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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.
Project ID: 40490287
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124 freelancers are bidding on average $464 USD for this job

Hello, I’ve reviewed your project and can build an AI-powered Executive Office system that automates daily reporting and decision support exactly as described. What I will build: Phase 1 – Data Integration Gmail / Outlook sync Calendar integration Project files + proposal tracker Receivables data pipeline Phase 2 – AI Business Agents Business Development Agent Finance Agent Operations Agent HR Agent Contracts Agent Claims & Arbitration Agent Each agent will analyze its domain data and generate structured insights. Phase 3 – Executive Secretary Agent Consolidates all agent outputs Produces one daily executive briefing Daily Report Includes: Critical Issues Decisions Required Financial Snapshot Project Risk Dashboard New Opportunities Staffing Issues Contract Risks Recommended Actions Approach: LLM-based agent system (OpenAI / LangChain or similar) Secure API integrations (Google / Microsoft) Structured data storage + automation pipelines Scheduled daily report generation (email/dashboard) Deliverables: Working AI agent system (backend + integrations) Executive dashboard or email report system Source code + documentation Basic deployment setup Post-delivery bug fix round I can also suggest the best architecture to keep it scalable and cost-efficient before development starts.
$500 USD in 7 days
5.7
5.7

Hi I can build the AI-powered Executive Office for Consultants House to connect communication, calendar, files, proposal tracking, receivables, and management reporting into one daily decision-support system. I have experience with AI agents, LLM orchestration, Gmail/Outlook APIs, calendar integrations, document processing, proposal/finance trackers, dashboards, automation workflows, and secure data pipelines. The main technical challenge is consolidating scattered business data into reliable executive insights without creating noisy or inaccurate AI summaries. I will solve this with structured data connectors, role-specific agents, clear scoring rules, audit-friendly outputs, and a scheduled Executive Secretary Agent that prepares the daily briefing. I can create agents for Business Development, Finance, Operations, HR, Contracts, Claims, and Arbitration, each focused on extracting risks, actions, and decisions from its own data area. The final briefing can include critical issues, required decisions, financial snapshot, project risks, opportunities, staffing concerns, contract risks, and recommended actions. My focus will be a secure, practical AI management layer that reduces manual review and gives the Managing Director a clear morning priority report. Thanks, Hercules
$500 USD in 7 days
5.6
5.6

Hello, I’m Juan Pablo. I build AI‑powered executive systems that consolidate data from multiple tools and generate structured daily briefings, so your project aligns directly with the type of multi‑agent automation frameworks I deliver. I’ve integrated Gmail, Outlook, calendars, project trackers, financial dashboards and document systems into unified AI layers that monitor activity, extract priorities and surface risks automatically. My approach is to connect each data source, normalize events, and create specialized agents for business development, finance, operations, HR, contracts and claims. Each agent produces structured outputs that feed a central Executive Secretary Agent responsible for generating a single morning briefing. The daily report you describe—critical issues, decisions required, financial snapshot, risks, opportunities and recommended actions—is exactly the type of deterministic, rule‑guided AI workflow I’ve built before. I ensure every agent produces consistent JSON, follows business logic and remains override‑safe. If you need someone who can architect the full system, integrate all data sources and deliver a reliable executive briefing engine, I’m ready to take this on.
$700 USD in 5 days
5.0
5.0

Hello! In line with your project's needs, I have successfully implemented similar solutions such as sport data extraction from platforms like FlashScore, automated VISA booking bots, and more. This breadth of experience solidifies my ability to build AI business agents across various departments: Business Development, Finance, Operations, HR, Contracts, Claims & Arbitration; culminating in an effective Executive Secretary Agent. My objective is to provide you - the Managing Director - with one consolidated executive briefing every morning with all crucial information culled from diversified systems. This will save valuable time spent on manually reviewing multiple platforms and promote efficient decision-making. Choose me to work with you on this transformative project and let's create an efficient data-driven future together! Don't hesitate to contact me today; I'm ready to leverage my 13+ years of expertise to tailor an exceptional solution for your company's needs. I am offering not just a finished product but a continued commitment to ensure the success of the Executive Office even beyond its development stage.
$250 USD in 1 day
5.1
5.1

Hi, I can build your AI-powered Executive Office by integrating Gmail/Outlook, calendars, project files, proposal and receivables trackers, then developing specialized business agents for Finance, Operations, HR, Contracts, Claims, and Business Development. The system will consolidate all insights into a daily executive briefing, providing critical issues, financial snapshots, project risks, opportunities, staffing concerns, contract risks, and recommended actions for informed decision-making. Best regards, Shakila Naz
$400 USD in 7 days
4.9
4.9

Hello, this is really an executive decision-support system more than a simple chatbot, and I’ve built production AI workflows that consolidate messy operational inputs into usable daily reporting. The real engineering risk is orchestration across inconsistent source systems and making sure the morning briefing is grounded, prioritized, and trustworthy rather than just well-written. I’ve built several production systems like this where the hard part is separating ingestion, extraction, retrieval, and final synthesis so each layer can be monitored and improved independently. Your phase breakdown makes sense, but the quality of the Executive Secretary Agent will depend on how cleanly Phase 1 normalizes email, calendar, files, and tracker data. The closest match is DocIntel AI for multi-source document ingestion, structured extraction, and grounded summaries, plus Dent-Cloud for operational dashboards and decision-support reporting. I usually structure this as source connectors, normalization/entity resolution, department-specific agent logic, and a final briefing layer with confidence scoring and source traceability. For areas like contracts, claims, and receivables, I’d recommend explicit grounding checks and fallback rules so recommendations do not outrun the underlying data. These systems need to be designed for long-term production use, not just a demo briefing. If useful, I can sketch the agent flow and daily briefing pipeline first. Clifton
$500 USD in 7 days
4.6
4.6

Hi there, I understand you're looking to build an AI executive office that automates daily reporting. Operationally, the system will connect to your core data sources (email, calendar, trackers), where specialized AI agents for functions like Finance and Operations will analyze the data to extract key signals. A master 'Executive Secretary' agent then synthesizes these findings into a single, consolidated briefing for the Managing Director, removing the need to manually check multiple systems. Technical approach: We'll use n8n for workflow orchestration and scheduling. Each business function will be a modular agent built with LangChain, using a model like GPT-4o for analysis and summarization. Secure API connections will handle data ingestion. The output from each agent will be structured (JSON) for the final consolidation step. Core modules: Data ingestion connectors; a suite of specialized analysis agents (BD, Finance, HR, etc.); a signal aggregation engine to collect findings; and a final briefing generation agent that formats the 8-point executive summary. Relevant systems: Automation Lead Generator - 8-Agent AI Pipeline (Internal). This project uses a similar architecture where 8 specialized agents collaborate on a complex workflow, directly paralleling your need for distinct business agents that feed into a central process. Our implementation strategy is to start with Phase 1 data connections, then build and validate one business agent (e.g., Finance) as a proof-of-concept. We would then incrementally add the remaining agents before building the final consolidation layer. I have a few questions to clarify the scope: 1. For the Project files, Proposal tracker, and Receivables tracker, are these in specific platforms like Google Drive/Sheets, a CRM, or accounting software? 2. What specific rules define a 'Critical Issue' or 'Project Risk'? For example, is an invoice overdue by 30+ days always critical? 3. Should the final briefing be fully autonomous, or is a human review/approval step needed before it's sent to the MD? Regards, Rohit
$250 USD in 21 days
4.6
4.6

Hello, I would like to schedule a discussion about your Executive Office project for Consultants House. I have experience connecting multiple business systems to create automated reporting and decision support, including email, calendars, project tracking, and financial data. I understand your goal is for the Managing Director to receive a single daily briefing that highlights critical issues, decisions needed, and other key operational insights. In our meeting, I can go over how we would consolidate the various data sources, structure the AI agents for different departments, and ensure accurate, actionable summaries every morning. This will also give us a chance to define the milestones for each phase, clarify the level of automation required, and confirm the best way to deliver the executive briefing consistently. I am confident we can achieve your objectives while keeping the process reliable and easy to maintain. I will share my portfolio in chat I look forward to hear from you. Thanks Best Regards, Mughira
$500 USD in 7 days
4.0
4.0

Having 5+ years of expertise in AI and automation, I am confident that I can deliver an exceptional executive AI for your firm. My previous projects involve building platforms that automate manual processes while incorporating intelligent workflows, which is precisely what your project requires. Moreover, my proficiency in AI Chatbot and Model Development will ensure the swift development of business agents dedicated to specific tasks like Business Development, Finance, HR etc., as described in Phase 2. Additionally, my specialized knowledge in creating SAAS platforms and dashboards will flawlessly configure all the desired data sources such as Gmail/Outlook, Calendar, Project files etc. This will pave way for the Executive Secretary Agent (Phase 3) to collate the critical issues, decisions required and other relevant briefing points into a single daily briefing as mentioned. Furthermore, my understanding of financial systems and secure payment integration (FinTech), coupled with my ability to handle large datasets(AWS) and create API-driven applications makes me best suited for designing the Financial Snapshot and Contract Risks metrics for your project. My integrated approach ensures better communication & clarity throughout the project; which means smoother collaboration with you, resulting in greater client satisfaction. Let's chat today about bringing your vision to life.
$500 USD in 7 days
3.8
3.8

With over two decades of experience in AI and machine learning, I'm extremely confident in my ability to not only meet but exceed your expectations for this project. My PhD in AI, coupled with my professional experience in academia and technology leadership has equipped me with solid problem-solving skills and a deep understanding of the required technicalities. Throughout my career, I've successfully delivered advanced digital products that are similar to what your project demands. I've built AI-powered voice and chat agents for customer support and automated workflows, analytics platforms for business insights, SaaS applications with role-based systems as well as custom AI tools for data extraction and workflow automation. I also have a strong background in cloud deployment and scalable architecture, which are crucial to ensure efficient performance of an AI-powered suite like the one you're looking to build. Having worked on various API integrations, database design, and system optimization projects, I can assure you a smooth integration between the systems you listed in phase one. In summary, my rich skill set along with a passion to leverage AI's potential, makes me an ideal fit for this project.
$250 USD in 7 days
3.9
3.9

Hi there, I understand you want an AI-powered Executive Office that eliminates manual management reporting by collecting information from multiple systems and delivering a single executive briefing to the Managing Director each morning. I am confident I can build a structured multi-agent solution that achieves this. My approach will begin with integrating Gmail/Outlook, Calendar, project files, proposal trackers, and receivables trackers into a centralized data layer. I will then develop dedicated agents for Business Development, Finance, Operations, HR, Contracts, and Claims & Arbitration. Each agent will monitor its own data sources, identify risks, exceptions, opportunities, and required actions, then pass findings to an Executive Secretary Agent. The Executive Secretary Agent will consolidate all outputs into a daily briefing covering Critical Issues, Decisions Required, Financial Snapshot, Project Risk Dashboard, New Opportunities, Staffing Issues, Contract Risks, and Recommended Actions. Every recommendation will be traceable back to source data for transparency and validation. The solution will use secure API integrations, automated workflows, role-based permissions, audit logs, and frameworks such as LangGraph or AutoGen to ensure scalability and reliability. Are your project, proposal, and receivables trackers currently managed in spreadsheets, ERP software, SharePoint, or another platform? I’m ready to start immediately. Warm Regards, Aneesa.
$250 USD in 2 days
3.2
3.2

Hi, I’m Osama from Virginia. I understand that you need an AI-powered Executive Office for Consultants House that brings Gmail/Outlook, calendar, project files, proposal tracking, and receivables into one daily decision layer. The main priority is to reduce manual review and deliver a clear morning briefing for the Managing Director. I can help build this in a practical, reliable way with strong structure around data flow and agent outputs. I have experience with AI agents, OpenAI API, Python, Node.js, API integrations, and automation workflows. For this project, I would first review the current systems and data sources, then design the intake layer for email, calendar, and business trackers, and connect each source without unnecessary rebuilding. After that, I’d implement the business agents for development, finance, operations, HR, contracts, and claims, then consolidate their outputs into one Executive Secretary Agent. My approach would be: • Review the current requirements and confirm the main acceptance points. • Check the existing structure or prepare the best setup if this is a new build. • Implement the core features step by step with clean, maintainable code. • Test the important user flows, fix issues, and optimize the final experience. • Provide clear updates during development and deliver a proper handover. One question: which system should be the primary source of truth for receivables and proposal tracking? I’m available to start anytime and can work full-t
$285 USD in 2 days
2.7
2.7

Hi, this sounds like a great fit. I've built business automation systems that pull data from multiple sources and turn it into clear daily reports for management. I can connect your email, calendar, project and finance data, then create AI agents that feed a single executive briefing each morning with priorities, risks, opportunities, and actions that need attention.
$250 USD in 3 days
2.2
2.2

Hello! Building an AI executive office system like this is exactly the kind of architecture I specialise in — connecting live data sources to intelligent agents that surface only what matters, when it matters. I'd suggest starting with Phase 1 only — connecting Gmail, Calendar and your trackers — so you can see the system working before committing to the full build. This gives you a solid foundation and a clear picture of what Phases 2 and 3 will require. What systems are you currently using for your proposal tracker and receivables tracker? And is the Managing Director's briefing needed at a specific time each morning?
$300 USD in 4 days
2.4
2.4

Hello, I can build your AI-powered Executive Office platform that integrates Gmail/Outlook, Calendar, project files, proposal tracking, and receivables into a centralized AI decision-support system. The solution will include specialized AI agents for Business Development, Finance, Operations, HR, Contracts, and Claims, along with an Executive Secretary Agent that generates a daily executive briefing covering: • Critical Issues • Decisions Required • Financial Snapshot • Project Risks • New Opportunities • Staffing Issues • Contract Risks • Recommended Actions My focus will be on secure integrations, reliable automation, and actionable executive reporting that eliminates the need to manually review multiple systems. I’d be happy to discuss your current tools and implementation roadmap. Best Regards, Somender Singh
$650 USD in 7 days
2.2
2.2

⭐⭐Jaroslav Caprata - - - - - AI Agents & Full Stack Automation Developer⭐⭐ Hello, your AI Executive Office vision aligns closely with my experience building AI-powered business automation platforms, multi-agent systems, executive dashboards, and workflow orchestration solutions. I have developed AI agents that integrate with Gmail, Outlook, calendars, CRMs, project management tools, financial systems, and document repositories to deliver actionable business intelligence and automated decision support. For your project, I can implement a centralized AI architecture that connects email, calendars, project files, proposal tracking, and receivables data, then deploy specialized agents for Business Development, Finance, Operations, HR, Contracts, and Claims & Arbitration. These agents will continuously analyze information, identify risks, opportunities, pending actions, and key metrics, while the Executive Secretary Agent consolidates all outputs into a concise daily briefing. The platform can provide critical issues, decisions required, financial snapshots, project risk visibility, staffing insights, contract monitoring, and recommended actions through a secure and scalable interface. I am Jaroslav Caprata and would be excited to discuss your data sources, AI stack preferences, and executive reporting requirements in greater detail.
$500 USD in 9 days
1.9
1.9

Hello, I can help you efficiently build your AI-powered Executive Office for Consultants House. Approach: • Simple and straightforward process • Ensuring all agents are properly connected and configured Technologies: • AI Agents, AI Chatbot Development, AI Model Development, AI Text-to-text Extras: • Verification that everything functions correctly after setup • Brief documentation regarding any changes made Timeline: • 1–2 days Goal: To deliver a functional, ready-to-use daily briefing system to you—hassle-free. Ready to get started. Agustin
$500 USD in 5 days
2.0
2.0

I can develop an AI-powered Executive Office tailored for Consultants House to streamline daily management tasks. My experience includes creating AI-driven workflow automation tools that enhance operational efficiency for professional services. I focus on integrating intelligent scheduling, task prioritization, and real-time analytics to ensure smooth executive operations with minimal manual input. Quick question before I suggest an approach: Are you looking for a fully autonomous agent or a system that complements human decision-making?
$250 USD in 7 days
3.5
3.5

Hello, I’m not writing AI proposals. Your plan to build an AI-powered Executive Office that pulls data from Gmail, Calendar, and trackers fits my experience perfectly. I have 6+ years in development with AI Consulting, AI Chatbot Development, AI Model Development, and AI Agents. I use Claude AI tools actively to speed up work. The daily briefing concept for the Managing Director sounds spot on. Hope to hear from you. Regards, Feodosie.
$450 USD in 3 days
1.2
1.2

Hello, Streamlining the daily information flow for the Managing Director will not only save time but also enhance decision-making. I envision creating seamless integrations with Gmail, Outlook, and essential project files to ensure all data is readily accessible. For the second phase, I’d develop specialized agents tailored to different business functions, which will automatically update relevant metrics and insights. Finally, the Executive Secretary Agent will collate this information into a concise daily briefing, allowing for quick diagnostics on critical issues and opportunities. It would help to know if there are specific existing tools or platforms that you prefer for integrations. Best, Joseph
$500 USD in 7 days
1.0
1.0

San Diego, United States
Member since Jun 4, 2026
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