Manage the executive's inbox, flag what matters, draft replies and file the rest
An agent can sort, summarise and draft replies. The executive assistant knows the executive's priorities and decides what needs them.
AI for Executive Assistants
Executive Assistant
Supports an owner or senior leader by managing their inbox and calendar, preparing meetings and papers, booking travel, following up actions and keeping priorities moving.
What should stay human.
Keep and amplify
Manage the executive's inbox, flag what matters, draft replies and file the rest
Manage the calendar, book meetings across time zones and protect focus time
Prepare meeting packs, briefing notes and papers for the executive
Automate
File documents and keep shared drives organised
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Draft correspondence, letters and messages on the executive's behalf
An agent can draft from notes and past emails. The assistant checks tone and content before anything goes out in the executive's name.
Bookings & calendar
Manage the calendar, book meetings across time zones and protect focus time
An agent can find times and handle routine scheduling. The assistant decides what gets priority and when to say no.
Plan and book travel, accommodation and itineraries
An agent can research options and draft the itinerary. The assistant books what suits the executive's preferences and budget.
Phone & voice
Handle sensitive calls and visitors, and act as the executive's gatekeeper
Judgement about who gets access, and handling confidential issues, needs a trusted person.
Spreadsheets & data
Reconcile expenses and prepare expense claims
An agent can match receipts to card transactions and draft the claim. The assistant checks anything unusual.
Documents
Prepare meeting packs, briefing notes and papers for the executive
An agent can pull together background, past emails and documents into a brief. The assistant checks it covers what the executive needs.
Example agents: Grok Bot, Claude, Microsoft Copilot
Take minutes and track actions after meetings, then follow up owners
An agent can draft minutes from a recording and send reminders. The assistant checks actions are right and chases sensitive ones personally.
Research
Research people, companies and topics before meetings
An agent can gather background quickly. The assistant decides what is relevant for the executive.
Admin
Track deadlines, approvals and projects the executive is waiting on, and chase what is stuck
An agent can track the list and send reminders. The assistant judges what to escalate and how.
File documents and keep shared drives organised
Documents can be filed and named automatically by project and date.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- File documents and keep shared drives organised
Where those hours should go
Back into people, and the business.
- CX —Draft correspondence, letters and messages on the executive's behalf
- CX —Handle sensitive calls and visitors, and act as the executive's gatekeeper
- SX —Manage the executive's inbox, flag what matters, draft replies and file the rest
- SX —Manage the calendar, book meetings across time zones and protect focus time
- SX —Prepare meeting packs, briefing notes and papers for the executive
- SX —Take minutes and track actions after meetings, then follow up owners
- SX —Plan and book travel, accommodation and itineraries
- SX —Track deadlines, approvals and projects the executive is waiting on, and chase what is stuck
- BX —Reconcile expenses and prepare expense claims
- BX —Research people, companies and topics before meetings
Seen at
Business types where this role often appears, with a note on how it shows up there.
Business type
AI agents for HR Consulting Services
Supports the principal consultant with diary, client meetings, travel and correspondence, and keeps workshop and proposal papers organised.
Business type
AI agents for Law Firms
Supports a principal or partner with calendar, correspondence, meeting preparation, travel and follow-up, alongside the legal secretaries.
Business type
AI agents for Marketing Agencies
Supports the agency founder with calendar, new-business meetings, travel, board and finance papers, and follow-up of actions.
Business type
AI agents for Software Companies
Supports the founders with calendar, investor and board meetings, travel and follow-up, and keeps priorities and papers organised.
Business type
AI agents for Accounting Firms
Supports the partners with diary and inbox management, client meeting preparation, travel, board papers and follow-up of actions.
Business type
AI agents for Recruitment Agencies
Supports the director with calendar, client meetings, travel, reporting packs and follow-up across the business.
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