AI Chief of Staff for founders & executives
Build your Proxy.
Not just an agent.

An agent does tasks. A Proxy acts for you, with your voice, your context, your judgment. AI writes. You decide.

Connects in 15 minutes Drafts only. Never auto-sends. No IT project required 🔒 Your data never leaves your tenant
AI Email Drafting
Urgent
M
Marcus, Meridian Group
Re: Partnership proposal
Hi Marcus,

Thanks for reaching out. Good timing. We have been working with a few ops teams on exactly this and I think there is a real fit here...
From 3 prior emails · pipeline record · your voice
6 more drafts waiting View all →
Your dashboard
Live
18
Actions
2 overdue
6
Drafts
ready
91%
OKRs
on track
Platform usage
7d 30d 90d
1,847 May 1 May 15 May 29
Usage
+31%
Pipeline
24 deals
pending review
Forecast
$1.8M
mid scenario
Auto follow-up
Auto
After: Meridian Group call 14 min ago
To: Marcus <m.riley@meridiangroup.com> Draft
Great speaking today. Next steps inside.
Hi Marcus, thanks for the time today. As agreed, attaching our product overview. Does Friday work for a contract review?
your Proxy · Product Overview.pptx
Auto-attached · 12 slides · 2.4 MB
Send contract by Friday. Draft ready.
IT intro via Marcus. Due Jun 15.
Send follow-up
Edit
Replies in your voice
Everything in one place
Every meeting remembered
3+ hrs
saved per day, per user
15 min
to connect & go live
1,000+
emails learned on setup
0
emails sent without you
Works with the tools you already use
Microsoft 365
Google Workspace
Teams Premium
Krisp
Zoom AI
Granola
Fireflies
Otter.ai
Slack Soon
HubSpot Soon
What your Proxy does

Two roles. One product.
One Proxy.

Communication

Your inbox,
handled.

Replies drafted in your voice, follow-ups written after every meeting, and every thread opened with full context. You read, decide, send.

✓ AI drafts replies in your voice, with full thread context
✓ Meeting transcripts become follow-up drafts automatically
✓ Works with M365, Gmail, Krisp, Teams, Zoom, Granola & more
✓ You review and send. Your Proxy never sends on your behalf
✓ Learns your voice over time, so drafts get better every week
Situational awareness

Everything you need
to see, in one place.

Pipeline, OKRs, open actions, signals, spending: live, connected, and waiting when you open your laptop.

✓ Live dashboard, always current
✓ Pipeline, OKRs, open actions, so nothing falls through
✓ Investor & team updates drafted and ready every week
✓ Industry signals curated for your sector, every morning
✓ Built-in assistant: ask anything, get answers from your own data
Sound familiar?

You run the business.
Not the inbox.

Hundreds of emails daily. Meeting follow-ups that never happen. Updates you never have time to write. This is not a productivity problem. It's a leverage problem.

Email overload kills executive productivity
Hundreds of emails daily. Important threads buried. Context lost.
Meeting action items fall through the cracks
Great discussions, unclear outcomes. No one tracks what was decided or who follows up.
No time to write updates for investors & team
Weekly team updates, monthly investor notes, board summaries. All take hours you don't have.
How it works

No IT project. No new software.
Connects to M365 and Google Workspace you already use.

Four steps. Runs continuously. You stay in control the entire time.

1
Your Inbox & Calendar
Emails, meetings, transcripts: your data lives in your M365 tenant. Used only to draft for you, never used to train AI.
M365 & Google Workspace
2
AI Works Continuously
Secure, private, isolated to your account. Reads context, learns your voice.
Private & isolated
3
Drafts & Action Items
Replies drafted in your voice. Action items extracted. Updates written.
Ready on dashboard
4
You Review & Send
You are always in control. Edit, approve, or discard. Your Proxy never sends without you.
Always your call

Average setup: 2 minutes. Full setup: 10 minutes. First drafts: soon after.

The dashboard

Everything you need,
one screen, every morning.

Unified view of email drafts, tasks, pipeline, OKRs, and signals. Continuously refreshed. Opens to your priorities already surfaced.

Continuously refreshed, always current
Works on any device: desktop, tablet, mobile
Each team member has their own personalized view
Email Drafting
AI drafts replies in your voice. Works with M365 and Google Workspace. Gets better the more you use it.
Meeting Action Items
Transcripts become action items and follow-up drafts. Works with Krisp, Teams, Zoom, Granola.
Automated Updates
Daily digests, weekly team notes, monthly investor updates, Sunday C-suite brief. Written and ready to send.
Pipeline & OKRs
Live deal status and goal progress, wired directly to your spreadsheets.
Industry Signals
Relevant news for your sector and clients, surfaced every morning. No manual searching.
Receipts & Invoices
Finds invoices and receipts in your inbox, copies PDFs to a shared folder, and has everything ready when your accountant asks.
Morning brief
Today's Focus and Daily Digest waiting before you open your inbox. Priorities, urgent flags, and yesterday's meeting outcomes, in 90 seconds.
Revenue forecaster New
Low, mid, and high scenarios across 6, 12, and 24 months. Built from your live pipeline. Updated every week.
Junk & spam triage
Flags suspicious senders and verifies each sender's domain, so risky mail is caught before it reaches you. Flags only, never deletes.
Voice of Customer
Turns customer emails and calls into themes, sentiment, and top asks, so you see what clients actually want.
Ask your Proxy anything Built-in
Ask anything in plain language. Your Proxy searches your emails, calendar, pipeline, and actions to answer. No digging through tabs.
Who it's for

Built for people who run things.

If running things means you're always the last one to finish, this was built for you.

Founder / CEO
Your AI Chief of Staff
You run everything. Your Proxy helps you be everywhere.
200 emails a day, 6 meetings, investor update due Friday. Your Proxy drafts replies, extracts action items, generates the update. You review and send.
"I spend 30 minutes on email now instead of 3 hours."
Operator / VP
Your personal executive assistant
Your Proxy keeps the machine running while you focus on what's stuck.
Clients, vendors, and a team to manage simultaneously. Your Proxy tracks every open action item, flags overdue ones, drafts client follow-ups in your tone.
"Nothing falls through the cracks anymore. Finally."
Investor / Board member
Your AI Chief of Staff
Your Proxy tracks your portfolio without you having to ask.
Involved with 8 companies simultaneously. Deal flow, LP updates, portfolio news, action items: organized and surfaced without you chasing it.
"I feel on top of every company I'm involved with."
See it in action

Any email,
handled in minutes.

Step through how your Proxy turns an incoming email into a ready-to-send reply.

Step 1

An email lands in your inbox.

A partnership inquiry from a potential client. Important, needs a thoughtful reply. Normally this would sit in your inbox for hours.

Your Proxy detects it in near-real-time
Inbox
3 unread
S
Sarah Chen, Meridian Group 9:14 AM
Partnership inquiry: AI platform integration
Hi, we're exploring AI tools for our ops team and came across...
M
Marcus, Acme Corp Yesterday
Re: Q3 review follow-up
Step 2

Your Proxy reads the full picture.

Not just the email, but your full thread history with this sender, your pipeline data, your recent meetings, and 1,000+ examples of how you write.

Thread history scanned
Pipeline record matched
Your voice calibrated
Processing
Thread history
4 previous emails with Meridian Group
Pipeline record
Meridian · Prospect, stage: Evaluation
Your voice
1,000+ sent emails analyzed
Generating draft...
Step 3

Draft ready on your dashboard.

A complete reply in your tone, with context from your pipeline. Appears in your AI Replies queue shortly after the email arrives.

"The draft captured exactly what I would have written. I just hit send."
AI Drafts
1 new
Re: Partnership inquiry, Meridian Just now
Hi Sarah,

Thanks for reaching out, great timing. We've been working with several ops teams on exactly this kind of integration...

Happy to set up a 30-min call this week. Does Thursday work?
Send
Edit
Regenerate
Step 4

You review. You send. Always.

Read the draft, tweak a line if needed, click Send. The whole thing takes 45 seconds. Your Proxy never sends without you. That's not a setting, it's the architecture.

45s
avg. review time
0
sent without you
Sent
Reply sent to Sarah Chen
Re: Partnership inquiry, Meridian
Sent 9:28 AM · 14 minutes after arrival
Next: 4 more drafts waiting in queue
Beyond email

The rest of your week,
taken care of.

Pick a scenario and see what your Proxy does with it.

Meeting transcript

Your meeting ends.
Your Proxy starts.

The moment a transcript arrives from Krisp, Teams, Zoom, or Granola, your Proxy reads it, extracts decisions, assigns owners, and builds the follow-up queue.

1
Transcript received from Krisp or Teams
2
Decisions, owners & deadlines extracted
3
Follow-up drafts queued automatically
Transcript processed: Meridian call
14 min ago
TRANSCRIPT EXCERPT
"...let's move forward with the pilot. Panos will send the contract by Friday. Sarah will loop in their IT team before the 15th..."
Extracted action items
Send pilot contract to Meridian
Owner: You  ·  Due: Friday
Draft ready
IT team intro, loop in Sarah
Owner: Sarah  ·  Due: Jun 15
Tracking
Action items

Nothing falls
through the cracks.

Every action item from every meeting: tracked, prioritized, and surfaced with a draft follow-up already written. Overdue items flag automatically.

P1–P5
Priority levels
Auto
Overdue flagging
Open actions
2 overdue
12 open
P1
Send Meridian contract
Overdue
P2
Schedule Q3 planning, Sam
This week
P2
Review pilot proposal, FoodCo
Jun 10
P3
Intro call with Andreessen contact
Jun 14
+ 8 more actions
Tiered updates

Daily, weekly, monthly,
already written.

Your Proxy reads your day, week, and month (meetings, deals, OKRs, signals) and drafts every update you'd otherwise write by hand: daily digest, team brief, monthly investor update, Sunday C-suite summary. You review, edit a line, send.

Daily digest, every morning
Team + C-suite brief, every Sunday
Investor update, every month
Weekly update, ready to send
Sunday 6:00 AM
Team brief
Week of June 2: Strong pipeline week
Meridian pilot confirmed. 2 new inbound leads from the conference. Q2 OKR at 84%, on track for close...
C-suite brief
3 deals advanced. Top risk: Meridian contract still unsigned. 1 action overdue...
Send team brief
Edit
Revenue forecaster

Where is your business
headed next year?

Every week, your Proxy reads your live pipeline and financial data to generate 6, 12, and 24-month revenue scenarios: low, mid, and high. Updated automatically.

Read-only on your data
Reads your revenue spreadsheet and pipeline tracker. Never writes to them. Stores scenarios in a separate history table.
Revenue forecast, updated Jun 2 Weekly
6 months
12 months
24 months
High
$2.4M
Mid
$1.7M
Low
$1.1M
your Proxy note
Mid scenario assumes Meridian + 2 pending deals close by Aug. High assumes 4 deals close. Pipeline coverage: 1.8x target.
Built for teams

Your leadership team,
finally aligned.

Each person has their own Proxy: their own voice, their own drafts, their own view. But pipeline, actions, and OKRs are shared. Everyone walks into every meeting with the same picture.

Personal + shared
Each user has their own voice, drafts, and personal sections. Pipeline, actions, and OKRs are shared across the team.
Shared pipeline & OKR view
Everyone sees the same deal status, goal progress, and open actions. No more misalignment between weekly syncs.
One weekly update, written once
Your Proxy drafts the team update automatically. Review, edit, send. No one spends Sunday afternoon writing it.
Team dashboard, shared view
A
CEO
5 drafts ready · 3 actions open
R
Director
2 drafts ready · 6 actions open
M
Manager
4 drafts ready · 4 actions open
Shared
12
Open actions
84%
OKR progress
6
Active deals
Safety first

AI writes.
You decide.
Always.

The system is physically incapable of sending without your explicit action. Not a policy. Not a setting. The architecture.

✓
Never sends email automatically
Every draft goes to your review queue. Nothing leaves your mailbox without your approval.
✓
Drafts only. Always.
AI writes, you decide. Edit, approve, or discard any draft. No exceptions.
✓
Runs inside your Microsoft 365 or Google tenant
Your emails, meetings and drafts stay in your own Microsoft 365 / Google Workspace. Your data never leaves your tenant, is never retained on our servers, and is never used to train AI models.
✓
Sign in with M365 or Google
No new passwords. No new accounts. Your Proxy lives inside the tools you already use.
Getting started

Three steps. Live in 15 minutes.

No IT project. No new software to learn. Connects to M365 and Google Workspace you already use.

1
Connect your email
Sign in with Microsoft 365 or Google Workspace. No new passwords, no new apps. Your data stays in your tenant.
→
2
Connect your meeting tool
Krisp, Teams Premium, Zoom, or Granola. Connect your transcript source in one click.
→
3
Go live in minutes
Your first email drafts and action items appear within minutes. Your Proxy learns your voice over the first week.
Pricing

Pricing based on what you actually need.

Pricing is based on your team size and usage — get in touch and we'll work it out together. It costs far less than a Chief of Staff or executive assistant — and makes the one you have far more effective.

✓ M365 & Google Workspace
✓ All meeting notetakers
✓ Cancel anytime
Why we built this

Built inside a real company.
Used every day to run it.

We didn't build your Proxy for a pitch deck. We built it because we needed it ourselves: running a fast-moving company with a small team, too many emails, and not enough hours.

It has been handling our own operations every day. Now we are opening it up to a few teams like yours.

Daily
In production
Not a prototype. Used daily to run real operations before any external user.
100%
Founder-dogfooded
Every feature ships because we needed it ourselves, not because it looked good on a roadmap.
0
Emails sent without approval
The hard rule exists because we live by it too. It is architecture, not a setting.
“

I got back full visibility and control.

Less time buried in your inbox. More time running the business.
FAQ

Questions, answered.

Does it send email on its own?
No — and that's by design. your Proxy drafts; you review and send every time. AI writes, you decide. Always. Zero emails go out without you.
Is my data safe?
Your emails, meetings and drafts stay inside your own Microsoft 365 / Google Workspace tenant. We sign you in with Microsoft — we don't move your mailbox anywhere, never retain it on our servers, and never use it to train AI models. Each person only ever sees their own data.
How is this different from Copilot or Gemini?
Those help you write one email when you ask. your Proxy proactively does the recurring job of a Chief of Staff — drafts your replies, builds your morning brief, writes your follow-ups and updates — without being asked. It's a Chief of Staff, not a writing assistant.
Will it actually sound like me?
Yes. It learns from your sent mail — your tone, your length, your language (English or Greek), your sign-off. The draft reads like you wrote it, and gets sharper the more you use it.
How long does setup take?
About 15 minutes. Three steps: sign in with Microsoft or Google, tell it what to handle, done. No IT project, no migration — it connects to the tools you already use.
What does it cost?
Far less than a Chief of Staff or executive assistant — and it makes the one you have far more effective. Pricing is based on your team size and usage — get in touch and we'll size it together.
Early access program

Your Proxy
is ready.

Connect in 5 minutes. First drafts soon after. Built for operators who move fast and have too much to lose when things slip.

No credit card to start
Cancel anytime
Your data stays in your tenant
We’ll be in touch within one business day.