Prepare attorneys before the first consult.
Attorneys reread long inquiry threads before meetings.
Est. deploy 4–6 weeksSee the walkthrough
Executive Assistance · All industries
An executive assistant in iMessage.
Follow-ups and scheduling consume the gaps between meetings.
For: Executive or delegated chief of staffs and the team responsible for executive assistance across industries.
01 · The outcome
What good looks like.
The team has an executive-approved brief, reply queue and scheduling plan, with source evidence and an explicit approval before any external action. Track time spent triaging the executive inbox against a baseline; do not assume automation improves it.
A connected workflow that uses authorized inbox folders, calendar, approved contact list and explicit executive preferences to summarize priorities, draft replies and propose meeting times without sending messages or committing the calendar. It produces an executive-approved brief, reply queue and scheduling plan.
Where AI helps, and where a person decides.
AI can summarize priorities, draft replies and propose meeting times without sending messages or committing the calendar. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The executive or delegated chief of staff verifies the source facts and approves the final action.
Executive or delegated chief of staff is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Executive or delegated chief of staff: Capture the source and scope
- Executive or delegated chief of staff: Review the proposed outcome
- Executive or delegated chief of staff: Release only the approved version
- Executive or delegated chief of staff: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: An executive requests a briefing or a consented inbox item needs attention. Connect only authorized inbox folders, calendar, approved contact list and explicit executive preferences. The executive or delegated chief of staff confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to summarize priorities, draft replies and propose meeting times without sending messages or committing the calendar. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an executive-approved brief, reply queue and scheduling plan against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Executive or delegated chief of staff has recorded approval or a reason to hold the item.
After explicit approval, save an executive-approved brief, reply queue and scheduling plan in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review time spent triaging the executive inbox each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=imessage-executive-assistant
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- IMESSAGE-EXECUTIVE-ASSIS-DEMO-001
- Trigger
- An executive requests a briefing or a consented inbox item needs attention.
- Owner
- Executive or delegated chief of staff
- Prepared output
- an executive-approved brief, reply queue and scheduling plan
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Time spent triaging the executive inbox
Start with your tools.
Connect CRM, Google Workspace, Slack through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For healthcare uses, validate HIPAA applicability, execute required BAAs, restrict PHI to the minimum necessary, and use approved secure systems. Clinicians handle symptoms, urgent care and clinical decisions.
- For legal work, preserve privilege and confidentiality, check conflicts before substantive intake, and require a licensed attorney to approve legal advice, filings and engagement terms.
- For financial or insurance work, a properly licensed professional approves recommendations, coverage, suitability and binding actions. Apply the firm's supervision, retention and advertising rules.
- An iMessage experience requires a supported, authorized messaging bridge and explicit device/account permissions. Validate feasibility during the Fitting, our 2–3 week AI audit; use a secure alternative when the bridge cannot satisfy access, retention or security requirements.
Try this week / no DAVID required
A useful first step.
This week, have your executive or delegated chief of staff time five examples of this work. Use redacted copies of authorized inbox folders, calendar, approved contact list and explicit executive preferences to make an executive-approved brief, reply queue and scheduling plan manually, then list which fields required judgment.
What to measure.
- Time spent triaging the executive inbox
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
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Advisors switch between systems to build a briefing.
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Answer every call on the first ring.
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Want this running in your business in 2–4 weeks?
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