Executive tier · Assistant

An AI assistant that knows how you work.

Not a generic chatbot, an assistant trained on one person's context: your documents, your processes, the way you make decisions. It drafts, prepares, researches, and follows up the way a great chief of staff would, in your style.

What does an AI business assistant do?

A business assistant is a role-specific agent trained on one person's world, their documents, processes, recurring decisions, and voice. It drafts emails and documents in your style, prepares for meetings (briefs, context, talking points), researches questions you delegate, tracks your follow-ups, and acts as a knowledgeable first pass on whatever lands on your desk. Executive tier, built on Claude with your private knowledge base. Best for founders, partners, and department heads who need leverage on judgement-heavy, context-rich work that off-the-shelf tools can't template.

theagency47 · Updated June 2026
The spec sheet

How the Business Assistant actually works.

Job-to-be-doneAct as a context-rich assistant for one role: draft, prepare, research, and follow up in that person's style
TierExecutive (decision support)
Underlying modelAnthropic Claude (Opus/Sonnet by task)
TriggerOn-demand requests + standing routines (daily prep, follow-up sweeps)
InputsPrivate knowledge base (docs, SOPs, past decisions), email/calendar access, voice/style guide
Tools availableEmail/calendar read+draft, docs, web research, CRM/PM read, task tracker
Autonomous decisionsDraft framing, meeting-prep scope, research depth, follow-up prioritisation
Escalation rulesAnything to be sent/committed externally → human approval · Sensitive decision → presents options, doesn't decide
KPIs measuredTasks handled, draft acceptance rate, prep time saved, follow-ups not dropped
Eval suite20 test cases (style match, context recall, appropriate escalation).
What it does

The work it takes off your team.

Drafts in your style

Writes emails, memos, and documents the way you would, from a corpus of your past work: ready to send after a glance.

Meeting prep

Before each meeting, assembles who's attending, the history, the open threads, and suggested talking points.

Delegated research

Takes a question you'd normally hand an assistant and comes back with a grounded, sourced answer.

Follow-up tracking

Remembers what you committed to and who owes you what, and nudges before things slip.

Knows your context

Trained on your SOPs, decisions, and documents: so answers fit how your business actually runs.

First-pass triage

Acts as an informed first pass on inbound asks, surfacing what truly needs you and handling the rest.

Integrations

Standard integration stack.

  • Email / calendar: Google Workspace, Microsoft 365
  • Knowledge: private KB from your docs / Drive / Notion
  • Docs: Google Docs, Notion, Office
  • CRM / PM: read access for context
  • Tasks: your task tracker for follow-ups

Custom integrations with proprietary systems are quoted as add-ons. Not sure if yours fits? Describe your stack and we'll confirm.

What it looks like in practice

A typical run.

  1. Early, Daily brief: today's meetings prepped, priorities surfaced, anything time-sensitive flagged.
  2. On request ("Draft a reply to this," "research X," "summarise this thread") handled in your style.
  3. Across the day, Tracks commitments and follow-ups, nudging before deadlines slip.
  4. Always, Anything outbound waits for your approval; sensitive calls are presented as options, not decided.
FAQ

Questions about the Business Assistant.

How is this different from ChatGPT?

Generic chat has no durable memory of your business. This assistant is built on your private knowledge base and trained on your style, so it answers with your context and sounds like you. For team-wide enablement on frontier models, see ChatGPT / Claude for Business.

Is my data private?

Yes. Your knowledge base is yours; we use enterprise terms with no training on your data, scoped access, and a DPA before deployment. It's built around your privacy from the start.

Will it act without me?

Not on anything that leaves the building. Outbound messages and commitments wait for your approval; on sensitive decisions it presents options rather than deciding. You set how much autonomy it has.

How is it delivered?

As a Spark build, or as the executive-tier agent in a Workforce Pro engagement.

Get an assistant that knows your world.

30-minute discovery call. Tell us the role and the work; we'll show you what a context-trained assistant would take off your plate. Or describe your day and we'll send back a spec.