CUSTOM AI AGENTS · Operations & administration
Executive assistantas part of your team.
Organize requests. Identify scheduling conflicts. Prepare a priority briefing.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Administrative work connects every department. We define owners, sources and exceptions so requests do not disappear between email and spreadsheets.
- 01
Organize requests
Distinguishes requests, dates and matters requiring an executive response.
- 02
Identify scheduling conflicts
Checks availability against priorities and flags conflicts before suggesting changes.
- 03
Prepare a priority briefing
Delivers context, urgency and decisions that still need attention.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
An advisory firm organizes partner meetings without losing client requests.
Illustrative scenario, not a customer case study or measured results.
Microsoft TeamsExampleCapture the brief and its conditions.
AsanaExampleDistinguish created tasks from tasks with confirmed owners and dates.
Meeting agreements
| Reference | Origin | Fields to complete |
|---|---|---|
| AT-12 | Agreement 1 of the Notes | Confirm Responsible and date |
| AT-13 | Agreement 2 of the Notes | Confirm Responsible and date |
| AT-14 | Agreement 3 of the Notes | Confirm Responsible and date |
AsanaExampleRecord the work prepared and the checks still needed.
Complete assignments
Coordination of the project
- ✓Three references organized
- ○Check owners and dates against the notes
Microsoft TeamsExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Calendar, priorities and approved contacts. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Proposed schedule and pending decisions. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Your team confirms commitments, purchases and changes affecting other people.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Meeting follow-up
Minutes with tasks, owners and dates for approval.
See tasks and example ↗Operations & administrationProject coordinator
Milestone and blocker summary linked to sources.
See tasks and example ↗Operations & administrationSOP & process agent
Versioned procedure with changes awaiting approval.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.