An Executive Assistant at Zapier built an AI agent that automates her weekly meeting prep. The agent researches external attendees, checks the CRM and internal comms for context, and delivers a digest and tasks. This saves hours of manual work and ensures thorough preparation.

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AI transforms the Executive Assistant role from tactical execution to strategic system design. By automating repetitive tasks, EAs can focus on higher-leverage activities like building AI agents, culture-reinforcement tools, and scalable feedback systems for the entire organization.

Webflow's CPO uses a custom set of AI agents built with Claude and Cursor to analyze her calendar for delegation opportunities and triage her inbox by archiving junk, flagging important emails, and drafting replies. This offloads significant cognitive and administrative load from the executive.

The next frontier for AI in product is automating time-consuming but cognitively simple tasks. An AI agent can connect CRM data, customer feedback, and product specs to instantly generate a qualified list of beta testers, compressing a multi-week process into days.

Zapier built an AI coach that analyzes meeting transcripts to provide feedback based on company values and frameworks. This automates cultural reinforcement, normalizes constructive criticism, and ensures leaders consistently model desired behaviors, scaling what is typically a manual process.

Overwhelmed by Slack messages and internal documents? Build a Zapier agent connected to your company's knowledge base. Feed it your job description and current projects, and the agent can proactively scan all communications and deliver a weekly summary of only the updates relevant to your specific role.

To prevent constant interruptions from automated tasks, schedule recurring AI agents to align with your work week. For example, receive competitive research on Fridays before planning and support summaries on Mondays before the team meeting. This integrates agent output into your natural workflow.

Go beyond using AI for research by codifying your North Star, OKRs, and strategic goals into a personalized AI agent. Before important meetings, use this agent as a 'thought partner' to pressure-test your ideas, check for alignment with your goals, and identify blind spots. This 10-minute exercise dramatically improves meeting focus and outcomes.

Before engaging expensive experts like lawyers or accountants, use AI to do preliminary work. You can draft initial documents, analyze data, or formulate questions. This prepares you for a more productive conversation, saving time and money while ensuring you still rely on the human expert for final verification and strategy.

To scale the CEO's feedback, his EA created a custom GPT trained on his feedback style, strategy docs, and company norms. Team members use this 'CEO clone' to stress-test their proposals before official review, improving document quality and saving executive time.

A powerful AI use case is running automated agents on sales call transcripts. These agents can perform tasks like extracting and populating MEDPICC data into Salesforce or summarizing competitor mentions for battle cards, saving sales teams hours of manual work per week.