Fill these out in your first week and your AI already knows your executive — their calendar rules, travel preferences, team, and quirks. The more detail you put in, the better it performs. You don't have to do them all at once.
You support someone else. These forms capture everything about your executive so your AI can answer questions instantly, prep you before meetings, and never make you ask the same thing twice.
Calendar rules, contact tiers, how they make decisions, what they hate, decline scripts
Airlines, seats, hotels, loyalty numbers, ground transport, dietary needs on the road
Daily orders, dietary restrictions, favorite restaurants, delivery address
Direct reports, 1:1 schedules, review cycles, who needs what
Family, properties, vendors, medical, advisors, security — the full picture for personal support
Owned aircraft, fractional, jet card, charter preferences, FBOs, catering
You need AI to know how you work without you having to explain it every time. Fill these out once and your AI becomes the assistant that already knows you.
Your AI should know your business as well as you do — your voice, your customers, your pain points. This form gives it the full picture so it can write emails, handle admin, and think like you.
These aren't profile forms — they're one-time tools. Drop in your content and get something useful back.
Paste a transcript or rough notes — get action items and a follow-up email
Describe your meeting — get a full agenda with time blocks and owners
Describe the trip — get a prompt that plans flights, hotels, and logistics
Describe the offsite — get destination ideas, logistics, and a draft announcement