AI roles · Back-office · AI role

AI role

Secretary Agent

An AI role for calendars, meetings, correspondence, and executive admin — 24/7 without lost details. External comms need approval.

Flagship

Request → calendar → follow-up: agendas, notes, and reminders with a human comms gate.

Who it's for

CEO/COO, executive teams, leaders with packed calendars.

Pilot

€500 · 2 weeks · 1 AI role.

Key capabilities

Reduces admin load — the executive approves communications.

  • Meeting scheduling Slots, agendas, attendees.
  • Meeting notes Action items after calls.
  • Email drafts Draft messages for review.
  • Reminders Follow-up on deadlines.
  • Internal requests Tracking and routing.

Boundaries (human-in-the-loop)

  • The agent does not make final decisions instead of the owner
  • Critical or non-standard cases stay with a human
  • Low confidence or signal quality is flagged for manual review
  • AI prepares drafts — the human owns the outcome and accountability
  • External mail on behalf of the executive — only after approval

Integrations for executive support

Works with calendar and comms — does not replace the EA.

Google / Microsoft 365 Calendly Slack / Teams Notion Email CRM

Launch Secretary Agent in a pilot

45-min diagnostic: calendar, comms, admin KPIs.

€500 · 2 weeks · 1 AI role · up to 3 integrations · Pilot terms → · Solution details →

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