Andrei Weihmann
Partner · Team B · Tuesday, 3 November 2026
8Open items
3Approvals
0Urgent emails
10:30Next appointment
Today (8)
| Check | Check suspicious email M0297: hidden instruction, lookalike sender domain, bank detail change, forwarding request · Autowerkstatt Schenk GmbH |
| Approval | Re: Termin für Jahresabschluss · Physiotherapie Fliegner |
| Approval | Re: Steuererklärung 2025 – Frist? · Bäckerei Kranz GmbH |
| Approval | Re: Post vom Finanzamt · Café Tschentscher UG (haftungsbeschränkt) |
| 2 days overdue | Review and sign annual accounts Zahnarztpraxis Mielcarek · Zahnarztpraxis Mielcarek |
| 2 days overdue | Quarterly call Online-Shop Segebahn GmbH · Online-Shop Segebahn GmbH |
| 04.11. | Approve fee proposal Restaurant Seifert GmbH · Restaurant Seifert GmbH |
| 04.11. | Quarterly call Online-Shop Drewes GmbH · Online-Shop Drewes GmbH |
Calendar today
| Time | What |
|---|---|
| 10:30 | Client call: Softwareentwicklung Weitzel GmbH annual accounts |
| 13:30 | Team B weekly stand-up |
| 16:30 | Partners: monthly firm review |
Quarterly report · Q4 2026
34 / 34Filed on time
0Overdue filings
54Deadlines in 30 days
154Tasks completed
Filings due so far
34 on time0 late0 overdue
Waiting for your approval (3)
Re: Termin für Jahresabschluss
Re: Steuererklärung 2025 – Frist?
Tax office from Gülay Weihmann · To: post@finanzamt-musterstadt.example · Open original
Re: Post vom FinanzamtApproved email only goes to the log. Nothing is really sent.
Team workload · Team B
| Clients | 30 |
| Deadlines in 7 days | 22 |
| Overdue tasks | 6 |
| Missing documents | 8 |
| Open approvals | 7 |
Team figures only, no rating of individuals.
Clients at risk (6)
| Client | |
|---|---|
| Autowerkstatt Schenk GmbH | Suspicious email Deadline soon |
| Online-Shop Hahn GmbH | Documents missing Deadline soon |
| IT-Beratung Zorbach | Documents missing Deadline soon |
| Physiotherapie Metz | Documents missing Deadline soon |
| Café Tschentscher UG (haftungsbeschränkt) | Documents missing Deadline soon |
| Elektrotechnik Wiek GmbH & Co. KG | Documents missing Deadline soon |
AI budget, 30 days
| Team | Spent | Share |
|---|---|---|
| Team B | $2.27 / $2.56 | 89% |
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 (5)
| Subject | From | Time | |
|---|---|---|---|
| Normal | Urlaubsantrag 22.–24.12. | Heinz-Jürgen Heintze | 14:47 |
| Normal | Fehlende Unterlagen Spedition Säuberlich GmbH | Gülay Weihmann | 15:09 |
| Later | Steuer-News KW 45: Änderungen bei der E-Rechnung | newsletter | 16:17 |
| Later | 50% auf Toner!!! | offers | 17:03 |
| Later | Steuer-News KW 45: Änderungen bei der E-Rechnung | newsletter | 17:11 |
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 | 08:30-17:30 |
| Years at the firm | 11 |
| Style | Calm, checks the figures before answering |
| Morning brief | Team and budget summary before 09:00 |
| What helps | Getting tax office letters early, with attachments |
| What gets in the way | Urgency with no stated deadline |
| Draft tone | Formal Sie with exact amounts and dates |
Visible to me only. Work habits only.
Past weeks
| Week | Tasks finished |
|---|---|
| 2026-W41 | 5 |
| 2026-W42 | 5 |
| 2026-W43 | 3 |
| 2026-W44 | 3 |
My activity log
| Action | Decision | Reason |
|---|---|---|
| read_email | allowed | auto within client scope |
| read_email | allowed | own mailbox |
| read_email | allowed | own mailbox |
| list_inbox | allowed | own mailbox, 5 emails |
| list_tasks | allowed | own tasks only |
| list_inbox | allowed | own mailbox, 5 emails |
The log can't be changed.