The Perfect RIA Maximizing Productivity with AI and Delegation With Kyle Willis
Mar 5, 2026
Kyle Willis, VP of Growth at Belay and delegation expert, explains blending AI tools with human assistants to boost productivity. He outlines hands-on workflows where AI captures notes and assistants prioritize and follow up. The conversation highlights training, trust-building, phased handoffs, and practical routines that make delegation reliable and scalable.
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AI Enhances Rather Than Replaces Assistants
- AI tools should complement human executive assistants rather than replace them.
- Kyle recommends trying free AI note takers first, then layering a human EA to implement and manage those tools day-to-day.
Let AI Capture Meetings Then Let An EA Execute
- Use an AI note taker in meetings and have your human assistant process the output into calendar invites, tasks, and follow-ups.
- This lets the leader be fully present while the assistant prioritizes and schedules next steps using Google Tasks or Asana.
Onboard Assistants With Joint Note Reviews
- During onboarding, review several AI-generated meeting notes together with your new assistant until they understand your expectations.
- Kyle suggests 30–60 day joint reviews and full handoff by 90 days so assistants escalate only ambiguous items.