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Automations for Executive Assistants
Provide high-level administrative support by conducting research, preparing statistical reports, and handling information requests, as well as performing routine administrative functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. May also train and supervise lower-level clerical staff.
O*NET occupation: Executive Secretaries and Executive Administrative Assistants (43-6011.00). The software list and tasks below come from that record, not from guesswork.
Built for executive assistants
- GAIPSMade to order
Gmail enquiry → AI-extracted Pipedrive person + lead, Slack alert to the owner
Enquiry emails turn into Pipedrive leads with the details already filled in.
Lead capture & routing$199 - GDrMade to order
Gmail attachment → Google Drive folder + Filed label
Every PDF that lands in Gmail is in the right Drive folder before you open it.
Email triage & inbox$49 - GHCUMade to order
Gmail label → HubSpot contact note + ClickUp task for the owner
Label an email and it becomes a ClickUp task and a HubSpot note.
Email triage & inbox$99 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Incoming Outlook mail sorted by intent, with the urgent ones posted to Teams.
Email triage & inbox$99 - GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Receipts in your inbox become QuickBooks expenses with the PDF filed by month.
Invoicing, payments & bookkeeping$199 - DSSPTMade to order
DocuSign envelope completed → signed PDF filed in SharePoint + Teams post
Signed contracts land in the right SharePoint folder before anyone downloads them.
Documents & e-signature$99 - CaGSGMade to order
Calendly interview booked → Google Sheets tracker + Gmail interviewer pack
Interviewers get the candidate's file the moment the slot is booked, not the morning of.
Hiring, onboarding & HR$99 - GSGMade to order
Google Sheets employee roster → Gmail probation and review reminders
Managers hear a week before each probation end and review date, from the roster sheet.
Hiring, onboarding & HR$49 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
Drop a report in the folder; a one-page brief and a Slack link exist minutes later.
AI drafting, summaries & agents$199 - RAIGIn build
RSS feeds → OpenAI daily digest → Gmail each morning
Your feeds, summarised into one email that arrives at the hour you set.
AI drafting, summaries & agents$99
Runs on software executive assistants already use
Matched through the tools this occupation is documented as using.
- AtSGMade to order
Airtable contract register → renewal reminders in Slack + Gmail
Documents & e-signature$99 - AtCSMade to order
Airtable new record → Claude tags + summary → Slack flag for review
AI drafting, summaries & agents$99 - AtMcSMade to order
Airtable newsletter calendar → Mailchimp campaign + test email + Slack
Marketing & content publishing$99 - CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Scheduling & meetings$199 - fAISMade to order
Facebook Page comment or mention → AI-sorted Slack alert
Social media & community$99 - HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Sales & CRM hygiene$199 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - ZAIHSMade to order
Zoom transcript → AI call summary on the HubSpot contact + Slack post
Scheduling & meetings$199 - AsSMade to order
Asana overdue tasks → Slack DM to each assignee + project channel summary
Projects & operations$49 - BCUDrSMade to order
BambooHR new hire → ClickUp onboarding tasks + Google Drive folder + Slack
Hiring, onboarding & HR$199 - CaSFSMade to order
Calendly booking → Salesforce status update, logged task + Slack alert
Sales & CRM hygiene$99 - GSDrGDDSMade to order
Google Sheets row → Google Docs contract → PDF → DocuSign envelope
Documents & e-signature$199
Software executive assistants use that we connect
- fFacebook Pages
- GDGoogle Docs
- GFGoogle Forms
- QBQuickBooks Online
- XMicrosoft Excel
- WMicrosoft Word
- OMicrosoft Outlook
- SPSharePoint / OneDrive
- SSlack
- ZZoom
- AtAirtable
- DbDropbox
What we can build for executive assistants
The job’s documented tasks, most important first. Each is a request away.
- Manage and maintain executives' schedules.Quote it
- Process payroll information.Quote it
- Make travel arrangements for executives.Quote it
- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.Quote it
- Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.Quote it
- Answer phone calls and direct calls to appropriate parties or take messages.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for executive assistants