Executive Office·Coming soon

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

Founder-CEOFamily-office principalMulti-business operatorVC/PE partner

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

  1. 01Calendar triage and conflict resolution
  2. 02Inbox triage with priority scoring
  3. 03Meeting-prep dossiers
  4. 04Follow-up tracking
  5. 05Decision log maintenance
  6. 06Weekly / quarterly review packets

Secondary responsibilities

  • Travel planning coordination
  • Expense reconciliation
  • Gift / relationship management
  • Media-tracking digest

Workflows

  1. Loop 1

    Daily 6 AM: overnight inbox digest + day-ahead agenda + top-3 follow-ups

  2. Loop 2

    Pre-meeting (T-30min): one-page on counterparty with prior comms summary

  3. 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.

google-workspacemicrosoft-365slacknotionlinearhubspotsalesforcecalendlysavvycalotterfathomlinkedin-sales-nav

Data sources

Information this agent reads at runtime. All scoped to your organization.

email-24mocalendar-12mocrmtranscripts-12movoice-corpus

Compliance

SOC2GDPRCCPA

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

#executive-assistant#chief-of-staff#calendar-management#inbox-triage

Ready to put Chief of Staff / Executive Assistant to work?