AI agents for Chiefs of Staff
Deja de perder tiempo en trabajo manual.
- Meeting prep and briefings generated automatically
- Action items tracked and followed up without manual effort
- Strategic initiatives stay on track with automated check-ins
Your world today
✕ Preparing briefing docs by pulling information from multiple sources
✕ Tracking action items from meetings and chasing people for updates
✕ Coordinating across departments to push strategic initiatives forward
✕ Handling operational fires that should have been caught earlier
✕ Context switching constantly between strategic and tactical work
How Triform helps AI Agents for Chiefs of Staff
Resumen y extracción de documentos
Convierte documentos largos en información accionable. Extrae información clave, genera resúmenes y enruta documentos según el contenido.
Trigger
Document Received
API
Related
Data & documents 
Google Drive 
Slack 
Notion
Google Drive Slack Notion View use case →
Informe de gestión semanal
Recopila automáticamente KPIs de tus herramientas, compila gráficos y tablas, redacta resúmenes narrativos y envía informes pulidos al liderazgo.
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe 
Gmail
Stripe Gmail View use case →
Resumen de entrega de turno
Recopila notas, tickets abiertos, incidentes y trabajo planificado antes de cada cambio de turno. Genera un resumen conciso para el equipo entrante.
Trigger
Shift End Time
Related
Operations & HR Slack 
Jira
Slack Jira View use case →
Industries and company types
Start with one flow and scale from there
You don't need to automate everything at once. Most Chiefs of Staff start with a single workflow: meeting prep, action item tracking, or initiative status collection. Once that's running, you'll know what to automate next.