Chief of Staff / Executive Assistant
Replaces a $180k–$250k human chief-of-staff with always-on calendar choreography, inbox triage, meeting prep, and decision-tracking. Indexes every conversation a principal has and surfaces context-bound recommendations.
The most foundational executive-personal agent. Indexes 24 months of email, 12 months of calendar, every meeting transcript, and the principal's voice corpus. Triages inbound; drafts response in voice-faithful style; prepares meeting briefs with relationship history; tracks every decision and follow-up across a 12-month rolling window; produces a daily 6 AM brief no human EA could write. Onboarding takes 5 weeks. Value compounds from week 6.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
claude-haiku-4-5
Vector store
turbopuffer
Multimodal
transcripts
What it ships with
- Calendar triage and conflict resolution
- Inbox triage with priority scoring
- Meeting-prep dossiers with full counterparty context
- Follow-up tracking with auto-escalation
- Decision log across 12-month rolling window
- Weekly and quarterly review packets
- Daily 6 AM brief with overnight inbox digest
- Voice-corpus-faithful drafting (matches your style)
- Travel and expense coordination
- Gift management with relationship history
- Pre-meeting context cards (delivered 30 min before)
- Cross-thread relationship-state tracking
Primary responsibilities
- 01Calendar triage and conflict resolution
- 02Inbox triage with priority scoring
- 03Meeting-prep dossiers
- 04Follow-up tracking
- 05Decision log maintenance
- 06Weekly / quarterly review packets
Secondary responsibilities
- Travel planning coordination
- Expense reconciliation
- Gift / relationship management
- Media-tracking digest
Workflows
- Loop 1
Daily 6 AM: overnight inbox digest + day-ahead agenda + top-3 follow-ups
- Loop 2
Pre-meeting (T-30min): one-page on counterparty with prior comms summary
- Loop 3
Weekly: decisions made vs deferred + OKR drift + relationship hygiene
How we measure it
- Hours reclaimed per week (target ≥10h)
- Meeting on-time-rate
- Follow-through-rate on decisions logged
- Principal NPS
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Human EA + CoS hybrid loaded $180–300k. Net-positive within 60 days based on hours-reclaimed × principal hourly value ($500–$2,500/hr typical).
Human equivalent: Human EA + CoS at $180–300k loaded
Risks & mitigations
What could go wrong
- Hallucinated commitments — mitigated by HITL on outbound binding actions
- Privilege exposure — mitigated by attorney-client and physician-patient tagging
- Voice drift — mitigated by quarterly recalibration
Tags
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