A 30-60-90 day plan for new office managers and executive assistants ramping into administrative roles at startups, growth-stage, or enterprise companies in Taskade.
What's Included
- Days 1-30 (Listen): Vendor inventory, calendar systems, expense workflows, executive style
- Days 31-60 (Learn): First executive support, first vendor RFP, first travel booking
- Days 61-90 (Lead): Team event ownership, vendor consolidation, mentoring junior admin
- Calendar Agent: AI agent drafts emails and meeting prep
- Vendor Tracker: Active vendors with renewal dates
Why This Template Wins
- Calendar mastery week 1: New EA handles complex scheduling immediately
- Vendor inventory uncovered: Often surfaces forgotten subscriptions saving budget
- Team event by day 90: New office manager runs first all-hands or offsite
How to Use
- Clone this template into your Taskade workspace
- Add vendor list, calendar systems, executive context
- Connect Calendar, expense system, vendor portals
- Train the Calendar Agent
- Pair with Operations SOP Templates
FAQ
Does this work for first-time EA vs senior EA?
Yes. First-time EA focuses on systems setup; senior EA focuses on strategic-support depth.
Can the agent draft executive emails?
Yes. Agent learns executive's voice and drafts emails for review/edit.
What plan supports team operations?
Pro ($10/mo annual) handles the operation.
CTA
Try this template free in Taskade. For calendar setup, see /learn/automation/automations-execution. Browse admin apps in the Community Gallery.