SmartExec
Your AI Chief of Staff

Not just an inbox integration. A state-of-the-art agentic AI executive assistant that reasons about your work, knows your customers, and takes action on your behalf.

What SmartExec can do

you: Check my inbox
Scanning 127 emails from the last 48 hours...

PRIORITY — Action Required (3):
• Apex Construction — Contract amendment needs signature by Friday
• Horizon Logistics — Pricing proposal response requested
• Internal — Board deck review due Thursday

CUSTOMERS (5):
• Apex Construction — Contract amendment attached
• Horizon Logistics — Requesting pricing for Q2 expansion
• Meridian Tech — Meeting confirmation for Tuesday

FOLLOW-UPS NEEDED (4):
• Waiting on legal review from Apex (sent Jan 10)
• No response from Horizon on payment terms (5 days)

Filtered: 112 newsletters, LinkedIn, system notifications

Your inbox, intelligently triaged

SmartExec categorizes every message by sender type and priority, surfacing what matters and filtering what doesn't.

  • Categorizes by sender type: Customer, Prospect, Partner, Vendor, Internal
  • Identifies action-required emails with deadlines
  • Tracks pending follow-ups and response wait times
  • Auto-filters newsletters, social notifications, and automated messages
you: Prep me for my 2pm call with Apex Construction
Generating meeting brief...

═══ MEETING BRIEF: Apex Construction ═══

COMPANY SNAPSHOT
Industry: Construction & Engineering
Relationship: Customer since Oct 2024
Annual Contract Value: $45,000

RECENT ACTIVITY (Last 30 Days)
• Jan 15: Contract amendment sent for signature
• Jan 12: Discussed data residency requirements
• Jan 8: POC completed — 98.2% extraction accuracy

OPEN ITEMS
⚠ Contract amendment awaiting legal review (5 days)
• Implementation timeline: targeting Feb 1 go-live

Brief saved to: /briefs/apex-construction-2026-01-18.pdf

Walk into every meeting prepared

SmartExec synthesizes briefs from email threads, customer profiles, and deal history seconds to minutes.

  • Pulls recent email threads and extracts key points
  • Cross-references customer profile and meeting history
  • Identifies open items and pending commitments
  • Outputs brief as PDF attachment for offline reference (if needed)
you: Reply to Michael confirming Feb 1 go-live
Drafting reply...

═══ DRAFT REPLY ═══
To: Michael Chen <m.chen@apexconstruction.com>
Subject: RE: Implementation Timeline

Hi Michael,

Thanks for the update on the contract review. Good news — we've confirmed Feb 1 as your go-live date.

Our implementation team will reach out this week to schedule onboarding sessions. We'll need about 3 hours total across two sessions.

Let me know if you have any questions.

Best regards,
Alex

[✓ Send] [✎ Edit] [✕ Discard]

Draft, send, schedule — by command

SmartExec takes action on your behalf. Draft replies, send emails, and schedule meetings with natural language requests.

  • Drafts context-aware replies matching your communication style
  • References prior conversation history automatically
  • Shows draft for approval before sending
  • Schedules meetings and creates calendar events
you: Full prep for my Apex Construction meeting
Executing workflow chain...

[1/5] Scanning inbox for Apex Construction...
→ Found 12 emails in last 30 days

[2/5] Loading customer profile...
→ apex-construction/Profile.md

[3/5] Checking calendar history...
→ Last meeting: Jan 8 (POC review)

[4/5] Searching recent news...
→ "Apex wins $12M HDB contract" (Jan 10)

[5/5] Generating meeting brief...

═══ WORKFLOW COMPLETE ═══
Output: /briefs/apex-construction-full-prep.pdf

✓ Company snapshot & relationship summary
✓ Recent email thread highlights
✓ News mentions and industry context
✓ Suggested talking points

One command, complete output

SmartExec chains multiple actions together. A single request triggers inbox scans, profile lookups, web research, and deliverable generation.

  • Chains multiple actions into a single command
  • Scans inbox, loads profiles, searches news automatically
  • Produces consolidated deliverables, not just chat responses
  • Example: "Weekly summary" → scan all customer emails → generate action list
you: Show me my business context
Loading SmartExec context...

═══ BUSINESS CONTEXT STRUCTURE ═══

📁 Customers/
├── Apex-Construction/
│ ├── Profile.md
│ ├── Meeting-Notes.md
│ └── Pitch.md
├── Horizon-Logistics/
├── Meridian-Tech/
└── ... (12 customer folders)

📁 Projects/
├── Regional-Expansion-2026/
└── Q1-Sales-Pipeline/

📁 Templates/
├── email-templates/
└── proposal-templates/

═══ CONTEXT SUMMARY ═══
Active Customers: 12 | Prospects: 8
Total Context Files: 47

Your business, your context

SmartExec knows your customers, projects, and priorities. Responses reference your actual business data, not generic AI templates.

  • Organizes customer profiles, meeting notes, and project files
  • SmartExec references this context when answering questions
  • Responses use your actual data, not generic templates
  • Context stays on your local machine — you control what's shared
you: Generate a procurement report for Apex Construction
Querying GeBIZ... found 89 contracts. Generating report...

═══ PROCUREMENT INTELLIGENCE REPORT ═══
APEX CONSTRUCTION PTE LTD

EXECUTIVE SUMMARY
Apex Construction is a Tier-1 government contractor
with $127.4M in awarded contracts since 2020.
Win rate: 34% | Avg contract: $1.43M

TOP AGENCY RELATIONSHIPS
HDB ............ $67.2M (53%) — 47 contracts
LTA ............ $38.1M (30%) — 28 contracts
BCA ............ $22.1M (17%) — 14 contracts

RISK INDICATORS
● Revenue concentration: 53% from single agency
● 2 contracts flagged for timeline overruns
● Clean compliance record (no debarments)

✓ Full 10-section report saved to PDF
/reports/apex-construction-procurement-2026.pdf

Skills that produce real output

SmartExec comes with built-in document skills and can be extended with custom skills tailored to your business.

Out of the Box

  • /docx — Create and edit Word documents
  • /pptx — Create PowerPoint presentations
  • /pdf — Generate and process PDF files
  • /email-intelligence — Microsoft 365 inbox and calendar
  • /xlsx — Create and edit Excel spreadsheets
  • /skill-creator — Build custom Claude Skills

Custom-Built (Available on Request)

  • /procurement — GeBIZ contract analysis and supplier intelligence
  • /leads — B2B lead generation with LinkedIn enrichment
  • /competitive — Competitor analysis and market positioning
  • /geo-seo — AI visibility and search engine audits
  • and more — custom skills built to your requirements

Explore the Skills Library

Browse available skills that extend SmartExec's capabilities. Or customize one for your needs.

Interface and outputs shown are illustrative and may differ in actual user scenarios. SmartExec's context and capabilities depend on the files and data made available in user's local machine (i.e computer).

Powered by Claude Code

SmartExec is built on Claude Code, Anthropic's agentic AI assistant for complex, multi-step tasks

  • Agentic AI that takes action — Claude Code reasons through tasks, executes code, and operates tools in your environment, not just chat
  • Your business, your context — SmartExec runs as a skill library within Claude Code, with access to your email, calendar, business data (up to your discretion and stored on your local machine), and custom workflows
  • Industry-leading reasoning — Built on Claude's advanced capabilities, trusted by leading technology companies for complex autonomous tasks
  • Natural language interface — Just type what you need. No technical skills required. Works like having a conversation with a capable assistant
Claude Code - AI assistant powering SmartExec

Four steps to unparalleled productivity

One time set up in 1 week. Immediate results. Evolve SmartExec however you want.

1

Connect

Link your Microsoft 365 or Gmail account. One-time OAuth setup — your data stays in your environment.

2

Configure

We set up your business context — who your customers are, your tone preferences, priority signals.

3

Command

Just ask. "Check my inbox." "Prep me for my call." "Generate a report." Natural language, real action.

4

Deliver

Get deliverables — reports, analyses, drafts, data — not just chat responses. Real outputs you can use.

What you'll need

A clear breakdown of what you provide and what we handle.

You

What you provide

  • Claude Code subscription From SGD $30/month billed by Anthropic. Higher plans available if needed.
  • Email account access Microsoft 365 (Outlook) or Google Workspace (Gmail). We support both.
  • 45-minute onboarding call Walk us through your business context, customers, and priorities.
  • Customer/project files (optional) Existing profiles, meeting notes, or templates you want SmartExec to reference.
Us

What we handle

  • Email integration setup Azure AD app registration (Microsoft 365) or Google OAuth configuration (Gmail).
  • Business context configuration Customer folders, email templates, priority signals, tone preferences.
  • Claude Skills installation Built-in Claude Skills (/docx, /pptx, /pdf) plus any custom skills in your package.
  • 4 weeks of support Email and chat support to answer questions, troubleshoot issues, and help you get the most out of SmartExec.

Get started

One-time setup. Lifetime capability. Your AI, your data, your control.

Personal
SGD $5,000 one-time setup
Get Started

What's included

  • Microsoft 365 or Gmail integration
  • Claude Code configuration & folder setup
  • Inbox intelligence & triage
  • Meeting prep briefs
  • Smart actions (draft, send, schedule)
  • Business context configuration:
  • Sender classification & priority signals
  • Tone, style & writing preferences
  • Customer information & project folders etc
  • 4-week support included

Claude Skills included

/email-intelligence /docx /pptx /pdf /xlsx /skill-creator
Need custom skills like procurement intelligence, lead generation, or CRM integrations? These are available as add-ons, priced based on scope and complexity.

FAQs

Do I need technical skills?

While we handle the initial setup and configuration, you will need to become comfortable using Claude Code through either the terminal or a code editor like VS Code. Interacting effectively with the assistant is a skill that develops with practice. You communicate using natural language prompts, but learning how to frame requests and work with the agent's outputs takes time to master.

How long does setup take?

Setup typically takes up to one week. This includes configuring your email provider connection (Microsoft 365 or Gmail), establishing the necessary API permissions, and tailoring the assistant to your business context and preferences.

Which email providers are supported?

SmartExec supports both Microsoft 365 (Outlook, Office 365) and Gmail (Google Workspace). Both providers are fully supported for reading, searching, and sending emails through the assistant.

What is Claude Code?

Claude Code is an AI assistant from Anthropic that can execute scripts, access APIs, and perform autonomous tasks on your computer. It serves as the underlying engine that powers SmartExec. Subscriptions range from approximately SGD$30 to SGD$300 per month depending on your usage tier, and are paid directly to Anthropic rather than to OphieAI.

Where is my data stored?

Your data remains on your local machine. SmartExec runs within Claude Code on your computer and connects directly to your email provider's APIs (Microsoft Graph or Google APIs). OphieAI does not access, transmit, or store your emails or calendar data at any point.

Can it send emails without my approval?

No, not unless you explicitly configure it to do so. By default, the assistant presents a draft for your review and waits for your confirmation before sending any email on your behalf.

What outputs can skills produce?

Skills can generate a variety of outputs including PDF documents (meeting briefs, analysis reports), CSV files (lead lists, data exports), and structured business documents. Examples include procurement intelligence reports, competitor analyses, and customer sentiment summaries.

How is this different from Microsoft Copilot?

Microsoft Copilot assists with individual tasks within Office applications, such as drafting emails or summarizing documents. SmartExec operates as an autonomous agent that executes multi-step workflows independently. It can read your inbox, generate reports, and chain multiple actions together without requiring continuous input from you.

What support is included?

Your purchase includes four weeks of email support with responses typically within two business days. During this period, you can reach out for clarifications, guidance on working with the assistant, and help getting the most from your skills. Minor skill adjustments may be provided on a case-by-case basis for standard usage questions. Custom skill development is not included in this support and is quoted separately.

Can I add custom skills later?

Yes. You can create and add your own skills at any time since SmartExec runs on your local machine and skills are configuration files you control. If you prefer professional assistance, OphieAI can develop custom skills for you at a fee to be discussed based on your specific requirements.

What are the system requirements?

SmartExec requires a Windows or Mac computer with VS Code (or terminal access), an active Claude Code subscription from Anthropic, and administrator access to your email provider account to authorize the necessary API connections. No server infrastructure or cloud hosting is required on your end.

Ready to reclaim your time?

Stop drowning in email. Start leading with context at your fingertips.

Get SmartExec