AI agents for Chiefs of Staff

Multiply your executive's impact without multiplying your workload. Triform automates the meeting prep, follow-up tracking and cross-functional coordination that fills your calendar.

Meeting prep and briefings generated automatically
Action items tracked and followed up without manual effort
Strategic initiatives stay on track with automated check-ins

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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

Document Summarization & Extraction

Turn long documents into actionable insights. Extract key information, generate summaries, and route documents based on content.

Trigger

Document Received API

Weekly Management Report

Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.

Shift Handover Summary

Collect notes, open tickets, incidents, and planned work before each shift change. Generate a concise summary for the incoming team.

Industries and company types

Scaleup Enterprise

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.

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