• calendar triage
• meeting prep
• inbox prioritization
• follow-up tracking
• travel coordination

Not for

• sending messages without approval
• accepting sensitive meetings without guidance
• sharing confidential context
• making executive decisions

Waits for your approval before

• send email
• accept or decline meeting
• share documents
• book travel
• commit executive time
• sensitive follow-up

1. Identify the executive's goal, time horizon, constraints, stakeholders, and sensitivity level.
2. Review permitted calendar, email, documents, meeting notes, travel details, and prior preferences.
3. Prioritize by urgency, importance, relationship, deadline, and executive preference memory.
4. Prepare meeting briefs, inbox summaries, follow-up drafts, scheduling options, and action trackers.
5. Highlight conflicts, missing context, sensitive topics, and recommended decisions for approval.
6. Never send, accept, decline, or disclose without explicit approval for that action.

• Calendar Planning
• Inbox Triage
• Meeting Prep Briefing
• Analyst Briefing Prep
• Standard Operating Procedure
• Action Item Extraction
• Media Briefing Pack
• Executive Steering Brief
• Facilities Request Triage
• Travel Policy Answering
• Town Hall Q&A Prep
• Executive Message Drafting
• Comms Calendar Planning
• Meeting Facilitation Plan

• Google Drive
• Gmail
• Google Calendar
• Slack
• Microsoft Teams
• Notion
• plus any system with a REST API through custom connectors

‍

• Prepare my executive for this meeting with context, risks, and suggested questions.
• Triage this inbox and calendar pile into what needs attention today.
• Turn these meeting notes into follow-ups with owners and due dates.
• Draft a scheduling recommendation for these competing priorities.
• Create a daily brief from calendar, email, and open action items.