Concierge AI

Stop bouncing between tabs. Link your mail, calendar, docs, chat, and CRM in minutes, then work from one command bar. Authenticate, choose which folders and channels to include, and you’re set. Ask: “surface urgent threads from finance, propose three concise replies, and find 30 minutes with Priya next week.” It pulls the right items, drafts answers in your tone, and books time. Search returns exact passages from drives, wikis, and the web with links back. Select the engine per task—GPT, Claude, Grok—or let routing decide based on speed, quality, or cost.

For writing, build a voice profile from sample emails and docs. Turn it into reusable steps: draft the hook, pull bullets from last week’s research, add a clear ask, and format for mobile. Approve and send from your account or hand off to a teammate. Create product docs the same way: generate a PRD from Jira epics and notes, apply your template, insert acceptance criteria, then publish to Notion with owners and dates. Need a Slack post? Summarize the plan, tag stakeholders, and attach the file—without leaving the workspace.

Use it as your daily operator. Ask “what changed since yesterday?” to get a rollup of edits across docs, new tickets, closed deals, and calendar moves. Convert insights to action: create tasks in Asana, assign owners, and drop due dates on the calendar. Before a call, request a briefing that pulls CRM history, recent emails, and open issues; after, it drafts recap notes, logs follow‑ups, and sets reminders. Every item links to the source so you can audit fast and fix anything with one click.

Automation lives in custom skills. Compose small, dependable recipes: trigger, inputs, model, actions, approvals. Examples: when a deal hits Proposal, compile a one‑pager from the Notion brief, export to PDF, draft the buyer email, and update the opportunity. Or schedule an 8 a.m. brief with meetings, deadlines, risks, and three focus items. Read channels, update rows, post messages, and edit files within the permissions you grant. Keep sensitive tasks behind approvals, monitor runs in an activity log, and switch models per step for cost or quality.