What does a Team PA do?
- Brings together updates, tasks, documents, and action items from all your key tools and channels—no more manual tracking or context switching.
- Surfaces the most relevant information for your team at the right time.
- Proactively generates meeting agendas based on activity and context.
- Keeps systems in sync by letting you push or update tasks and documents across platforms.
- Flags blockers, dependencies, and risks before they slow your team down.
How does the Team PA deliver this information?
The PA powers your team dashboard, surfacing information through a set of specialized widgets. Each widget has a unique role, designed to reduce overhead and empower your team:Widget-by-Widget Breakdown
Daily Summary- What it does: Presents a personalized, role-specific snapshot of the day’s top activities, unresolved blockers, achievements, and actionable nudges.
- How it helps: Ensures you start every day focused on what matters most, surfacing the most urgent updates and activities.
- What it does: Offers a real-time overview of all team goals and active projects, with clear status indicators (on track, at risk, needs attention) and progress bars.
- How it helps: Lets you drill into any goal or project for deeper context, quickly spot risks or blockers, and keeps everyone aligned on priorities.
- What it does: Lists all scheduled meetings, with proactively generated agendas crafted from recent standup notes, Slack conversations, or open action items.
- How it helps: Ensures every meeting is actionable and focused, with clear objectives and linked tasks or goals for seamless follow-up.
- What it does: Surfaces action items from anywhere—standups, Slack, email, or meetings. Tasks can be synchronized instantly into project management and development tools, like Jira, Linear, or GitHub.
- How it helps: Eliminates busywork and duplicate entry, keeps all systems updated in real time, and ensures nothing falls through the cracks.
- What it does: Proactively creates and surfaces document drafts triggered by meetings, conversations, or standups (like API specs, PRDs, or technical docs). Allows you to iterate further and sync the latest version to Notion, Confluence, or other knowledge bases.
- How it helps: Ensures everyone is working from the latest version, reduces manual file management, and makes knowledge accessible to all.
- What it does: Provides concise summaries and highlights from recent meetings. Each report links directly to relevant follow-up tasks or documents and is transparently sourced.
- How it helps: Makes next steps clear and traceable, so decisions and follow-ups are never lost.
- What it does: Chronologically lists upcoming deadlines and key deliverables, with status and risk indicators for each.
- How it helps: Ensures you never miss a critical deadline and can quickly address anything at risk by diving into related projects or tasks.
- What it does: Surfaces trends, blockers, team health signals, and analytics, all transparently backed by their source (e.g., surveys, project updates, system analytics).
- How it helps: Enables proactive, data-driven decisions and gives you real-time visibility on team health and workflow trends.
Always-on, always accessible: Your Team PA is always available as a chat on the right side of your workspace. You can ask questions, request updates, or collaborate in real time—making the PA an ever-present partner in your team’s success.
What’s Next?
Now that you understand how Team Personal Assistants orchestrate your team’s workflow, let’s explore how you can extend their capabilities with specialized Sub-Assistants that automate specific tasks and workflows.Discover Sub-Assistants
Learn how to create and use specialized assistants for automating specific workflows