Your owner inbox stops running the practice.
The Executive Assistant keeps the founder out of triage mode by owning inbox priority, calendar friction, meeting prep, and the weekly operating brief.
What it owns.
The lane is intentionally narrow: reduce owner drag without letting an agent make judgment calls it should not make.
Daily work
- Sorts owner inbox into answer, delegate, schedule, archive, or escalate.
- Prepares meeting briefs from calendar context, files, and recent threads.
- Routes staff requests to the right owner, operator, or agent lane.
- Drafts responses in the owner's tone for review or send rules.
Weekly output
- Friday owner brief with what moved, what stalled, and what needs a call.
- Decision queue with evidence and recommended next actions.
- Calendar friction report: recurring bottlenecks, no-shows, reschedules.
- Open-loop ledger so nothing lives only in the founder's memory.
Access required
- Google Workspace, calendar, Drive, and approved inbox labels.
- Practice SOPs, service menu, staff directory, and escalation rules.
- Owner preferences for tone, response timing, and approval thresholds.
Human escalation
- Patient-sensitive context, staff conflict, vendor negotiation, or clinical priority.
- Any decision that changes schedule, spend, patient promise, or owner reputation.
- Any thread where the agent is missing context or confidence.
Example workflows.
These are the kinds of jobs the lane runs after the audit defines permissions and escalation rules.
Inbox triage
Classifies messages, drafts responses, flags revenue-sensitive or patient-sensitive threads, and leaves a clean owner queue.
Meeting prep
Builds a short prep note before consults, vendor calls, team meetings, and partner conversations.
Weekly brief
Turns agent events, decisions, and operator notes into a concise Friday summary the owner can read in minutes.
Want this lane inside your practice?
The audit names what the Executive Assistant should own, what should stay human, and what access is required before anything runs.
Audit this lane →