AI-Agents for Executive Assistants in Client Services

Agents help Executive Assistants manage correspondence and protect leaders' time.

Label Inbox Emails

Label correspondence needing a reply and meeting updates by purpose.

Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.

Works with11 tools
Sort New Emails

Mark urgent messages for follow-up and sort the rest by topic.

Your inbox shows email topics and importance, making client, supplier, and team requests easier to follow up.

Works with7 tools
Sort Work Emails

Sort a leader's inbox and flag urgent correspondence.

Your work inbox shows clear categories, with urgent or customer-facing requests easy to find under Needs Attention.

Works with6 tools
Send Action Item Reminders

Remind action owners before meeting commitments come due.

Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.

Works with22 tools
Send Working Booking Link

Send a checked replacement for the executive's intended meeting.

Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.

Works with6 tools
Add Emailed Appointments

Add a leader's flagged appointments to the calendar for review.

Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.

Works with5 tools
Add Video Meeting Links

Add joining links to leaders' virtual appointment invites.

Your guests get updated invitations with a video link, and you get an email explaining the fix when a virtual appointment needs one.

Works with4 tools
Archive Unstarred Emails

Archive recent unstarred mail while starred requests stay in view.

Keep starred emails in view while recent unstarred messages leave your inbox each day. Choose when the cleanup runs.

Works with6 tools
Draft Meeting Confirmation Replies

Check meeting confirmations against the leader's calendar and draft replies.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 tools
Email Daily Inbox Summary

Put messages needing the leader's reply first each morning.

Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.

Works with6 tools
Flag Meeting Clashes

Flag overlaps when leadership meetings move.

Get a short email when your schedule changes, with any new meeting clashes and a follow-up to check.

Works with4 tools
Prepare Flagged Email Tasks

Give flagged executive correspondence a clear follow-up due tomorrow.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools