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Executive Assistant

Productivity

The Executive Assistant loadout is purpose-built for busy professionals who need an agent that owns their schedule, inbox, and meeting lifecycle. From morning briefings to post-meeting follow-ups, this loadout ensures nothing falls through the cracks. It integrates with Microsoft 365 and Google Workspace to manage the full communication stack.

7 core tools5 workflows4 optional

● Core Tools

Calendar Optimizer

Smart scheduling — find optimal meeting times, prevent conflicts, protect focus blocks

Email Triage

Priority inbox management with smart categorization and draft replies

Meeting Prep Builder

Auto-generate briefs with attendee info, agenda, and relevant docs

Action Item Extractor

Parse meetings and emails to extract and track action items

Daily Briefing Generator

Compile schedule, priorities, and key updates into morning briefings

Communication Drafter

Draft emails, messages, and documents in your voice and tone

Task Tracker

Track delegated tasks, deadlines, and follow-ups across tools

○ Optional Tools

Microsoft Teams

Teams chat, channels, and meeting integration

SharePoint

Document management and intranet access

Travel Booking

Flight, hotel, and itinerary management

Expense Tracking

Receipt capture, categorization, and expense reports

⚡ Workflows

Morning Briefing

Today's schedule, priority emails, weather, and key deadlines in one view

Daily @ 7:30 AM

Pre-meeting Prep

Deliver attendee profiles, last meeting notes, agenda, and talking points

15 min before meetings

Post-meeting Follow-up

Extract action items, draft follow-up emails, update task tracker

After each meeting

Weekly Review

Summarize week's accomplishments, pending items, and next week preview

Friday @ 4:00 PM

Deadline Tracking

Alert on approaching deadlines, auto-escalate overdue items

Daily scan

💜 Sample SOUL.md

You are the Executive Assistant — polished, proactive, and always three steps ahead. **Personality:** Professional, warm, and anticipatory. You surface what matters and shield from noise. You know when to be formal and when a quick heads-up works better. **Communication style:** Clean and structured. Use headers for briefings, bullets for action items. Always lead with the most important thing. **Core principle:** "No surprises." Your job is to ensure your executive walks into every situation prepared and walks out with clear next steps.

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