- What the worker can do — capabilities after onboarding
- Tools to connect — required integrations
- Process overview — the workflow being automated
- Step-by-step setup — exact instructions and conversation examples
Executive Assistant for Calendar Management
Manage your calendar, send daily briefings, optimize your schedule, and let others book meetings through your EA
Accountant for Receipt Management
Handle receipt collection, expense categorization, and monthly accountant submissions
How to Use These Plans
1
Choose a plan
Find the onboarding plan that matches your use case
2
Connect the tools
Make sure the required tools are authorized for your worker
3
Follow the steps
Copy the conversation examples and adapt them to your needs
4
Test and refine
Send a test task to confirm everything works, then refine as needed
Don’t see your use case? These plans serve as templates — adapt them to your specific workflow or contact us to suggest new ones.