AI-Personal and Business Operating System Workflow Automation Prototype

Open
High Ticket Closing Agency Inc
Toronto, Ontario, Canada
M Ga
Manager
(7)
6
Project
Academic experience
200 hours of work total
Learner
Anywhere
Advanced level

Project scope

Categories
Product management Project management Software development Machine learning Artificial intelligence
Skills
transcribing hubspot crm communication business operating system call recording knowledge management artificial intelligence development scheduling quickbooks (accounting software) algorithms
Details

The AI Personal & Business Operating System (AI-PBOS) aims to revolutionize how individuals manage their business and personal tasks by functioning as an autonomous executive assistant. The project seeks to develop a prototype that leverages AI-driven automation to optimize workflows, schedule and execute daily tasks, track finances, manage communications, and streamline decision-making processes. The primary goal is to reduce administrative burdens and enhance productivity through seamless integration of AI technologies. This project offers learners the opportunity to apply their knowledge in AI development and workflow automation, focusing on creating a practical and scalable solution. The challenge is to design a system that requires minimal manual intervention while ensuring accuracy and efficiency in task management.

Deliverables

The project deliverables include a functional prototype of the AI-PBOS that demonstrates key features such as task scheduling, financial tracking, and communication management. Learners will also provide a comprehensive report detailing the system's architecture, AI algorithms used, and potential scalability. Additionally, a presentation showcasing the prototype's capabilities and benefits will be prepared. The deliverables aim to provide a clear demonstration of the system's potential to streamline operations and enhance productivity.


Project Goals

  1. Develop an AI-powered assistant that manages business, personal, and financial operations.
  2. Automate workflows and decision-making processes to enhance efficiency and reduce manual involvement.
  3. Integrate AI with existing tools (e.g., Google Calendar, HubSpot, QuickBooks, Notion) for seamless execution.
  4. Provide actionable insights through an AI-driven executive dashboard.
  5. Enable long-term scalability and automation for future enhancements.
  6. Enhance learning and knowledge management by organizing reading materials, transcribing calls, and surfacing important insights at optimal times.



Upon completion, AI-PBOS will provide the following benefits:


✅ Fully automated business and personal task management 

✅ AI-powered financial and investment tracking 

✅ Seamless communication and relationship management

✅ Predictive analytics for decision-making and productivity optimization 

✅ AI-managed call recording, transcription, and follow-up emails 

✅ Structured learning & knowledge management system to ensure actionability of insights

✅ A scalable and adaptable AI assistant that evolves over time

Mentorship
Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

About the company

Company
Toronto, Ontario, Canada
2 - 10 employees
It & computing

My company provides consulting and better business development technology to customers so that they can focus on top priority tasks. Developing technology that allows people to stop managing their inbox and updating their CRM allows for more meaningful sales activities and strategic partnerships to be built with people who are actually qualified, in market at the moment and need their services today. We also help them grow their business through digital channels.

In additional we engage in other software projects that help solve industry challenges such as work in SEO optimized blog content, Online Publishing and other projects. By leveraging machine learning, automation, and data analytics, we aim to help entrepreneurs who normally spend hundreds of hours on manual tasks a way to cut this time down so they can focus more on creating and less on research.