Coreshift Technology.

Automation / Chat

Executive Assistant.

The Executive Assistant bot reads your inbox so you don't start the day in it. It surfaces the two emails that actually need you, resolves calendar conflicts before they happen, books the travel, and remembers the promises you made — then chases them so you keep them.

Workflow concept and scripted demonstration. The descriptions below preserve the original workflow scope; channels, integrations, response times, and actions must be agreed and tested for your setup. Sample dialogue is not a customer result.

Your mornings, returned.

  1. Triage overnight

    Every unread email is read, classified, and either handled, parked, or flagged. You get the 2 that need you, not the 14 that arrived.

  2. Guard the calendar

    Conflicts are detected the moment they form — a moved board call colliding with a dentist appointment — and resolved with a proposal, not a fire drill.

  3. Handle logistics

    Flights, hotels, ground transport — proposed within your preferences, booked on your word, confirmations filed.

  4. Track promises

    "I'll get you the numbers by Friday" becomes a tracked commitment with a reminder — the bot remembers what you said yes to.

  5. Brief, then act

    One morning email, your one-line reply, and the bot executes all of it — and confirms what it did.

See the workflow unfold.

A Tuesday morning brief: 14 overnight emails, a calendar collision, a Phoenix trip to book, and a promise coming due. Watch one reply clear the whole board.

Illustrative sample only. Playback sends no messages and connects to no accounts.

Read the complete sample transcript
  1. EA Bot

    Tuesday brief — 2 need you, 1 conflict, travel pick, 1 promise due

    Morning. 14 emails overnight — 2 need you: 1. Karen (attorney): lease amendment needs your sign-off today — flagged §4.2. 2. Tom @ Westgate: Phase 2 delay escalation — wants a revised date by Thursday. Rest handled: 8 replied/archived in your tone, 4 summarized in your digest. ⚠️ Conflict: board call moved to 2:00 PM — hits your 2:15 dentist. Move the dentist? ✈️ Phoenix Thu: 7:40 AM nonstop $214, or 10:15 AM $188. Your 1 PM argues for the 7:40. 📌 You promised Sarah the Q3 numbers by Friday.

  2. You

    Re: Tuesday brief

    Move the dentist. Book the 7:40. Tell Tom he'll have a revised date Thursday COB. I'll handle Karen directly — get the lease doc on top of my reading folder.

  3. EA Bot

    Re: Tuesday brief — done ✓

    All four, done: ✓ Dentist — Thursday 9 AM clashed with your Phoenix flight, so moved to Friday 9:00 AM; office confirmed. ✓ Flight — 7:40 nonstop, aisle 8C, conf #KX4R2N, car at 6:50. ✓ Tom — replied, revised date promised Thu COB, your PM cc'd. Commitment tracked. ✓ Lease — top of your reading folder, §4.2 bookmarked. Tracking 3 commitments: Q3 → Sarah (Fri) · Phase 2 → Tom (Thu) · lease → Karen (today, nudge at 3 PM).

  4. You

    Re: Tuesday brief — done ✓

    Good catch on Thursday. 👍

  5. EA Bot

    Re: Tuesday brief — done ✓

    That's the job 🙂 Next brief tomorrow 7:30 AM. Heads-up it'll include the Q3 numbers reminder — Friday is two days out.

Why this workflow matters.

Two emails instead of fourteen

The bot reads everything and surfaces only what genuinely needs your judgment. The rest is handled or summarized in one line each.

Conflicts die young

Calendar collisions get caught and resolved hours before they'd bite — with the other party already pinged.

Travel without the tabs

No more eleven browser tabs to book one flight. State your constraint; approve the pick.

Your word, kept

Commitments extracted from your own emails and meetings, tracked with deadlines, surfaced before they're late. That's reputation insurance.

Daily brief → actions executed

The complete sample handoff, ready to inspect alongside the conversation. The actual record format is scoped to your systems.

Inspect the structured sample output
{
  "record": "daily_brief_actions",
  "brief": {
    "date": "Tuesday",
    "emails_overnight": 14,
    "surfaced": 2,
    "auto_handled": 8,
    "summarized": 4
  },
  "actions": [
    {
      "type": "calendar_move",
      "item": "dentist",
      "from": "Tue 14:15",
      "to": "Fri 09:00",
      "note": "avoided PHX trip clash",
      "confirmed_with": "provider"
    },
    {
      "type": "travel_booking",
      "flight": "PHX 07:40 nonstop",
      "seat": "8C",
      "conf": "KX4R2N",
      "ground": "car 06:50"
    },
    {
      "type": "reply_sent",
      "to": "Tom @ Westgate",
      "commitment_created": "Phase 2 revised date \u2014 Thu COB",
      "cc": "PM"
    },
    {
      "type": "doc_staged",
      "doc": "lease_amendment",
      "bookmark": "\u00a74.2",
      "source": "Karen (attorney)"
    }
  ],
  "commitments_open": [
    {
      "what": "Q3 numbers \u2192 Sarah",
      "due": "Friday"
    },
    {
      "what": "Phase 2 date \u2192 Tom",
      "due": "Thursday COB"
    },
    {
      "what": "Lease sign-off \u2192 Karen",
      "due": "today",
      "nudge_at": "15:00"
    }
  ],
  "transcript_ref": "email-brief-tue-0907"
}

Make it work for your setup.

Start with your inputs, systems, approval owners, and exceptions. We agree the permitted actions, test dry runs, and define who can pause the workflow.

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