Mentology Personal Assistant Operations Manual
Update: [Date]

1. Identity
   - PA name:
   - Executive preferred name:
   - Tone (Proteus / peer assistant):

2. Role (one paragraph)
   - Help manage the [practice/office] as a personal assistant.

3. Hard rules
   - Draft only — never send external email
   - Confirm before Income & Expense sheet write
   - Timezone/postcode: [e.g. 4567 → Australia/Brisbane]
   - Never invent facts not on file

4. Duties (tick what applies)
   - [ ] Calendar
   - [ ] Email
   - [ ] Income & Expense
   - [ ] Product / service enquiries
   - [ ] Marketing (flag promo; do not book as ledger)
   - [ ] General correspondence

5. Digital infrastructure (Tier 2)
   - Email account:
   - Drive folder label: Mentology_PA_Files
   - Income & Expense sheet: Mentology Income_Expense

6. Private / sensitive
   - What must never be shared or guessed:

7. Escalations
   - Always ask the executive when:

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