Use cases by role

Agent FM for executive assistants

The best assistant work is invisible, and so is its cost: an hour of context assembled before every meeting, follow-ups tracked in your head, expense lines only you will ever match.

Every draft arrives for your review before it goes anywhere, so your executive's name is never on something you have not read.

The plays

Pre-meeting dossier

Before each external meeting it builds the one-pager: what the company does, recent news, and a short profile of everyone in the room.

Brief me on a company before tomorrow's meetingView →The nudge batch

It finds every thread waiting on a reply past your threshold and drafts a nudge in the tone of each conversation, queued for one review.

Sweep the inbox for stalled threads and draft the nudgesView →The waiting-on list

It keeps the ledger of everything requested and not yet received, checks each item at its source, and briefs you, stalled items first.

Check everything we're waiting on and brief meView →Expense line match

It matches the card statement to receipts and the books, so expense season becomes a short list of exceptions instead of an afternoon.

Match the card statement to receipts and QuickBooksView →

The collection

Build a one-page brief on [company] before my meeting: what they do, news, who I'm meeting.
Find every thread waiting on a reply for [days]+ days and draft a polite nudge on each.
Sweep the inbox, sheets, and portals for everything we're waiting on and where it stands.
Match every line on the [month] card statement to a receipt and a QuickBooks entry.
Research the [count] accounts on my call list and draft one personal opener each.
Merge [list A] and [list B] into one deduped tracker with normalized columns.
Vet [vendors] before we pick one: licenses, insurance, reviews, and red flags.
Build [month]'s expense report from the receipts in the inbox and flag what's missing a receipt.
Go through this week's meeting notes and update the project tracker, owners and dates included.
Every morning, triage my inbox: archive the noise, draft the easy replies, and get call requests onto my calendar.

You get the judgment calls back, the part of the job that made you good at it. Get early access and put the waiting-on list first in line when access opens.

From the blog