Build an AI Agent Secretary
Hand off email triage, scheduling replies and follow-ups to an assistant you supervise.
Who it is for
Owners and managers whose inbox decides their day.
You will be able to
- Write the job description your agent works from
- Set up triage rules, draft-only replies and an approval loop
- Add guardrails for privacy, money and anything you cannot take back
Inside
- What an agent secretary is, and is not
- Write the job description
- Triage rules for your inbox
- Draft-only replies and the approval loop
- Scheduling and follow-up duties
- Guardrails: privacy, money and irreversible actions
- Choosing tools
- A 30-day rollout plan
- Templates