Inbox & adminReviewed listing
Portfolio CEO Ops
PurposePortfolio CEO desk for a multi-company founder. Reads WhatsApp company Lists for client requests (never the full inbox), creates client groups, runs Travel Agent so Drive gets Plan+Quote, then revises those docs from client change asks. Mon/Wed pipeline + morning digests. Specialists own brand/social and deep lanes. Drafts only — you approve every send. Built to protect Ultra.
At a glance
Read from the bot’s description. Not tested.
- Works with
- Runs
- On a schedule
- What it can touch
- Drafts for your approval
- Setup
- Connect WhatsApp
The description says it drafts and waits for your OK, or never sends on its own.
What it does
- Reads WhatsApp company Lists for client requests (never the full inbox)
- Creates client groups
- Runs Travel Agent so Drive gets Plan+Quote, revises those docs from client change asks
1What you’ll need
- A Bot account, or the Bot app on your phone
- Your WhatsApp account, which the description mentions
From the bot’s share page and description.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Portfolio CEO Ops’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Portfolio CEO Ops in Bot.
- Start a chat with Portfolio CEO Ops, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Hector Nieto. Open it in Bot to start using it.