Digital Employees · Department
Executive Office Digital Employees
Eight planned Digital Employees that brief leaders, keep goals measurable, prepare board material and protect executive time. They advise and draft; executives decide.
Executive Office Digital Employees are designed to support founders, CEOs, CFOs and leadership teams. They prepare daily and weekly briefings, break goals into draft plans, research strategy options, assemble board and investor packs, keep a decision journal and guard the executive calendar.
Most of these roles are executive agents. They advise; they do not run business Actions directly. Their autonomy ceiling is A2 or A3 and their risk ceiling is low (R0 to R2): they create tasks, drafts, briefs and calendar changes, never payments, contracts or external commitments. Every one reports to a named human executive who owns its work.
How they work
- They read from Goals & Autopilot, Decision Engine, Research, Forecast & Simulation, BI Studio and FP&A, so a brief is built from the same governed data the team uses.
- Every recommendation comes with evidence and a confidence level. The executive accepts, edits or rejects it.
- Like every Digital Employee, each hire starts in shadow mode and earns autonomy skill by skill.
Cost and return
Rent, AI usage and the executive's review time are recorded in the Investment & ROI Ledger. Results are tracked as KPIs such as brief usefulness ratings, follow-ups closed on time and forecast error, measured against your previous process.
Planned waves: W2 for the OKR Coach and Executive Scheduler, W3 to W5 for the rest.
8 Executive Office roles
| Role | Mission | Autonomy | Max risk | Wave |
|---|---|---|---|---|
| AI Chief of Staff | Keep executives informed and the goal system coherent | A2 | R1 | W3 |
| AI Strategy Analyst | Produce strategy options with evidence | A2 | R0 | W3 |
| AI CFO Assistant | Give the CFO a continuous financial picture | A2 | R1 | W3 |
| AI Board & Investor Relations Assistant | Prepare board and investor materials | A2 | R1 | W4 |
| AI OKR Coach | Keep goals measurable and on track | A3 | R2 | W2 |
| AI Decision Journal Keeper | Record decisions and later outcomes | A3 | R1 | W3 |
| AI Corporate Development Analyst | Screen partnership/M&A targets | A2 | R0 | W5 |
| AI Executive Scheduler | Protect executive time | A3 | R2 | W2 |
Autonomy A0 (suggest only) to A4 (act within policy). Risk tiers R0–R4; anything above a role's ceiling waits for a person. See the glossary →
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