How to work with Amy + Andrew

Once you connect your calendar and update your preferences, our AI assistants will schedule your meetings with clients, contacts, leads and candidates.  24/7.

Networking coffee

You and Mary reconnected during Adweek. She follows up a week later to chat more about a partnership opportunity.

1A meeting request is made

To:Greg
From:Mary
Coffee?

Hi Greg,

It was nice to meet you during Adweek. Do you have a little time for coffee to continue our conversation? I can swing by somewhere close to your office.

Thanks,
Mary

2You reply and cc: Amy

To:Mary
CcAmy@x.ai
From:Greg
Re: Coffee?

Sure, Mary.

Amy, can you find 30 minutes for coffee at my office?

Cheers,
Greg

3Amy emails with your guest

To:Mary
CcAmy@x.ai
Re: Coffee?

Hi Mary,

Happy to get something on Greg’s calendar.

Does Tuesday, Mar 3 at 11:00 AM PST work? Alternatively, Greg is available Tuesday, Mar 3 at 4:00 PM PST or Tuesday, Mar 10 at 11:00 AM.

Greg’s office is at 77 Geary Street, Suite 500, San Francisco, CA.

Amy

ToAmy@x.ai
From:Mary
Re: Coffee?

Amy,

Mornings are not so good. So 11am slots are out.

4pm I can do.

Thanks,
Mary

To:Mary
FromAmy@x.ai
Re: Coffee?

Hi Mary,

Thanks for letting me know. I’ll send out an invite.

Amy

4Amy sends the meeting invite to both you and your guest

Mary, Greg | Coffee

WhenTue Mar 03, 2018 4:00pm – 4:30pm PST
Where77 Geary Street, #500, San Francisco, CA | Greg’s Office
WhoGreg Morgan Host
Mary Adler Guest
Amy Ingram Assistant to Greg

Candidate screen

You loved the application you got from Steven in response to your job posting for a copywriter. You’ll set up a phone screening to learn more.

1You reach out to schedule, CCing in Andrew

To:Steven
From:Raquel
Cc:andrew@x.ai
Phone interview – let’s schedule!

Hi Steven,

Thank you for applying to our copywriting position – enjoyed reading your application.

Let’s schedule a 30-minute phone call so I can share more about the opportunity.

Andrew, can you find time for us to talk?

Best,
Raquel

2Andrew emails with your candidate

To:Steven
From:Andrew@x.ai
Phone interview – let’s schedule!

Hi Steven,

Happy to get something on Raquel’s calendar.

Does Tuesday, Mar 3 at 11:00 AM EST work? Alternatively, Raquel is available Tuesday, Mar 3 at 4:00 PM EST or Tuesday, Mar 10 at 11:00 AM.

Andrew

To:Andrew@x.ai
From:Steven
Phone interview – let’s schedule!

Hi Andrew,

The sooner the better!  March 3rd at 11AM is great.

Thanks,

Steven

To:Steven
From:Andrew@x.ai
Phone interview – let’s schedule!

Hi Steven,

Thanks for letting me know. I’ll send out an invite.

Andrew

3Andrew sends the meeting invite to both you and your guest

Raquel, Steven | Phone interview

WhenTue Mar 03, 2018 11:00am – 11:30am EST
WhereRaquel to call Steven at (617) 123-4567
WhoRaquel Ledezma Host
Steven Josephs Guest
Andrew Ingram Assistant to Greg

Pitch meeting

Your startup was introduced to the well-known venture capitalist Angela, who wants to learn more about your company.

1

To:Angela
From:Harry
Cc:Amy@x.ai
Overview of CoolStartup

Hi Angela,

So nice to be introduced and thanks for your interest in CoolStartup. Happy to meet at your office to give you our pitch – Amy will find us a time.

Thanks,
Harry

2Amy emails with your contact

To:Angela
From:Andrew@x.ai
Overview of CoolStartup

Hi Angela,

Happy to get something on Harry’s calendar.

Does Tuesday, Mar 3 at 11:00 AM EST work? Alternatively, Harry is available Tuesday, Mar 3 at 4:00 PM EST or Tuesday, Mar 10 at 11:00 AM.

Amy

To:Andrew@x.ai
From:Angela
Overview of CoolStartup

Hi Andrew,

I’m swamped this week – let’s do next Tuesday.

Angela

To:Angela
From:Andrew@x.ai
Overview of CoolStartup

Hi Angela,

Thanks for letting me know. I’ll send out an invite.

Andrew

3Amy sends the meeting invite to both you and your guest

Harry, Angela | Pitch meeting

WhenTue Mar 10, 2018 11:00am – 11:30am EST
Where110 Fifth Avenue, Floor 5, New York, NY 10011 | Angela’s Office
WhoHarry Washington Host
Angela Ku Guest
Amy Ingram Assistant to Harry

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