Meet Charlie, Your New Personal Assistant

charlie personal assistant

What if I could tell you that the morning of your interview, you had a full report of all the company links, latest news, and insight into the hiring manager? As an added bonus, the report comes with three talking points to initiate the conversation.

Now what if I told you this exists for FREE and is being built right here in Chicago?

Let me introduce you to Charlie, your new personal assistant. He’s an app, he delivers a full report to your inbox, and while he can’t grab your coffee, he can offer you those four words of encouragement, “Go get ’em tiger.”

Meeting Prep:

Prepping for an interview or for a business pitch is a lot of work, but it’s worth it.


A) People like it when you talk about them.

B) It’s easier to connect when you have something to talk about (besides the event or current situation you are in).

C) It shows that you are interested.

Think about how you feel when someone tweets you and says, “Your post was amazing. I would love to hear more about your project.” or  “I will see you at the event tonight. I see that you are expanding outreach on Pinterest. Would love to discuss.”

There’s nothing that feels better than being noticed, especially with everyone vying for attention on social media.

So, how do you enter a meeting cool, calm, collected and knowledgeable? You have your new personal assistant, Charlie.

Meet Charlie: Your Personal Assistant App

Charlie is a really nice guy. I was introduced to him through a tweet.

He needs no direction. He integrates with your Google calendar, finds your upcoming meetings, researched the attendees and their corresponding companies, and then sends you a report to your inbox or through the newly developed (as of June 4, 2015) iPhone app.

Where is Charlie getting his research? He searches through 100,000’s of blogs, news sites, social media platforms and of course, Google. He saves the latest 57 Google searches, which makes him faster and better than dare I say, Google!

Charlie’s motto is “impress anyone you meet.” And he does, from his bow tie to his research skills to his witty encouragement. Charlie will impress you and you can go impress your newest client, your new employer, and even your boyfriend’s mom. It’s versatile and seamless and it only requires you putting the meeting on your calendar.

Charlie: An Evaluation

Now that I have told you how great Charlie is, I will test him to prove it to you.


My first experience with Charlie was to prepare for an interview with Uber. I had already researched the company, and the person I was interviewing. I compared notes, and ours were very similar, but I did appreciate the topics to discuss section that Charlie sent me.

As any tech company will tell you (or marketing company), data is not free. The person I was meeting with was pretty transparent online, but for other meetings, Charlie found no information on people or simply sent me a link to their LinkedIn profile. So, it is true, you can’t find out everything about a person with just a name and an e-mail address.

Grade: Good 


The design is sleek and professional. All of the links are at the top.

Grade: Excellent

Last Minute Meetings:

I tested the app again by setting up a meeting the co-founders of Charlie. You can set your preferences by connecting with social media sites, compiling a list of people or businesses you do not want to be briefed on and assigning how many updates you want to receive. Charlie will send you his notes an hour before your meeting.

I put the meeting on my calendar a half hour before the meeting was going to start. I waited to see the report. I kept checking, but up until the meeting started, there was no report.

Then, I moved the appointment back to an hour and a half before starting. Then, still no notes were sent to me an hour prior to the meeting. This brings me to functionality.

Grade: Poor


With Charlie, you have to add the fellow attendees to the Google calendar. You can’t simply write their names in the notes section. With that being said, be careful which e-mail address you use. I think Charlie reads the e-mail and not the name. So, those email addresses won’t result in any data.

In addition, sometimes the notes do not end up in your inbox an hour before the meeting. I found my notes for a meeting on the web application on my dashboard.

Furthermore, I tested Charlie with another meeting a half hour in advance. The report was available during the meeting.

Grade: Good

Meet the Creators of the Charlie App:

The two co-founders are Aaron Frazin and Rob Volk.

My Research:

After five minutes of research, I can tell you that Aaron and Rob are not newbies to the tech world. Aaron is a “top your entrepreneur from around the world”. He alternates between wearing glasses and contacts in pictures, not sure if he’s picked a look yet. He advises to “fake it until you make it. You don’t really need to have a product to prove it out,” reports The Chicago Tribune. You can find out this and more info about Charlie dating back past October of last year on Aaron’s twitter feed: @afrazin.

Rob was previously helping people lose weight via the company, Beyond Diet. He has a little bit more than a 5 o’clock shadow. This isn’t his first application. He also built a platform through SharePoint 2007 to help financial analysts find fraudulent activity on behalf of Daylight Forensic. He’s worked with large, big-name companies (Pfizer, USPS) and worked on tech solutions for them.

A lot of information that I found was through a Bing search, their websites, LinkedIn profiles and social media accounts.

Charlie’s Research:

When I put a meeting on my calendar for Aaron and Rob, Charlie only found me information on Aaron because I only had his email address.

Charlie app test

Analysis on Charlie’s research on co-founder Aaron Frazin:

I really liked that I had all of the links to Aaron’s social media pages. Looking at this report, I feel that Aaron is Charlie. All of his tweets and information were about Charlie, other than shared interests which include Chicago sports teams. By the way, he’s a Cubs fan, not a White Sox. I think I value this format because the layout is so clean and professional. The links to all of the latest articles about Charlie, which include Aaron, are all there. It’s like a very targeted Google search. Charlie is sharp. But, I know that Aaron is more than just Charlie. The question is what else would I want to know about him? Would I care to know his favorite song or where he went to college? Charlie is not a stalker (which is a good thing). He’s there to help you find out a little bit about the person you are about to meet. You actually have to meet with and talk to the person to find out more.

Overall, if you have one meeting a day or one meeting a year, Charlie will be there ready to help you make a killer impression. Hire Charlie today by clicking here to sign-up with your e-mail address.

Amanda Whitfield
Amanda Whitfield

Amanda Whitfield is a writer and speaker and a relationship builder. She believes that meeting people in person is important. After attending numerous fashion, startup, and creative events, she founded Windy City Cosmo is 2015 to help people make connections in the city as they build their businesses, start and end relationships and see and be seen. Over the past three years, the entrepreneurs she’s interviewed have become the most successful in Chicago and Windy City Cosmo won an award in 2017 for her work for female entrepreneurs.

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