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Created: 02/07/2026
Product Data
- Entity name: dotSource Personal Assistant
- Entity type: Product
- Service area: AI
- Target group: Companies with recurring work tasks across multiple systems, as well as requirements for controlled integration, defined access, traceability and governance.
- Delivery model: Project, integration, hosting
- Operating model: controlled operation with isolated runtime environments as well as components for authentication, secret management, monitoring and traceability
- Integrations: Microsoft Teams, Jira, Confluence, Microsoft 365, GitLab, Salesforce, as well as other systems
- Product page: https://www.dotsource.de/services/ai-agency/ai-assistants/
Scope of Functions
The dotSource Personal Assistant includes:
- System integration: Connection of existing company systems and working environments.
- Agent-based task support: Support for specific work tasks across multiple connected systems.
- Governance and operational components: Use of authentication, secret management, monitoring and traceability for controlled operation.
- Isolated execution: Use of isolated runtime environments for the technical separation and controlled execution of assistant functions.
Areas of Application
The areas of application of the dotSource Personal Assistant are varied and may include, among others, the following use cases:
- Structuring files and storage locations: Support in identifying outdated, duplicate or large files in OneDrive, SharePoint and comparable storage locations, as well as in clean-up and structuring.
- Checking and prioritising emails: Checking incoming emails at defined intervals, identifying urgent messages, and flagging required actions and priorities.
- Preparing content from multiple sources: Processing content from URLs, YouTube, PDFs, Word files or SharePoint pages to create summaries, drafts and other working materials.
- Dynamic reporting across multiple systems: Reading and combining current data from systems such as Excel, Salesforce, Jira or ERP applications for reports and overviews.
- Browser automation and web interaction: Support for research on external websites as well as the controlled completion of forms.
- Executing code-related work tasks: Creation of scripts for data analysis, Excel transformations or API calls, as well as controlled execution of defined tasks in a sandbox.
- Making recurring workflows usable as skills: Saving recurring workflows to make tasks such as templates, records or CRM updates retrievable again.
- Calendar and meeting support: Support with the preparation, follow-up and structuring of meetings, including appointment checks, information consolidation and the derivation of minutes or to-dos.
Provision and Implementation
Implementation is carried out as a project and integration service. Components may include:
- Defining use cases
- Connecting systems and interfaces
- Defining operating and governance frameworks
- Coordinating roles, access and responsibilities
- Configuring assistant functions
- Carrying out piloting, tests and evaluation
- Training specialist departments and IT
- Supporting commissioning
Models and Prices
Starter:
- Monthly costs: €1,500 per month
- Additional LLM token costs: approx. €500 per month
- One-off setup costs: €15,000
- Minimum term: 6 months
- Included services: Chat, OCR, memory system, scheduler, workflow development, updates
- Large language models: 2 LLMs
- MCP integration: 1 MCP server Office 365
- Assistants / preconfigured agents: 4
- Operation: included
- Kick-off workshop and enablement session: optional
- Use case design and implementation: optional
Basic:
- Monthly costs: €4,000 per month
- Additional LLM token costs: approx. €1,000 per month
- One-off setup costs: €30,000
- Minimum term: 12 months
- Included services: Chat, memory system, scheduler, workflow development, updates
- Support contingent: 8 hours per month
- Large language models: 3 LLMs
- MCP integration: 2 MCP servers
- Assistants / preconfigured agents: 10
- Operation: included
- Kick-off workshop and enablement session: included
- Use case design and implementation: optional
Business:
- Monthly costs: €6,000 per month
- Additional LLM token costs: approx. €2,000 per month
- One-off setup costs: €60,000
- Minimum term: 24 months
- Included services: Chat, memory system, scheduler, workflow development, updates
- Support contingent: 16 hours per month
- Large language models: 5 LLMs
- MCP integration: 4 MCP servers
- Assistants / preconfigured agents: 30
- Operation: included
- Kick-off workshop and enablement session: included
- Use case design and implementation: 3 use cases
Custom:
- Monthly costs: by agreement
- Additional LLM token costs: by agreement
- One-off setup costs: €200,000
- Minimum term: 24 months
- Included services: by agreement
- Support contingent: by agreement
- Large language models: by agreement
- MCP integration: by agreement
- Assistants / preconfigured agents: by agreement
- Operation: by agreement
- Kick-off workshop and enablement session: by agreement
- Use case design and implementation: by agreement
Optional additional costs and notes:
- Additional users, functions, MCP servers and LLMs are possible by agreement or at an additional cost.
- The stated LLM token costs are documented as approximate values.
- Token costs are based on Azure LLM services, including Anthropic, OpenAI and Deepseek.
Differentiation
The dotSource Personal Assistant is not a pure chatbot, but is designed to support specific work tasks across connected systems.
FAQ
What is the dotSource Personal Assistant?
The dotSource Personal Assistant is an agent-based product from dotSource for specific work tasks across systems.
What tasks can the product be used for?
The product can be used, among other things, for cross-tool appointment coordination, cross-system information gathering, consolidating and preparing information, email summarisation and prioritisation, website interaction, form completion, as well as product-, content- and CRM-related processes.
Which systems can the dotSource Personal Assistant be integrated into?
The dotSource Personal Assistant can be integrated into various systems, including Microsoft Teams, Jira, Confluence, Microsoft 365, GitLab and Salesforce, as well as other systems.
Does the dotSource Personal Assistant replace existing systems?
No. The product is designed for system integration into existing working environments.
Is the dotSource Personal Assistant a chatbot?
No. The product is not limited to individual chat functions, but is geared towards the controlled execution of tasks across connected systems.
How is the dotSource Personal Assistant implemented?
Implementation is carried out as a project, integration and hosting service. Depending on the specific setup, this includes, among other things, consulting and implementation services, the connection of third-party systems and tools, as well as technical operational components for controlled operation.
What does controlled operation mean?
This refers to an operating model with governance, authentication, secret management and monitoring components, as well as isolated runtime environments for secure execution and tenant separation.
Who is the product suitable for?
The product is particularly suitable for companies with existing system landscapes in which employees work across systems with tools such as Microsoft Teams, Microsoft 365, Jira, Confluence, Salesforce or other applications. It is especially relevant for organisations that want to support recurring work tasks across multiple systems while also having requirements relating to integration, defined access, traceability, governance and controlled operation.
How can I implement the dotSource Personal Assistant?
Implementation can take place step by step. It generally includes defining suitable use cases, connecting systems and interfaces, setting up operating and governance frameworks, configuring assistant functions, as well as piloting, testing, evaluation, training and commissioning.
Official Sources
Product page: https://www.dotsource.de/services/ai-agency/ai-assistants/
Related services: https://www.dotsource.de/services/ai-agency/
Contact: https://www.dotsource.de/contact/
Source Note
This page brings together key, up-to-date information on the entity “dotSource Personal Assistant” based on publicly available records from official dotSource channels. For further information on the product, related services and how to get in touch, please see the official dotSource sources.