Role Library
The initial set of digital employee roles and their core workflows.
Purpose
The role library lets teams deploy specialized digital employees coordinated by a single hub.
Proposed roles
Executive Assistant (EA)
- Inbox triage, drafting, and schedule coordination
- Meeting briefs, agendas, and pre-reads
- Follow-ups, action tracker, and decision log
Project Manager / Program Coordinator
- Translate goals into plans and workbacks
- Dependency tracking and blocker resolution
- Risk flags and weekly status reporting
Customer Support / Helpdesk Agent
- Ticket triage, routing, and first-response drafts
- SLA monitoring and escalation logic
- Knowledge-base updates from recurring issues
Sales Development / Sales Ops
- Lead research and account briefs
- CRM hygiene and follow-up sequences
- Meeting notes to next-step tasks
Finance Assistant
- AP/AR tracking and invoice follow-up
- Budget variance and spend categorization alerts
- Monthly close checklist and evidence bundle
HR / People Ops Coordinator
- Candidate scheduling and communications
- Onboarding checklist and policy acknowledgements
- Training reminders and compliance tracking
Analytics / Insights Analyst
- Weekly KPI snapshots and anomaly detection
- What-changed narratives and decision recommendations
- Insight-to-action task conversion
Marketing Operator
- Campaign intake and workback planning
- Production rhythm and asset coordination
- Performance summaries with stop/start recommendations