Pamela. An AI chief of staff for management.
Pamela is the AI chief of staff of HandsOn. We treated the management office as a unit of its own and defined for this unit which tasks the AI takes on, what it only proposes and where a person decides. The technology came after that.
- Level
- Business unit
- Unit
- Management office
- Channels
- WhatsApp and web
- Ground rule
- Pamela proposes, a person decides
Many channels. One person keeping track of all of them.
Mail, calendar, CRM, meeting notes and messages all converge on management. Planning, follow-up and upkeep take time every day that is missing in client work.
The goal was a unit that takes on this work reliably and has clear limits while doing so.
Diagnose. Design. Deliver.
- Diagnose
Capture recurring tasks
We recorded which tasks recur in the management office: daily planning, sorting incoming mail, following up on meetings, maintaining the CRM and checking against the company’s goals.
- Design
Roles and decision rights
For each task it is defined whether Pamela acts on its own or only proposes. Mails and tasks from recorded conversations go out only after approval. The company’s goals are the reference for every proposal. Data flows and service providers are documented in the record of processing activities.
- Deliver
Running on our own infrastructure
Pamela runs as a dedicated service on an encrypted server and can be reached via WhatsApp and a web interface. It is connected to Microsoft 365 with mail, calendar and SharePoint, to HubSpot and to a knowledge base built from our own documents.
Delivered on three levels.
Goals as the reference
Pamela reads the company’s goals and orders its proposals by them. Guardrails and data protection are set for the whole company.
The management office
Daily plan, proposals for next steps, follow-up of external meetings as CRM activities, a log of every action.
A workplace with AI
Management works with Pamela every day. Every action can be traced, every approval stays with a person.
Transferable.
We use the same pattern with clients. For the managing director of Pimster, a dedicated chief of staff called Pimsterella has been prepared on the same technology.
