Review executive commitments each week

Bring together commitments from selected meeting notes, transcripts and email threads. Prepare a weekly review of stated owners, deadlines and follow-ups that need confirmation.

Build review-ready board packs

Bring together selected minutes, reports and reference documents. Draft an executive summary and board pack using your organisation’s Word template, with supporting references and decisions requiring attention.

Summarise Board Policies

Summarise policy updates or compliance requirements for board packs.

Write Board Meeting Minutes

Draft board meeting minutes from transcripts or notes.

Plan Travel

Create travel itineraries and collate booking confirmations.

Prepare your daily meeting brief

Start the day with a prioritised brief of upcoming meetings, relevant correspondence and preparation needed. Configure a weekday schedule and receive the summary in your inbox.

Analyse Risk

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

Create role-specific onboarding packs

Combine approved company guidance with a new starter’s role and team details. Produce a tailored onboarding pack and proposed checklist for the manager and new starter.

Turn meeting actions into Planner tasks

Extract proposed actions from available meeting transcripts or notes. Review owners and deadlines, then create approved Planner tasks with checklists and links to supporting context.