AI operating checklist

Daily Ops

A working list for confirming BellPath AI, sync, sales, customer support, Compass/time clock, iPay/paystub, tax/accounting, marketing, reports, and product delivery are running the business efficiently today.

Compass Time Clock / iPay Setup / Sync

Completion

0/0tasks checked

Run the daily check or mark tasks complete.

AI status

Needs setup

Checks saved provider/model/key signals from Setup.

Next focus

Start with setup and sales proof.

BellPath should point you to the highest-impact business task first.

Today

Daily AI business run

Trigger alerts

Alert rules

Choose the business triggers BellPath should watch. Alerts are local-first and appear in the BellPath alert dock plus this Daily Ops page.

AI manager prompt

Use this prompt with BellPath AI after the checklist is updated.

Open AI Coach

Saved daily log

No daily log saved yet.