Felicitas Dowerg
Partner · Team A · Tuesday, 3 November 2026
10Open items
2Approvals
1Urgent emails
09:00Next appointment
Today (10)
| Approval | Re: Termin für Jahresabschluss · Autowerkstatt Häring GmbH |
| Approval | Re: Ihre Rechnung · Elektrotechnik Bohnbach GmbH & Co. KG |
| 2 days overdue | Quarterly call Zahnarztpraxis Wirth · Zahnarztpraxis Wirth |
| 2 days overdue | Approve fee proposal Autowerkstatt Häring GmbH · Autowerkstatt Häring GmbH |
| today | Quarterly call Restaurant Vollbrecht GmbH · Restaurant Vollbrecht GmbH |
| Urgent | Review 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
| Time | What |
|---|---|
| 09:00 | Team A weekly stand-up |
| 16:30 | Partners: 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
Waiting for your approval (2)
Re: Termin für Jahresabschluss
Client AI draft from Karl Heinz Henschel · To: bartholomaeus@bohnbach-elektrotechnik.example · Open original
Re: Ihre RechnungApproved email only goes to the log. Nothing is really sent.
Team workload · Team A
| Clients | 30 |
| Deadlines in 7 days | 17 |
| Overdue tasks | 8 |
| Missing documents | 6 |
| Open approvals | 6 |
Team figures only, no rating of individuals.
Clients at risk (2)
| Client | |
|---|---|
| Online-Shop Schönland GmbH | Documents missing Deadline soon |
| Autowerkstatt Häring GmbH | Documents missing Deadline soon |
AI budget, 30 days
| Team | Spent | Share |
|---|---|---|
| Team A | $1.52 / $2.43 | 63% |
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)
| Subject | From | Time | |
|---|---|---|---|
| Urgent | Review needed: Spedition Klemt GmbH VAT return | Karl Heinz Henschel | 15:38 |
| Normal | Urlaubsantrag 22.–24.12. | Hellmuth Etzold | 13:53 |
| Normal | Urlaubsantrag 22.–24.12. | Andrei Weihmann | 14:20 |
| Normal | Urlaubsantrag 22.–24.12. | Rosalie Ritter | 15:06 |
| Normal | Fehlende Unterlagen Spedition Thanel GmbH | Friedlinde Tintzmann | 15:19 |
| Normal | Urlaubsantrag 22.–24.12. | Karl Heinz Henschel | 15:23 |
Sorted by Haiku, otherwise by keywords.
My access, how I work and activity
My access
| Clients | all clients of the own team (30) |
| Client payslips | yes |
| Approves | emails to clients, emails to the tax office |
| Firm figures and budgets | yes |
| Delete, money, permissions | blocked for all assistants |
How I work
| Hours | 08:00-17:00 |
| Years at the firm | 14 |
| Style | Short and to the point, decides fast |
| Morning brief | Overview first, details on request |
| What helps | Seeing only what needs a partner decision each morning |
| What gets in the way | Long email chains with no conclusion |
| Draft tone | Formal Sie with a clear next step |
Visible to me only. Work habits only.
Past weeks
| Week | Tasks finished |
|---|---|
| 2026-W41 | 3 |
| 2026-W42 | 4 |
| 2026-W43 | 4 |
| 2026-W44 | 4 |
My activity log
| Action | Decision | Reason |
|---|---|---|
| read_email | allowed | own mailbox |
| read_email | allowed | auto within client scope |
| read_email | allowed | auto within client scope |
| list_inbox | allowed | own mailbox, 6 emails |
| list_tasks | allowed | own tasks only |
| list_inbox | allowed | own mailbox, 6 emails |
The log can't be changed.