Executive Agent
M. Martins · Executive
Extracted from emails, meetings & voice

Tasks & Follow-ups

AI-Extracted Tasks

Auto-extracted
Meeting · Due Thu
Add green/yellow/red appendix to proposal
Owner · Tarik
Next: Send v2 to executive
In Progress
Email · Due Today
Grant Odoo CRM / Projects access to account partner
Owner · Joana
Next: Coordinate with Odoo admin
Approved
Voice · Due This week
Send preferred restaurant front-desk emails
Owner · PA
Next: Approve template
Drafted
Manual · Due Today
Provide one asset detail for maintenance pilot
Owner · M. Martins
Next: Confirm asset choice
Needs Approval
Meeting · Due Fri
Schedule onboarding with account partner
Owner · PA
Next: Hold 30 min on Outlook
In Progress
Meeting · Due Mon
Send CRM cleanup notes
Owner · Joana
Next: Approve note draft
Drafted
Email · Due Thu
Review proposal appendix v2
Owner · M. Martins
Next: Open in OneDrive
Needs Approval

Recurring Checklists

Agent learns and updates these
  • Check the post
  • Utilities check
  • Groceries delivery
  • Property walkthrough
  • Confirm cleaner schedule