Hi everyone! I am currently transitioning into a new EA role for a startup. My current position is very simple and not complicated. I am intimidated because I am not super savvy with some softwares. GSuites - gmail (tips on types what folders to create to separate everything/tips), expensify (what is it for? How do I expense something through it?) and any templates for taking minutes. Can someone please screen shot the way they organize their CEOs calendar/gmail. I need a system. Thanks!

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If you have LinkedIn premium....there are free courses that you will find it helpful

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Thank you for the tip!

Oh dear. This is a lot you are asking for and there are whole courses on this type of stuff — from how to organise in what context, training sessions for each software, training courses for taking minutes. It’s a bit difficult to give any advice on here for them; we’d have to know the context and the full problem or the exec’s style to cater a solution. It’s as much good consultancy as it is solution delivery. No one size fits all. It’s all about being able to get to the bottom and size of a problem to give it an appropriate solution.

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Is this a brand new startup or was there someone in this role previously that will be training you???

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No - it would just be me 😅

Color code the calendar. Make sure you are setup as a delegate so you will receive a notice any time he makes a change to it himself. For minutes check out the course on LinkedIn learning for this there is a template you can even download from it. In terms of folders, I think that depends on his preference really, not necessarily yours. Some like folders others don’t. I would recommend instead getting delegate access to his email, then resetting the “stars” which are equivalent to flags in MS but in my opinion way more effective since you can choose what symbols to use. With my boss I reset the stars so first click was a red exclamation point and advised her this meant it required action, 3rd click yellow exclamation point meant it required action on a personal matter, 2nd click was the blue “i” icon which meant she should review for situational awareness but no action was required. Then we went over what the different symbols meant. Anything else I would just mark as read so she could bypass it. We also setup her view so unread emails appeared at the top of her inbox versus read and unread all jumbled together and then because I marked everything without a symbol as read she would only be viewing those items I would have flagged with one of the symbols mentioned above but could scroll down and see everything else I had marked as read if she chose. When I was first starting out and until she was confident in my abilities to sort her mail I did not delete anything from the inbox or move it, but after a few months her comfort level grew and I did delete junk and we created folders for each of her directs and projects, I then would leave flagged emails in the inbox and sort those that I marked as read and deemed unimportant for her viewing. Hope this helps

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