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Personal Ops
This Week
What's going out, what's due, what needs you
Content Calendar
Every post, every channel
Archive Vault
Past work waiting to become content
Channels & Series
Where you post, what you post about, and what repeats
Partnerships
Brand deals and client work, from first conversation to paid
Projects
Monthly overview
Financials
Revenue, margins, and what each brand is worth per hour
Production Calendar
Task due dates and capacity over time
Brands
Companies you partner with
Deliverable Types
Master catalog of deliverable types — reusable across projects
Quotes
Build and manage project quotes
Retainers
Active retainer contracts and scope tracking
Tasks
Everything · Everyone
Type
Audit Log
Who changed money, deals and team access — and when
Receipt Inbox
Receipts pulled from Drive · waiting for a quick check
Boards
Moodboards and storyboards — start one from any post
Expenses
All project expenses · synced to CRM
Team
Who can sign in, and what they can see
New Post
Tasks for this post
Edit
New Deal
🔒 FINANCIAL FIELDS LOCKED — Invoice marked Paid. Change invoice status to edit value or buckets.
Net Revenue
Gross − Expenses
$0
New Project
Confirm Delete
New Quote
New Retainer
New Bucket
New Task
Subtask of:
Publishable tasks appear on the client portal's publishing calendar.
Select a deliverable this task contributes to.
Comments
Add Team Member
Two-Factor Authentication
Adds a 6-digit code from your authenticator app on top of your PIN. Strongly recommended for owner accounts.
Set Up Two-Factor Authentication
Open your authenticator app (Google Authenticator, Authy, 1Password, etc.) and scan the QR code below, or enter the secret manually.
Manual entry secret:
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Disable Two-Factor
Enter a current code from your authenticator app to confirm. This will remove two-factor authentication from your account.
Add Expense
Import Receipts from Drive
Paste the share link for a Drive folder containing receipt files (images or PDFs).
The folder must be shared with the service account email as a Viewer or Editor.
If the team uploads receipts to a per-project folder, pick that project here to save clicks during review.
Processing receipts…
This may take a minute. Claude is reading each receipt.
Define Deliverables
Enter the quantity of each deliverable type for this project. Each row will auto-generate individually-tracked units (e.g., Sizzle 1, Sizzle 2, Sizzle 3, Sizzle 4). You can rename them and adjust publish dates per unit after they're created.
Publish-enabled project
Publish dates shown only for types marked as publishable. Dates apply to all units of that type and can be staggered per-unit later.
TypeQtyDefault Publish Date
Will create 0 deliverables.
New Deliverable Type
Default Task Parameters
When the quota wizard creates deliverables of this type, it auto-generates one linked task per deliverable using these defaults. All fields are required for auto-task generation.
Determines which bucket hours are counted against. Post-production tasks consume the edit hours budget.
Add Deliverable
Status is auto-managed based on linked tasks — override only if needed.
New Brand
Similar name exists
New Board
Add a Task to the Board
Apply Task Template Select a template to pre-fill tasks