Theta Assist Use Cases

We often hear, "How can I use Generative AI in my role?", so we made you a list of different use cases according to your role! Rethink what's possible with Theta Assist!

EA/Secretary
All Use Cases

Build Board Packs

Sync minutes, past reports, and reference docs from SharePoint. Draft an executive summary and generate a templated board pack in Word or PPT, complete with hyperlinks and supporting docs.

All Use Cases
EA/Secretary

Summarise Board Policies

Summarise policy updates or compliance requirements for board packs.

All Use Cases
EA/Secretary

Write Board Meeting Minutes

Draft board meeting minutes from transcripts or notes.

EA/Secretary
All Use Cases

Plan Travel

Create travel itineraries and collate booking confirmations.

EA/Secretary
All Use Cases
Sales and Marketing

Summarise Calendars

Generate summaries of upcoming meetings and prep notes.

All Use Cases
EA/Secretary
Financial Controller

Analyse Risk

Draft summaries of risk factors or compliance findings for board meetings.

All Use Cases
EA/Secretary
Project Manager

Summarise Meetings

Automatically generate action items and follow-up notes from meetings.