Private operations assistant
A defined routine, carried through.
Give an assistant one recurring job, with approved sources and clear limits. It produces the agreed brief, checklist or draft, and carries out the low-risk steps you have agreed, bringing exceptions and decisions back to a named person. The job and those limits are set for your team, not copied from another client.
Explore a pilotThe working flow
How it works.
The pilot names the trigger and the routine. External messages, material changes and decisions outside the written role require a person's approval.Receive the agreed request
Gather the permitted context
Produce the output or run an agreed step
Return exceptions to a named person
Access and responsibility
Clear access. Clear responsibility.
It can look at
Only the channels, folders, calendars or systems needed for its named job and approved for the people using it.
It produces
The brief, checklist, draft or low-risk step described in its operating policy, with the context an exception needs.
People direct
External messages, material changes, and any decision outside the written role. Each exception goes to a named person.
Illustrative example
A brief you can act on.
Staff see the sources, open questions and approvals needed for the next step.Morning operations brief prepared
3 overdue items need owners
External updates held for approval
The pilot
What you receive.
One defined role, trigger and owner
The routine output and its exception path
Tests of the agreed low-risk steps
Security testing, runbook and handover
Typical timing
A single-role pilot usually takes two to four weeks. The first live runs are monitored closely.Is this a good fit?
A good starting point
Your team keeps repeating the same information-gathering or preparation work and already uses a common messaging channel.Hold off for now
The job needs unrestricted access, serves users who should be kept separate or involves unsupervised high-risk changes.Practical questions
Does it have to use WhatsApp?
No. Teams, Slack, Telegram and other channels may be more appropriate depending on the business and its controls.
Can it act without approval?
Low-risk actions can be introduced once proven. External or consequential actions should remain explicitly approved.
What do "AI agent" and "agentic AI" mean?
They describe an AI assistant that can take a defined job through several steps, using approved information and permitted tools. It stops when a person needs to review or decide.
Private operations assistant