Without this role
- Leaders get interrupted by low-priority calls
- Calendar coordination consumes too much time
- Important requests arrive without proper context
- Executive follow-up becomes fragmented
M1 Employee-Facing In / Out
AI Secretary
AI voice role for protecting executive time, filtering calls, managing calendar coordination, and handling briefing-style communication around leadership priorities with less interruption cost.
Inbound + outbound executive support
Time protection and call filtering
Clear calendar and briefing coordination
GDPR CompliantEU-HostedAI Disclosure Ready
Live Demo
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Conversation Flow
How the Call Works
SECRETARY ROLE
1
Greeting
identify purpose
2
Clarify
urgency
3
Collect
briefing
4
Decide
route or defer
5
Confirm
next step
6
Log
summary
Impact
What This Role Solves
With this role
- Leadership attention stays focused on higher-value decisions
- Requests are organized before reaching leadership
- Calendar communication becomes cleaner
- Leadership gets better briefing context
Capabilities
What This Role Does
Screens inbound calls for priority and relevance
Collects briefing context before escalation
Handles outbound coordination on behalf of leadership
Manages scheduling and calendar-related updates
Confirms whether an issue needs executive attention
Logs communication and follow-up needs
Data Pipeline
Captured Data & Integrations
Captures
Structured fields the role collects on every call
caller identityrequest purposeurgencyexecutive relevancescheduling preferencebriefing notenext action
Sends to
Connected systems and tools the role hands off to
calendarnotestranscriptexecutive workflowdashboard
Ecosystem
Works Best With
Combine roles for complete executive support
Trust & Control
Enterprise-Grade Control
Protects sensitive leadership context and access boundaries
Uses approved escalation and access rules
Keeps clean executive summaries
Supports multilingual communication where needed
Uses confidentiality-aware handling
Runs on GDPR-aware, EU-hosted infrastructure
FAQ
Common Questions
01Can it filter incoming calls for an executive?
Yes. Executive Assistant Agent is designed to protect leadership time by screening requests and deciding which interactions deserve direct executive attention.
02Can it help with outbound coordination and scheduling?
Yes. The role can support outbound scheduling, briefing, and executive coordination as part of leadership workflow support.
03How does it decide what should reach leadership?
It follows approved prioritization and escalation rules, so urgent and relevant matters move upward while lower-priority noise is filtered or deferred.
04Can it work with calendars and notes workflows?
Yes. The role becomes significantly more useful when its outputs feed calendar coordination, executive notes, and operational follow-up.
05How does it handle confidential information?
It is designed for confidentiality-aware handling, with routing and access based on approved internal rules rather than open-ended judgment.
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Customer-Facing