Features / Exec Assistants
The assistant you were never going to hire.
One watches your inbox and drafts the replies. One reads up on every client before you meet them. Both work from what your business already knows, and neither one does anything a client sees without your say-so.
Every owner does two jobs. One of them is the business.
The other one is keeping up. Four hundred emails a week, half of them needing a real answer. Six meetings tomorrow with clients you last spoke to in March and cannot remember why.
A larger company hires someone for this. You do not have that person, and a salary is not the reason. There is no version of this job that is worth a hire and no version of it that goes away.
So Levitate does it. Your exec assistants work from your client history, your calendar, and years of communication, and they hand you the result. You stay the one who decides.
The inbox stops being the reason you are behind.
Tell it what matters to you and what does not. Renewal questions, referral introductions, anything mentioning a specific product, whatever your version of important looks like. Then tell it what to ignore: newsletters, system alerts, the internal distribution list nobody reads.
From then on it watches your inbox and hands you a brief. Here is what needs you. Here is why it surfaced. Here is a reply, written the way you write, ready to send.
You read it, change what you want, and send. Or you do not. Nothing leaves your account without you.
What you get in a brief
What needs action. The messages that will cost you something if they sit until Friday.
Why it surfaced. Which of your priorities it matched, so you can trust the judgment or correct it.
A reply you can send. Drafted in your voice, from the context of the actual conversation.
It knows what not to answer
When a message shows the signs of a phishing attempt or a fraudulent request, your exec assistant does not draft a reply to it. It flags it and tells you why.
It is yours, not the company's
Every person on your team sets up their own. Your priorities do not become your colleague's, and what matters to the person running new business is not what matters to the person handling service.
You can go back
Every brief is kept. Look at what came in last Tuesday, what was flagged, and what was drafted, and ask follow-up questions about any of it.
Never walk into a client meeting cold again.
You have six meetings tomorrow. Somewhere in Levitate is everything you would want to know before each one: what you last discussed, what is open, what changed, what they told you about their daughter's wedding.
Nobody has forty minutes to go find it. So Meeting Prep does the reading and writes you a brief for every meeting on your calendar.
What is in a brief
Where the relationship stands. A summary of the history, not a list of timestamps.
The facts worth mentioning. The personal details that make a conversation feel like a continuation rather than a restart.
What is open. Opportunities in motion, action items outstanding, anything waiting on somebody.
The tags that matter. How this client is categorized in your own business, which is often the fastest context there is.
On your schedule
Get your briefs the morning of, or the evening before if you would rather prep the night ahead. Weekends are configurable, because a Monday morning brief that arrives Sunday at six is not helpful.
Bring something into the room
Meeting Prep can also build documents to go with the brief, including PDFs, decks, and spreadsheets. Useful when the meeting is a review rather than a catch-up.
The preparation you would do if you had the time, done before you wake up.
Both come with Levitate. No AI tier, no per-seat charge. Ask your Success Specialist to switch them on.
Exec Assistants pair well with:
Two jobs nobody had time for. Handled before you sit down.
Book a demo and we will set one up on your own inbox.“I have agents ask me all the time, 'How do you have time to send out all those individual emails?' They truly believe I'm writing each one myself. We went from four people on marketing to just me, covering seven states, and it still works.”
Mark Trombly, VP, Marketing, Hospitality Insurance Group
Exec Assistants FAQs
Will it send an email without me?
No. Every draft waits for you.
Which email providers work?
Accounts connected through Gmail, Google Workspace, Outlook, or Microsoft 365.
Does my team see my priorities?
No. Each person configures their own.
What if it flags the wrong things?
Adjust your priorities any time. Changes apply to new mail immediately.
Does it read everything in my inbox?
It looks for what matches the priorities you set and filters out what you tell it to ignore. What each AI feature can reach is covered on our AI page.