AI doesn’t replace your EA. It gives them 2x more leverage.
We embed AI into every workflow our EAs run for your executives. The boring work gets automated. The judgment work scales. Your team gets back hours they were never going to spend on strategy anyway.
9+
hrs saved per week, per executive
91%
reach value within 2 weeks
47%
save 2+ hours a day by Q1
Pulled context from 12 docs and 3 board meetings. Draft ready for the 1:1 with the CFO.
Auto-routed to EAQ2 OKR review summarized. 7 action items routed to owners.
EA-validatedAI + human partnership
AI made EAs more valuable, not less.
Three ways the work splits between machine and human. The combination is where the leverage actually lives.
What AI does best
The repeatable work
- Drafts emails and meeting summaries from raw inputs
- Triages inboxes against learned priority rules
- Pulls data from docs, spreadsheets, and shared drives
- Cleans up calendars and surfaces conflicts
What Viva EAs do best
The judgment work
- Read the room — who needs what, when, in what tone
- Negotiate trade-offs with stakeholders on your behalf
- Anticipate what’s about to break and route around it
- Build trust with your team so people actually call them
Together
What you actually get
- AI drafts the email, your EA decides whether to send it
- AI flags a conflict, your EA negotiates the resolution
- AI pulls the data, your EA presents the recommendation
- 2x more leverage than either alone, at the same cost
Our approach
How AI gets into your EA’s day-to-day.
A four-step process that starts with your bottlenecks, not our toolkit. Every step has a Viva CSM and EA in the loop.
Step 01
Problem
Identify repetitive tasks and bottlenecks across your executive’s workflows. We start with what’s actually broken, not what’s available to automate.
Step 02
Automation
Design the right AI + system combination to eliminate the work, not just speed it up. Your EA + CSM scope what to automate and where humans stay in the loop.
Step 03
Implementation
Embed into your executive’s day-to-day workflows. Your EA executes, iterates, and makes it stick. Nothing ships without the EA validating it works in real conditions.
Step 04
Continuous impact
Ongoing optimization with your CSM and EA. Workflows compound, leverage grows. Each new use case lowers the cost of the next one.
In practice
How our EAs use AI today.
Five workflows we’ve already deployed across customers. These aren’t slides — every row is something our EAs ship in week one.
| Use case | Real example | Business impact | What we do |
|---|---|---|---|
| Executive support & research | Document templates auto-prepared before every external meeting | Saves 5–10 hrs/week. Faster, better-informed decisions. | AI-assisted briefs, meeting prep, decision context. EA validates and adds judgment before it lands on your executive’s desk. |
| Calendar & inbox management | Auto-drafted Gmail replies from labeled threads, EA reviews before send | Reduces email time by 30–50%. | Drafted replies, prioritized inbox, AI-assisted scheduling against learned preferences. |
| Meeting notes & follow-ups | Action items auto-created in Asana directly from Granola transcripts | Improves execution and accountability across the executive team. | Auto summaries plus action items, routed to the right owner with context attached. |
| Team engagement | Automated employee anniversary gifting tracker (Zapier + Slack + Workday) | 0 missed milestones. Saves admin time and improves employee experience at scale. | Track anniversaries, trigger gifts, and notify stakeholders automatically. No manual follow-ups, no missed dates. |
| Reporting & ops | AI-powered company funding signal tracker for the BD team | Reduces reporting time by ~70%. | Pull and summarize data, build dashboards, surface anomalies before they become questions. |
Our toolkit
14+ tools your EA already knows.
Whatever stack your team runs on, we’ve already trained on it. Onboarding takes hours, not weeks.
AI & Assistants
- Claude
- OpenAI / ChatGPT
- Gemini
- Copilot
Meetings & Notes
- Granola
- Otter.ai
- Fireflies.ai
- Zoom AI Companion
Workflow & Automation
- Zapier
- Make.com
- AI agents
- Slack workflows
Productivity Suites
- Google Workspace
- Microsoft Office
- Slack
- Notion
Working in something we haven’t listed? Bring it. Our EAs ramp on new tools in days, not weeks.
A real day, lightly fictionalized
Tuesday with an AI-powered Viva EA.
Marcia is a CFO at a 350-person SaaS company. Her Viva EA, Dani, runs a dozen AI-assisted workflows in the background while Marcia is in meetings. Here’s what Tuesday looked like.
8:55 AM
Brief on the way to the 1:1
Claude pulled relevant docs and the last 3 meeting notes. Dani read it, added two flags Marcia would want to know. Brief landed in Marcia’s inbox at 8:57.
10:30 AM
Calendar conflict resolved
Investor call ran long. Dani moved the 11:30 ELT sync, re-confirmed all 6 attendees, and updated the read-ahead. Marcia heard about it after.
12:15 PM
Q3 OKR review summarized
Granola transcript hit Notion at 12:01. Dani validated the action items, routed three to engineering leads, sent Marcia a 4-bullet summary while she was at lunch.
2:40 PM
Board deck stress-tested
Dani ran the draft through Claude for inconsistencies. Found two number mismatches between the deck and the underlying spreadsheet. Fixed before Marcia opened it.
4:20 PM
Anniversary trigger fires
Zapier flagged Diego’s 2-yr work anniversary. Gift ordered, manager notified, message drafted. Dani approved before send. Diego got it by 5pm.
5:45 PM
Funding signal tracker hits
Three target accounts raised today. Dashboard refreshed automatically, top 5 ranked by deal stage. Sent to Marcia and the head of partnerships before EOD.
Marcia only stepped in to review, approve, and make final decisions.
Total time spent: 11 minutes.
Trust & guardrails
AI is a tool. Your EA is accountable.
Three rules we don’t bend, regardless of how fast the model is.
Rule 01
Human-in-the-loop on all sends
Nothing leaves your account without your EA reviewing it. AI drafts. Humans approve. No exceptions.
Rule 02
Your data stays in your systems
No exports, no scraping, no third-party training. AI runs against your data inside your tools, with audit trails.
Rule 03
Speed never beats accuracy
If automation produces a wrong answer, we slow it down or kill it. Your EA owns the standard, not the model.
Ready to see this in action
Get an AI-fluent EA on your team this week.
Book a 30-min discovery call. We’ll map your executive’s workflows, identify three AI-ready bottlenecks, and surface 2 pre-vetted EAs trained on your stack.