PA / Executive Assistant
Reviews authorised correspondence, diary commitments and outstanding tasks. Prepares prioritised briefings, meeting summaries and draft replies for review.
Business use Business owners and busy managers.
Ortonomi agents
Greater capacity.
Clear accountability.
We can configure role-specific agents around your processes and approved information sources. The roles below illustrate potential uses; capabilities and integrations are agreed for each implementation.
Discuss your requirementsClient Relations
Reviews client history, maintains authorised contact records and prepares service check-ins and follow-ups. Flags unanswered enquiries, service issues and opportunities to help existing clients.
Business use Maintaining consistent client communication and enquiry follow-up.
Compliance Advisor
Helps staff find answers in your approved policies and procedures, work through checklists and prepare draft documents. Flags gaps and questions that need a competent person's review.
Business use Giving teams consistent guidance and reducing routine compliance administration.
Bookings Coordinator
Coordinates availability, drafts booking confirmations and updates schedules once arrangements are agreed. Tracks changes and flags clashes or missing details.
Business use Consultancy visits, appointments and teams working across several locations.
Social Media Manager
Plans content, drafts posts and adapts them for different channels. Can prepare an approved publishing schedule and summarise engagement when connected to your accounts.
Business use Maintaining a consistent publishing schedule and brand voice.
Digital Marketing Manager
Reviews website and campaign data, identifies where enquiries are coming from and suggests improvements to content, SEO and advertising. Prepares reports and flags changes for approval.
Business use Evaluating campaign performance and informing marketing expenditure.
Audit and Reporting
Organises notes, photographs and findings into your reporting templates. Drafts clear findings and proposed actions, highlighting missing evidence for the reviewer.
Business use Producing consistent draft reports from inspection evidence.
Operations
Tracks agreed actions across projects, meetings and teams. Reminds owners about deadlines, highlights delays and prepares a clear progress summary.
Business use Monitoring delivery commitments, ownership and overdue actions.
Finance Administration
Organises invoices and expense information, tracks payment status and drafts payment reminders. Highlights discrepancies for your accounts team to check.
Business use Reducing repetitive accounts administration and keeping overdue payments visible.
Company Knowledge Assistant
Searches your approved documents and helps staff find the right information, with links back to its sources. Flags questions it cannot answer from the material available.
Business use Staff onboarding and everyday questions about your processes and services.
Built around your business
Define the role your organisation needs.
We will review the process, define the agent's remit and agree access, approval and escalation requirements. External communications, system changes and sensitive decisions should be scoped explicitly before activation.