AI workforce for Founders & Executives

AI agents for Founders and Executives

Actionist AI agents work across the apps your exec office already uses. The morning briefing assembles itself, the inbox surfaces only what needs your decision, and reports draft themselves from live data.

Founders and executives get back the hours lost to briefing, inbox, and report assembly.

Your AI workforce
30 hrssaved on avg per person / month
$7,500avg saved per person / month
16avg scheduled jobs a week
Operates your stackActionist App Store
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Salesforce logo
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Plaud logo
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Smartsheet logo
Otter.ai logo
Salesforce logo
Docusign logo
Plaud logo
Granola logo
Microsoft Office 365 logo
Smartsheet logo
How it works

AI Employees for Founders & Executives in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Founders & Executives teams switch

We know how your week actually goes

What matters to you
  • One briefing before you open a tab
    Calendar, inbox, KPIs, and overnight news distilled into a single brief waiting in Slack each morning.
  • Inbox triage that surfaces only what matters
    An agent reads everything, drafts replies to the routine, and flags only the messages that need your decision.
  • Live KPI scorecards, without the scramble
    Numbers pulled from every tool into one clear dashboard so you walk into every meeting already knowing the picture.
  • Meetings you walk into prepared
    Pre-meeting briefs drafted from CRM records and past notes, post-meeting actions tracked before the call ends.
  • Delegation that closes the loop
    Route work to the right person or agent, track status, and surface blockers before they land on your desk.
  • Do the work only you can do
    Spend your hours on the decisions and relationships that move the company, not on work your agents can handle.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Founders & Executives team's day.

The problem

Where the hours go

  • The morning starts in five open tabs instead of a clear picture because the briefing is nobody's job and yours takes 45 minutes to assemble.

    An agent pulls calendar, inbox flags, KPI deltas, and overnight news into one brief posted to Slack before you open your first tab.

  • The inbox drains focus because every message has to be read before you know if it matters, and the routine replies still take your time and your name.

    An agent reads and sorts the inbox, drafts replies to the operational messages, and surfaces only the ones that genuinely need your decision.

  • KPIs live across the CRM, the finance tool, product analytics, and a spreadsheet, so the picture is always assembled the morning of the meeting rather than the morning before it.

    An agent pulls numbers from every connected tool into a single scorecard on a schedule so you walk into every review already knowing where the company stands.

  • Investor and board updates slip because assembling the data, writing the narrative, and formatting the pack is a full-day job that gets bumped by everything else.

    An agent pulls the period metrics and drafts the update from live data, leaving you to add the strategic narrative and the honest commentary on the misses.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·Every Friday at 16:00 for the weekly company update
Trigger
Step 1
Actionist
Schedule fires every Friday at 16:00
Confirmation
Step 5
Human
You scan the draft, add your strategic commentary, and approve it
Saved per run
~1 hrs
Runs / week
~1×
The company update ships every Friday without a Sunday evening scramble to write it
A week in the life

A week with your Founders & Executives agents

16Scheduled jobs
6Agents at work
24/7Always on
Agents
MonWed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Founders & Executives team

Some of the executive apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenThe schedule fires at 07:00 each weekdayfires within about a minute
The agent automatically

Every weekday morning the briefing agent pulls the day's calendar events, scans the inbox for anything flagged or time-sensitive, reads the latest metric deltas from your connected tools, and summarizes overnight news in your sectors, then posts a single structured brief to your Slack within about a minute of the schedule firing, so you start the day knowing the picture before opening a tab.

Receives this trigger from
What it automates

Use cases for this team

03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Executive Office
    225 min / week
    Assembling the morning brief

    Opening five tabs, reading every message, and trying to synthesize calendar, inbox, metrics, and news before the first call of the day.

    Executive Office Agent
    0 min
    Agent posts a brief before the first tab opens

    An agent pulls calendar, inbox flags, KPI deltas, and overnight news into one Slack brief before the day starts, every weekday.

  • Executive Office
    300 min / week
    Triaging and replying to email

    Reading every message to find the ones that matter, then writing responses to the operational ones that do not need your judgment but still need your name.

    Executive Office Agent
    0 min
    Agent drafts routine replies and flags decisions

    An agent reads and sorts the inbox, drafts replies to the routine messages in your voice, and posts a short list of the ones that genuinely need you.

  • Executive Office
    90 min / week
    Pulling KPIs before a review

    Opening the CRM, the finance tool, the product analytics dashboard, and a spreadsheet to collect the numbers the morning of the review.

    Executive Office Agent
    0 min
    Agent posts the scorecard before you need it

    An agent pulls figures from every connected tool into a daily KPI scorecard posted to Slack so the picture is ready before every meeting, not assembled during it.

  • Executive Office
    120 min / week
    Writing the investor update

    Assembling MRR, pipeline, team, and milestones from separate tools and writing the email, which is why it slips from the first week to the third every month.

    Executive Office Agent
    0 min
    Agent drafts from live data, you add the narrative

    An agent pulls the period metrics and drafts the investor update in your voice. You add the strategic commentary and send, so it ships in the first week every month.

  • Executive Office
    75 min / week
    Turning meetings into tracked actions

    Reading back through the transcript or scribbled notes after a full day of calls and creating tasks before you forget who agreed to what.

    Executive Office Agent
    0 min
    Agent extracts actions before the next call starts

    An agent reads the meeting transcript, creates a ClickUp task for each action item with the right owner and deadline, and posts the summary to Slack the same afternoon.

  • Executive Office
    60 min / week
    Chasing delegated items

    Scrolling back through Slack and email to find the items delegated last week and check whether they were done, which is how blockers stay hidden until they land on your desk.

    Executive Office Agent
    0 min
    Agent nudges owners and posts the status

    An agent scans open delegated tasks each day, sends nudges to owners of overdue items, and posts a status summary to Slack so you see what is blocked without doing the rounds.

+ 100s of other automations
Average monthly
28 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
1 person
Hourly rate
$250 / hr
Hours saved / week
7
Hours saved / year
350
Annual ROI
$87,500

Based on typical team usage — the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An agent doing executive work in your name only earns trust when you stay in full control of what goes out. Actionist is built so you see every draft before it sends, audit everything it touched, and widen autonomy only where it has consistently earned it.

Drafts wait for your sign-off

By default, replies, updates, and board materials are drafted and queued. Nothing sends in your name without an explicit approval from you. You widen autonomy only on the tasks where it has consistently gotten it right.

Decisions stay with you

Anything consequential, from an investor reply to a contract summary, surfaces for your review with the context you need to decide quickly. The agent prepares; you call it.

A full audit trail

Every message the agent read, every task it created, and every document it summarized is logged with a timestamp so you always know exactly what it did and when.

Your data stays yours

Inbox content, board materials, and financial data are encrypted and never used to train AI models. If you need everything on your own infrastructure, you can self-host on a VPS.

Industries

This team, in your industry

The same agents, set up for the way a specific industry works, its tools, its tasks, and the language its customers use.

Industry-specific versions of this team are coming soon.

FAQ

Frequently asked questions

How does an agent triage my inbox and draft replies without an email API?
It uses computer use on the desktop: the agent opens Gmail or Outlook and reads your inbox the way you would, operating the screen rather than plugging into an API. That means it works with any email client, reads the full thread context, and drafts replies in your voice without needing a special integration.
Will the agent send a reply or post an update without me seeing it first?
Only if you explicitly choose that. By default the agent drafts and waits. Every reply, company update, and investor email is queued in Slack for your approval. Approval modes let you widen autonomy on the routine tasks where it has consistently gotten it right, and anything consequential always asks first.
How does it pull KPIs from tools that don't share a common API?
Computer use means it operates each tool on the screen the way you would: opening the dashboard, reading the numbers, and writing them into the scorecard. It works with the tools you actually use, including the ones that have no integration with anything else.
Does my team need to be technical to set this up?
No. You describe what you want in plain language and the Executive Assistant agent handles the rest. You connect the apps you already use, set the schedule for your morning brief, and the agent starts running. The first briefing is ready the next morning.
How quickly does it pick up a new email or delegated task that goes overdue?
Triggered tasks poll on a short interval, so a new email from a priority sender is usually picked up within about a minute. Scheduled tasks like the morning brief, the OKR check, and the pipeline digest run on the cadence you set.
Can I build a custom agent for something specific to how my business runs?
Yes. The Executive Assistant is one of eight starter agents you can start from. You can also build a custom AI agent for any specific workflow your role needs, whether that is a deal-desk review, a competitor intelligence digest, or a hiring pipeline brief. The Actionist catalog has hundreds of apps to connect, and Telegram and Slack are the channels your agents deliver to.
Where does my data live, and is it used to train AI models?
Your data stays yours. Inbox content, board materials, and financial data are encrypted at rest and never used to improve any AI model. Every action the agent takes is logged so you can see exactly what it read and did. If you need everything on your own infrastructure, you can self-host on a VPS.
How quickly can I get the morning brief running?
Connect Gmail or Outlook, Google Calendar, and Slack, describe the sections you want in your brief, set the schedule, and the Executive Assistant runs the first one the next morning. Most founders have the briefing and inbox triage running the same day they set it up.
Will it handle my board update and investor communications, or is that too sensitive?
It drafts from live data and waits for your sign-off before anything goes to a board member or investor. You always add the strategic narrative and approve the final version. The agent handles the assembly and the first draft; the relationship and the judgment stay with you.
Get started

See an agent build your morning brief and post it to Slack

Book a free demo and watch an Actionist Executive Assistant assemble a briefing, triage an inbox, and draft a weekly update from live data.

24/7 operation requires a hosted cloud runtime or your own server, included with eligible plans.