AI executive assistant: reports, meeting summaries and action item tracking
Every morning the assistant sends you sales, cash and risk numbers. It summarises meetings, tracks action items and answers questions about company data. You see the state of the business without chasing reports.
What hurts
To understand the business you open the CRM, the ERP, the bank and a few spreadsheets. Reports from your team arrive late and in different formats. Reviewing numbers takes an hour you could spend on decisions.
After meetings, agreements stay in notes and memory. Tasks were handed out, but nobody wrote down who does what by when. A week later half of them have not started.
Important emails drown among newsletters. Risks such as overdue receivables or a missed deadline reach you last. A personal assistant is expensive and still cannot see every system at once.
What we build
- A morning report in Teams or Telegram: sales, cash, stock, key deviations
- Meeting summaries from Google Meet or Teams recordings, with action items
- Action item tracking: owner, due date, reminders, status
- Email triage: what matters, what needs a reply, draft responses
- Plain language answers from CRM, ERP and BI data
- Risk alerts: overdue payments, sales drops, missed deadlines
- Calendar support: meeting prep and a brief on who you are meeting
What you get
- A working assistant connected to your systems
- A morning report configured with the metrics you need
- An action item log with history and statuses
- Documentation, access handover and a short training for you and your EA
How we measure the result
- Time spent on the daily business review
- Share of action items completed on time
- Time from a risk appearing to your response
- Number of data questions answered without an analyst
Systems and stack
Questions
How much does an AI executive assistant cost?
From $5,000. The price depends on how many systems we connect and which modules you need: report, meetings, email, action items. We fix the estimate 2-3 days after discovery. If we exceed it through our fault, we finish at our own cost.
Is it safe to give the assistant access to email and finance?
We work under ISO/IEC 27001:2022 and sign an NDA and a GDPR DPA before access. System access is read only, except for actions you explicitly allow. Emails, recordings and numbers are processed by our own LLM on our servers, not by a third-party service.
Which systems can it connect to?
Google Workspace and Microsoft 365, CRMs such as HubSpot, Pipedrive or Kommo, ERPs such as SAP, Odoo or Dynamics, bank APIs, BI dashboards, Google Meet and Teams. The interface lives in Teams, Telegram or email.
Does the assistant make mistakes?
Yes, AI sometimes misreads a meeting or a question. So every number in the report links to its source, and you confirm action items before they go out. We test the report on your data before launch.
How long does it take?
From 3 to 6 weeks. The morning report goes first because its value is visible immediately. Meetings, action items and email follow.
What happens after launch?
Under an SLA we add new metrics and systems, update integrations and adjust the report as your business changes. Integrations and code are handed over with the documentation.
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We reply within one business day. 30 minutes to tell you whether it is worth doing and what it costs.