Illustrative
Mornings back
- Before
- The first hour of every day goes to reading email and checking the calendar.
- After
- A morning briefing lists the emails that need a decision, today’s meetings with prep notes, and this week’s deadlines.
Personal AI assistant setup and support
An AI executive assistant, set up for you.
We choose the right assistant platform, connect it to your email, calendar, and files, teach it how you like things done, and set firm limits on what it can do without asking. Then we show you how to delegate to it and review its work.
For owners, executives, and professionalsYou approve what goes outOptional ongoing support
Who it’s for
For people whose time is the scarce part.
Owners and founders
Email, scheduling, and follow-ups run through you, and a full-time assistant isn’t in the budget yet.
Executives and partners
You have support, but the prep before meetings and the follow-up after them still land on you.
Independent professionals
Consultants, advisors, and agents who sell their time and want the admin around it handled.
Assistants and chiefs of staff
You support a leader and want an AI assistant working alongside you.
- Your inbox decides how your day goes.
- You walk into meetings without having read up on the people in them.
- Commitments made on calls are forgotten by Friday.
- You tried an AI assistant, connected nothing, and stopped using it.
- You’d delegate more if you trusted what it would do on its own.
What it handles
Jobs you can hand off.
A typical day with a personal AI assistant. Anything that goes out under your name waits for your approval unless you decide otherwise.
Illustrative dayTimes and jobs vary with what you delegate.
- 7:00 am
Daily briefing
Today’s meetings, who you’re meeting, overnight email that needs you, and deadlines coming up, in one message.
- 8:30 am
Inbox triage
Messages sorted into what needs you, what can wait, and what it can draft a reply to.
- 10:45 am
Meeting preparation
A one-page brief on the people and companies in your next meeting, with notes from your last conversation.
- 1:00 pm
Research
A summary of a market, a vendor, or a question you texted it between meetings.
- 3:30 pm
Follow-up draftsWaits for your OK
Thank-you notes and next-step emails after each meeting, ready for you to approve.
- 5:30 pm
Commitments and documents
Promises you made today added to your task list, and the day’s files named and put where they belong.
Permissions and approvals
You decide what it does alone.
Before anything is connected, we agree on three lists with you. These are common starting points; yours will be your own.
Does on its own
Low-risk work that only you see.
- Reads and sorts your inbox
- Prepares briefings and meeting notes
- Researches and summarizes
- Files and renames documents
- Updates your private task list
Drafts, then asks
Anything that leaves your desk waits for you.
- Replies and follow-up emails
- Meeting invitations and reschedules
- Messages to clients or staff
- Changes to shared documents
Off limits
Kept out of reach. Where a platform allows it, the permission is never granted.
- Payments, purchases, or transfers
- Sharing files outside your organization
- Deleting email or documents
- Accepting agreements on your behalf
Platforms
We help you pick the platform.
Assistant platforms change fast. We match one to how you work, what you already use, and how much access you’re comfortable granting, and confirm what it supports before we set it up.
ComparedHosted assistantSelf-hosted assistant
ExamplesClaude, ChatGPT, OpenAI dots, Grok BotOpenClaw, Hermes Agent (both open source)
Where it runsOn the provider’s serversOn your computer or a server you control
Setup and upkeepQuicker to start; connections are the ones the provider offersMore setup and maintenance; more control over data and connections
A good fit whenYou want something dependable with little upkeepYou want control over where your data lives, or a connection a hosted tool lacks
Product names belong to their owners. We’re independent and not a partner of any platform. Features and availability vary by plan and region, so we check yours first.
What you get
What we set up.
A platform choice
The assistant that fits your tools and comfort level, with the trade-offs written down.
Your context and preferences
Who you are, how you write, your key people and clients, and how you like things done, set as standing instructions.
Connections to your tools
Email, calendar, files, and the apps that matter, connected only as far as you approve.
Recurring routines
Daily briefings, weekly reviews, and other scheduled jobs that run on their own.
Written permissions
Your three lists, applied in the platform’s settings where it supports them and in the assistant’s instructions.
Delegation coaching
How to hand off a task clearly and review the result quickly, practiced on your own work.
Examples
What changes, day to day.
Illustrative scenarios that show the kind of work involved. They are not client results.
Illustrative
Follow-ups that go out
- Before
- Notes from showings sit in a phone, and follow-ups go out days later, if at all.
- After
- After each showing, the assistant drafts the follow-up from the broker’s voice notes and adds next steps to the task list. The broker approves it before it’s sent.
Illustrative
Two assistants, one desk
- Before
- The human assistant spends afternoons formatting documents and chasing replies.
- After
- The AI assistant handles formatting and reminders, and the human assistant spends that time on the executive’s priorities.
How it works
How setup works.
Map your week
We look at where your time goes and pick the first jobs to delegate.
Choose and connect
We choose the platform, set up access, and connect only what those jobs need.
Teach it, then you
We configure your context and routines, then coach you on delegating and reviewing.
Adjust
Once you’ve used it on real work, we tune the instructions and add the next jobs.
Scope
What setup includes.
Included
- Platform selection
- Account setup and tool connections
- Context, preferences, and standing instructions
- Recurring routines
- Permissions and approval rules
- Coaching on delegating and reviewing
Scoped separately
- Ongoing support after setup (optional)
- Custom skills for specialized jobs
- Connections that need a custom connector
- Assistants for a whole team
Set with you before we start
- Which accounts and apps it can reach
- What it may do without asking
- How often routines run
- Whether you want ongoing support
FAQ
Common questions
What can a personal AI assistant actually do?
Read and sort email, prepare briefings and meeting notes, research, draft replies and follow-ups, organize documents, and keep track of what you’ve committed to. What it can do depends on the platform and on what you connect.
Will it send emails without me?
Only if you decide it should. Most people start with every outgoing message waiting for approval, then loosen that for low-risk messages once they trust the results.
Which assistant platform do you use?
The one that fits you. We help you choose among hosted assistants such as Claude, ChatGPT, OpenAI dots, and Grok Bot, and open-source assistants you run yourself, such as OpenClaw and Hermes Agent. We confirm what your chosen platform supports before anything is set up.
Is it safe to connect my email and files?
It’s a real decision, so we make it with you. We connect only what your chosen jobs need, use the platform’s own permission settings where they exist, keep risky actions off limits, and show you how to review and revoke access.
What is an AI executive assistant?
A personal AI assistant set up to do the work an executive assistant does: managing the inbox, preparing for meetings, following up, and tracking commitments, with you approving anything that matters.
Do you offer ongoing support?
Yes, as an option. Platforms change and so does your work, so some clients keep us on to adjust instructions, add routines, and fix connections.
Can you set this up for my whole team?
Yes. For a team, the AI Launch Program usually fits better: it covers tool selection, configuration, and training for everyone.
Get started
Get your assistant set up.
On the intro call, tell us how your week runs and what you’d hand off first.