls, meetings, notes.
- Deal evidence — the message that moved the stage, linked.
- Won means invoiced — a deal reaching won proposes its first invoice on the money desk; accept and it's a draft, never sent by itself.
- Sales training tracked — cohorts, sessions, attendance and readiness, if you run enablement.
- Outward moves — mail, invites, HubSpot writes — all through the approval queue.
Pipeline
Money handled the way mail is: read everything, prepare the move, never do it without a tap. Personal · Work
Money doesn't live in the inbox — it lives in bank, card and merchant feeds. Roy reads those, and the receipts and renewals that do arrive as mail, and puts what needs you in the queue: the bill due Thursday, the subscription that quietly went from $12 to $18, the receipt that has to become an expense claim by month-end, the contractor who needs paying, the charge that looks wrong and needs a dispute drafted. Each with the evidence. Each resolved with one tap or one edit.
- Every payment is a draft — checked against your limits, then waiting for you. Above a threshold, two approvals. Personal
- Invoices that get paid — sent as payment links, chased when they're late; bills from the shared inbox approved by whoever holds the limit; expense claims with a policy check. Work
- Books kept honest — QuickBooks or Xero mirrored nightly; Roy proposes only what the books lack, pushes only on accept, and assembles the monthly close pack. Work
- Changed bank details? Roy calls. A payee whose details change needs out-of-band verification, and two approvals on every payment for the next 30 days — the classic fraud, closed off.
- Off until you switch it on — "Move money for me" is a permission you grant, on your own merchant account.
Payments run on PXP's rails — payment links, payouts, cards on file — under your own merchant account. Roy is the desk, not the bank.
Needs you · money
A daily brief on your industry, checked against more than one source. Work
Tell Roy what you follow. Each morning a small team of research specialists runs several search engines against it, cross-checks the results, and hands you short cards: the claim, why it matters to you, how many sources agree, and a way to go deeper. When only one source says it, the card says so.
- Ask anything — web research with sources, any time. Every plan
- Feeds your writing — today's brief becomes tomorrow's post, in your voice.
- Only what changed since yesterday. No feed to scroll.
Brief · today
Your point of view, published on a schedule — after you read it. Work
Roy drafts LinkedIn posts from your research briefs and your own notes, inside voice rules you set: what you talk about, what you never mention. If you want one, Roy's team will also run a simple public site of your published briefs — writing, design, hosting and visitor stats included.
- Voice rules — your view, your topics, never the things you've ruled out.
- Nothing posts itself — every post is a draft in the queue.
- One place for LinkedIn, notes, the site, its design, and how it's growing.
Post draft
Your notes are Roy's library — and Roy cites its sources. Every plan
Point Roy at a folder of Markdown notes (Obsidian works out of the box) and it becomes one search over everything: notes, transcripts, briefs, research. Ask a question and Roy answers only from your documents, naming the note each claim came from.
- Grounded answers — "what did we decide about the vendor?" with citations.
- Mail worth keeping becomes notes, in your folder, in plain text.
- Files from OneDrive and Google Drive are read too. Work
Ask your notes
Remembers across sessions. Learns how you actually work. Every plan
Say "remember…" and Roy writes it down as a plain note in your own folder — readable, editable, permanent. Roy also learns from how you use it: each night it distills how you phrase things, what you defer, who matters, when you focus — and drafts that way.
- Drafts in your voice, not a generic one — and on Personal + Work, the right voice for each side.
- Proactive, not pushy — pre-drafts, focus blocks and heads-ups appear as suggestions.
- Nothing hidden — Settings shows exactly what Roy thinks it knows, and you can correct it.
What Roy has learned
- Writes
- Short, direct, no exclamation marks, signs with a first name
- Defers
- Anything without a date, to Friday
- Focus
- Best 09–11 · protects Thursday afternoons
- People
- Replies to Dana same day, always
One queue for every outward move. Every plan
Emails, replies, posts, invites, Slack and Teams messages, HubSpot changes, phone calls, trades — every one is a draft until you approve it. Edit it in place, approve from chat, or let it wait. The rare local action, like running a script you asked for, stops for the same tap.
- You set what's routine — pre-approve low-risk actions; the serious ones always ask.
- A log you can read — every action, approval and decision, on your disk.
- No means no — a denied action stops; Roy asks how to proceed rather than trying another way.
Waiting for you · 4
Roy runs the house from the same queue. Personal
Lights, plugs, fans, shades, thermostat, locks, garage, announcements — through Alexa, Bond and TP-Link, with rules in front. Scenes (welcome, wind down, movie, goodnight, leaving), modes (home, away, sleep, guest, vacation), quiet hours, and an undo.
- Routines are proposed and stay off until you switch them on.
- A card for guests — Wi-Fi code and house notes.
- A blocked action is a stopped action — Roy never works around a rule.
Who decides
A personal trading desk that only proposes. Personal
A team of trading specialists — research, technicals, macro, risk, execution — works an Alpaca brokerage account you control. Quotes and portfolio reads are free. Every order passes a fixed set of risk rules and then waits for your approval. It runs on a practice ("paper") account until you deliberately switch it live; a kill-switch stops everything.
- Ideas board — four to six ideas at a time; accept or pass. Nothing is placed.
- Risk report — exposure, limits and what would block, before you ask.
- Portfolio and quotes in chat, on the Finance tab, in the daily brief.
Tooling, not advice. Markets carry risk; the decisions and the outcomes are yours.
Order · risk check
Harmon — a separate companion for your health. Personal
Harmon keeps your health notes apart from everything else, with its own notes folder and its own Telegram bot: a morning health check-in, a briefing before each appointment, questions about medications, labs, fitness and providers, and a weekly recap. Roy can ask Harmon on your behalf; Harmon writes nothing without your approval.
- Separate by design — health context never mixes with work.
- Appointment prep — what to ask, what changed since last time.
Harmon · morning
One agent in front, a roster of specialists behind — and it improves itself with your sign-off. Work
Roy leads a set of named specialists — research, product, design, trading, health — each working its own thread you can read. Ask the team a question and it goes to the right one. A product council watches what you actually use and proposes improvements; approve one and Roy writes the change to its own code and hands it to you for review before anything ships.
- Ask the team — a question routed to the right specialist.
- Two sign-offs on every self-improvement: the proposal, then the change.
- For the technically curious — changes arrive as pull requests on an isolated branch; Roy can't merge its own work.
Threads
Local, gated, audited — the three words every feature obeys. Every plan
Roy runs on your own computer and is reached from your phone through Tailscale, a free private network between your own devices — never the public internet. Keys and tokens sit in your operating system's keychain, not in a file. Every sensitive action stops for approval unless you chose to pre-approve it, and some always ask. The full security page →
- Your data leaves only for the services you connected, on your own keys.
- A log on disk — every action, every decision, yours to read.
- An approval gate around sends, posts, calls, trades, payments, locks and local actions.
- Your account, your way in — a password, a one-time code, a passkey, or Sign in with Microsoft / Google. Export or delete everything from Settings.
What runs where
- Server
- Your PC · localhost only
- Phone
- Private HTTPS over Tailscale
- Secrets
- OS credential manager
- Sends
- Approved by you, logged to disk
The routines that make the difference.
Each one runs on its own loop. The highlighted step is the only one that needs you.
Morning brief
Inbox zero by lunch
Meeting prep
Follow-up nudges
Reschedule by phone
Focus protection
Research to post
Bill to paid
Won deal to cash
Deal to HubSpot
Coming home
Evening review
What Roy does with each connection.
Reads are safe. Anything that writes, sends, posts, places or unlocks goes through the queue. You bring your own keys; each provider bills you directly. Running something that isn't here? Enterprise adds it.
AI providers — or Auto brain, which picks per request
Microsoft 365
Google Workspace
Messaging & calls
Knowledge, publishing & sales
Money
Home, network & under the hood
A PC that stays on, one key, one mailbox.
Roy is software you run, not a service you visit. Everything below the first three lines is optional.
- A Windows 10/11 PC that stays onRoy runs there; that is where your data lives. Mac (Apple silicon) and Linux builds follow.
- One AI API keyClaude or ChatGPT to start — or any of eight providers. You pay the provider directly at their published rates; no markup.
- One mailboxOutlook (Microsoft 365) or Gmail — mail and calendar in one connection.
- Tailscale, for your phoneA free private network so your phone reaches your PC without touching the public internet. Optional.
- A Twilio number, for CallsFor errand calls (Personal) and meeting calls (Work): about $1/month plus call minutes. Optional.
See it on your own inbox.
Fourteen days, every feature of the plan you pick, nothing sent without you.