Customer enquiries
Sort what arrived, collect the useful context, prepare a reply, and flag anything that needs a person.
- Incoming request understood
- Customer history collected
- Reply ready for approval
- Next action remembered
Start with the work, not the technology
What would you gladly never do manually again?
These examples show the kinds of jobs Principal can prepare, complete, or keep moving. Start with one repeated bottleneck and add more only when the first flow works properly.
What is taking the time?
→
Good first workflowHigh repetition + clear result + safe approval point
The exact steps depend on the connections and permissions available in your business.
Common starting points
Choose a job with a clear before and after.
The strongest first use cases are repetitive, time-consuming, easy to inspect, and valuable even before every system is connected.
Meetings and follow-up
Prepare the brief, capture decisions, assign actions, and turn the conversation into a useful next message.
- Pre-meeting context
- Notes and decisions
- Named action owners
- Follow-up draft
Research and comparison
Find credible options, compare the differences that matter, and produce a short decision-ready recommendation.
- Source-backed findings
- Consistent comparison
- Risks and gaps surfaced
- Clear recommendation
Content and outreach
Turn one business objective into useful drafts, an approval-first sequence, and a simple report of what happened.
- Audience and offer
- Draft content
- Approval before sending
- Response tracking
Proposals and briefs
Collect the requirement, compare the options, prepare the scope, and show the decisions still needed.
- Requirement summary
- Scope and exclusions
- Evidence or examples
- Decision checklist
Owner reporting
Bring together work completed, open risks, usage, and next priorities without asking the team for another update.
- Work completed
- Exceptions and blockers
- Usage and cost signals
- Next-week priorities
GSChoose skills
Marketing, sales and customer service
Add one or more specialist skills for the work that brings customers in, keeps opportunities moving, and helps people well.
Clearer campaignsBetter follow-upConsistent service
Example workflowCampaign to qualified follow-up
BriefAudience, offer, goal, channels, and boundaries
ResearchCustomer needs, competitors, evidence, and open questions
PrepareCampaign plan, drafts, qualification, and reply guidance
Owner approvesClaims, audience, spend, and anything outbound
ReviewResponses, pipeline, service issues, and next actions
DOChoose skills
Projects, finance and operations
Add the skills that turn goals into plans, keep routine work organised, and make costs, records, suppliers, and exceptions easier to see.
Clear ownershipFewer loose endsBetter records
Example workflowNew supplier and delivery plan
ScopeRequirement, owner, dates, budget, and success measure
CollectQuotes, capacity, invoices, dependencies, and constraints
CompareCost, schedule, risk, missing records, and trade-offs
Owner approvesSupplier, spend, committed dates, and scope
TrackMilestones, payments, issues, decisions, and status
SPChoose skills
Real estate, events, design and data
Add focused working methods for property, event planning, brand and design work, or business reporting—while keeping one assistant and one shared business context.
Focused methodsEvidence checkedClear handoffs
Example workflowComplex brief to decision-ready output
StructureListing, event, creative, or reporting requirement
WorkApproved files, sources, records, and constraints
CheckFacts, calculations, fit, risks, and missing evidence
Expert approvesClaims, metrics, brand decisions, and commitments
DeliverShortlist, brief, handoff, report, and next action
Ten specialist skills
Choose what your assistant should be especially good at.
You are not locked into one industry. Choose up to three skills for a demo or Starter plan, up to six for Operator, or all ten with Max. The general business assistant remains underneath every choice.
Marketing
Campaigns, audiences, content, brand, SEO, and measurement.
Sales
Leads, research, follow-up, proposals, pipeline, and forecasts.
Real Estate
Leads, listings, matching, viewings, offers, and checklists.
Finance & Admin
Invoices, receipts, bills, expenses, records, and month-end support.
Project Management
Scope, plans, owners, dates, risks, decisions, and status.
Design & Brand
Creative briefs, brand rules, concepts, review, assets, and handoff.
Customer Service
Triage, helpful drafts, complaints, escalation, and quality review.
Operations
Processes, SOPs, recurring work, suppliers, quality, and incidents.
Data & Reporting
Measures, data quality, trends, reports, and decision briefs.
Event Planning
Briefs, venues, suppliers, quotes, schedules, risks, and follow-up.
Choose the first workflow
A useful first test should answer four questions.
Does it happen often?
Repeated work gives the team enough examples to improve the flow.
Can good work be recognised?
The owner should be able to say whether the result is useful or not.
Is there a safe approval point?
Important actions should have a clear person and a clear stop.
Will it save meaningful time?
Choose a bottleneck worth fixing, not a novelty worth demonstrating.
What is the job everyone keeps putting off?
Describe the current process, the systems involved, and what a good result looks like. We will show where Principal can help now and what needs building.