FounderPilot
FounderPilot / Automation

Automation

Bounded reminders and next steps, always under founder control.

FounderPilot automates guidance, reminders, and explanations. Sensitive actions require founder approval, official sync is pending, and auto-submission is not included.

Open Pocket OS

Current automation focus

Stage-aware next step

Review formation path readiness.

Open related workflow

Automation available nowManual confirmation requiredExpert handoff ready
Founder approval required

Why this action?

The startup stage changes what should be visible now and what can wait.

Startup condition

Just incorporated

What can wait

Official submission can wait until entity path and documents are ready.

Safety boundary

FounderPilot suggests the next step; the founder confirms any action.

Review expert cue and source route

Expert cue

Expert handoff is ready when identity, tax, or official submission context is unclear.

Open source workflow

Assistant suggestions

Stage-aware next step

Useful now
Automation available nowManual confirmation requiredExpert handoff ready

Official workflow preparation reminder

Verify first
Background jobs architecture readyOfficial sync pendingAuto-submission not included
Review more bounded suggestions

Opportunity review reminder

Can wait
Automation available nowIn-app reminder ready

Quote or notice follow-up

Calm review
Automation available nowFounder approval requiredHuman review may help

Saved guidance reminder

Can wait
PWA notification architecture readyPush delivery pendingFounder approval required

Founder approval and control

Founder approval required

Approve a reminder

Snooze a suggestion

Dismiss a non-relevant action

Request expert review

Control boundary

Sensitive actions stay as suggestions until the founder confirms the next step.

Reminder preferences

PWA reminders

PWA notification architecture ready

A recommended operational review may now help.

Upload follow-up

In-app reminder ready

Your document checklist has one item to review.

Official workflow reminder

Official sync pending

Official sync pending. Founder-reported status only.

Automation safety boundary

Founder approval required before sensitive actions move beyond suggestion.Auto-submission not included. Official sync pending. Founder-reported status only.PWA notification architecture ready. Push delivery pending and founder control required.Deterministic trigger logic runs first. AI-assisted wording cannot create hidden triggers or fake urgency.
Automation tiers, history, AI boundaries, and data architecture

Automation history preview

Audit-safe placeholders for future reminder and approval history.

Stage-aware nudge prepared

Suggested

Next-step surfacing is available now and remains founder-controlled.

PWA notification path

External integration pending

PWA notification architecture is ready; push delivery is pending.

Official workflow sync

External integration pending

Official sync requires verified integration and is not connected.

Automation tiers

Available, pending, integration-required, and not-included automation stay clearly separated.

Tier 1 - Available now
In-app remindersNext-step surfacingMissing document cuesWhy this action explanations
Tier 2 - Architecture ready
PWA notification architectureBackground reminder jobsAsync upload follow-upsExpert review handoff reminders
Tier 3 - External verified integration required
Official status syncExternal calendar integrationExpert workflow completion sync
Tier 4 - Not included
Auto-submissionPortal login automationPayment actionLegal or tax decision automation

Firebase

Realtime automation state, reminders, notification state, and mobile/PWA sync

Founder approval, snooze, dismiss, and reminder preference state

Firebase Storage

Uploaded files only when already tied to document workflows

No automation-specific sensitive file storage outside document boundaries

PostgreSQL

Structured triggers, trigger explanations, approval history, reminder rules, and source metadata

Recommendation history, expert review escalation records, official sync placeholders, and audit-safe activity logs

AI boundaries

Automation triggers are deterministic before any AI-assisted wording is considered.

Future reasoning support may help with reminder wording, startup-stage explanation, and uncertainty notes.

Future retrieval support may help with document-triggered automation, OCR-based trigger detection, and source grounding.

AI must not create autonomous actions, bypass founder approval, create hidden triggers, create fake urgency, claim official verification, claim legal/tax certainty, or replace expert review.