Inside the Retainer

The AI Executive Assistant.

Morning briefings, inbox triage, meeting prep, follow-up drafting. Installed on your office machine in month 1 of the monthly retainer, alongside the first skills prioritised by your Operations Diagnostic. Runs in your existing tools (Gmail, Outlook, Xero, Google Calendar), no software to install.

Capabilities

What your AI Executive Assistant handles.

Morning Briefing

Email summary, calendar for the day, flagged items from yesterday, tasks that need attention. On your screen before your first coffee.

Inbox Triage

Reads your email, flags what needs your attention, drafts responses to routine messages. You approve or edit before anything sends.

Meeting Prep

Before each meeting: who you're meeting, context from past interactions, relevant documents pulled together, agenda drafted.

Follow-Up Drafting

After meetings and calls, drafts follow-up emails with action items. You review, tweak, and send.

Task Tracking

Surfaces what's overdue, what's coming up, who owes you what. Pulls from your existing task tracker or a simple shared spreadsheet.

Team Visibility

See what your team is working on without asking. The assistant aggregates updates from shared tools and gives you the picture.

How it fits

Part of the retainer, not a product you buy.

The AI Executive Assistant is the first thing that goes on your machine in month 1 of the monthly retainer. It earns its keep quickly. The morning briefing lands on day one, inbox triage and meeting prep follow inside the first week. Alongside it, I install one or two prioritised skills pulled from your Operations Diagnostic findings: invoice chasing, quote generation, weekly management pack, or whichever the Diagnostic surfaces as the highest-leverage first wins.

Over the following months, the retainer builds the rest of the backlog. From AU$1,500/month, month-to-month, no minimum term. Two hours of AI training per month for you and your team are included, so skills transfer as we build. To scope a retainer, you start with the free Assessment, then the Full Operations Diagnostic (AU$4,000–$7,000).

Common Questions

Straight answers.

What does the AI Executive Assistant actually do?

Morning briefings (email + calendar summary), inbox triage (flags what needs your attention), meeting prep (agenda + context from past interactions), and follow-up drafting. It works inside your existing tools: Gmail, Outlook, Xero, Google Calendar.

When does it get installed?

Month 1 of the monthly retainer. The Full Operations Diagnostic (AU$4,000–$7,000) scopes what the retainer should build; in month 1 of the retainer I install the AI Executive Assistant alongside one or two prioritised skills from the Diagnostic findings. The retainer is from AU$1,500/month, month-to-month, and includes two hours of AI training per month.

Is my data safe?

Everything stays on your machine. Your credentials, files, and tool connections are local. The AI processes conversations via the provider's API (same way Gmail processes your email). No shared database between clients. Each deployment is fully isolated.