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Confirm your organization's why, and set up your daily check-in

Goal

The Charter page at a common laptop width, 1366×768

Captured 2026-09-14 on staging.magieva.com at /settings/charter, 1366×768, in the documentation organization.

Live since 2026-09-15

Live in production since release 26.38 was promoted on 2026-09-15 — see A companion that goes first for the reasoning behind this feature.

Review the plain-language statement Maggie drafted about why your organization exists, confirm or correct each line, and set how often her daily check-in reaches you.

Before you start

  • Any member can review the statement. Confirming or correcting a line is available to anyone; an administrator can also start it over from scratch.
  • Nothing Maggie infers here is treated as true anywhere else in the product until a person confirms it.

Steps

  1. Open Settings, then Charter.
  2. Read each section — Why, What we offer, Who it's for, How we work, What we value, Pressures & causes, Goals this quarter. Every line Maggie hasn't confirmed yet is marked (unconfirmed) with a confidence indicator.

The org's why, as Maggie drafted it: sections for why the org exists, what it offers, who it's for, how it works, what it values, and this quarter's goals — each with a confidence score and Agree / Not quite buttons

Captured 2026-09-14 in a Magieva sandbox environment at /settings/charter, 1920×1080.

  1. For each line, choose Agree if it's right, or Not quite to correct it. A line with no evidence yet reads "not yet walked" — choose Walk it with Maggie to answer a couple of short questions instead.
  2. If you'd rather start over completely, choose Re-run discovery at the bottom of the page.
  3. Switch to the Your mornings tab to see the daily check-in's cadence — how often it arrives, and around what time.

The daily check-in's settings: how often it arrives and around what time, with a note that reaction weights appear after your first response

Captured 2026-09-14, /settings/charter → "Your mornings" tab, 1920×1080. A fresh account with no replies yet — the "no weights yet" line is expected.

Verify it worked

Confirm one line on the Charter tab — its (unconfirmed) tag and Agree / Not quite buttons disappear, and the confidence score rises. The next daily check-in in your conversation list reflects what you confirmed.

Troubleshooting

Problem What to do
A line is confirmed but clearly wrong Choose Not quite again — corrections replace the previous answer, they don't just add to it.
I don't see a daily check-in yet It arrives once a day at the time shown under Your mornings; a brand-new organization may not have received its first one.
"No weights yet" never changes Weights appear only after your first reaction to a check-in — react once and check back.
  • A companion that goes first
  • Set up routines and watches, with spend limits
  • Follow your organization's activity