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Sorting and triaging inboxes:
Prioritize urgent emails, categorize messages into folders, and archive old conversations to keep the inbox organized.
Flagging or forwarding important messages:
Identify critical emails (e.g., client requests, deadlines) and ensure they reach the right person promptly.
Organizing attachments (naming, filing, basic tracking):
Save attachments in structured folders, rename files for clarity, and maintain a simple log for easy retrieval.
Keeping inboxes tidy and reducing response lag:
Regularly clear spam, unsubscribe from irrelevant lists, and set up rules or filters to streamline communication.

Scheduling meetings and calls:
Book appointments based on availability, confirm details, and avoid double-booking.
Coordinating availability across attendees:
Use tools like shared calendars or scheduling apps to find common time slots.
Sending/resending invites and reminders:
Ensure participants receive timely notifications and follow-ups to reduce no-shows.
Resolving conflicts and maintaining an accurate schedule:
Adjust plans when overlaps occur and keep calendars synced across platforms.

Inputting customer or vendor info:
Enter names, contact details, and transaction records into systems accurately.
Updating spreadsheets/CRMs with new records:
Keep databases current for reporting and decision-making.
Cleaning and formatting data to keep it usable:
Remove duplicates, correct errors, and standardize formats for consistency.

Drafting, formatting, and organizing basic documents:
Create letters, reports, or presentations with proper structure and branding.
Creating simple templates (e.g., letters, forms):
Develop reusable formats to save time and maintain consistency.
Ensuring documents are ready to share or file:
Proofread, convert to required formats (PDF, Word), and organize for easy access.

Starter Plan Explained