Creating AI Agents

Objective

Build an AI-powered Executive Office for Consultants House that provides daily management reporting and decision support.

Phase 1

Connect:

* Gmail / Outlook
* Calendar
* Project files
* Proposal tracker
* Receivables tracker

Phase 2

Create business agents for:

* Business Development
* Finance
* Operations
* HR
* Contracts
* Claims & Arbitration

Phase 3

Create an Executive Secretary Agent that consolidates all outputs into a daily briefing.

Required Daily Output

1. Critical Issues
2. Decisions Required
3. Financial Snapshot
4. Project Risk Dashboard
5. New Opportunities
6. Staffing Issues
7. Contract Risks
8. Recommended Actions

Success Criteria

Managing Director receives one executive briefing every morning and no longer needs to manually review multiple systems to identify priorities.