Category: Customer Success

How to use an AI assistant for important meetings

Recently, an entrepreneur asked me whether I thought investors would be put off by an early-stage startup founder arranging meetings through an AI assistant like Amy or Andrew. He worried that some investors might be soured by having to reconcile the contradictory image of someone seeking money while simultaneously employing an executive assistant. That’s a…
Customer Success, Meeting Scheduling

How to: Customize meeting titles from your AI assistants

What’s in a name? A ton of data. Your AI assistants Amy and Andrew automatically title the meetings they set up for you to give you as much information as possible at a glance. They extract key data from the meeting (Guest name, number of participants, meeting type, etc.) and put it in the title.…
Customer Success

How to: Have your AI assistant add notes to a meeting

It happens, we all forget things. You’re the last one out of the office, and you can’t remember if you locked the door behind you. Or you have a colleague visiting, and you need to remind them to use the entrance on Broadway rather than John Street. Maybe you left off the meeting agenda, and…
Customer Success

How to: Have your AI assistant add a reminder to your own calendar

Running a proper calendar means making sure to note all events on it, whether these are meetings, appointments or even time you’ve blocked out to finish a particular project. Amy and Andrew excel at scheduling meetings. They’re also quite capable of other calendar management tasks. For instance, they can insert reminders for events that have…
Customer Success

How to: Signal to your AI Assistant who’s who in a meeting

Too many people in a meeting. Too many cooks in the kitchen. Too much of a good thing.  If you’re trying to complete a specific task or make a decision, five is generally the maximum number of people who can meaningfully participate in a meeting. Being the thorough and attentive assistants that they are, Amy…
Customer Success

How to: Have your AI Assistant cancel or reschedule a meeting

Sh*t happens, plans change, that’s just life. Fortunately, we designed Amy and Andrew to be quite adaptable, like any good human assistant.  If you decide you don’t need that Thursday budget conference call or if you get stuck in traffic and need to move your morning standing meeting, Amy and Andrew can easily adjust your…
Customer Success

How to: Tell your AI assistant about commute time

Busy schedule? Do you have to take three trains to get to your 10AM demo downtown? Meeting up for coffee in the Mission at 11AM, and you can just make it if you hop on your bike RIGHT NOW? Know that you’ll need an hour to get from your office to that 6PM dinner event…
Customer Success

How to: Onboard your AI assistant

Do you remember your first day at work at your very first job? Awkward? Nerve-wracking? Possibly a bit overwhelming as you contemplate how much you need to learn to contribute meaningfully? No new hire magically knows what to do or how to do it. They need to learn everything from the most basic aspects of…
Customer Success