AI-Agents for Executive Assistants working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Update leaders' guest invitations and report each link change.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsPrepare the owner's introduction replies with relevant contact notes.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsSend leadership meeting transcripts for minutes review.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
22 toolsSend birthday emails from the executive's account and log each send.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsRemind 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.
22 toolsEmail leadership meeting chat to its organizer for review.
Your saved Zoom meeting chat arrives by email, with messages in order and authors named for easier meeting notes.
23 tools
