An AI bot for virtual assistants with too many inboxes
Requests become tasks, tasks get dates, clients get a summary. The bot keeps each client's tools and rules in their own project.
Virtual assistants use BusyBee.Day bots to turn client requests into tasks with due dates, keep a client's ClickUp or Notion in sync, research suppliers, venues or flights, and write a daily summary for each client. Anything that changes a client's account waits for approval, and each client's connections stay in their project.
Tasks virtual assistants hand off
Here is the client's voice note transcript. Turn it into tasks with due dates.
Creates the tasks in the client's project and asks about the one with no date.
Find three venues in Lisbon for 40 people on 12 November with a projector. Price and contact.
Researches the web and writes a comparison table in the task.
Copy this week's completed tasks into the client's ClickUp list.
Asks for your OK, then updates ClickUp and links the items.
Every weekday at 17:00, write the client a summary of what got done and what is waiting on them.
Runs on schedule and leaves the summary ready to send.
What to set up
- One project per client, each with its own connected accounts limited to that project.
- A rule in each project for what never goes out without approval.
- Daily schedules on Pro or above.