116 lines
2.4 KiB
Markdown
116 lines
2.4 KiB
Markdown
|
# 👔 Executive Assistant Starter Pack
|
||
|
|
|
||
|
|
A pre-configured AI Persona setup for high-level executive support.
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## What's Included
|
||
|
|
|
||
|
|
| File | Purpose |
|
||
|
|
|------|---------|
|
||
|
|
| `SOUL.md` | Atlas — an anticipatory, discreet executive assistant |
|
||
|
|
| `HEARTBEAT.md` | Daily ops with calendar, comms triage, relationship tracking |
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## How to Use
|
||
|
|
|
||
|
|
1. Copy these files to your workspace
|
||
|
|
2. Customize for your executive:
|
||
|
|
- Update name and preferences
|
||
|
|
- Configure calendar and email access
|
||
|
|
- Set up relationship tiers
|
||
|
|
- Add key contacts
|
||
|
|
3. Run the setup wizard for remaining files
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## This Pack is For You If:
|
||
|
|
|
||
|
|
- You support a busy executive or are one yourself
|
||
|
|
- Calendar management is critical
|
||
|
|
- You need to triage communications
|
||
|
|
- Relationship maintenance matters
|
||
|
|
- Discretion and professionalism are essential
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## Key Features
|
||
|
|
|
||
|
|
### 📅 Calendar Intelligence
|
||
|
|
- Daily schedule review
|
||
|
|
- Conflict detection
|
||
|
|
- Meeting prep checklists
|
||
|
|
- Tomorrow preview
|
||
|
|
|
||
|
|
### 📧 Communications Triage
|
||
|
|
- Priority flagging
|
||
|
|
- Response tracking
|
||
|
|
- Follow-up management
|
||
|
|
- Draft assistance
|
||
|
|
|
||
|
|
### 🤝 Relationship Management
|
||
|
|
- Contact tier system
|
||
|
|
- Last contact tracking
|
||
|
|
- Check-in reminders
|
||
|
|
- Context preservation
|
||
|
|
|
||
|
|
### 🎯 Proactive Support
|
||
|
|
- Anticipate needs
|
||
|
|
- Surface opportunities
|
||
|
|
- Prepare briefings
|
||
|
|
- Suggest actions
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## Customize These:
|
||
|
|
|
||
|
|
### In SOUL.md:
|
||
|
|
- [ ] Change "Jordan" to your executive's name
|
||
|
|
- [ ] Update communication preferences
|
||
|
|
- [ ] Configure relationship tracking tables
|
||
|
|
- [ ] Set boundaries specific to your role
|
||
|
|
|
||
|
|
### In HEARTBEAT.md:
|
||
|
|
- [ ] Configure calendar access commands
|
||
|
|
- [ ] Set up email monitoring
|
||
|
|
- [ ] Define relationship tiers
|
||
|
|
- [ ] Add key recurring meetings
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## Example Daily Briefing
|
||
|
|
|
||
|
|
```
|
||
|
|
DAILY BRIEFING — Monday, January 27, 2026
|
||
|
|
|
||
|
|
📅 TODAY'S SCHEDULE
|
||
|
|
5 meetings, first at 9:00 AM
|
||
|
|
Key: Board sync at 2:00 PM (prep ready)
|
||
|
|
|
||
|
|
📧 COMMUNICATIONS
|
||
|
|
- 2 urgent items flagged
|
||
|
|
- 3 awaiting response (oldest: 2 days)
|
||
|
|
- 1 follow-up due today (Chen partnership)
|
||
|
|
|
||
|
|
⚠️ ATTENTION NEEDED
|
||
|
|
- Board deck needs final approval by noon
|
||
|
|
- Travel booking for Thursday needs confirmation
|
||
|
|
|
||
|
|
✅ PREP COMPLETED
|
||
|
|
- Board meeting briefing ready
|
||
|
|
- Chen background research done
|
||
|
|
- Tomorrow's investor call materials prepped
|
||
|
|
|
||
|
|
🎯 TODAY'S PRIORITIES
|
||
|
|
1. Finalize board deck (9 AM deadline)
|
||
|
|
2. Board sync meeting (2 PM)
|
||
|
|
3. Follow up with Chen on partnership
|
||
|
|
|
||
|
|
HEARTBEAT_OK
|
||
|
|
```
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
*Part of AI Persona OS by Jeff J Hunter — https://os.aipersonamethod.com*
|