Delegate inbox, bookkeeping, and insurance paperwork
A Dots agent cleared routine admin by drafting replies, answering bookkeeper questions, and preparing an insurance form from work documents.
- What they did
- Casey Newton gave his Dot, Kicker, access to work accounts and left it running in the background inside ChatGPT while he kept writing. The agent handled everyday email tasks, including turning down an invitation and drafting a message to a lawyer. It also dealt with questions from the bookkeeper and started an insurance broker form by pulling details from the lease, city websites, and budget files, then asking Newton follow-up questions when needed.
- How it went
- Kicker handled all but two of the broker’s questions. Newton said the agent completed about two hours of admin work with roughly 15 minutes of his own attention, but the trial only lasted a couple of hours.
- Tips
- This kind of setup needs broad access to email and financial records, so it is better to test it first with lower-risk tools like Slack. If a task could send, pay, or submit something, make the agent pause and wait for approval first.
Try it yourself with Dots
Help me with routine executive admin using my accounts and files. First, review my inbox and calendar to: decline [invitation] from [sender], and draft a reply to [lawyer name] about [topic]. Next, answer any questions from [bookkeeper name] by checking [lease], [budget], and any other relevant documents, and show your reasoning for each answer. Then open the [insurance broker] form, gather any needed facts from the same documents and from relevant public city pages, and prepare a complete draft. Before you send any email, submit any form, approve any payment, or delete anything, stop and show me the exact draft or action for approval. Tell me which files and pages you used for each field, and keep going until every task is ready for my sign-off.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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