Meeting prep and follow-up notes
Operations & personal adminBefore each external meeting the agent writes a one-page brief. After it, the agent turns your notes into action items and a draft recap.
Runs: Weekdays at 7:30am, plus on demand after meetings.
Weekly owner briefing (chief of staff)
Operations & personal adminOne Monday report across sales, cash, operations and open approvals, so you run the business from a single page.
Runs: Mondays at 8am.
Applicant screening summaries
Operations & personal adminSummarizes each applicant against your must-haves and drafts next-step emails, while you make every decision.
Runs: Daily at 5pm while the role is open.
Vendor quote comparison
Operations & personal adminCollects quotes from vendor sites and emails into one comparison table, normalized to the same quantity and terms.
Runs: On demand.