Brea for virtual assistants
Brea reads each client's emails, adds their requests to the right ClickUp or Asana list and preps you for every call. Follow-ups and invoice reminders wait for your OK.
A day with Brea
- 8:00 am
Client inbox to tasks
Brea reads new emails from Harbor Dental and Lumen Studio and adds each request to that client's ClickUp list.
- 8:30 am
Morning plan
Brea texts you today's calls and the tasks due across every client.
- 10:00 am
Call prep
An hour before each client call on your calendar, Brea sends who's on it, the last thread and the open Asana tasks.
- 12:00 pm
Call follow-up
You send your notes. Brea drafts the follow-up and adds your action items to Notion.
- 3:00 pm
Slack asks
Brea finds the Slack messages you were tagged in and haven't answered.
- 5:00 pm
Invoice reminders
On Mondays, Brea finds past-due invoices in your sheet and drafts a short reminder to each client.
Things to text Brea
Client inbox to task list
Every weekday at 8, read the new emails from Harbor Dental and Lumen Studio and add each request to that client's ClickUp list with a due date and priority.
Brea turns every ask into a task and puts the urgent ones at the top of each client's list.
Client call prep
An hour before each client call on my calendar, text me who's on it, our last email thread, and the open tasks in their Asana project.
Brea pulls the thread and the tasks together so you walk into every call caught up.
Call follow-up
Here are my notes from today's call with Lumen Studio. Draft a follow-up to Priya with what we agreed and who owns each next step, and add my action items to Notion.
Brea writes the recap for your OK and files your to-dos on the client's page.
Invoice reminder queue
Every Monday, find the invoices in my Google Sheet that are past due and unpaid, and draft a short reminder to each client with the invoice number and amount.
Brea lines up one reminder per client and sends each only after you approve it.
In the apps you already use
Gmail
Reads client emails and drafts follow-ups for your OK.
ClickUp
Adds each client request to the right list with a due date.
Asana
Lists the open tasks in a client's project before a call.
Notion
Keeps your action items and call notes.
Slack
Finds the asks you were tagged in and missed.
Google Calendar
Preps you before each call and finds open times for clients.
What the busywork costs.
- Of the workday goes to chasing status and switching apps
- 58%
- Faster routine writing with an AI assistant
- 40%
How virtual assistants text Brea
Brea acts. You stay in charge.
Brea does the work, but nothing important happens without you. Your agent runs in its own private, isolated workspace.
You approve what matters
Before Brea sends, deletes, shares, or changes a setting, it asks you in iMessage. Reply allow, always, or deny.
Every payment is yours to approve
Brea pays only after you approve the payment in Link by Stripe. Each purchase uses a new one-time card.
Passwords stay out of chat
You save site logins on a secure Brea page, not in a text. They are encrypted, and the AI never sees them.
You control what it remembers
See and delete what Brea remembers about you, or just ask it to forget.
By now your agent could already have started.
Your to-do list, handled. Send Brea a text in iMessage and let it take it from there. Free, with every feature included.