Sort emails, answer document questions, and book meetings with AI

One AI assistant labels your inbox, answers questions from your documents, and books calendar appointments for you.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"email arrives or request made"]:::trig s0["receive incoming request"]:::task s1["identify request type"]:::task trig --> s0 s0 --> s1 gx{"× what type of request"}:::gate s1 --> gx p00["label email by category"]:::task gx -->|"email"| p00 p10["search documents for answer"]:::task gx -->|"document question"| p10 p20["check calendar and book meeting"]:::task gx -->|"scheduling"| p20 p00 --> out p10 --> out p20 --> out out[/"inbox sorted questions answered meetings booked"/]:::out pay{{"one assistant covers email research and scheduling"}}:::pay 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 onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGEmail Automation
Connects
GmailGoogle CalendarOpenAIPinecone

The problem it solves

Your inbox needs sorting, your files hold answers nobody has time to dig for, and booking meetings means going back and forth on availability. Each of these is a small task, but together they eat up a chunk of every day.

Who it fits

A small team or solo operator who wants one AI assistant to cover email sorting, document lookup, and meeting booking.

How it works

  1. New emails arriving in Gmail are automatically read and labeled by category
  2. Documents you upload are stored so AI can search them for answers
  3. You ask a question and AI answers using the information in your documents
  4. You ask AI to schedule something and it checks your Google Calendar and books the appointment
What you get

One assistant covering email, documents, and scheduling

One AI assistant sorts your inbox, answers questions from your documents, and books meetings on your calendar for you.

What you get

A labeled inbox, instant answers from your own documents, and appointments booked directly on your calendar.

What you need

A Gmail account, a Google Calendar account, a document storage account, and an OpenAI API key.

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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