Team Lead · Essentials tier

Sage

Sage is your single point of contact in Zimac — your chief of staff. You talk to her about anything: a note to capture, a question for the team, a meeting to prep, a plan to build. She figures out who should handle it, does the work (herself or through a specialist), and comes back with one clear answer. You never manage the team; you talk to Sage.

The one rule that makes Sage click: just tell her what's on your mind, in plain language. You don't pick tools, name specialists, or format anything. Fire off several thoughts at once and she'll handle each. Paste a screenshot and she'll read it. The examples in this guide are things you can type verbatim.

Captures & recalls

Remembers your notes, decisions, deadlines and people — and answers from them later.

Routes to experts

Hands the right problem to the right specialist and synthesises one answer.

Plans & reports

Projects, staffing gantts, sprints, progress reports — built and tracked from chat.

Preps your day

Morning brief, calendar, email, and tight pre-meeting briefs on the people you meet.

Drafts in your voice

Replies, tough messages and documents that sound like you, tailored to who they're for.

Connects your org

Share insights, broadcast, ask teammates, publish sites — the encrypted team layer.

Where Sage lives. Sage is the default agent in the Zimac desktop app — she's who you land on when you open a chat. She's part of the Essentials tier, so she's available on every plan (including the 30-day trial). The specialists she routes to come online as you add their integrations.

Who Sage is#

Sage leads a small staff of AI specialists that support you the way a chief of staff supports an executive. Her job is not to know everything herself — it's to make sure the right expert handles the right problem and that you get back a single, decided answer instead of a menu of options.

She operates on a few principles that shape every reply:

Talking to Sage#

There's no syntax to learn. Type the way you'd message a trusted colleague. A few things are worth knowing because they make her noticeably more useful:

Fire off several thoughts at once

If you dump three things in quick succession — a deadline that moved, a question about a teammate, a note to file — Sage triages each one separately and comes back with a single organised reply that addresses all of them in order. Nothing gets dropped.

Paste screenshots

Sage reads images directly — a Slack thread, a dashboard, a diagram, an error message. Paste it and talk about it. When she routes it to a specialist (say, a Slack screenshot to understand a person), the image goes with the hand-off automatically.

Try saying
the Azure Fabric review moved to Friday what did I say about the staging setup last month? here's a screenshot of a thread with Dana — how should I reply?

Your morning brief#

Ask Sage to start your day and she compiles a ranked rundown of the few things that actually need you today — pulled from your deadline board (upcoming and overdue), the recurring rhythms that are due, any projects flagged at-risk, and today's calendar load. It renders as a card with a next-step button on each item, and it's saved to the Brief panel too.

Try saying
what needs me today? catch me up what's on my plate this morning?

Memory & recall#

Anything you tell Sage worth keeping — meeting notes, a decision, "the deadline moved", action items, names — becomes part of the team's shared memory. This is the backbone of everything else: it's why she can prep a meeting, run a progress report, or answer "what did we decide about X" weeks later.

You just talk; she captures. Recording and reorganising memory is owned by Quill, the team's notetaker, so Sage hands the raw words to Quill (verbatim, so no date or name is lost) — but from your side it's seamless. For quick lookups she reads memory herself.

Try saying
note that we picked Postgres over DynamoDB for the ledger what deadlines do I have coming up? what do we know about the Q3 budget freeze?
Sage never claims something was saved unless Quill confirmed it — so "Logged — Azure Fabric is due Friday" means it's really on the board.

People & your voice#

Sage keeps a profile of every person in your work life — how they communicate, how to approach them, what matters to them — and a profile of your own writing voice. Those profiles are owned and written by Joy, the people-insight specialist; Sage reads them to do two things especially well:

Try saying
help me respond to this message from my VP how should I bring up the slipped deadline with Marcus? let me tell you about my new peer EM, Priya…
If no voice profile exists yet, Sage drafts naturally and mentions that sharing a few conversations with the team will teach it how you write.

The specialists she routes to#

Sage's superpower is knowing who should handle what. You never have to. When a message lands in a specialist's lane, she hands it over — they do the work with their own tools and expertise — and she folds their answer into her reply. Here's the roster she draws on. Each specialist has their own deep dive coming to these docs; this is what Sage routes to them.

SpecialistRoute to them for…
QuillEssentials Notes and the team's memory — decisions, deadlines, action items, people assignments. Every item lives exactly once and is updated in place. Also reaches your Google Drive and knowledge base.
FinnEssentials Cloud cost and inventory. Live read-only access to AWS directly (EC2/RDS/Lambda/S3/IAM inventory, Cost Explorer spend) and your Wiz tenant. "What did we spend", "how many S3 buckets", Savings Plans modelling, standardising a tag across resources.
JoyEssentials People insight and your voice. Owns everyone's profiles. Live access to DX engineering-intelligence — delivery metrics, surveys, team trends. "Who are our top performers", "who's struggling" — answered with charts.
λCodyPro Anything that means reading real code — PR reviews, repo questions, "what does this do", scope checks. Live GitHub, plus Chronosphere production metrics (PromQL, latency, error rates) and OpsGenie (what's paging, open P1s, who's on call).
CassandraPro Databases — RDS specialist. Tech-spec and change-management reviews, schema and query guidance.
KaiPro Kubernetes — EKS specialist. Architecture reviews and K8s judgment calls, framed for a senior leader.
FranzPro Streaming and event systems — Kafka/MSK. Topics, partitioning, consumer lag, delivery semantics, replay, plus Kinesis/Flink/CDC. Reads a live connected cluster: "what's the lag on group X", "which connectors are failing".
DrewPro Design & UX — product design, interaction, design systems, accessibility (WCAG). Live read-only Figma: paste a link and he pulls the file, renders frames, and reads reviewer comments.

You don't need to remember any of this. Ask a database question and Cassandra answers through Sage; paste a Figma link and Drew looks at it. When a question spans two lanes, she gets both views and reconciles them. And if the right specialist happens to be turned off, she still gives you her best answer and offers a one-click chip to switch them on.

Try saying
review this schema change for me what's the consumer lag on the orders topic? how much are we spending on RDS this month? what does this PR actually change? github.com/…/pull/482

Calendar & email#

Sage can see your real calendar and mailbox — the meetings and messages synced from the Calendar and Mail apps on your Mac. She uses them to answer schedule and inbox questions directly.

Try saying
what meetings do I have this week? did finance ever reply about the budget? am I free Thursday afternoon?
If calendar or mail access is off, Sage tells you and offers to help enable it — she'll never pretend you have nothing scheduled.

Scheduling & meeting prep#

Prep me for a meeting

Ask Sage to get you ready for a meeting — especially a 1:1 — and in one shot she pulls the event from your calendar, the counterpart's profile (how to work with them, their comms style), what memory recalls about them, and the open commitments involving them. She hands back a tight, grounded pre-meeting brief: who you're meeting and when, the one or two things that matter about this person, the open threads to raise or close, anything time-sensitive.

Put time on the calendar

Ask her to schedule something and she drafts a Google Calendar event as an editable card with an "Add to Google Calendar" button. She titles it clearly, picks a sensible time if you didn't give one, and checks your synced calendar for conflicts — flagging any overlap and offering another slot.

Try saying
prep me for my 1:1 with Alex get me ready for my sync with the Platform team schedule a 30-min sync with Dana about the migration

Projects & delivery tracking#

Sage doubles as a lightweight TPM. Your initiatives live on a timeline board (the Projects studio), and she manages them from chat. Tell her something is a project — or she'll recognise a coherent, multi-step initiative with deadlines and offer to track it as one.

Beyond just creating projects, she runs the full delivery surface:

Try saying
the Wiz rollout is its own project add a task to write the migration doc by Friday log a risk: the vendor contract might slip — high severity give me a portfolio status report
Sage only tells you a project was created or changed when the board actually confirms it — and she quotes the live board back to you, so what she reports is the real state.

Staffing plans & roadmaps#

Sage builds staffing gantts and roadmaps for you — real, editable plans that render as a card in the chat and open in the Gantt studio for dragging around. You feed her resources (the people) and work (the work-streams); the layout engine does the hard part:

A staffing plan can become a tracked project in one step (each work-stream's end-of-week becomes a milestone), and the two stay linked.

Try saying
build a staffing plan for the migration across my team who's overloaded on this plan? turn this gantt into a tracked project

Sprint planning#

Tell Sage you're planning a sprint for a team and she pulls the board's last closed sprint from Jira — shipped vs carried, per person, story points where the board estimates — and hands back ready-to-paste chart and carry-over cards plus a grounded draft of the retro and next-sprint plan. Every number and ticket key comes straight from Jira; she never invents them.

She follows your planning flow. Share your "how I run sprint planning" Confluence page and she distills it into a saved runbook for that team, so future plans follow your own steps — and each team can have its own flow. When the draft is ready she can offer, once, to publish it to Confluence (only ever on your explicit yes, and the page isn't live until you click).

Try saying
I'm doing sprint planning tomorrow for InfraOps what got done last sprint and what didn't? here's how I run planning: [Confluence link]

Progress reports#

Ask "where are we on X" and Sage compiles a progress report over a time window: your own notes and updates from memory, the projects board, the related Jira movement (via Cody), and — when the work involves code — the relevant GitHub activity. She synthesises what actually moved, not what was hoped.

Try saying
what progress have we made on the ledger migration this week? catch me up on the SSO rollout what shipped on the metrics dashboard this month?

Contribution deep dives#

When you want to know whether someone's work is good — not just how much of it there is — Sage runs a contribution deep dive. It pairs volume (Joy's DX metrics) with substance (reading the actual work evidence on file — documents, notes, saved artifacts) and returns an honest quantity-plus-quality read, flagging where the evidence is thin.

Why this matters: DX metrics measure how much someone ships; they can never answer how good it is. Sage won't let a volume number stand in for a substance judgment.
Try saying
is Marcus's work substantive, or just high-volume? how effective have Dana's reviews been this quarter?

Documents & commissions#

Sage reads from your document library and drafts anything you need. For most writing — a Slack reply, a short note, an inline answer — she just writes it. For a substantial, rigorous deliverable she offers a heavier gear: a commission.

A commission compiles a document and iterates it to convergence: Sage drafts it, every relevant specialist reviews it round after round pulling real data from live systems (Cody → GitHub/metrics/Jira, Finn → AWS & cost, Quill → the knowledge base), and she revises until their blockers are gone. It runs in the background (5–15 minutes), is capped at about $10 of tokens, and is opt-in — she'll offer it and wait for your yes, never launch a costly job you didn't ask for. The finished document surfaces automatically as a card when it's ready.

Try saying
draft an RFC for the ledger migration — pull real data and have the team review it until it's airtight write me a quick summary of where the project stands
The document is intellectually honest: if the premise isn't the best path, it says so and argues the better one. A well-argued "no" is the deliverable, not a failure.

The wiki (Confluence)#

Sage works with your team's Confluence wiki (it uses the same Atlassian connection as Jira):

Try saying
what does our wiki say about the incident process? scour the InfraOps space so the team knows it pull up the runbook page so I can edit it

Your files & drives#

Sage can look through files you own — locally on your Mac and in mounted sources like your Google Drive — all read-only.

Try saying
what's in my Downloads folder about the tenant migration? search my Drive for the Q3 planning doc read ~/Downloads/vendor-contract.pdf and summarise it

Org sites#

When you want to share a list for your org to review or fill in — confirming AWS tag owners, collecting sign-offs, any tracking-sheet replacement — Sage builds an org site: a single page with sections and a data table, published to your whole organisation. Teammates open it in a browser and confirm rows, fix values, or add rows; every action is attributed to their verified identity and syncs back into the app, so your local copy stays the source of truth. She builds the table from real data (yours or a specialist's pull), never invented rows, and you click Publish — she can't publish for you.

Try saying
publish a site for the team to confirm their AWS tag owners who's confirmed their tags so far?

Sharing across your org#

Zimac is local-first and private by default, so sharing is deliberate and never leaks your raw notes. Sage gives you a few clean ways to reach your teammates:

You always click to send. Sage stages the card and shows exactly what will go out; she can never broadcast, share, or message on your behalf.
Try saying
let the team know Project A is at-risk broadcast: cutover is Thursday, freeze deploys until then ask the team who owns the staging environment

Night Shift watches#

Tell Sage to keep an eye on something and she puts it on your Night Shift watchlist — the team re-checks it on a schedule and alerts you only when it materially changes: a ticket's status moves, a metric crosses a threshold, an item is added or removed. Watchable things include Jira tickets and searches, sprint progress, and Chronosphere metrics. Adding a watch runs it once immediately as its baseline.

Try saying
watch the P1 board and ping me if anything new fires keep an eye on the checkout error rate

Slack DMs#

With the Slack integration connected, Sage can catch you up on your direct messages — list recent DMs, read one conversation in full, and draft a reply. As everywhere, sending is a confirmable card you click; she drafts, you send.

Try saying
catch me up on my Slack DMs what did Bob say in our DM? draft a reply to Alex saying I'll review it tomorrow

The exact-answer toolkit#

Behind the scenes Sage carries a registry of about 1,000 exact, pure-compute tools — hashing, base64/hex encoding, unit and timezone-free date math, statistics and percentiles, colour spaces and contrast ratios, CIDR/IP math, checksums, ID and token generation, JSON/CSV shaping, finance, geo, and more. When a request needs a precise computation, she runs the real tool and gives you the computed answer instead of estimating it. You don't invoke these directly — you just ask, and the number she returns is exact.

Try saying
how many usable hosts in a /22? sha-256 of this string how many business days between now and the launch?

Skills & self-improvement#

Sage can teach herself new, reusable capabilities — and prove they're correct before she trusts them. This runs on Zi, Zimac's own proof-carrying language: a capability is only installed if a verifier proves it meets its written specification, every obligation discharged.

Capabilities that touch the outside world or hold a credential are still proven safe (a secret can never leak; external data is checked before it's trusted) but they never run autonomously — Sage asks for your confirmation and any credential before their first live call. Read the Zi technical report →

Tone & lessons#

You can shape how the whole team communicates, and correct it when it gets something wrong — both stick across every conversation:

Try saying
keep everyone brief — lead with the verdict, three bullets max always show me the ticket keys, don't summarise them away

Jumping into studios#

Sage doesn't just describe where to go — she takes you there. When something is better handled in one of the app's studios (Review, Gantt plans, People, Sites, the Team hub, Settings to connect an integration), she surfaces a one-click "Open" chip, or jumps you straight there when you ask. So a plan she just built is one click from the timeline, and a draft is one click from the Review studio.

Try saying
open the gantt so I can adjust it take me to settings to connect GitHub show me my published sites