Playbook // Leadership
Business planning
- Goals
- Plans
- Owners
- Review
From company goals to owned plans you can review. Each goal broken into plans with owners and milestones, the reasoning in a planning document, and a regular review that shows what moved.
Native foundationAgent-customizableElevated administration- Setup in Maxint Work
- About an hour per planning cycle
- The business process runs
- A quarter or a year
How it comes together
Each step is a guide with the exact steps in the product.
- How to run a product launch in Maxint Work
You'll have a launch planned with Maxima, split into a milestone, issues and sub-issues, with a launch document, a channel and owners for every task.
About 30 min
- How to use AI to prepare a weekly project review
You'll have a short status summary of a project, posted to your team's channel, with to-dos for the follow-ups.
About 15 min
- How to configure workflows using natural language
You'll have card types, fields, relations or a process set up by Maxima from your plain-language description, checked in Activity.
About 20 min
Where AI Workers take part
- Maxima turns each goal into a plan, proposes owners and creates the tasks once you agree.
- An Analyst summarizes progress per goal for the review.
- With an elevated role, the agent can add a Goal record type if you want goals tracked as records.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“Plan our next quarter: our three goals are [goal 1], [goal 2] and [goal 3]. For each, write a short planning document, create the projects and milestones, propose owners, and set up a monthly review that shows progress per goal.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.