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Quick reference for your daily operating system.

The Daily Loop

1

Morning — Ground + Plan

Body gate (sleep, workout, meditation) → Plan your day (frog, MITs, admin, action plan) → Lock it in. The plan becomes your cockpit.

2

Execute — Follow the Sequence

Cockpit shows ONE task at a time. Frog first, then MITs, then client work, then sales, then building. Building is last, always.

3

Track — Log as you go

Sessions (linked to tasks), meals, notes, practices, and ledger entries via quick actions or Twin chat.

4

Evening — What did you ship?

Review actions completed, what got blocked, one thing to change tomorrow. Set tomorrow’s frog. Plan tomorrow or skip.

Keyboard Shortcuts

Single-key shortcuts work on the cockpit when not typing in a text field. Click outside the chat first.

⌘/Command palette — search, navigate, report bugs
fFocus on current task
dMark current task Done
sLog a work Session
mLog a Meal
pOpen Practices
lOpen Ledger
iEdit Intentions (MITs/Frog)
rCapture idea/bug to Backlog
tCreate new Task
+Quick actions menu
?Show shortcuts overlay

Your Twin, Organized

HQYour command center. See everything at a glance — today’s progress, weekly pace, quarterly bets, foundation score. The truth dashboard.
AgentsAI working alongside you. See what your Twin is doing autonomously, what needs your approval, and how trust is earned capability by capability.
TwinChatYour conversation with the Twin. Talk naturally, give instructions, ask questions, plan your week. The Twin takes actions based on your words.
PlanningCycles, pitches, and bets. Define what you’re building this quarter and break it into structured execution plans using Shape Up methodology.
TasksYour backlog. Every task tracked with priority, deferral count, and connection to quarterly bets. The “Most Avoided” view shows what you’re running from.
DocsWorking documents — meeting notes, client dockets, discovery call notes. Two-panel editor with TwinChat built in so the Twin can read and write your docs.
KnowledgePeople, companies, and topics. Every entity tracked with interaction history, relationship strength, and context. The Twin remembers who matters and why.
NotebookPatterns, principles, and personal insights. Where the Twin’s observations about your behavior become permanent knowledge.
HealthBody data — sleep, nutrition, workouts, weight, vitals. Integrates with Whoop and Fitbod. The Twin coaches against your specific targets and conditions.
PipelineDeals and revenue. Track every opportunity through stages, log activities, and manage your business development engine. No deal goes dark.
FinanceMoney in, money out. Income tracking, expense logging, bill alerts. Integrated into the daily operating view so your financial reality is always visible.
BacklogFeature requests and product ideas. Where future builds live until they earn a spot in a cycle.

Chat Power Features

@

Mentions — Inject knowledge into any chat

Type @ in any chat to pull entities (people, companies, projects, deals) directly from your knowledge graph. The Twin gets the latest stored notes about that entity injected into the message before it generates a reply — no tool call, no retrieval round-trip, no guessing. You decide what context matters.

YOU TYPE

whats the latest with @DG Matrix

TWIN ACTUALLY RECEIVES

whats the latest with @DG Matrix

---
[Entity: DG Matrix (company)]
Notes: Met with Thomas about Q2 partnership pricing...
       Phil flagged the contract needs to be re-signed by Apr 15
       They want to move from net-30 to net-60

How to use: Type @, then a few characters of the entity name. A picker appears. ↑ ↓ to navigate, Enter to pick, Esc to dismiss. You can mention multiple entities in one message — each one gets its own context block appended.

Why it’s different: Most chat apps either give you nothing, or auto-retrieve everything blindly. Mentions are surgical — you control which knowledge enters the conversation, and the Twin sees it as part of your message rather than as something it had to go fetch.

Markdown shortcuts in the chat input

The chat input is a rich editor — type markdown shortcuts and they convert to formatted blocks as you type. No syntax to remember once you know the patterns.

- → Bullet list
1. → Numbered list
# → Heading 1
## → Heading 2
### → Heading 3
> → Blockquote
**bold**→ Bold
*italic*→ Italic
`code`→ Inline code
```→ Code block
---→ Horizontal rule

Enter sends the message. Shift+Enter inserts a line break.

Long pastes become attachments

Pasting more than ~1,500 characters of text automatically condenses into a “Pasted text” chip above the input — same behavior as Claude.ai. Click the chip to preview the full content. Keeps the input usable when you’re dropping in docs, logs, or transcripts.

Persona switcher

The persona button at the bottom of the chat input changes how the Twin responds: coach (action-first), reflect (slower, deeper), plan (structured planning), create (brainstorm/draft), standard (neutral). Your pick is sticky — it stays until you change it manually, even across sessions and reloads.

Finance Guide

Bills Tab — Monthly Planner

See all bills for a given month grouped by type. Each bill shows due day, status (Paid/Upcoming/Past Due/Skipped/Deferred), who pays, and amount. Mark as Paid, Skip, Defer, or ‘Someone Else Paid → Add as Debt’ via the 3-dot menu.

Bills Tab — Cash Flow Timeline

See the next 30/60/90/180 days of bills chronologically with a running balance. Green = healthy, amber = below threshold (default $1,000, configurable in settings), red = below $0. Quick-update balance from the header.

Income — Expected vs Received

One-time income (like DEO): create with Expected status and an expected date. When money arrives, click ‘Mark Received’ and pick the actual date. If the expected date passes without marking received, it shows as Overdue.

Income — Recurring

Active = currently paying you. Prospect = in talks. Paused = temporarily stopped.

Income — Contract/Milestone

Total contract value + hourly rate. Track individual milestone payments against the total.

Bill Frequency

Monthly, Quarterly, Annual, Biweekly, Weekly, or One-time. Set when creating a bill or in the bill detail modal.

Reminders

Each bill has a ‘Remind me’ setting: day of, 1/2/3/5/7/14 days before. Generates a notification that surfaces in the cockpit and morning standup.

Key Concepts

Action-First Philosophy

The Twin biases every interaction toward 'What are you doing next?' Emotions are acknowledged in one sentence, then redirected to the next concrete action. Thoughts are inputs, not destinations.

The Sequence

Priority hierarchy. Level 0: Foundation + Frog + MITs. Level 1: Client obligations. Level 2: Sales & revenue. Level 3: Building. Level 4: Admin. Always work top-down — building is the reward, not the default.

The Frog

Your most AVOIDED task — not most important. Usually admin, finance, or uncomfortable work. Eat it first, before it eats your day.

MITs

Most Important Tasks. Three per day. Each is automatically a task in the system — trackable, linkable to sessions, connected to boulders and bets.

Boulders

Weekly priorities (up to 3). Each has an hour target. Linked to quarterly bets. Sessions linked to tasks roll up hours to boulders automatically.

Pitches

Shape Up methodology. Problem → Appetite → Solution → Scope → Risks → Definition of Done. Pitches can link to documents and bets.

Foundation

Daily practices: meditation, workout, gratitude, vitamins, financial ledger, meeting tracker, accountability check-in. Streaks tracked.

Deals

CRM pipeline items. Each deal has a stage, channel, value, probability, contacts, and the hero field: Next Action. No deal goes dark — 14 days without contact triggers a warning.

Reminders

Notifications from bills, tasks, and follow-ups. Each can be: Create Task (converts to actionable work), Mark Done, or Dismiss. Reminders older than 7 days auto-escalate.

Session → Task Linking

When logging a work session, link it to a task. Hours roll up: Session → Task → Boulder → Bet. Answer 'how much time did I spend on this?'

Recurring Tasks

Set any task to repeat: daily, weekly (pick day), or monthly (pick day). Auto-generated on each new day.

Income Types

Recurring (hourly/retainer clients), One-time (expected amount + date, mark received when it arrives), Contract/Milestone (total value, track payments against it).

Progressive Overload

Targets increase weekly based on performance. Never lowered. If missed, the bar holds. 'Make Tuesday the floor, not the ceiling.'

Tips

  • •Auto-save is on everywhere — type and it saves. Look for the ✓ Saved indicator.
  • •The Twin is action-first. It will acknowledge emotions in one sentence, then redirect to the next concrete action.
  • •⌘/ opens the command palette — search across tasks, entities, documents, and events from anywhere.
  • •Keyboard shortcuts only work on the cockpit when you’re NOT focused in the chat textarea. Click outside the chat first.
  • •When logging a work session, link it to a task — hours automatically roll up to boulders and quarterly bets.
  • •Every MIT the Twin creates is automatically a task in the system with a task ID.
  • •The CRM pipeline tracks deals with the ‘No deal goes dark’ rule — 14 days without contact triggers a stale warning.
  • •The Backlog supports screenshot uploads. Use ⌘/ → Bug tab to quickly capture bugs with images from any page.
  • •Data export is in Settings — export all data as JSON, or tasks/sessions/finance as CSV.
  • •The Twin sees your CRM pipeline, financial situation, reminders, and daily progress. It coaches in context.