Epic: AI Administrative Assistant — Proactive Business Operations

[jsirish]

Overview

Build a comprehensive AI Administrative Assistant system for proactive business operations monitoring, communication management, and executive support.

Scope

This epic creates a full-featured admin assistant that monitors communications, manages calendars, tracks business metrics, and provides proactive briefings.

Sub-Tasks

• # Heartbeat Configuration — Regular check-ins every 30-60 min
• # Morning Briefing — Daily 8 AM summary (weather, calendar, tasks, inbox)
• # Midday Check-in — 12 PM status update
• # End-of-Day Summary — 5 PM wrap-up with tomorrow preview
• # Email Monitoring — AgentMail + Gmail integration
• # Calendar Management — Meeting prep, conflict detection, reminders
• # Task Tracking — Teamwork.com integration, overdue alerts
• # CRM Monitoring — HubSpot deals, stale deals, follow-ups
• # AutoPipe Pipeline — Stuck issues, PR reviews, bottleneck alerts
• # Meeting Reminders — 30-min, 15-min alerts with context
• # Urgent Email Alerts — Priority sender detection, immediate notifications
• # Weekly Reports — Monday preview, Friday wrap-up
• # Voice Briefings — TTS for audio briefings (optional)
• # Telegram Notifications — Real-time alerts to phone
• # Dashboard — Admin assistant status webpage

Acceptance Criteria

• Heartbeat runs every 30-60 minutes during business hours
• Morning briefing delivered by 8:05 AM weekdays
• Meeting reminders 30 minutes before each meeting
• Urgent emails alerted within 5 minutes
• Daily task/deal overviews provided
• Pipeline bottlenecks detected and reported
• End-of-day summary with tomorrow preview

Priority

High — Enables proactive administrative support

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Labels: autopipe, epic, admin-assistant, automation