Execution · Delegation & routing

Relay. Delegate cleanly — to a person, the chief of staff, or back to Helm.

Delegation as a workflow, not a verbal handoff. Owner, scope, due date, escalation — all written down.

Book a demo See all modules

Best for · Chief of Staff · COO · Executive Assistant

The shift

Before Relay, and after.

Same office, same people — different operating posture.

Before

  • Delegation is a Slack DM and a hope.
  • Escalations happen after the deadline, not before.
  • Owners juggle without a shared view of what's in flight.

After

  • Delegation packs with scope, owner, and escalation rule.
  • Owner board: drafted, in flight, closed.
  • Escalations trigger automatically when a window passes.

How it runs

The Relay workflow.

A short loop the office actually runs every day.

Step 01

Pack

Bundles context, scope, and success criteria for the owner.

Step 02

Route

Sends to a person, the chief of staff, or back to Helm to draft.

Step 03

Escalate

If untouched within the window, routes up automatically.

Inputs · outputs · artifact

What goes in, what comes out.

Inputs

  • Open commitments
  • Owner availability
  • Stated escalation rules

Outputs

  • Delegation packs
  • Owner notifications
  • Escalation triggers

Sample · Delegation

Delegated: vendor evaluation

To: COO · due Friday · escalates to CEO if unread 24h.

Trust posture

The same approval gate as every other module.

Helm never sends, schedules, or commits anything externally without an explicit office decision. Every action is logged in Verdict with diff and approver identity.

Approval-gated execution

Tamper-evident audit

Customer-owned memory

Works with

Modules that pair with this one.

Hand it off clean

Delegate with a pack, not a prayer.