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Should you hire a virtual assistant? What to hand to AI first

Start with the repeat work a VA would do: inbox, calendar, posts, invoice reminders. Give it to AI agents first. Hire a person for what's left.

  • ๐Ÿ“ฅInbox sorted every morning
  • ๐Ÿ“…Meeting times proposed, focus time kept
  • ๐Ÿ“ฃPosts drafted every week
Start this playbook free โ†’See the steps

๐Ÿ™‹ First 2 weeksNo access until you grant it$10 free, no card

Team chat
I can't afford a VA yet. What can you take off me?
๐Ÿงญ
Chief of Staff
Inbox, calendar, posts and invoice reminders. Let's start with the inbox.
Added to the board
  • ๐ŸงญHand off the inboxNeeds Gmail
  • ๐ŸงญGive your week a shapeStarted
Illustration of the team chat and board.

You need help. A good assistant costs more than you can spend right now, and training one takes weeks.

So hire the team. Get promoted to the one who approves.

๐ŸงญChief of Staff๐Ÿ“ฃMarketing Sidekick๐ŸงพBookkeeper

Your business, on one screen

A few weeks in, this is what you open each morning. Grouped by area, one line per thing. The bold ones need you.

Overview
๐Ÿ™‹Rivera Consulting
Overview
Inbox
Work
Agents

Home

Edit layout+ New
AllOperationsMarketing & LaunchMoney & Admin

Today in Rivera Consulting

Four emails need you, each with a draft. Two posts are ready for this week.

Read the brief

Operations

2 need you
  • ๐ŸงญApprove meeting times for Dana: Tue 2, Thu 3
  • ๐ŸงญDecide: conference sponsorship, $500, due Friday
  • ๐ŸงญInbox sorted: 46 new, 4 need youFor your info

Marketing & Launch

1 needs you
  • ๐Ÿ“ฃReview two posts for this week
Illustration of the Home screen. Bold with a dot means it needs you.

The playbook

You say it. An agent does it. You decide.

  1. 1Day 1๐Ÿงญ

    Hand off the inbox

    Chief of Staff

    โ€œSort my inbox. Tell me what needs me.โ€

    Sorts mail into reply, decide, later and noise. Drafts every reply.

    You: Approve, edit or bin each draft.

    ๐Ÿ“ง Gmail

  2. 2Day 1๐Ÿงญ

    Give your week a shape

    Chief of Staff

    โ€œSet up a weekly rhythm I can actually keep.โ€

    Builds a Monday plan, a midweek check and a Friday close-out.

    You: Pick this week's three priorities.

  3. 3Week 1๐Ÿงญ

    Stop the scheduling ping-pong

    Chief of Staff

    โ€œFind a time with Dana next week. Protect my mornings.โ€

    Proposes times and drafts the confirmation. Defends your focus time.

    You: Approve the time that works.

    ๐Ÿ“… Google Calendar

Inbox ยท Delivered
๐Ÿงญ
Inbox ยท this morning
Chief of Staff ยท 7:30 AM ยท 46 new, 4 need you
Reply
  • Dana: picking a meeting time, draft ready
  • Supplier: price change, draft ready
Decide
  • Conference sponsorship, $500, due Friday
Noise
  • 31 newsletters and promos, skipped
Illustration. Yours is built from your own accounts.
Approvals
  1. 4Week 1๐Ÿ“ฃ

    Keep posting in quiet weeks

    Marketing Sidekick

    โ€œDraft two posts a week from what we did.โ€

    Drafts short posts and keeps a backlog for quiet weeks.

    You: Edit them. You hit publish.

  2. 5Week 2๐Ÿงพ

    Chase invoices on time

    Bookkeeper

    โ€œRemind clients when an invoice is overdue.โ€

    Keeps a ledger of what's owed and drafts polite reminders.

    You: Read each reminder and send.

    ๐Ÿ“ง Gmail

Schedule
  1. Mon๐ŸงญWeek's priorities
  2. Tue๐Ÿ“ฃPosts drafted
  3. Wed๐ŸงญCalendar check
  4. Thu๐Ÿงพ

This exact team, one tap away. Hired in about two minutes.

Hire this team โ†’

What it won't do

Said plainly. Overclaiming is worse than useless.

  • No phone calls or errands. That's still a person.
  • Gmail starts read-only. Emails are drafts you approve.
  • Posts are drafts. You publish them.
  • No account connected? The step waits. Never faked.

Promote yourself to boss.

Hire the solo entrepreneurs team. $10 free, no card. First results land before the tour ends.

Start this playbook free โ†’Meet the full team

Questions

Should I hire a virtual assistant or use AI?

Try AI first for repeat work like inbox, calendar, posts and reminders. Hire a person when you need calls, errands or judgment on the spot.

What should I delegate first?

Whatever you do every week and dread. For most owners that's the inbox, then scheduling, then chasing invoices.

Can it act like an executive assistant?

For the desk work, yes: sorting mail, proposing meeting times, drafting replies. It drafts, you approve. Email never goes out without you by default.

What does it cost?

Start with $10 in free credits, no card. Plans start at $25 a month with credit included.

More playbooks

๐ŸงญHow to run a business alone (without doing every job yourself)Inbox, follow-ups, books and your week. Each owned by an agent. You decide.๐ŸงฉHow to keep track of everything in your business when it's all over the placeCustomers, leads, bills and the day, in one place. Ask it anything.
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๐Ÿ“ฃ
Drafting a post from Tuesday's workshop

Money & Admin

1 needs you
  • ๐ŸงพApprove reminder: invoice #1042, 14 days late
  • ๐ŸงพInvoice ledger: 2 open, 1 overdueFor your info
๐Ÿงญ
Chief of Staff
Waiting for your approval
Email
To
Dana Ruiz
Subject
Coffee next week?

Hi Dana, Tuesday at 2 or Thursday at 3 both work on my end. Pick one and I'll send the invite.

Approve & sendEditReject
Illustration. Sending from your account is a permission you turn on.
Invoice reminders
  • Fri๐ŸงญClose-out
  • Illustration. Set any schedule in plain words.