ИИ-помощник руководителя

Проблема

Scheduling a single meeting often takes 5+ emails. Multiply by 10 meetings a week and you've lost hours to calendar logistics.

Решение

CC the AI agent on scheduling emails. It checks your calendar, proposes times based on your preferences, handles back-and-forth, and sends the calendar invite when confirmed.

Что даёт

• Zero scheduling back-and-forth
• Respects your meeting preferences
• Calendar always up to date
• Works across time zones

Как запустить

1. Connect calendar. Link your Google Calendar or Outlook. Set your working hours and preferences.
2. Define scheduling rules. Set rules: no meetings before 10am, 30-min buffer between calls, prefer mornings for deep work.
3. CC the agent. CC the agent's email address on scheduling requests. It handles the rest.

Инструменты: Clara, Motion, Reclaim.ai

Проблема

Executives and their assistants spend hours monthly on expense reports. Receipts pile up, categorization is tedious, and policy violations are caught only after submission.

Решение

The AI agent monitors your corporate card transactions and email receipts, auto-categorizes expenses, checks against company policy, and generates complete expense reports. You review and submit with one click.

Что даёт

• Zero manual receipt tracking or data entry
• Automatic policy compliance checking
• Expense reports generated in minutes, not hours
• Never miss a receipt or reimbursement deadline

Как запустить

1. Connect cards and email. Link corporate cards and forward receipt emails. The agent captures transactions and matches receipts.
2. Configure categories and policies. Set expense categories, policy limits, and approval workflows. The agent flags violations automatically.
3. Review and submit. The agent generates complete reports weekly or monthly. Review, adjust if needed, and submit for approval.

Инструменты: Brex, Ramp, Navan

Проблема

Executives attend 25-40 meetings per week. Preparing for each one—reviewing who's attending, what was discussed last time, what's pending—takes 10-15 minutes. Most executives skip prep for all but the most important meetings, leading to missed context and repeated conversations.

Решение

The AI agent monitors the executive's calendar and prepares a brief for each meeting 30 minutes before it starts. The brief includes attendee profiles (pulled from LinkedIn and CRM), relationship history (last meeting notes, open deals, recent emails), pending action items, and relevant internal documents. For external meetings, it adds company news and recent funding or leadership changes.

Что даёт

• 15 minutes saved per meeting in manual prep
• 100% meeting coverage vs. selective prep on important meetings only
• Stronger relationships from consistent context awareness
• Fewer dropped action items and repeated conversations

Как запустить

1. Connect data sources. Integrate calendar, CRM, email, meeting notes tool, and LinkedIn. The agent needs access to the systems where relationship context lives—the more sources, the richer the briefings.
2. Configure briefing format. Customize what appears in each brief: attendee bios, meeting history, open tasks, relevant docs, company news. Set delivery timing (30 min before, 1 hour before) and channel (email, Slack, calendar event note).
3. Use and refine. Review briefings before meetings and flag anything missing or irrelevant. The agent learns from feedback to improve future briefings. After meetings, add notes that the agent will incorporate into the next briefing with those attendees.

Инструменты: Superhuman, Otter.ai, Clari