In a busy week, your commitments are scattered everywhere: a promise made in an email, a to-do item mentioned on a call, a request from a client in a message.
With information coming from so many directions, it's easy for important action items to slip through the cracks, potentially stalling deals or straining relationships.
This is why Klipy includes an AI Executive Secretary. It acts as your personal safety net, intelligently monitoring your communications to find potential follow-ups and present them to you in the "Today's game plan" widget.
But how does it know what to look for?
Your AI Executive Secretary is trained to understand the intent behind human conversation, allowing it to identify key moments of commitment.
Finding Actions Across All Your Channels
Work conversations aren't neat; they jump between different apps and platforms. Klipy is built for this reality. Your AI Executive Secretary connects the dots by reviewing your communications across all your integrated channels, including:
Emails
Call Transcripts
Connected Messaging Apps
By looking at these sources together, Klipy understands the full story. It sees that an action item from yesterday's call is connected to the email thread from last week.
This allows it to give you a single, reliable list of what you need to do, with the context you need to act.
The Three Types of Commitments Klipy Finds
Your AI Executive Secretary is specifically trained to recognize patterns that suggest a task needs to be tracked. It primarily looks for three kinds of opportunities:
1. Promises You Have Made
These are instances where you have committed to a future action. The AI recognizes your intent to deliver something to a contact.
Example: "I will send you the updated proposal by the end of the day."
Example: "Confirmed. I'll check with our finance team and get back to you."
2. Requests Made by Them
These are phrases where a contact is asking you to do something. The AI flags these as pending items that likely require your attention.
Example: "Could you please send over the presentation from this morning's meeting?"
Example: "Circling back on this—can you confirm if the invoice was approved?"
3. Contextual Follow-ups
These are the subtle but crucial opportunities that are easiest to forget. The AI understands context and timing, allowing it to catch items that aren't direct promises or requests.
Example: "I'll be out of office until next Monday, but let's discuss when I am back."
Klipy's Insight: The AI understands this is a future commitment and will suggest you "Check back in after OOO next Monday."
Your AI Gets Smarter and Your Privacy is Protected
Your AI Executive Secretary is designed to be your partner, and it learns from your feedback. When you manage suggestions in your "Today's game plan," you're not just clearing a list; you're teaching the AI what's important to you.
Clicking Already done or Discard on a suggestion helps the AI fine-tune its understanding for the future, making its suggestions even more relevant over time.
This entire process is automated and built with your privacy as the top priority. Your AI Executive Secretary is focused only on identifying these specific commitment patterns to help you stay organized.
By understanding the language of your business across all your channels, Klipy turns your scattered conversations into a structured action plan, ensuring you never drop the ball.
Next Steps: