Your personal assistant for your work across leadership teams.
Move between clients with the right context. Sokko prepares briefing packs, checks reported numbers and tracks the commitments that should not slip between meetings.
Your tools. Your context. A little more breathing room.
What could you hand to Sokko?
Pick an example. See the request, the tools, and an illustrative result.
Client briefings
You ask
Prepare a leadership briefing from this client's last meeting and current plan.
Example toolset
- Notion
- Google Sheets
- Google Calendar
The result, with SokkoClient briefings
The hiring decision remains open.
The revised operating plan is ready for discussion.
The briefing lists decisions separately from information-only updates.
Example only. Results depend on your connected tools, information, and permissions.
KPI summaries
You ask
Summarise the client's monthly KPI sheet and mark any incomplete figures.
Example toolset
- Notion
- Google Sheets
- Google Calendar
The result, with SokkoKPI summaries
Revenue is recorded for the full month.
The customer-retention figure is missing its calculation notes.
The summary avoids comparing incomplete periods as if they were equivalent.
Example only. Results depend on your connected tools, information, and permissions.
Cross-client actions
You ask
List my commitments for this week, keeping each client's details separate.
Example toolset
- Notion
- Google Sheets
- Google Calendar
The result, with SokkoCross-client actions
Client A needs the workshop agenda by Wednesday.
Client B is waiting for questions on the operating plan.
Each action links only to that client's authorised workspace.
Example only. Results depend on your connected tools, information, and permissions.
Work with the tools you know.
These tools illustrate the setup. Connect the services you use, add the right skills, and choose what Sokko can access and do.
Explore the integrationsNotion
Approved guidance, project notes, and shared knowledge.
Google Sheets
The records, lists, and reports your team works from.
Google Calendar
Availability, confirmed appointments, and meeting preparation.
Start with one task you know too well.
Connect what you use
Choose the tools and skills for the task. Give Sokko access only to the accounts and files it needs.
Show Sokko how you work
Share your approved information, tone of voice, and rules for when a person should take over.
Start with one real task
Ask in plain language, check the result, and refine the instructions before making it part of your routine.
A few things you might be wondering.
Can it recommend financial decisions?
It can organise source figures and prepare questions. Financial interpretation and decisions remain with the responsible adviser; missing assumptions should be explicit.
What do I need to get started?
A Sokko account, access to the tools involved, and clear instructions for the task. Some workflows need additional skills or configuration. Start with a small task and verify the result.
Do I stay in control of what Sokko does?
You choose the connected accounts, available tools, and permissions. Set review steps for actions such as sending replies or publishing changes, and define when Sokko should hand a task to your team.
Are these connected to a real business?
No. These are illustrative examples with sample information. Your results depend on the sources, tools, and permissions configured for your assistant.