Build a read-only assistant that prepares a sourced morning brief, meeting prep, follow-up drafts, a decision log and a weekly review. Nothing is sent, booked, paid or posted until a named person approves it.
What you will be able to do
- Standing instructions you can stand behind: Write and version the agent's instructions: your priorities, VIPs, permitted sources and source tags. They also cover 'not found' instead of guessing, the rule that email and document content is data rather than instructions, and a never list: no payments, postings, transfers, signatures or sends.
- A platform that fits your plan, region and account: Check what your plan, region and work or personal account allow. Pick a first-choice tool and a fallback that is generally available, then set it up with read-only connections and ask-first approvals.
- A morning brief for close: Schedule a weekday brief that tracks close tasks, audit and lender requests, deadlines and suspicious payment or bank-detail requests. Every item carries a source tag, and a 'Could not check' section appears every time.
- Meeting prep and follow-ups held as drafts: Produce prep notes, agendas and follow-up drafts for close, audit-committee and lender meetings. Draft variance-explanation requests that keep measured variances apart from explanations. Nothing goes out until you approve the exact text and recipients.
- A decision log and delegation tracker people confirm: Log accounting judgments and track reconciliations and audit or lender requests. The agent proposes. Only a named person confirms a decision or marks work 'done (verified)'.
- A weekly review and a tested two-week rollout: Run a weekly review, a prompt-injection drill and a monthly permission audit. Score brief precision, source coverage and safety events, then make a go or no-go call on each routine.
Taught at learn.m-a-s-t-e-r.ai: lessons that adapt to your level, an AI tutor you can ask anything, quizzes and flashcards, and a certificate when you finish.
