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Your Daily Workflow
This guide walks through a recommended morning routine for getting the most out of Kraal. As you get comfortable, you'll develop your own rhythm, but this is a solid starting point.
Morning Check-in (5 minutes)
Step 1: Open Daily Board
When you log in, start with Daily Board and read it top to bottom:
- The close pulse strip. Tiles for blocked, overdue, and waiting close periods, plus decisions and documents counts. Each tile names what it counts; a dash means "not measured," not "all clear." This answers "is my portfolio okay" in one glance.
- The Kraal panel's Today tab, docked on the board. One line — "N decisions waiting" — with a card per decision, chipped by what you'd do: unblock, approve, review, or answer.
- The day's tally at the bottom of Today. How much was handled by you and by Kraal, with a Receipts link. Click through occasionally to verify receipts while you build trust.
Step 2: Clear the Decisions in Today
Work the cards right in the panel. Each card carries its real action and confirms in place with an Undo; use Open where it lives when you need the full detail. Most days this list is short, because the routine cleared on its own.
Step 3: Check the Exception Queue
Glance at the close units listed under the pulse strip. Each row names its close period and carries the blocker's ask — what to do, and who owns it. Send client-owned asks with the bulk request actions; decide whether the rest need action today or can wait.
Processing Work (10 minutes)
Step 4: Open Work List When You Need the Full Inventory
Work List shows the grouped detail behind the board: prepared entries, client follow-ups, and setup or source blockers, organized by the next useful move.
Step 5: Let Kraal Continue Safe Work
Use Run Kraal Sweep when the page says the selected work is safe for Kraal to run. The sweep reads back exactly what happened: completed, skipped, held for you, and rejected. "Held for you" means Kraal prepared the work but deliberately left the decision to a person.
Step 6: Handle Anything Client-Facing Yourself
Money movement, period locks, and anything sent to a client always wait for a person, regardless of how much trust Kraal has earned. Review these carefully; they are the decisions that matter most.
Wrapping Up (5 minutes)
Step 7: Return to Daily Board
Confirm nothing urgent appeared while you worked, check that close moved forward for active clients, and open client requests that are still waiting.
Step 8: Use ChatIQ as Needed
If you have specific accounting questions or need a report, open ChatIQ and ask. Use Report packs or Manage Close when you need client deliverables.
Weekly Habits
| Day | Focus |
|---|---|
| Monday | Full Daily Board review to clear the weekend backlog |
| Tuesday to Thursday | Morning check-in (5 min); the judgment queue is the day's work list |
| Friday | Review Work List for anything lingering; clear blocked items |
| Month-end | Use Manage Close; watch close status and report-pack readiness on Daily Board |
Tips for Getting Comfortable
- Audit "What Kraal did without you" daily for your first week. Open the receipts and verify a few. Trust should be earned by evidence, and the receipts are the evidence.
- Use Undo freely. One click reverses an automatic post, and Kraal loses authority for that vendor until it re-earns it. Your correction is training, not cleanup.
- Watch trust build on Autonomy & Trust. Each work family shows whether it posts on its own or still asks first, and why.
- Don't worry about missing something. The board surfaces urgent items automatically, and the exception watch nudges you about issues before they become problems.
- Let Kraal carry the routine. The more of the low-risk work it runs, the more of your time goes to judgment and advisory work.