AI Personal Assistant
pairs naturally; PA handles scheduling, Briefing handles preparation
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AI Briefing Agent
The agent that walks into the room with you. Pre-meeting briefs, post-meeting summaries, context retention across conversations. Stops you walking into rooms unprepared.
What this agent does
The job description
- Prepares a brief before every meeting: who, what, why, history, current state
- Pulls context from past emails, messages, and notes about the people you're meeting
- Flags anything sensitive: open issues, recent tensions, unresolved questions
- Captures notes during meetings if you connect a recording or transcript
- Produces post-meeting summaries: what was discussed, what was decided, what's next
- Maintains a long memory of your professional relationships across conversations
Skills
What this agent is good at
Synthesising information across emails, messages, notes, and CRM recordsRecognising what's relevant and what's noise for a given meetingWriting concise, scannable briefs that respect timeRecognising patterns in long-running conversationsDrawing connections across conversations that happened months apart
Capabilities
Inputs, outputs, decisions, limits
- Inputs
- calendar events (advance notice), historical correspondence, CRM records, notes, transcripts (if provided)
- Outputs
- pre-meeting briefs, post-meeting summaries, relationship history, context recall
- Decision logic
- identifies what's relevant for a given meeting based on participants and topic, recognises sensitive context, surfaces forgotten threads
- Limits
- does not record meetings without explicit authorisation, does not access information outside the configured scope
Integrations
Where this agent plugs in
Calendar (Google, Outlook, NextCloud)Email (Gmail, Outlook)Messaging (Slack, Teams, WhatsApp)Documents (Google Docs, Notion, Obsidian)CRM (HubSpot, Salesforce, Twenty)News and research (web search, Perplexity)
Custom integrations to other tools are scoped during discovery.
"Tomorrow at 9: call with Maggie. You first met her at the Singapore conference in 2023. Last conversation was March, where she mentioned her son was applying to schools in the UK and you offered to introduce her to your contact in Edinburgh. You did not follow through on the introduction. The introduction would be a kind way to open tomorrow. The contract you're discussing is the one she paused last quarter pending board approval; the board approved it in April. She doesn't know that you know. Her preferred coffee is flat white."
Who hires this
Who this fits
- Frequent travellers losing context between time zones
- Executives in back-to-back meetings with no time to prep between
- Founders whose memory of relationships is fading under volume
- Anyone whose meetings would go better with five minutes of preparation they don't currently have
Honest limits
What this agent does not do
- Does not record audio or video of meetings without explicit consent
- Does not share briefings with anyone but the customer who hired it
- Does not access information outside the configured scope
- Does not make commitments or send messages on the customer's behalf
- Does not retain transcripts beyond the agreed retention period
Pairs naturally with
Related roles
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