Patricia works your Todoist.
Ask her in Slack. She adds the tasks, sorts them into the right projects, and tells you what is overdue before a client does.
@Pati what's overdue across the Fernbrook project this week?
Three tasks are past due and need a call before the review:
- "Resize hero ad for stories" was due Friday, still open under the @design label
- "Send draft captions to client" is 2 days overdue with no owner
- "Plan July UGC shoot" was approved this morning, but there's no task for it yet. Want me to add it to the Fernbrook project?
Add it, and reschedule the captions to today.
Done. "Plan July UGC shoot" is in the Fernbrook project under a new July section, tagged @creative, with subtasks pulled from the brief. I moved the captions task to today and left a comment so whoever picks it up has the context.
Patricia + Todoist
What she does in Todoist.
Real actions she takes on your say-so, not a list of API endpoints.
Turn briefs into projects
She reads an approved brief and builds it out in Todoist: a project, sections, tasks, labels, and due dates, ordered the way your team already works through delivery.
Add tasks from Slack
Mention her in any thread and the follow-up becomes a Todoist task in the right project, with a due date, a label, and the context in a comment.
Close out what is done
When work lands she marks the task complete and reschedules what slipped, so the list shows what is actually left instead of a wall of stale items.
Catch what is overdue
Overdue tasks, unlabeled work, and anything without an owner across every client project, surfaced in Slack before it becomes a scramble.
Sort with sections and labels
She files tasks into the right project and section, tags them by client or stage, and runs a filter so a lead can see one client's open work in a glance.
Set up new teammates
She creates a new hire's starter project, seeds their first week of tasks with due dates, and briefs them on what is due first.
Say it like you'd say it
Things to ask her on day one.
Add a Todoist task for every new brief that lands in #intake
What's overdue across the Fernbrook project?
Turn the Fernbrook UGC brief into a project with sections and labels
Close everything the team finished this week and reschedule what slipped to Monday
Set up a starter project for our new coordinator with their first-week tasks
Better together
Todoist is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Todoist + Slack
Where you ask, and where the task updates land. Every add, close, or reschedule reaches the channel that cares.
Setup
Todoist, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Todoist
One OAuth click. She gets only the projects you approve, and you can disconnect her anytime.
Todoist connected
Ask
Mention @Pati with the job. Adding and closing tasks happen on their own; anything destructive she confirms with you first.
@Pati Add a Todoist task for every new brief that lands in #intake
On it.
FAQ
Todoist questions, answered.
What can Patricia actually do in Todoist?
She works with tasks, projects, sections, labels, comments, and filters, and can read completion stats. More than 70 distinct actions. In practice: she adds and closes work, sorts it into the right project, and flags what is overdue.
Does she act without asking?
Adding tasks, closing them, and rescheduling run on their own, that is the point. Anything destructive, like deleting a project or a label, waits for your explicit yes in Slack.
Which Todoist plan do we need?
Any plan works. She connects through Todoist's official OAuth flow, the same way other approved apps do, and only sees the projects you connect.
We keep a separate project per client. Does that work?
Yes, that is the setup she expects at an agency. Connect the projects you want her in and every client's tasks stay walled off from the rest.
What does the Todoist integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.