Tools & Technology
The digital tools behind organized, seamless support
Technology makes effective executive support possible. I leverage digital productivity, collaboration, automation and healthcare administration tools to help clients streamline workflows, stay organized and manage their priorities efficiently.
Communication & Collaboration
Gmail
I use thisInbox organisation, labels and follow-up tracking.
Microsoft Outlook
I use thisEmail and calendar management for Microsoft-based offices.
Slack
I use thisTeam messaging and channel-based coordination.
Microsoft Teams
I use thisMeetings, chat and file sharing in one workspace.
Zoom
I use thisVideo meetings, scheduling and meeting support.
Google Meet
I use thisVideo calls integrated with Google Calendar.
Fathom
I use thisAI meeting notes, transcription and summaries.
Calendar & Scheduling Management
Google Calendar
I use thisStructured scheduling, reminders and meeting preparation.
Microsoft Outlook Calendar
I use thisCalendar management within Microsoft 365 environments.
Calendly
I use thisSelf-service booking for discovery calls and meetings.
Doodle
I use thisFinding meeting times across several participants.
Project & Task Management
ClickUp
I use thisTasks, docs and goals in one project workspace.
Trello
I use thisVisual boards that move work from backlog to done.
Asana
I use thisTask lists, timelines and team workload tracking.
Monday.com
I use thisCustomisable workflows and project dashboards.
Airtable
I use thisDatabases, trackers and executive dashboards.
Notion
I use thisNotes, wikis and lightweight project tracking.
Documentation & Productivity
Google Docs
I use thisDocuments, SOPs and executive briefings.
Google Sheets
I use thisTrackers, registers and reporting dashboards.
Google Slides
I use thisClean presentations and briefing decks.
Microsoft Word
I use thisFormal documents and templates.
Microsoft Excel
I use thisSpreadsheets, tracking and analysis.
Microsoft PowerPoint
I use thisPresentation decks and briefings.
Google Drive
I use thisOrganised, shared file storage.
Dropbox
I use thisFile storage and sharing outside Google Workspace.
Healthcare Administration & Practice Management
These are healthcare platforms I can develop familiarity with and work within once authorised and trained by the client. I do not claim certification or existing proficiency in these systems.
Epic
Adaptable with client trainingWidely used electronic health record platform.
Oracle Health (Cerner)
Adaptable with client trainingEHR and health information platform.
athenahealth
Adaptable with client trainingCloud-based practice management and EHR.
eClinicalWorks
Adaptable with client trainingEHR and practice management for ambulatory care.
AdvancedMD
Adaptable with client trainingPractice management, EHR and billing suite.
SimplePractice
Adaptable with client trainingPractice management for health and wellness providers.
Automation & Workflow Management
Zapier
I use thisConnecting apps so routine work happens automatically.
Make
I use thisVisual workflow automation between apps.
Google Forms
I use thisIntake forms and structured data collection.
Jotform
I use thisOnline forms with approvals and integrations.
Typeform
I use thisConversational forms and surveys.
CRM & Client Relationship Management
HubSpot
I use thisContacts, pipelines and client communication tracking.
Salesforce
I use thisEnterprise customer relationship management.
Zoho CRM
I use thisClient records, deals and follow-up reminders.
AI & Content Creation
ChatGPT
I use thisDrafting, summarising and research assistance.
Claude
I use thisWriting, analysis and document support.
Gamma
I use thisAI-assisted presentations and documents.
Canva
I use thisSimple, polished graphics and documents.
Grammarly
I use thisClear, correct professional writing.
Perplexity AI
I use thisResearch with cited sources.
Travel & Expense Management
TripIt
I use thisTurning booking confirmations into one itinerary.
Expedia
I use thisResearching and comparing travel options.
Booking.com
I use thisAccommodation research and reservations.
QuickBooks
I use thisBasic expense and invoice tracking.
Expensify
I use thisReceipt capture and expense reports.
Discovery Call
Looking for a technology-enabled executive assistant?
Book a free discovery call to discuss your administrative priorities and how I can help keep things organised.
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