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5 ways personal assistants can start automating their work

Automation won't take your job. It will make you better at it.

By Tyler Robertson · April 6, 2021
image of woman in front of a computer doing many things at once

As a personal assistant, your job is all about someone else. Whether it's managing a schedule, keeping track of daily tasks, or organizing files, you're the expert on what your employer needs, and—more importantly—the expert on how they work. It's that understanding coupled with your organizational superpowers that makes you so good at what you do. But small tasks can pile up in even the most fastidious inbox, which is where Zapier comes in.

Automation helps make sure that once you've found exactly what your employer needs for a particular task, it's done the same way every time. With these Zaps, you can help them (and yourself!) stay on track every day, so that you can stay focused on the most important tasks.

See how an executive assistant at Zapier uses automation to be more effective.

Save files to the cloud

Whether it's invoices, contracts, press releases, or pictures of their dog, there's a good chance that you're receiving files from your client by email. Using a Zap, you can get those files uploaded automatically to the cloud, so that you can keep them safe and organized no matter where you are.

Save new Gmail attachments to Google Drive

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Gmail + Filter by Zapier + Google Drive
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    It can be difficult to track down files attached to emails. Zapier can simplify your email and file management by automatically saving your email attachments to Google Drive for safekeeping. Whenever you get a new email in Gmail with an attachment, this Zap will save it to the Google Drive folder you want - just be sure to pick one when setting this up, otherwise we'll add the file to the root of your Drive. Get a step-by-step walkthrough in our

    Keep your calendars aligned

    Keeping up with your own calendar is difficult enough some days—keeping track of yours plus your employer's can be a nightmare. With automation, you can take back the hours spent consolidating events, and make sure everyone's calendars are on the same page.

    Copy new Google Calendar events to a different Google Calendar

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    Google Calendar
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      If you ever needed to keep certain Google Calendars up to date with each other, this integration can help. Automatically create a copy of a new Google Calendar event into any different Google calendar of your choosing.

      Add Microsoft Outlook events to Google Calendar

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        Some people prefer to use Google Calendar, but others like to have their email, contacts and calendar in Microsoft Outlook. If you're reading this, you probably use both, and need a way to keep them on the same page. Use this Zapier automation to add detailed events in Google Calendar whenever new events are created in Microsoft Outlook.

        Create Microsoft Outlook events for new or updated events in Google Calendar

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          Sometimes you've got multiple calendaring tools that need to be coordinated. This integration makes it easy by automatically creating a Microsoft Outlook event when there is a new or updated event in Google Calendar. It's never been easier to post on social media about your events.

          Never miss a call

          Now that you've got your calendars aligned, you'll want to make sure those meetings have video calls scheduled, but keeping calls and events lined up can add headache—and lots of menial tasks—to your day. With this Zap, there's no more copy/pasting that Zoom invite into your calendar event: let us take care of that for you. 

          Create detailed Google Calendar events from new Zoom meetings

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            Don't waste time creating Google Calendar events every time you schedule a new Zoom meeting—let this integration do it automatically! Every time a new Zoom meeting is created, Zapier will build a detailed Google Calendar event.

            Stay on top of your tasks

            We've all been there: you get the email that says, "Hey, can you do X for me this Tuesday?" and you mean to put it in your calendar (you might even think you did already), but somehow it just gets lost in the shuffle? Turning requests into tasks doesn't have to be a pain, and this Zap can help turn new emails into a fresh card in Trello, letting you stay on top of what needs to happen next.

            Create Trello cards from new Gmail threads

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              Keeping up with emails can be difficult, but this integration lets you create a new Trello card for follow up later. After you set this integration up, this Zap will automatically create a card in Trello for you when you start a specified email thread in your Gmail account.

              Create Asana tasks from new saved Slack messages

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                Slack is where you find yourself coming up with new tasks. Asana is where you manage your tasks. To create new tasks in Asana right from Slack, use this integration and next time you save a Slack message an Asana task will be created automatically.

                Add new saved Slack messages to Todoist as tasks

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                  To create new tasks in Todoist right from Slack, use this integration. The next time you save a message in Slack, a Todoist task will be automatically created, saving you time for more important work.

                  Add new starred emails to Todoist as tasks [Business Gmail Accounts Only]

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                    If you find yourself using your inbox as a to-do list, there's a better way. With the help of this Zap, any time you star an email in Gmail, it will automatically create a to-do item for you in Todoist.

                    Star Gmail emails to create Google Tasks

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                      Too many emails got you a bit crazy? Losing track of which ones need your attention? We have an integration for that! After set up, just star Gmail emails to add them to your Google Tasks list. Easy as that, you have your own checklist of emails to work on.

                      Save everything and anything to a spreadsheet

                      It's no secret that we love spreadsheets here at Zapier, and why wouldn't we? They help keep track of anything you like, and can be infinitely rearranged to meet your needs. If you're like us, you probably think, "This is good, I should save this," a hundred times a day. With Zapier's Chrome extension, you can send any webpage to a spreadsheet right away, and even include notes on why you might want it later.

                      Push new URLs to rows in Google Sheets

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                        Quickly log things you find online to a Google Sheets spreadsheet with this Zapier integration. Using the Zapier Chrome extension, you can click a button in Chrome, enter text, and Zapier will automatically log it to your spreadsheet.

                        Add row in Microsoft Excel for new Outlook emails with specific term in the subject line

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                        Microsoft Outlook + Filter by Zapier + Microsoft Excel
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                          Automatically log new Outlook email messages with a specific term in the subject line in a Microsoft Excel workbook to create an archive of invoices, expenses, or other often-received messages.

                          Save new Gmail emails matching certain traits to a Google Spreadsheet

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                          Gmail + Google Sheets
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                            Often it's helpful to store, backup and organize emails matching certain characteristics to a Google Spreadsheet. This Gmail Google Sheets integration makes it a breeze to setup a simple rule (i.e. emails from:

                            Let automation be your assistant

                            Sometimes, the key to being a great personal assistant is having a personal assistant of your own. We'll let you in on a little secret: Zapier can be your personal assistant.

                            Are you thinking about hiring an executive assistant, but unsure about the investment? Zapier executive assistant Cortney has some recommended automated workflows you can try out first.

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