01 · Core
Core
Your PA, organisational memory, mail, files, tasks and routines working from shared context.
Daily briefMailDriveTasksCalendar
Business operations · Optaro Business · the always‑working PAOne shared picture. Every function on it. Growth without hiring.
Bring the work, knowledge and decisions spread across your organisation into one connected operating platform.
UnderstandShared context
PrioritiseClear next actions
CoordinateConnected workflows
ControlGuided automation
Where it starts
Mail read. The day prepared.
Commitments, deadlines, preparation, risks and what changed since yesterday, each with the evidence it came from.
Focus · 4
Board pack, final reviewApproval
Implementation slippingRisk
Please confirm the datesRequest
Invoice 2041 attachedFinance
PA review · decision
Board pack, final review
Sarah M. to you · 5 messages on this thread
What mattersNeeds your approval before 10:00. No unresolved legal or financial points. A reply is drafted in your tone.
Approve & sendEdit reply
Morning brief
BusinessApprove the board packFrom Sarah M. · Mail · needed before 10:00
ApprovalSign the bank mandateFinance · document extracted, two fields to confirm
DecisionReply to the Riverside ticketSupport · draft ready in your tone
DraftedApproveReview evidenceEvidence attached · 3 sources
The Business platform
Six modules. One operating model.
Begin with the area that creates the most friction. Connect more functions as the shared business context becomes useful.
02 · Finance
Finance
Invoices, cash, obligations and spend signals connected to the decisions they influence.
ExtractionObligationsCash view
03 · Operations
Operations
Delivery, contracts, reviews and recurring workflows kept visible and moving.
ContractsReviewsRoutines
04 · Support
Support
Triage, knowledge and customer signals connected back into the wider business.
TriageKnowledgeSLA
05 · Marketing
Marketing
Pages, campaigns, analytics and attribution tied to the customer journey.
CampaignsAttributionPages
06 · Sales
Sales
Accounts, research, outreach, pipeline and commercial evidence in one view.
AccountsResearchPipeline
Core · what the PA does all day
Mail read. Files filed. Decisions prepared.
Focus · 4
Board pack, final reviewApproval
Implementation slippingRisk
Please confirm the datesRequest
Invoice 2041 attachedFinance
PA review · decision
Board pack, final review
Sarah M. to you · 5 messages on this thread
What mattersNeeds your approval before 10:00. No unresolved legal or financial points. A reply is drafted in your tone.
Approve & sendEdit reply
Every thread triaged into approval, decision, risk or request, with what matters and a reply in your tone.
Finance · extracted from mail
Invoice 2041 · Northgate Facilities
Total£4,860
Due30 Sep
ContractAnnual
ConfirmCost centre
Filed to Finance › Suppliers › Northgate · linked to the September obligations view · 2 fields to confirm
Invoices and contracts extracted from mail, matched to purchase orders and filed where Finance will look for them.
Support · ticket 4471 · Riverside Spa
“Guests in the east wing keep dropping off.”
Linked evidenceAssure: AP‑07 uplink at 100 Mb since 06:40. Recovery playbook eligible.
Drafted reply“We have found the cause on the east wing switch and are correcting it now. You will not need to do anything.”
Send & run playbookEscalate to engineer
Tickets linked to the evidence behind them, so the reply is honest and the fix is already moving.
The Optaro PA
Work keeps moving between meetings.
The PA watches the permitted signals, runs routines, follows commitments and brings evidence to the moment a decision is needed.
ObserveThe systems and events you permit.
SuggestA grounded next step, evidence beside it.
ActWithin the control you grant: observe, propose, act, or run on its own.
01Observe eventsAcross connected business systems.
02Connect the patternTiming, entities and recurring patterns.
03Recommend with evidenceThe next useful action, sourced.
04Measure the outcomeAnd improve the next decision.
Progressive automation
Give the PA control one notch at a time.
Every skill starts in observe. You move it to propose, then act, then auto, per skill, when the evidence has earned it. Every side effect stays gated on the level you set.
ObserveReads, learns, says nothing.
ProposePrepares the action, waits for you.
ActDoes it, tells you, keeps the trail.
AutoRuns the routine on its own.