219Agency

Custom AI Assistants

An AI Assistant Built Around the Way You Work

Too much to track? We build an assistant that watches the details, brings you what matters, and helps you stay ahead of what comes next.

Book a Discovery CallSee real examples

Each assistant is designed around your actual work, tools, and priorities. Capabilities depend on the tools and data you connect and the setup we agree on.

Morning Brief

Illustrative example

Priority

Earnings call — ACME Holdings

Reports tomorrow 4:00 PM. You hold 3 related positions. Prep notes pulled from the latest 10-K.

Waiting on

Probate client — signed docs

Requested 6 days ago. No reply yet. Suggested follow-up drafted.

Today

2 appointments · 1 deadline

11:00 property walkthrough · 3:00 vendor call · 5:00 filing due.

One next action

Send the ACME prep summary to your inbox before 10:00 AM.

The Problem

Too many sources. Too little time to watch them all.

Your work runs across calendars, inboxes, dashboards, and documents. The thing that matters today is buried in the thing that doesn’t. By the time a change is worth your attention, you’ve already missed the moment to act on it.

A skilled executive assistant solves this for one person. We build the same kind of assistant—tailored to your tools, your data, and the things you actually need watched—so the important changes surface before they become problems.

It monitors, organizes, and briefs. It does not replace your judgment.

Real Examples

Three assistants, built for three different lives

Not feature cards—actual setups. Clients kept anonymous; the details are illustrative of how each assistant works.

Example 01

A family with 40+ stocks

Every holding watched, without watching them yourself.

A family earning roughly $1 million a year from their investments actively holds more than 40 stocks. Keeping up with every position had become difficult on its own.

Their assistant tracks the holdings, monitors relevant company news and important changes, and alerts them when something deserves attention—summarizing why it matters and linking to the source.

Depending on the data sources connected, an assistant like this could also watch earnings dates, company announcements, unusual price movements, dividends, and concentration across related holdings.

Alert

Illustrative example

Unusual move — Northwind Corp

Up 9.2% on heavier volume. You hold it across two accounts. Likely driver: FDA approval reported this morning.

Source: press release

Earnings scheduled — Harbor Industries

Reports in 3 days. You hold 4 related positions. Briefing queued with the last two quarterly summaries.

Source: IR calendar

Dividend declared — Summit Materials

$0.42/share, ex-date in 12 days. Concentration note: this sits in your materials cluster alongside two others.

Source: company filing

Monitoring and decision support only. The assistant does not trade, guarantee returns, or provide professional investment advice.

Today’s Brief

Illustrative example

Appointments

  • 9:00 — Real estate: property walkthrough
  • 1:30 — Probate: client document review
  • 4:00 — Tech: vendor sync

Top priorities

  • → Close probate filing· due Fri
  • → Sign listing agreement· ready

Waiting on

  • Vendor — revised quote (4 days)
  • Probate client — signed docs (6 days)

One next action

Send the probate client a follow-up with the unsigned doc attached.

Example 02

One owner, three businesses

One clear view of what needs attention today.

I was managing a real estate business, a probate business, and a technology company. Appointments lived on different calendars. Client messages and commitments came through different channels. Important follow-ups were easy to lose in the noise.

So I built an assistant to pull the day into focus: appointments, top priorities, deadlines, the people I’m waiting on, and one concrete next action for each priority.

This is the clearest example of the executive-assistant idea— the transformation from scattered inputs to a brief you can act on.

Not every inbox or calendar is connected unless we set it up explicitly. The brief reflects only the sources you choose to connect.

Example 03

A disciplined sports bettor tracking real edge

Automated market research, line movement, and bankroll protection—before the opening whistle.

I built an assistant for a friend who tracks sports markets and trades lines across multiple books. It monitors odds shifts in real time, flags positive expected value (+EV) discrepancies, and alerts him to key injuries before the line adjusts.

When connected to sportsbooks and sharp data feeds, an assistant like this can track Closing Line Value (CLV), flag line-shopping opportunities, and safeguard against emotional unit sizing.

Research and decision support only. It does not place bets, offer financial advice, or guarantee winnings.

Edge & Line Briefing

Illustrative example

Boston @ Philadelphia · NBA · Tonight 7:30 PM

Line movement & +EV alert

+2.4% EV Edge

Market shifted BOS -2.5 ➔ BOS -4.5 after starter ruled out. DraftKings still holding BOS -3.0 (-108).

Bankroll & risk exposure

1.0 Unit max

Nightly allocation at 3.2% of bankroll (target limit: 4.0%). You hold 2 open parlays on this game.

Closing line performance (30 days)

62% beat close

Beating the closing line on 62% of wagers, averaging +1.8 pts CLV across tracked bets.

Compiled from connected odds feeds & tracking logs. For research only—not a prediction or a recommended pick.

What an effective assistant does

The strengths of a skilled executive assistant—turned into clear benefits

Prioritization

Separates the changes that actually need you from the routine noise.

Anticipation

Watches upcoming events and flags what needs preparing before it arrives.

Organization

Brings scattered information from different sources into one useful view.

Briefing

Explains what changed, why it matters, and where the information came from.

Follow-through

Tracks open commitments and prompts the next action so nothing slips.

Discretion

Handles access and sensitive information according to your approved setup.

How it works

A simple process, built around your real work

  1. 01

    Tell us what to watch

    We start with what actually matters to you—the holdings, calendars, commitments, or matchups you can’t afford to lose track of.

  2. 02

    Identify tools and sources

    We map the calendars, inboxes, data feeds, and documents the assistant can connect to, and confirm what access you’re comfortable granting.

  3. 03

    Define what warrants an alert

    Not every change is worth your time. We agree on which changes rise to an alert and which simply inform the next briefing.

  4. 04

    Build and refine

    We build the assistant, run it against real inputs, and refine it until the briefs and alerts are genuinely useful to you.

Let’s talk

What could a custom assistant handle for you?

Book a discovery call and we’ll talk through your work, the sources worth watching, and what an assistant built around your priorities could actually do for you.

Book a Discovery Call