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Business Operations

Jarbis - AI Executive Assistant

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Published on
April 5, 2025

Slack-Native AI Executive Assistant Saves cost of 1+ FTE at Werpa Inc.

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Overview

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We partnered with Werpa Inc. to build a custom AI executive assistant that lives entirely in Slack. It integrates with Gmail, Google Calendar, Notion, and Twenty CRM—while writing in Werpa’s own voice for consistency across all communication. The assistant even generated and posted marketing content aligned with the company’s brand.

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Key outcomes (first 8 weeks):

  • 58% less time spent on inbox triage
  • 3.1× faster meeting scheduling
  • ~1.5 FTE equivalent capacity unlocked

Challenge

  • Executives losing hours each week to inbox triage and manual scheduling
  • CRM updates and contact enrichment inconsistent, causing dropped follow-ups
  • Brand voice varied across Slack and email, requiring rewrites
  • Marketing posts stalled behind higher-priority work
  • Teams forced to context-switch between multiple apps

Solution

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We designed a Slack-first AI assistant triggered by @mentions. It responds in-thread with answers, drafts, or completed tasks—always in Werpa’s tone.

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Key Capabilities:

  • Email Management: Summarizes inboxes, drafts replies, finds threads, applies labels
  • Calendar Integration: Checks availability, creates/updates events, posts confirmations
  • CRM Integration: Creates records, sets reminders, and posts notifications when sign-ups occur
  • Contact Management: Adds/updates Google Contacts dynamically
  • Marketing Support: Generates and posts on-brand content automatically
  • Writing Style Personalization: Every message matches Werpa’s voice

Inbox Management Automation

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Trigger: Real-time monitoring of new emails

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Functions:

  • Dynamic Contact Enrichment: Extracts sender info (name, email, company, role) into Google Contacts
  • Smart Categorization:
    • Billing → summarized in Slack
    • VIP → auto-labeled as priority
    • Internal → tracked for operations

Impact: Faster responses, cleaner inbox, no manual sorting.

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Daily + Weekly Summaries

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Trigger: Every weekday at 6:00 AM EST

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Functions:

  • Collects the day’s meetings from Google Calendar
  • Pulls in relevant CRM data for follow ups and action items
  • Pulls daily to-do and suggestions
  • Sends a concise morning brief to Slack
  • Weekly: Summarizes brainstorm channels with action items and next steps

Impact: Executives get one source of truth without logging into multiple platforms.

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Results & ROI

  • 58% reduction in inbox triage time
  • 3.1× faster meeting scheduling
  • 92–96% correct auto-classification of billing, VIP, and internal emails
  • 1.5 FTE equivalent capacity freed and redirected to growth activities
  • Consistent brand voice across Slack and email
  • 24/7 responsiveness with no training, PTO, or overhead costs
  • Extensible design: new tools and workflows can be added as Werpa scales

Financial Impact:

  • Avoided hiring cost of $50k–$70k/year (executive assistant salary band)
  • Payback period under one quarter
  • Faster follow-ups led to more meetings booked and quicker decision cycles
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