What We DeliverWe build the private WhatsApp assistant in phases, covering voice and text, approved Gmail and Calendar actions, Drive retrieval, daily planning, and broader agency operations.
A private WhatsApp interface that receives text and voice notes, transcribes speech, and replies.
The founder needs one familiar place to ask for help without switching between business tools or typing out every voice note.
WhatsApp message workflow
Voice-note transcription flow
Conversational reply logic
WhatsApp Business Cloud APIOpenAI API
"The founder sends a voice note in WhatsApp, receives a transcript, and continues the request as a normal conversation."
Searches Gmail, reads threads and attachments, summarizes context, and prepares reply drafts.
Important client context sits across long email threads and attachments, while replies still need careful review before sending.
Gmail search workflow
Thread summary output
Draft and rewrite actions
Send approval step
GmailGoogle Workspace APIsOAuth
"A WhatsApp request finds a client thread, summarizes the exchange, drafts a reply, and waits for approval before sending."
Reads availability, suggests times, and prepares meeting changes with an approval step.
Checking availability and editing meetings takes time, but an incorrect calendar change can affect clients and the agency team.
Availability lookup flow
Meeting action workflow
Calendar approval queue
Google CalendarGoogle Workspace APIsOAuth
"The founder asks WhatsApp for open times next week, selects one, and approves the meeting before Calendar is changed."
Finds Google Drive files, reads and summarizes them, and answers questions about their contents.
Agency information is spread across documents, making it slow to locate the right brief, proposal, or reference during work.
Drive search workflow
Document summary action
File question-answer flow
Google DriveGoogle DocsGoogle Workspace APIsOAuth
"A WhatsApp question locates the relevant Drive file and returns the answer with a concise summary of the source document."
Turns spoken WhatsApp notes into structured documents and action-ready drafts.
Useful ideas arrive as voice notes but still require manual conversion into briefs, minutes, emails, proposals, or campaign outlines.
Meeting minute template
Client brief generator
Action list formatter
Draft content workflows
WhatsApp Business Cloud APIOpenAI APIGoogle Docs
"A post-meeting voice note becomes meeting minutes, an action list, and a client email draft for approval."
Prepares daily briefings, end-of-day summaries, reminders, priorities, and follow-up prompts.
Deadlines, reminders, and outstanding tasks can remain spread across email, calendar, and the founder's working memory.
Daily briefing workflow
End-of-day summary
Priority and reminder rules
Follow-up prompt flow
WhatsApp Business Cloud APIGmailGoogle Calendar
"Each morning, WhatsApp presents key meetings, urgent email context, task priorities, and follow-ups that still need attention."
Adds Phase 2 workflows for research, planning, records, expenses, travel, events, and monitoring.
Proposal, research, CRM, expense, travel, event, and media tasks sit in separate routines that require repeated manual effort.
Phase 2 workflow backlog
Research and planning flows
CRM and Sheets actions
Expense tracking workflow
CRMGoogle SheetsGoogle Workspace APIsREST APIs
"A WhatsApp request can gather journalist research, prepare a PR campaign outline, and place approved updates into the CRM or Sheets."
Coordinates priorities, agendas, deadlines, follow-ups, and summaries across connected tools.
The founder needs a single view of commitments across Gmail, Calendar, Drive, and other tools as the agency grows.
Priority coordination rules
Meeting agenda workflow
Deadline tracking flow
Weekly business summary
GmailGoogle CalendarGoogle DriveGoogle Workspace APIs
"Before a client meeting, the assistant gathers the thread, the calendar event, and Drive files, then prepares an agenda."
