Search clients, posts, jobs, shoots, team chats and playbooks · Ask Kasper to do something or find it · ⌘K from anywhere
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This usually takes 10 to 20 seconds.Your training
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Playbooks
How we do things at Circle
Training
Tick each one when you've finished it. Come back to any of them any time.
Tools
Tools to work with. Each one opens in its own tab.
Admin
Only Owners and Admins see this page.
People & teams
People and teams
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Who sees what
Owners and Admins always see everything but the Owners' reports. Change opens the same panel as the page's own Who sees this; each change saves at once.
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Roles
What each role can see and do across the Hub. A person can have several roles: what they may do adds up. Teams still decide who does the work. Only Owners see this.
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Locations & time off
Locations, holidays, vacation days and carry-overIts own page, with its own Save
Social media
Shoots
Branding
Production
Clients
Client folders in Drive
Where a new client's Drive folders are made (Make the folders), and whether Drive is connected for it. 01 Clients unless you change it.
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Routines
Deadlines and timings
Every deadline and client promise, by departmentSocial media, Production and Traffic, Shoots, Branding, Sales, Consulting, Clients, Team, Reports
AI
Which model does each of Kasper's jobs. Each uses the cheapest model that does it well; change one if its results are not good enough, or to save more.
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How Kasper writes, for each thing he can write. Where the Hub has Write with Kasper, people pick one of the directions for that place, and Kasper writes from it and from what the Hub knows (for a shoot: its brief, the client's profile and strategy).
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Who uses Kasper, for what, on which model, and about what it costs. Costs are estimated from the price list; the Claude Console has the bill.
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Feedback
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Messages to everyone
AnnouncementsPosted from Home, under its ⋯
Chat automationsOwners · also under Chat's Settings
Tools in the Hub
Tools in the Hub
Which tools show under Knowledge › Tools. A hidden tool is left out of the Tools page, the menu, search and Kasper's answers, and its address says it isn't available. Nothing is deleted: switch it on again and it is back. Owners can still open a hidden tool.
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Lead inbox
Lead inbox
The private address Circle's WhatsApp agent (Grokbot) sends qualified leads to. Each one lands in Sales › Lead in for the Sales lead to call within 24 hours; a number that already has an open deal is added to that deal instead. It only takes leads sent with the key.
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Data and backups
Backups
A copy of everything in the Hub is made every day and kept for 30 days.
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Set up and clear
Bring in people, teams, clients, shoots and branding projects from a file made from monday, or clear the work and keep the clients.
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Bring in from Pipedrive
Owners only. A one-time move of Pipedrive's sales data into Sales (4 November 2026): upload the file, match each company, then bring it in.
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Test accounts
Usernames and passwords for outside testers (like Grok), without Google. They only see clients named "Test – …" and their own deals in Sales, can't open Admin, the Vault, Kasper or Drive, use Chat only with each other, and only notify other test accounts and the Owner who made them.
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Copy Drive designs into the Hub
Posts whose design is a Google Drive link get the pictures copied into the Hub, so the post, the grid and the client's link all show them. It shows what it found first; nothing changes until Copy now.
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Errors and activity
Errors
Anything that broke in the last 7 days, for staff or for a client. Nothing a person typed is recorded.
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Recent activity
The latest changes across all clients, including deletions. Each client has its full list under its ··· menu, Activity.
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Speed
How fast each page and request answered, slowest first. A page line is how long the page took to appear in someone's browser (only slow ones, 1.5 seconds or more, are sent). The others are the server's side, with how many database and settings reads each one made. It only measures.
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Data check
How many clients, months, posts, shoots, jobs and deals the Hub holds, and anything pointing at something that is gone. It only reads. Take one before and after a big change and compare.
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