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Felicitas DowergPartner

Felicitas Dowerg

Partner · Team A · Tuesday, 3 November 2026
10Open items
2Approvals
1Urgent emails
09:00Next appointment

Today (10)

ApprovalRe: Termin für Jahresabschluss · Autowerkstatt Häring GmbH
ApprovalRe: Ihre Rechnung · Elektrotechnik Bohnbach GmbH & Co. KG
2 days overdueQuarterly call Zahnarztpraxis Wirth · Zahnarztpraxis Wirth
2 days overdueApprove fee proposal Autowerkstatt Häring GmbH · Autowerkstatt Häring GmbH
todayQuarterly call Restaurant Vollbrecht GmbH · Restaurant Vollbrecht GmbH
UrgentReview needed: Spedition Klemt GmbH VAT return
06.11.Quarterly call Spedition Thanel GmbH · Spedition Thanel GmbH
13.11.Review and sign annual accounts Café Holsten UG (haftungsbeschränkt) · Café Holsten UG (haftungsbeschränkt)
24.11.Quarterly call Übersetzungsbüro Rust · Übersetzungsbüro Rust
24.11.Review and sign annual accounts Café Holsten UG (haftungsbeschränkt) · Café Holsten UG (haftungsbeschränkt)

Calendar today

TimeWhat
09:00Team A weekly stand-up
16:30Partners: monthly firm review

Quarterly report · Q4 2026

30 / 30Filed on time
0Overdue filings
49Deadlines in 30 days
133Tasks completed

Filings due so far

30 on time0 late0 overdue

Open the full report

Waiting for your approval (2)

Client AI draft from Hellmuth Etzold · To: grete@haering-autowerkstatt.example · Open original
Re: Termin für Jahresabschluss
Client AI draft from Karl Heinz Henschel · To: bartholomaeus@bohnbach-elektrotechnik.example · Open original
Re: Ihre Rechnung

Approved email only goes to the log. Nothing is really sent.

Team workload · Team A

Clients30
Deadlines in 7 days17
Overdue tasks8
Missing documents6
Open approvals6

Team figures only, no rating of individuals.

Clients at risk (2)

Client
Online-Shop Schönland GmbHDocuments missing Deadline soon
Autowerkstatt Häring GmbHDocuments missing Deadline soon

AI budget, 30 days

TeamSpentShare
Team A$1.52 / $2.4363%

At 90 % the team uses the small model only.

Weekly review W44

# Weekly assistant review 2026-W44

Rheinblick Steuerberatung (fictional) · week starting 26 Oct 2026 · prepared by the head model for the partners

Team-level figures only. No individual is ranked or rated.

## At a glance

- 3,105 assistant actions, total model cost $1.03
- Drafts: 480 written, 61% sent unchanged, 32% edited, 7% discarded
- Cost by team: Firm services $0.06, Team A $0.36, Team B $0.61

## Working

- Missing-document reminders: 126 sent (5-day rule), 70% answered within 3 days.
- Learned preferences pay off: across the 7 people with an accepted profile update, drafts needing edits fell from 64% to 22% on average.
- Triage corrected by staff in 6% of emails.

## Not useful

- Newsletter summaries: 94 produced, 5 opened (5%). Recommendation: turn them off.
- Meeting summaries for trainees: 6 produced, 83% discarded. Recommendation: only on request.

## Could be better

- Payroll drafts edited 68% of the time (56 drafts), almost always the salary wording (gross or net, effective date). Template accepted in W43, build pending.
- Team B spends $0.24 on internal meeting summaries with the strong model. Team A moved to the small model in W42 with no drop in summaries shared.

## Bottleneck

- Senior advisers' drafts wait a median 26 h for partner approval (157 drafts); clerks' drafts wait 3.7 h for adviser review.
  Proposal: senior advisers approve routine replies t

Team figures only, no rating of individuals.

Email by priority (6)

SubjectFromTime
UrgentReview needed: Spedition Klemt GmbH VAT returnKarl Heinz Henschel15:38
NormalUrlaubsantrag 22.–24.12.Hellmuth Etzold13:53
NormalUrlaubsantrag 22.–24.12.Andrei Weihmann14:20
NormalUrlaubsantrag 22.–24.12.Rosalie Ritter15:06
NormalFehlende Unterlagen Spedition Thanel GmbHFriedlinde Tintzmann15:19
NormalUrlaubsantrag 22.–24.12.Karl Heinz Henschel15:23

Sorted by Haiku, otherwise by keywords.

My access, how I work and activity

My access

Clientsall clients of the own team (30)
Client payslipsyes
Approvesemails to clients, emails to the tax office
Firm figures and budgetsyes
Delete, money, permissionsblocked for all assistants

Test: open the C030 payslip

How I work

Hours08:00-17:00
Years at the firm14
StyleShort and to the point, decides fast
Morning briefOverview first, details on request
What helpsSeeing only what needs a partner decision each morning
What gets in the wayLong email chains with no conclusion
Draft toneFormal Sie with a clear next step

Visible to me only. Work habits only.

Past weeks

WeekTasks finished
2026-W413
2026-W424
2026-W434
2026-W444

My activity log

ActionDecisionReason
read_emailallowedown mailbox
read_emailallowedauto within client scope
read_emailallowedauto within client scope
list_inboxallowedown mailbox, 6 emails
list_tasksallowedown tasks only
list_inboxallowedown mailbox, 6 emails

The log can't be changed.