PA Hub Guide

The PA Hub is your dedicated section for interacting with and managing your Personal Assistant. It provides a sidebar-based layout with pages organized into logical sections: Home, Work, Communicate, Monitor, and Configure.

Hub Layout

The PA Hub features a sidebar that displays:

• Your PA's avatar and name
• A status badge: Active (green), Paused (amber), or Pending Setup (blue)
• A quick-action Pause/Resume button
• Navigation links grouped by section

Navigation Structure

Section	Pages
Home	Dashboard
Work	Goals, Projects, Calendar
Communicate	Chat
Monitor	Activity, Insights
Configure	Settings

Dashboard

Location: PA Hub home page

The Dashboard provides an at-a-glance overview of your PA's activity and current state.

Components

Component	Description
Greeting	Personalized greeting with time-of-day awareness (e.g., "Good morning, John!")
Status Summary	How many goals are active and how many tasks are pending
Metric Cards	Active Goals count, Tasks Due Today count, and Next Wake-Up time
Recent Activity	Timeline of the last 10 PA actions (email drafts, completed tasks, research, wake-up/sleep events)
Goals Progress	Visual progress bars for each active goal with completion statistics
Quick Actions	Buttons for Chat with PA, Wake Up Now, Add Goal, and View Activity

Quick Actions

Action	Description
Chat with PA	Opens the Chat page for a real-time conversation
Wake Up Now	Triggers an immediate PA wake-up cycle outside the regular schedule
Add Goal	Opens the goal creation form
View Activity	Navigates to the Activity page

info

The "Wake Up Now" button is disabled when the PA is paused. If your administrator has paused your PA, you will see a message explaining the situation.

Real-Time Updates

The Dashboard updates in real time when your PA is actively working. You will see live indicators when your PA starts or completes a work cycle, finishes tasks, or sends chat messages, without needing to refresh the page.

Outermind Assistant: Review Prepared Work

Location: Outermind Assistant Hub home page

For Outermind Assistant users, the Hub shows work prepared for waiting email items alongside approval cards. Items found during daily checks and items from your first run appear together. The Outermind Assistant brief uses the same waiting items.

What Each Item Shows

Prepared work	What to review
Reply	The proposed recipient, subject, and reply text
Meeting	The drafted invitation and proposed time, including any attendees who cannot make that time or whose availability needs confirmation
Needs a conversation	"I don't have enough to draft this. Can we chat?" and a link to discuss the item

Today's Meetings

Twice a day, before the morning brief and again at 1:00 pm local, your PA prepares each of today's meetings on the Hub's Today's Meetings card: who is coming, recent email threads with them, and anything still open with them. Anything still open is flagged so you can see it at a glance. If an afternoon meeting turns up something still open that you have not yet seen in the Hub, your PA sends you one chat message about it, rather than let it go unnoticed between now and the meeting.

Request and Review an Approval Card

1. Open the Outermind Assistant Hub and review the prepared text for the waiting item.
2. For a reply, select Request send card. For a meeting, select Request booking card.
3. The item shows Waiting for your go. Select Open approval card to continue in chat.
4. Review the approval card and approve the action when you are ready, or discuss changes with your PA.

Requesting a card puts the action on hold for your approval. Preparing the text does not save a draft to Outlook, send a reply, or book a meeting. Sending or booking follows the approval card's decision.

If the item asks for a conversation, select Talk about the item and give your PA the missing context in chat.

Frequently Asked Questions

Why does the PA ask to chat instead of showing a draft?

It may need more information to write a useful reply or arrange a meeting. Calendar availability problems can also prevent a proposed time. Open the conversation to clarify what is needed.

What if the approval card link is missing?

Check the existing approval cards on the Hub. If the item offers Recover approval card, use it to recover the link to the held action.

Will my first-run items still appear?

Yes. First-run items remain visible alongside items found during daily checks, including their existing draft or approval status.

While Your PA Is Onboarding

Location: PA Hub home page (replaces the Dashboard during onboarding)

Until your PA graduates from onboarding, the Home page leads with a program view instead of the regular Dashboard, so you can see what it's learning before it starts acting fully on its own.

Program View

Card	Shown When	What It Shows
What your assistant is doing this week	Always	A disclosure of what your PA watches (inbox rhythm, calendar load, meeting cadence) and what it never watches (the contents of others' private messages), plus a "day N of M" progress counter
Habit study	Findings are available	What your PA is learning about how you work, shown as findings only, never the raw content of messages
Researching your industry	Research is in progress	Topics your PA is researching about your market and benchmarks. Progress is shown; how much was spent on research is not, that stays on the admin side
Follow-up questions	Open questions exist	Questions your PA still needs answered to round out your 6- and 12-month goals
Quick wins	Deliverables exist	Visible value produced during onboarding; items awaiting your review are marked "for your review"

info

Before the habit study, research, follow-ups, or quick wins have any data yet, only the "day N of M" card is shown. The other cards appear as soon as they have something to show, they are never shown empty or with placeholder content.

First Week Report

Location: PA Hub home page, after your PA graduates from onboarding

When your PA completes onboarding, it produces a First Week Report summarizing what it learned and proposing next steps. The report is saved and can be reopened at any time, only you can see it.

Report Sections

Section	Description
What your assistant learned about your business	A summary of business context your PA picked up during onboarding
Working-habits findings	What your PA learned about how you work
Refined goals	Changes to your goals, each tagged Material (needs your approval before it takes effect) or Refinement (applied automatically, shown with a note explaining the change)
Proposed project plan	The project plan your PA is proposing based on what it learned
Graduation request	Approve your PA's graduation from onboarding, or open the full report for more detail

info

If your PA has not graduated from onboarding yet, this section shows "First Week Report will appear after graduation" instead of an empty report.

Goals

Location: PA Hub > Goals

Manage your PA's goals with tabs for Active, Achieved, and All goals.

Goal Cards

Goal cards use the same goal-card treatment shared across Outermind's agent surfaces, so goals look and behave consistently everywhere they appear. Each goal card displays:

• Priority badge (High, Medium, Low)
• Goal title and description
• Progress bar with percentage
• Project and task counts (active projects, pending tasks, completed tasks)
• Creation date
• View and Edit actions

Creating Goals

Click Add Goal to create a new goal. Provide a title and description. You can also select from the same example goal templates available during setup. New goals default to Medium priority, which you can adjust afterward.

Goal Detail View

Click a goal card to see the full detail view with:

• Goal header (title, description, priority, status, dates)
• Linked projects with status indicators
• Task breakdown across all projects for this goal
• Activity timeline filtered to this goal
• Edit button to modify the goal

tip

Goals work best when they are specific and measurable. "Draft replies to all routine vendor emails within 2 hours" gives your PA clear criteria, while "Help with email" is too vague to act on effectively.

Deleting Goals

You can remove goals you no longer need. Projects and tasks linked to a deleted goal are preserved but no longer have an active goal driving them.

Projects

Location: PA Hub > Projects

View all projects created by your PA. Projects are generated automatically as your PA breaks down goals into actionable work. Employees typically do not create projects directly; the PA creates them during its execution cycles.

Filtering

Filter projects by:

• Status - Active, Completed, or All
• Goal - Show projects linked to a specific goal
• Priority - High, Medium, or Low

Project Cards

Each project card shows:

• Project name and status
• Linked goal
• Task progress (completed vs. total)
• Estimated and actual time
• Last activity timestamp

Project Detail View

Click a project card to see:

• Project header with description, linked goal, and status
• Task list with status, priority, and due dates
• You can update task status (mark complete, add notes)
• Project activity timeline
• Task dependency visualization (when applicable)

Calendar

Location: PA Hub > Calendar

A visual calendar showing your PA's scheduled activity and task timeline.

Views

• Monthly view (default) - Overview of the entire month
• Weekly view - Detailed view of each week

Color Coding

Color	Meaning
Blue	Scheduled wake-ups
Green	Completed tasks and work
Orange	Task due dates
Red	Overdue items

Click any day to see detailed activity for that date. The calendar also shows your PA's wake-up schedule pattern (e.g., "Every day at 9 AM and 2 PM").

Chat

Location: PA Hub > Chat

A real-time chat interface for direct conversation with your PA.

How It Works

• Type a message and press Send to start a conversation
• Sending a message triggers an immediate PA wake-up with an employee_message trigger type
• Your PA's avatar and name appear on assistant messages; your avatar appears on your messages
• Conversation history is preserved and accessible from the conversation list sidebar
• You can have multiple conversations, each with its own topic and history

Use Cases for Chat

• Ask your PA to research a topic immediately
• Request a status update on a goal or project
• Give your PA new instructions or context
• Ask questions about work it has completed
• Request email drafts or document reviews

info

Chat messages trigger a PA wake-up regardless of the scheduled frequency. This allows you to interact with your PA in real time without waiting for the next scheduled cycle.

warning

Chat is disabled when your PA is paused. You will see a "Your PA is currently paused" message in the chat interface until the PA is resumed.

Outermind Assistant: Interview Answers in Daily Chat

For Outermind Assistant, your PA can learn about you through an interview woven into daily conversations after your first run. When today's daily conversation has an interview question pending, your ordinary chat replies also contribute to that interview. Your PA continues responding to your message as usual.

1. Open Chat and select today's daily conversation when it contains an interview question.
2. Reply in your own words. Describe your responsibilities, goals, delegation preferences, or working style as relevant to the question.
3. Correct any facts the PA presents that are inaccurate. Available information about working hours, focus time, frequent collaborators, and directory role facts is presented for correction rather than asked again.
4. Continue the conversation normally. A deeper topic can take more than one conversation to settle.
5. Look for a short recap in chat when the interview ends. Captured answers refine the PA's understanding, and captured goals become a goals objective when there is enough information.

The interview finishes when all topics are settled or the configured interview window ends. The window follows a five-day, seven-day, or custom cadence and is capped at 30 days from the first run. The recap explains that anything still open will be revisited when relevant.

Frequently Asked Questions

Do replies in other conversations count toward the interview?

Interview answers are captured only in today's designated daily conversation while a topic is pending. Replies in older or unrelated conversations do not fill that interview topic.

Does finishing the interview reactivate my PA or change its access?

Completion saves what the PA learned without changing its tools, permissions, working pace, or schedule. It preserves an existing pause and does not trigger an extra introduction wake-up.

Must I answer every topic before the interview ends?

No. The interview can end with unanswered topics when its window expires. You can skip optional topics; deeper topics may require follow-up. The closing recap does not mean every topic was answered.

Activity

Location: PA Hub > Activity

A detailed timeline log of all PA actions with filtering capabilities.

Activity Types

Icon	Activity Type
Wake-up / Sleep	PA started or completed a work cycle
Goal assigned / updated / achieved	Goal lifecycle events
Project created / completed	Project milestones
Task created / completed / blocked	Task status changes
Email drafted / sent	Email actions
Research completed	Research deliverables
Message sent	Communications to the employee

Filtering

Filter the activity log by:

• Activity type - Show only specific types of activity
• Date range - Filter to a specific time period
• Goal - Show activity related to a specific goal
• Project - Show activity within a specific project

Click any activity item to expand it and see full details. The log is paginated at 50 items per page.

Insights

Location: PA Hub > Insights

Analytics and productivity metrics showing how your PA is performing over time.

Period Selector

Choose from Last 7 Days, Last 30 Days, or Last 90 Days.

Metric Cards

Metric	Description
Total Executions	Number of times your PA woke up and performed work
Tasks Completed	Total tasks marked complete across all projects
Emails Drafted	Number of email drafts created

Charts and Tables

Chart	Description
Activity Over Time	Line or bar chart showing executions and tasks completed per day
Goal Performance	Table showing tasks completed, activity level, and trend direction for each goal
Tool Usage	Horizontal bar chart showing how often each tool was used
Time Distribution	Pie chart showing time spent per goal

Settings

Location: PA Hub > Settings

Settings is where you manage your Personal Assistant. A menu on the left lists the sections you can change; open a section, make your changes, and click Save in the bar above it. Save and Discard apply to the section you are on. If you try to leave a section with unsaved changes, you are asked whether to discard them.

The bar above the sections also has Pause / Resume and Refresh.

Sections

Section	What You Can Change
Properties	Your assistant's name, avatar and communication style
Employee	The alternate email addresses your assistant recognizes as you
Autonomy	How much your assistant may do without asking you first, up to the limit your administrator set, and the standing permissions you have given it
Tools	The tools your assistant may use, from the ones your administrator made available
Schedule	Working hours, time zone, working days, how often your assistant wakes up, summary frequency and delivery channel, whether project emails are consolidated, and the maximum number of goals and projects
Focus budget	How many commitments your assistant may advance in each scheduled run
Data access	What your assistant may read in your Microsoft 365 account (mailbox, calendar, contacts, files, meetings) and whether it may send email outside your organization
Daily brief	When and how your daily brief is delivered
Danger zone	Reset your assistant: delete what it has built up and start its setup again

Outermind Assistant adds About me: what your assistant has learned about you from your conversations, which you can correct.

You see only the sections you have access to. For example, Daily brief appears only when your organization has turned on daily briefs for you.

warning

If your PA has been paused by your administrator, the Resume button is disabled. Your administrator must resume the PA from their side.

Changing Properties

When you change your assistant's name, avatar or communication style, the changes take effect on your PA's next wake-up cycle. If you change your PA's name, the agent's display name is also updated.

Resetting Your Assistant

Danger zone resets your assistant. A reset permanently deletes your assistant's goals, projects, tasks, conversations, memories and personalization, and your LinkedIn and personal-mailbox connections, and it cannot be undone. The setup your administrator did is kept (the shared mailbox assigned to your assistant, the tools they approved for it, and its execution settings), and your assistant goes back to the start of employee setup. You type a confirmation before the reset runs. To stop using your assistant altogether, ask your administrator.

Older Links

Bookmarks to the previous settings tabs still work. They open the matching section:

Old address	Opens
/pa-hub/settings/general, /pa-hub/settings/preferences, /pa-hub/preferences	Properties
/pa-hub/settings/permissions, /pa-hub/data-access	Data access
/pa-hub/settings/danger-zone	Danger zone
/pa-hub/schedule, /pa-hub/daily-brief	Schedule, Daily brief

Summary Reports

Your PA can send you summary reports based on your configured preferences.

Daily Summary

If you selected "Daily summary" during setup, your PA sends a single comprehensive report at the end of its last scheduled wake-up each day. The summary includes:

• Completed tasks across all wake-up cycles for the day
• Goal progress updates
• Items needing your attention
• Overview of emails processed (if inbox management is active)
• Upcoming items for tomorrow

Per-Cycle Summary

If you selected "After each cycle," your PA sends a brief update after each scheduled wake-up (not after real-time email triggers, which would be too frequent). Each summary covers what was accomplished during that specific work session.

Delivery Channels

Summaries are delivered through the channel you configured:

Channel	How It Works
Email	Sent from the PA's shared mailbox to your primary mailbox
In-app	Bell icon notification in the Control Bridge header; click to navigate to PA Hub > Activity
Both	Delivered through both email and in-app notification

Notifications

Your PA Hub also displays notifications when your administrator makes changes that affect your PA:

• Tools added to or removed from your available pool
• LLM models added or removed
• PA paused or resumed by administrator
• Working hours or settings changed
• Privacy policy changed

These notifications appear as in-app alerts and, if your summary channel includes email, as email messages from the PA's shared mailbox.

Related Topics

• Admin Setup Wizard - How administrators provision a PA
• Employee Setup Wizard - Initial setup and activation
• Privacy & Governance - Privacy levels and admin controls