AI assistant that answers from your files and books meetings

An AI assistant reads your documents to answer questions and can schedule meetings on your calendar.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead sends whatsapp message"]:::trig s0["search documents for answer"]:::task s1["extract relevant content"]:::task s2["determine response type"]:::task s3["send response to lead"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× does lead want a meeting"}:::gate s2 --> gx p00["send direct answer"]:::task gx -->|"answer question"| p00 p10["check calendar availability"]:::task gx -->|"book meeting"| p10 p11["reserve time slot"]:::task p10 --> p11 jn{"○ response ready"}:::gate p00 --> jn p11 --> jn jn --> s3 out[/"answered question or booked meeting"/]:::out pay{{"faster lead response without manual work"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGDocument Processing & OCRFile & Cloud Storage
Connects
WhatsAppGoogle DriveGoogle Calendar

The problem it solves

Your sales team gets the same questions from leads over and over, and answering them well means digging through product documents and manually checking calendar availability. It's slow and pulls people away from actually selling.

Who it fits

A sales or SDR team that talks with leads over chat and needs quick, accurate answers.

How it works

  1. A lead sends a message through WhatsApp.
  2. An AI assistant searches your stored documents in Google Drive for relevant information.
  3. It extracts and reads the content needed to answer the question accurately.
  4. If the lead wants to book time, the assistant checks and reserves a slot on Google Calendar.
  5. The lead gets an accurate answer or a confirmed meeting time back in WhatsApp.
What you get

Leads answered instantly from your own documents

Leads get accurate answers pulled from your files instantly, and can book a meeting right in the chat.

What you get

An accurate answer to the lead's question, or a booked meeting on your calendar.

What you need

A WhatsApp business connection, a Google Drive account, and a Google Calendar account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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