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Kim

Executive Ops & Documents

Kim holds an enormous amount in her head — from immigration bills to condensing a training manual to CRA logins in a single day. An assistant doesn't replace any of that judgment; it lifts the repetitive load so her expertise goes where only a person can.

5–7 hrs
given back to Kim · 2-day sample
~4h30
on one manual's formatting alone
10+ tasks
the assistant can carry
How her two days sort

Everything on Kim's plate — and where it should go.

The same logged work, sorted into what stays a human decision and what an assistant can carry.

Everything on Kim's plate · July 7–8
Manual formattingTwo inboxesCompliance formsGDOTS onboardingHSA receiptsCross-border formsBill processingVendor adminTax-portal loginsPassword resetsCross-border strategyTeam meetingsSiba reviewsContract review
Stays with Kimjudgment & relationships
Cross-border tax strategyTeam & client meetingsAR / AP review with SibaContract & logistics review
AI-augmentedlifted off her plate
Document formatting 4h30Email triage · 2 inboxes 3h30Compliance & tax forms 1h30Vendor & portal admin 1h15Bill processing 25mPassword resets 15m
Sorted from her own log: the routine goes to the assistant; the judgment stays with Kim.
From her own log · July 7–8

The busywork, task by task.

Drawn directly from Kim's logged activity — and exactly how the assistant would take each one on.

Task (from her log)TimeThe assistant's move
ST PPM manual — reformat, rebuild ToC, page numbers, cut dead pages AI~4h30Rebuilds the table of contents, renumbers and reformats to house standard automatically — she reviews, doesn't retype.
Email across the .ca and .com inboxes AI~3h30Triages, drafts and routes — including auto-forwarding invoices to Siba, which she does by hand today. She approves; it never sends blind.
WA DOR penalty-relief forms AI45mPre-filled from a memory of Tarka's entities and numbers; Kim checks and submits.
GDOTS ACH onboarding · HSA receipts · Trowbridge form AI45mRecurring gov/vendor forms and receipt capture, walked step-by-step from a stored playbook.
Vendor & subscription admin — GoDaddy, Dropbox, Oroville AI45mA tracked register with renewal reminders, so it stops living only in Kim's head.
Tax-portal logins & checks — Alberta, CRA AI30mScheduled checks with change alerts, instead of manual login-and-look.
Cross-border tax meeting & strategy Human30m+Stays Kim's — the assistant only preps the notes and the reference docs.
Meetings & Siba AR/AP review Human~3hStays human — the assistant handles the prep and the write-up around them.

Read across the two days, roughly two-thirds of Kim's logged time is repeatable, low-judgment work — and it never stops arriving. That's the load the assistant carries.

Kim's assistant · Document & Compliance

What the assistant does — and why it's safe.

The document finisher

Rebuilds tables of contents, page numbers and formatting on long manuals to house standard — in a fraction of the time.

From her log: ~4.5 hours on the ST PPM manual across two days.

Two-inbox triage

Sorts, drafts and routes across the .ca and .com accounts, including forwarding invoices to Siba — Kim just approves.

The manual routing she does by hand today.

Recurring-form pre-fill

Penalty-relief, onboarding, HSA and cross-border forms filled from a memory of Tarka's entities and numbers.

Same fields, over and over, across the two days.

One engine, two wins

The same finisher that cleans Kim's manuals is the one that builds curriculum to standard — the back office and the product, served at once.

Everything client-facing still waits for a person.
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