AI Automation

Most executives and support teams know AI could save them time. Few know where to start.

EES makes it easy to put AI to work across high-priority workflows.

Your Tools. Our Expertise.

Platform-Agnostic

Whether your organization runs on Copilot, Gemini, ChatGPT, or Claude, we use the AI tools you already have.

Ready-to-Use Workflows

Skip the trial and error with proven prompts and automation templates, customized to fit your team's needs.

Hands-On Implementation

We work directly with the executive and support team to integrate AI automation into high-impact workflows.

The Art of the Possible

What could your executive support team accomplish if AI handled more of the repetitive work?

Explore what's possible across all 22 domains of executive support, from simple administrative automations to sophisticated workflows that strengthen executive and organizational performance.

Lower Complexity Support Domains

    • Automatically create and assign recurring administrative tasks, including expense reports, approvals, and document renewals, so routine obligations are completed without constant reminders.

    • Automatically match receipts to transactions, categorize expenses, and prepare expense reports for review so reimbursements and financial records stay current with minimal manual work.

    • Automatically categorize, name, and file incoming documents according to established naming conventions so important information remains organized and easy to retrieve.

    • Monitor administrative deadlines, including license renewals, subscriptions, and required submissions, and create advance reminders so nothing expires or falls through the cracks.

    • Automatically track recurring personal appointments, including haircuts and medical visits, and create reminders or booking tasks before they're due so personal obligations don't become last-minute distractions.

    • Maintain a personalized list of favorite restaurants, cuisines, and dining preferences so recommendations and reservations can be made without starting from scratch.

    • When a new restaurant appears on the executive's calendar, prompt a quick preference update afterward so future dining recommendations continuously improve.

    • Track birthdays, anniversaries, and important family events, with advance reminders and gift-planning tasks so meaningful occasions never sneak up.

    • Generate personalized flight and hotel recommendations from upcoming travel plans, automatically accounting for the executive's preferences, schedule, and budget to eliminate repetitive travel research.

    • Monitor flight prices for upcoming trips and alert the support team when fares reach favorable levels so bookings can be made at the right time.

    • When business travel is added to the calendar, automatically create booking, itinerary, preparation, and follow-up tasks so every stage of the trip is accounted for.

    • Generate personalized packing lists and departure reminders using the destination, weather forecast, itinerary, and trip duration so nothing important gets overlooked.

    • Monitor upcoming flights for delays, cancellations, and gate changes, and surface alternative travel options before disruptions derail the executive's schedule.

    • Automatically capture missed calls and unanswered messages in a shared follow-up tracker so important communications don't disappear between check-ins.

    • Analyze missed calls and messages, summarize what needs attention, and prioritize reminders based on urgency and sender importance so critical requests get addressed first.

    • Draft responses to routine messages using the executive's communication preferences and relevant context.

Medium Complexity Support Domains

    • Automatically capture meeting requests from emails, forms, and other channels in a centralized tracker so scheduling requests never get lost.

    • Review incoming meeting requests against established scheduling standards and draft follow-up questions for missing information, eliminating repetitive back-and-forth.

    • Recommend meeting times based on the executive's preferences, protected focus time, priorities, and existing commitments so scheduling decisions reinforce an intentional calendar.

    • Automatically categorize meetings using predefined rules, creating the data needed to track calendar performance, meeting trends, and executive time allocation.

    • Continuously monitor calendar KPIs—including workday length, meeting hours, white space, meeting trends, and time allocation—through a live dashboard that highlights performance vs. established goals.

    • Automatically identify opportunities to improve calendar performance, recommending specific meetings to decline, delegate, shorten, or reschedule to bring the executive closer to their calendar performance goals.

    • When a meeting is scheduled, automatically generate the appropriate agenda or preparation template so every meeting starts with a consistent structure.

    • Automatically create and assign preparation tasks when certain types of meetings are booked, with deadlines based on meeting importance and lead time so materials are ready before they're needed.

    • Generate meeting preparation materials using previous discussions, relevant documents, and stakeholder information, then organize everything in a shared notebook so the executive and support team have one place to prepare.

    • Deliver a concise pre-meeting briefing with the meeting's purpose, desired outcomes, key discussion points, and decisions needed so the executive walks in ready to contribute.

    • Draft personalized follow-up emails using meeting decisions, commitments, and next steps so participants receive timely, accurate communication without manual recap work.

    • Automatically capture meeting notes, decisions, commitments, and key takeaways in a searchable repository so that meeting history and context can be accessed.

    • Extract assigned action items from meeting notes and update a shared task tracker so commitments move directly into execution.

    • Automatically identify and move newsletters, solicitations, and low-value messages out of the executive's primary inbox so important correspondence is easier to find.

    • Categorize incoming emails according to the executive's preferred system, separating action requests, informational messages, and other priorities without manual sorting.

    • Flag emails requiring executive attention based on urgency, sender importance, and requested actions so high-priority messages rise above inbox noise.

    • Draft responses to incoming emails using relevant conversation history and the executive's preferences so routine correspondence requires only a quick review.

    • Automatically identify requests and commitments in incoming emails and add them to the executive's task tracker so action items aren't buried in the inbox.

    • Deliver a concise inbox briefing highlighting urgent messages, outstanding requests, and important developments so the executive can catch up in minutes instead of sorting through every email.

    • Analyze previous correspondence to learn the executive's tone, phrasing, and communication style, then apply those preferences to future email drafts for faster, more consistent responses.

Higher Complexity Support Domains

    • Track upcoming holidays and observances against the executive's communication calendar, automatically creating drafting tasks and reminders in advance so important staff messages are never overlooked.

    • Automatically draft recurring staff messages using previous communications and the executive's preferred tone, then route them through support-team and executive review so communications stay timely and consistent.

    • Transform approved executive messages into polished, branded email templates so communications are ready to distribute without additional formatting.

    • Analyze executive team meeting notes to identify organizational updates, decisions, and priorities, then build management and all-staff meeting agendas so important information reaches the right audiences.

    • Turn approved management meeting agendas into presentation decks with recommended talking points so leaders spend less time preparing and more time communicating.

    • Transform management meeting materials into an engaging all-staff newsletter so employees receive consistent updates without creating content from scratch.

    • Automatically adapt executive presentations into department-level talking points and manager-ready slides so organizational messages remain consistent across teams.

    • Convert approved digital newsletters into print-ready staff publications so employees without regular computer access receive the same information.

    • Automatically research upcoming speaking engagements, including audiences, organizations, industry developments, and previous executive remarks, then compile a briefing with recommended themes and talking points.

    • Transform a speaking engagement brief, rough ideas, and previous remarks into a complete first draft that reflects the executive's voice, reducing speech development from hours of writing to focused editing.

    • Analyze an interviewer's previous articles, podcasts, and broadcasts to create a personalized background briefing so the executive knows who they're speaking with before the interview.

    • Identify recurring questions, discussion themes, and challenging topics from an interviewer's previous work, then generate anticipated questions so the executive can prepare strategically.

    • Review previous interviews to identify effective responses and communication approaches, then create a personalized preparation guide so the executive enters the conversation feeling ready.

    • Analyze previous executive presentations to identify preferred formatting, structure, and communication style, then apply those standards to new decks so every presentation feels consistent without starting from scratch.

    • Transform meeting notes, rough outlines, or executive talking points into polished, branded presentations so hours of slide development become a quick review and refinement process.

    • Automatically generate a comprehensive event briefing for upcoming executive engagements, including attire, parking, run of show, key attendees, and required donations or contributions, so the executive arrives fully prepared.

    • When the organization is hosting an event, automatically generate a planning checklist with key milestones, deadlines, logistical requirements, and assigned responsibilities so preparations begin with a clear plan.

    • After an event the executive attends or hosts, log follow-up opportunities, outstanding commitments, and next steps, then create tasks and draft communications so important relationships and responsibilities aren't overlooked.

    • Collect proposed agenda items through a standardized intake process, automatically identifying missing background information, desired outcomes, and decisions needed so meetings focus on actionable discussions.

    • Transform executive team meeting transcripts into structured notes with decisions, assigned action items, and deadlines, then distribute them for review so accountability begins immediately after the meeting.

    • Make previous executive team discussions, decisions, and commitments searchable through natural-language questions so leaders can retrieve historical context without digging through meeting notes.

    • Automatically identify recurring executive team agenda topics that fail to progress, analyzing previous discussions, unresolved questions, and outstanding commitments to reveal why issues keep resurfacing without resolution.

    • Analyze executive team meeting transcripts to identify why meetings consistently run long, discussions become circular, or decisions get delayed, then recommend improvements to meeting structure and facilitation.

    • Analyze proposed projects against organizational strategic priorities, available resources, and existing project commitments to identify potential conflicts and capacity constraints before new initiatives are approved.

    • Transform an approved project charter or scope of work into a draft project plan with milestones, deliverables, dependencies, and assigned responsibilities so project teams can begin execution faster.

    • Query the organization's project management portfolio to retrieve relevant project updates, milestones, risks, and outstanding decisions so project managers can quickly access information across multiple initiatives.

    • Automatically analyze project documentation, meeting notes, and task trackers on a recurring schedule to generate current project status reports, highlighting progress, delays, and upcoming milestones without manual report preparation.

    • Monitor recurring compliance and governance deadlines, automatically creating proposed board agenda items and preparation tasks so mandatory topics are addressed on time.

    • Analyze recent executive leadership meetings to identify strategic developments, risks, and decisions requiring board attention, then recommend agenda topics so board discussions stay focused on organizational priorities.

    • Transform approved board agenda topics, leadership updates, and performance reports into standardized board materials so preparation takes less time and directors receive consistent, decision-ready information.

    • Track board member engagement against established relationship-management preferences, automatically recommending outreach and scheduling tasks so important relationships receive consistent attention.

Expert Complexity Support Domains

    • Automatically generate concise briefings for projects, highlighting major developments, emerging risks, outstanding decisions, and matters requiring executive intervention.

    • Transform complex reports, proposals, and supporting documents into concise decision briefs that outline available options, trade-offs, risks, and recommended next steps so executives can evaluate choices faster.

    • Generate side-by-side comparisons of proposed options using established evaluation criteria, costs, benefits, and risks so decision-makers can assess trade-offs more efficiently.

    • Automatically capture major decisions from executive meetings, including rationale, responsible parties, and follow-up commitments, creating a searchable decision log that prevents repeated deliberation.

    • When a proxy is assigned to attend a meeting on the executive's behalf, automatically generate a briefing with relevant context, previous decisions, executive priorities, and delegated authority so they can represent the executive effectively.

    • Automatically generate executive-ready summaries of meetings attended by a proxy, highlighting decisions, commitments, and matters requiring executive attention so the executive stays informed without attending.

    • Use AI as an on-demand thought partner to challenge assumptions, explore alternative perspectives, and identify potential blind spots when navigating difficult decisions, sensitive conversations, or complex leadership situations.

    • Analyze authorized meeting transcripts and communications to identify recurring leadership patterns, overlooked perspectives, or potential blind spots, providing constructive feedback that helps executives strengthen their effectiveness.

    • Use AI to rehearse challenging conversations, anticipate stakeholder reactions, and explore alternative approaches so executives can enter sensitive discussions with greater confidence and perspective.

    • Automatically generate a customized strategic planning roadmap, including proposed phases, stakeholder engagement activities, research requirements, milestones, and deliverables, so organizations can launch a structured planning process without starting from scratch.

    • Transform an approved strategic plan into audience-specific presentations, talking points, and communications for executives, managers, and frontline staff so organizational priorities are clearly understood at every level.

    • Continuously monitor strategic objectives against established KPIs, milestones, and initiative updates, automatically highlighting progress, delays, and areas requiring leadership attention so strategic plans remain active management tools.

    • Automatically transform current performance data and initiative updates into executive and board-ready strategic progress reports so leaders spend less time compiling information and more time evaluating results.

    • Monitor selected industry publications, competitor announcements, regulatory developments, and market trends, then deliver periodic summaries of developments that could affect organizational strategy.

Ready to put AI to work?

Let’s explore what’s possible for your team. Fill out the form and contact us today.