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Executive Assistant Dashboard
Welcome to the Executive Assistant Dashboard!
Core Tables
Executive Assistant HQ
Principal <> EA Synch
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Executive Assistant HQ

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Travel Planning Dashboard
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Wiki
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Add a Task
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Add a Reservation
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Add a Request
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Open Tasks
1
Task
Due Date
Duration
Notes
Status
1
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Open
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2
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Open
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3
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Open
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Open
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Open
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There are no rows in this table
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alarm
The Requests table is for capturing and tracking requests for your principal’s time or input which have come in from others - podcast interviews, feedback needed on a proposal, etc
Requests by Status
2
Not started
0
Action Required by EA
3
Submitted
1
In progress
0
Done
0
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Events

tear-off-calendar
The Events table is for pulling your principal’s calendar events into the dashboard and to quickly generate meeting notes and/or briefings in their respective tables by clicking the buttons.

Make sure to connect the Google Calendar account to repopulate this table.
See More detailed instructions from the creator of this template by clicking on the triangle to expand
With the pack, I can pull in a sync table that will show all of my meetings for a particular date range. I first set the overall range of what to sync in the pack settings. Hover over the Events table, click on Options, then click on Google Calendar Pack in the right pane. You’ll see sync options there. I then added a date range filter control so I can narrow down the list to my meetings for today, tomorrow, or whatever I happen to be planning for at that particular time. This is used by the table filter.
When a row is copied over to my Meeting Notes table, there is a Google Calendar Events column called “Meeting Info” that continues to sync event information from my calendar, so I still have current info like Start and End times.

Filter Events from:
August 19-25, 2024
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Include un-synced Events:
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Event
Date
Start
End
Add Notes
Add Briefing
Added
Briefing
No results from filter
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Meeting Notes

Filter Meeting Notes from:
Last 30 days (i.e. July 23 - August 22, 2024)
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Meeting Info
Meeting
Meeting Start
Meeting End
Action Items
Link
No results from filter
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Briefings

Filter Meeting Notes from:
Last 30 days (i.e. July 23 - August 22, 2024)
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Meeting
Link
Attendees
Key Agenda Items
Column
Date
No results from filter
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