The 10 best AI secretary tools in 2027

An AI secretary helps with administrative tasks such as messages, scheduling requests, and follow-up. Choose the tool around the work it must finish.

This guide compares 10 tools for your 2027 plans. Some handle calls. Others handle email and calendars.

AI secretary or AI personal assistant: which job matters?

An AI secretary usually handles repeatable office tasks. An AI personal assistant may also help with research, writing, or planning.

Start with the task that currently falls between systems. A caller may request a visit, but someone still needs to check availability and reply.

Treat that as several separate actions. Capturing a request is not the same as booking a meeting.

Task	Information needed	Proof it worked
Take a message	Name, callback details, reason	Reviewed task in your system
Request a meeting	Date, time zone, participants	Accepted calendar reservation
Send a confirmation	Verified result and destination	Message record and delivery outcome
Change an account	Verified identity and permission	Confirmed change in the source system

Leave account changes outside the first version. Start with intake and approved follow-up.

Ten AI secretary options for different tasks

Compare the tools against the work you need done.

Tool	Best fit	Published focus	Evaluate before choosing
Hail	Calls, texts, and email with shared context	Console or MCP; numbers in 120+ countries	Your follow-up rules and calendar connection
Lindy	Workflows across business applications	An assistant connected to workplace tools	Supported actions and access to each application
Motion	Internal task and calendar planning	Tasks, projects, scheduling, and meeting tools	How it fits your team's planning process
Reclaim	Calendar planning and focus time	Tasks, scheduling links, and calendar sync	Whether the job is calendar planning or customer communication
Zapier Agents	Work across connected business apps	Agents with company knowledge and application actions	Available actions, permissions, and approval controls
Gumloop	Shared agents for internal business workflows	Agents, connectors, and reusable skills	How data access and workflow ownership will work
Google Gemini	Google Workspace teams	Built into Gmail, Meet, and Docs	Which features your plan includes
Microsoft 365 Copilot	Microsoft 365 teams	Built into Outlook, Teams, and Office	Which features your license includes
Martin	Individuals	Text, call, email, or Slack assistant	Test call quality and business use
Fyxer	Gmail and Outlook users	Organizes inbox, drafts replies, takes meeting notes	Whether it handles phone calls

Vendor details were checked in November 2026. Plans change, so confirm each one on the vendor page.

1. Hail: calls, texts, and email for your AI assistant

Hail gives AI agents a phone number and an email inbox. One agent can answer calls, texts, and email, and your AI assistant can read them to prepare follow-up replies.

• Full context. The agent keeps the context of each conversation across email, phone calls, and SMS. People do not repeat themselves.
• Set up your way. Create the agent in the console. Or let your AI assistant do it through MCP, including finding a number and completing the verification paperwork. The API is there too.
• Numbers in 120+ countries.

Best for: teams that want customer calls, texts, and email handled by one AI agent.

See voice, email, and the AI phone agent guide.

See how to set up an AI secretary with Hail

2. Lindy: connected office workflows

Lindy describes an AI assistant that works across connected tools. Its listed roles include inbox, calendar, calls, and bookings.

Best for: teams that want to evaluate a broader assistant across office applications.

Check the exact tools and actions available for your workflow.

3. Motion: task and calendar planning

Motion focuses on work planning, including tasks, projects, calendars, and meeting features.

Best for: teams whose main problem is planning internal work and allocating time.

Evaluate its planning features. This comparison does not assume it replaces your telephone service.

4. Reclaim

Reclaim focuses on calendar scheduling, including tasks, focus time, meeting links, and calendar sync.

Best for: people whose main administrative problem is finding and protecting time.

Evaluate calendar permissions and scheduling rules. Do not treat calendar automation alone as a phone answering service.

5. Zapier Agents

Zapier Agents connects agents to business applications and company knowledge.

Best for: teams whose secretary workflow spans several existing applications.

List each required action before building. Confirm that the chosen app connection supports it.

6. Gumloop

Gumloop provides agents connected to workplace systems, with examples such as account research and ticket triage.

Best for: teams that want shared assistants for research and operational tasks.

Test the actual record lookup and update path. Check human review before any customer-facing action.

7. Google Gemini in Google Workspace

Google Gemini works inside Google Workspace apps. Its page says it summarizes email threads, drafts emails in Gmail, and takes meeting notes in Meet.

Best for: teams that already use Gmail and Google Meet.

Confirm that your plan includes Gemini. Test whether it handles your scheduling and call follow-up.

8. Microsoft 365 Copilot

Microsoft 365 Copilot works inside Word, Excel, PowerPoint, Outlook, and Teams. Its page says it helps people manage email and calendar in the apps they already use.

Best for: teams that already work in Outlook and Teams.

Confirm which Copilot features your Microsoft 365 license includes. Test your own email and meeting tasks.

9. Martin

Martin is a personal AI assistant you reach by text, phone call, email, or Slack. Its page says it manages your calendar, drafts email replies, sends messages, and places and takes phone calls.

Best for: one person who wants an assistant by text and voice.

Place a test call and check how Martin handles a real caller or a booking request.

10. Fyxer

Fyxer connects to Gmail and Outlook, and to Google Calendar, Outlook Calendar, Google Meet, Zoom, and Microsoft Teams. Its page lists an inbox organizer, an email draft writer, a meeting notetaker, and a scheduling assistant.

Best for: professionals who want help inside Gmail or Outlook.

Test the draft replies on your own inbox. Confirm whether it has a phone-call feature, since its page lists none.

Set up an AI secretary yourself

Want to build one? These guides show each step:

• How to create an AI agent, with screenshots
• Appointments template guide
• Inbox template guide

Test the complete secretary workflow

Test the final business result, not only whether the assistant answers.

• The caller changes the requested date halfway through.
• The caller says “next Friday” without a time zone.
• The requested slot is unavailable.
• The calendar service fails before saving.
• The same update arrives twice.
• The recipient address is missing or unclear.
• The booking succeeds but the email fails.
• A staff member can find and fix the incomplete task.

A failed confirmation message must not create another booking. Track booking state and message state separately in your application.

AI secretary FAQ

Is there a free AI secretary?

Sometimes. Some tools offer trials or limited free features. Check current plans and the cost of the specific task.

See Hail pricing for what a Hail agent costs.

Can an AI secretary book appointments?

Sometimes. Some tools book through a calendar connection. Others need your own code. Check each tool.

Can this replace a human secretary?

No. Keep a person responsible for judgment, ambiguous requests, and sensitive changes. Automate one measurable workflow at a time.

Should I start with an AI receptionist instead?

Sometimes. Start with the receptionist if your first task is answering business calls. The AI receptionist guide covers intake and human handover.