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Automation Squad

Role

AI for Executive Assistants

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Provide high-level administrative support by conducting research, preparing statistical reports, and handling information requests, as well as performing routine administrative functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. May also train and supervise lower-level clerical staff.

Executive Secretaries and Executive Administrative Assistants · O*NET 43-6011.00 · Job Zone 3 · sourced from the U.S. Department of Labor occupation database

Automation coverage

30 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

119 matched to the tools executive secretaries and executive administrative assistants use. Showing 24.

  • Slack

    MCP server

    Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

    Slack

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Airtable MCP or direct API to find, update, create, and organize records and tables through natural language.

    Make (make.com)

  • Airtable

    MCP server

    Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

    Airtable

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Drive MCP or direct API to search files, upload documents, share folders, and manage permissions through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Slack MCP or direct API to send messages, fetch channels, read conversations, and manage users through natural language.

    Make (make.com)

  • Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag re

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dropbox MCP or direct API to upload files, search folders, share links, and manage documents through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.

    Make (make.com)

  • Google Drive

    MCP server

    Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

    Google Drive

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Meet MCP or direct API to schedule meetings, fetch meeting links, update invites, and manage participant lists through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Slides MCP or direct API to create new presentations, update slides, extract content, and collaborate on decks through natural language.

    Make (make.com)

  • LinkedIn

    MCP server

    LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

    LinkedIn

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Linkedin MCP or direct API to search profiles, post updates, manage messages, and analyze connections through natural language.

    Make (make.com)

  • Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Zoom

    App

    Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Zoom MCP or direct API to schedule meetings, manage webinars, fetch recordings, and automate participant invites through natural language.

    Make (make.com)

  • Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

    Acuity Scheduling

  • Make (make.com)

  • Calendbook is a calendar & appointment scheduling solution that includes reminders, rescheduling, availability management, and more.Calendbook allows even free users to get paid for their precious time via stripe

  • Dropbox

    MCP server

    Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

    Dropbox

  • Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Facebook MCP or direct API to post updates, fetch messages, manage comments, and gather page analytics through natural language.

    Make (make.com)

  • GoTo Meeting

    MCP server

    GoTo Meeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.

    GoTo Meeting

  • Make (make.com)

  • Google Docs

    MCP server

    Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

    Google Docs

The tools this job actually uses

89 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Acrobathot
  • Adobe Illustratorhot
  • Adobe InDesignhot
  • Adobe Photoshophot
  • Apple macOShot
  • Cisco Webexhot
  • Facebookhot
  • Google Docshot
  • Google Workspace softwarehot
  • Intuit QuickBookshot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft SharePointhot
  • Microsoft Team Foundation Serverhot
  • Microsoft Visiohot
  • Microsoft Wordhot
  • Oracle PeopleSofthot
  • Oracle Primavera Enterprise Project Portfolio Managementhot
  • SAP Concurhot
  • SAP softwarehot
  • Slackhot
  • Zoomhot
  • Adobe Contribute
  • Aestiva Purchase Order
  • Airtable
  • Apple Keynote
  • Appointment scheduling software
  • Blackbaud The Raiser's Edge
  • Corel WordPerfect Office Suite
  • Database software
  • Dropbox
  • Eko
  • Epicor Vantage ERP
  • Evernote
  • Exact Software Macola ES
  • FileMaker Pro

What this job involves

23 documented tasks, most important first. Showing 23.

  1. Manage and maintain executives' schedules.
  2. Process payroll information.
  3. Make travel arrangements for executives.
  4. Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
  5. Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.
  6. Answer phone calls and direct calls to appropriate parties or take messages.
  7. Prepare responses to correspondence containing routine inquiries.
  8. Open, sort, and distribute incoming correspondence, including faxes and email.
  9. Greet visitors and determine whether they should be given access to specific individuals.
  10. Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.
  11. Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
  12. Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
  13. Interpret administrative and operating policies and procedures for employees.
  14. File and retrieve corporate documents, records, and reports.
  15. Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
  16. Set up and oversee administrative policies and procedures for offices or organizations.
  17. Provide clerical support to other departments.
  18. Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
  19. Compile, transcribe, and distribute minutes of meetings.
  20. Attend meetings to record minutes.
  21. Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.
  22. Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.
  23. Keep track of employees' time.