Case Study
We built a Chief of Staff agent for a real estate investor.
100+ daily texts and dozens of emails across multiple inboxes, synthesized into one morning briefing - live in one week.
1 week
kickoff to first live briefing
100+ texts/day
synthesized into one place
Zero auto-sends
agent drafts, client decides
The Client
A real estate investor hyper-focused on the Southeast, managing multiple entities, dozens of tenants, and HNW investor relationships alongside an active deal pipeline. Smart operator, deep market knowledge, genuinely busy.
The Problem
He was getting over 100 text messages a day, along with dozens of relevant emails across multiple inboxes. Time spent on coordination was becoming a bottleneck - communications coming in from too many directions, and none of it was being synthesized anywhere.
The status quo quickly became a missed opportunity, or an expense. A contact goes quiet and no one flags it. A stale thread slips into the pile. Key context gets buried in a firehose of incoming texts. The problem wasn't effort - it was the absence of synthesis.
What We Built
A Chief of Staff agent that works all day and night, no days off.
Morning briefing via Telegram - Before he starts his day, a briefing arrives. Flagged emails by entity and urgency. Calendar context - not just a list of meetings but who he's talking to and what matters going into the conversation. Stale threads he hasn't responded to. Key texts surfaced from the firehose. All of it in one place, in his voice.
Draft outreach with one-tap approval - When a contact goes quiet, the agent flags it and has a draft ready to approve. Nothing sends without him. The agent drafts, he decides.
The agent is designed to reduce the cognitive load of staying on top of everything, not to act on his behalf.
The Key Constraint
Nothing sends without his approval. This was non-negotiable from day one. The agent is designed to reduce the cognitive load of staying on top of everything - not to act on his behalf. Every draft is a proposal. He decides what goes out.
What's Next
The first phase is live. The roadmap from here:
Living knowledge base - Years of deal history and files in Google Drive turned into structured context the agent can reason from
Compounding intelligence - The COS agent gets smarter the longer it runs. Every deal memo, contact note, and prior negotiation becomes context it can surface when relevant
Managing more than one person can reasonably track?
Tell us what's falling through the cracks. We'll scope a Chief of Staff agent for your operation and have it running in a week.
Book a Kickoff Call