What it does

Your AI team prepares the work and you decide what happens next.

Start with work you recognise: a proposal to draft, a client call to prepare for or a decision to think through. As your team helps, you practise giving a clear brief, checking the answer and asking for changes.

01 / Win work

A good conversation becomes a draft proposal.

After a good conversation, your team drafts the proposal, suggests a follow-up and prepares the next step for you to refine.

Executive Assistant · Business Development ↗

What you give it: Meeting notes, your services and pricing approach.
What it prepares: A structured draft, with missing details flagged.
What you do next: You agree the scope and set the price.
What you practise: Give a brief with enough detail to produce a useful first draft.

02 / Stay close to clients

You walk in already briefed.

Before a client call, your team pulls together the last discussion, what you promised and recent messages.

Executive Assistant · Customer Service ↗

What you give it: The records and correspondence you choose to share.
What it prepares: A meeting brief or considered reply in your voice.
What you do next: You check the context and decide what to promise.
What you practise: Trace a summary to its sources.

03 / Make room for decisions

You see the figures and the evidence before you decide.

You might be weighing up an investment, looking into an opportunity or getting figures ready for your accountant. The team sets out the evidence and the workings.

Research · Finance ↗

What you give it: Your question, sources, figures and constraints.
What it prepares: Evidence, assumptions and options to examine.
What you do next: You verify the facts and make the decision.
What you practise: Question assumptions and recognise where more evidence is needed.

04 / Keep your business visible

This week’s work becomes next week’s draft posts.

The team turns what you know and do into a marketing plan and draft posts for you to refine.

Marketing · Content & Social ↗

What you give it: Your business goals, examples and point of view.
What it prepares: A content plan and draft material shaped around them.
What you do next: You choose what represents your business and publish it.
What you practise: Explain changes so the next draft sounds more like your business.

Business examples

See the AI team’s work in context.

The Corner Roastery · Fictional business

The café needs more customers at the right time.

A busy weekend does not mean the café should chase more weekend trade. The example points the owner at the quiet weekday mid-mornings instead.

“No paid ads yet. Until weekday mid-mornings have a reason to grow, we'd be buying footfall we can't seat at peak.”

What the AI team prepares: A weekly plan and draft customer communications.
What the owner decides: Which trading periods to grow, what the café can deliver and what gets published.

Tarnbeck Electrical · Fictional business

After the site visit, Col needs to send a quote.

“The quote is drafted from Col’s voice notes and the price book, with materials and labour set out in the firm’s voice.”

What the AI team prepares: A quote draft, covering email and considered follow-up.
What the owner decides: Whether the scope, figures and terms are right.

Your AI team can reach your email, calendar and files once you connect them.

Connect supported services such as Gmail, Google Calendar, Google Drive and Dropbox, and your team can pull your emails, meeting details and files into the same conversation.

See how connections work →

See how the team is built around your business.

How it works →