12/04/18

10 Essential Free Tools for Executive Assistants

Executive assistants have a lot of work to do. Work includes setting up appointments with clients, managing the calendar of the boss, maintaining existing client relationships, calling prospective clients and much more. With this heavy load of tasks at hand, one would expect that there would be many tools to aid the executive assistant in his/her daily chores. We've gathered the 10 super-essential tools that any good executive assistant should know about. And don't worry - they're mostly free!

Gmail

We all know Gmail, but there're some useful tricks:

  1. You can create a "to do" label in Gmail and file the email away to look at it later. That way you can stay organized in real-time, as you read your daily emails, and whenever you get some time to do your tasks, check the tagged emails.
  2. You can bcc yourself the emails you send as reminders of what you sent. Then you can tag those emails with the appropriate label and file them away for future reference.

Google Calendar

Google calendar is an indispensable tool for any executive assistant. By sharing your calendar with the boss, you can set appointments for him/her, and have him/her get updated in real-time.

Yoman

One would expect to see here Excel, or any other application when you can keep a list of your clients and who you need to call next. But Yoman.io is much more than that. Imagine setting up a simple spreadsheet with your client data: name, email, phone number, etc. Then imagine you could set appointments and reminders for this client, right from the spreadsheet, without copy-pasting to the calendar and going back and forth between apps. And it all syncs to Google calendar. Yoman is truly indispensible in saving you lots of clicks as you copy and paste your way into getting everything right.

Dropbox

When you need to store and share large files, look no further than Dropdox. It is a truly indispensible tool to store your company photos, files, videos and more. But note that for storing client data - such as price quotes, proposals and more, it's better to store the files along with all the client information, inside the Yoman.io spreadsheet. Yoman allows you to keep only these specific data, that is relevant to a specific customer, under the relevant row in the spreadsheet.

Slack

Don't forget Slack, the all-in-one team communication tool. Slack allows you to talk in small groups (e.g., you, your boss and another secretary) to discuss urgent issues in a simple chat interface. And it also integrates with Yoman.io, so you could update and search your Yoman spreadsheet from Slack.

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Thanks for reading!

And if you want to get organized with your contacts, avoid copy-pastes, and never forget a task, try Yoman.io. It's a magical spreadsheet that will get you quickly organized.

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Tags: assistants office essential tools

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