AI Personal Assistant
Reclaim up to 15 hours every week by deploying secure, parallel AI assistants with persistent memory to automate data entry, emails, and CRM updates.
The Challenge
South Florida business owners spend too much time on tedious manual tasks, including researching online, sorting through emails, and managing their calendars. These distractions take away from more important work and cost money over time.
Our Solution
We implement secure AI workflow assistants that run in the background 24/7/365. Unlike basic integrations and AI agent tools, our workflow assistants utilize any large language model of your choosing, including local models, with persistent memory across sessions that improves the more you use it. If requested for higher security, we will deploy your AI personal assistant to a VPS (virtual private server) using tunneling, ensuring only you and your team can access it. Using local models adds another layer of security by keeping your data on your own devices instead of external servers. To access your assistant, it can be hosted on a VPS for maximum security or accessed via your personal computer or phone from anywhere in the world. Use cases: Email: Automate cleaning and scanning your inbox, keyword detection, labeling, and summaries. Research: Scrape news, social media, or blogs to brief you on trends. Also, analyze massive amounts of data with the perfect workflow to help solve what you’re trying to find. Meeting transcriber: Transcribe meetings, summarize them, and email recipients. CRM: Integrate with Salesforce, HubSpot or any other CRM to manage tickets and sales/marketing pipelines using natural language.
Key Deliverables
- Secure connections to link your email, Slack, CRM, and tools together
- Automated email sorting, summarizing, and response drafting
- Smart memory to remember details from previous chats and tasks
- Automatic data syncing across your CRM, calendar, and billing tools
- Custom triggers to run repetitive admin tasks in the background 24/7