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33 Helpful Tools & Software Every Executive Assistant Should Know About In 2022
By Ashley Bell 21 Comments
29-Executive-Assistant-Tools
As an Executive Assistant, the number of hats you wear knows no bounds.
Managing your exec’s calendar, coordinating travel, planning events… the list goes on and on.
While there are countless productivity tools out there, researching them all might require more bandwidth than you can afford.
After all, you still have to… you know… do all the things.
That’s why we vetted tons of the best Executive Assistant tools and software out there to bring you a curated list of the top 31 resources we know will make your life easier.
(PS – Get more sh*t done with The Assist — the #1 free weekly newsletter made for assistants by assistants.)
Who Would You Like To Send Swag To?
Clients & Customers
Employees
Page Contents (Click To Jump)
EA Tools & Software For Multitasking and Organization
EA Tools & Software For Recognition and Engagement
EA Tools & Software For Team Building and Company Culture
EA Tools & Software For Communication and Emotional Intelligence
EA Tools & Software For Scheduling
EA Tools & Software For Travel Coordination
EA Tools & Software For Event Planning
EA Tools & Software For Internal Networking
People Also Ask These Questions About Executive Assistant Tools:
EA Tools & Software For Multitasking and Organization
1) monday.com
“The platform that manages everything”
monday
As an executive assistant, you don’t have the luxury of losing track of details.
The pillars of any successful organization, executive assistants are responsible for ensuring business processes run as efficiently as possible. Answering phone calls, following up with prospective clients, preparing meeting materials, and completing administrative tasks all require an enormous amount of organizational ability.
Don’t let data silos or departmental disconnect be the reason your executive misses a deadline. The “executive assistant” for executive assistants is monday.com.
We recently surveyed over 1,273 executive assistants in our State of The Executive Assistant Facebook group and found that monday.com was voted their favorite project management tool. Here are a few direct quotes from the survey:
“Great way for multiple people to stay up to date on the same task.”
“We just started using monday.com & it has been a great way for everyone to see what projects are being worked on, who is working on it, etc. It has been very beneficial for us & has helped prove the need for an additional employee.”
“monday.com has helped every department in our company become more organized and improved communication within the teams. I am still new to monday.com and working with my Executive to find the best layout.”
How it works
Monday’s cloud-based platform allows executive assistants to keep their organizations as productive as they can possibly be. Using monday.com’s interface, you can make a visually pleasing board of task cards: adding checklists, due dates, collaborators, and workflows so everyone in your team is always in sync.
Savvy EAs use monday.com to give their colleagues peace of mind knowing that you are on top of everything (because we already know you are).
Why we love monday.com for multitasking and organization
Sign up for a free trial without any financial commitment
Color-code your tasks so you can evaluate your work at a glance
View your projects in a calendar mode your executives never miss a deadline
Assign tasks to other stakeholders and track their progress in one spot
Eliminate tedious tasks via automated workflows without coding skills
Integrate all apps on one platform so launches are never delayed
Centralize your data so anyone can access important information at any time, even if they need to check from monday.com’s convenient mobile app on the go
2) Office Otter
“Never miss a to-do again”
Office Otter turns your conversations into tasks in one click, even when you’re on the go, making this a must-have tool for all Executive Assistants.
How it works
Office Otter makes it easy to create a free account and start utilizing its to-do list superpowers. Once you create your account, you can add it to all your messaging platforms such as text, Slack, email and Siri.
Why we love Office Otter for multitasking and organization
Save an average of 10 hours per week by having a streamlined to-do list
Prioritize your tasks by urgency with different labels
Quantify your effectiveness and efficiency with automated reporting based on completed tasks
Free and paid versions available
3) Cabinet
“An all-in-one tool that’s built for efficiency & productivity — and built just for Executive Assistants”
Cabinet is the Executive Assistant software that makes your work stream a dream. Assistants are the creative problem solvers, the behind-the-scenes MVPs, and the glue that holds everything together. Cabinet’s streamlined EA software platform leads to fewer mistakes and smarter support.
How it works
Cabinet’s powerful, automated scheduling tool integrates with Outlook and G-Suite calendars to enable you to offer times to people with just a couple of clicks. Say goodbye to tediously typing out time-zones and to clunky calendar holds.
Why we love Cabinet for multitasking and organization
Quickly offer availability from the calendar, automatically convert time zones, and track all of the times you’ve offered to folks
Supercharge your To-Do List with customizable labels and the ability to group tasks by specific execs
Monitor your efficiency with time-tracking and analytics that allow you to see (and show executives) exactly how much you’re achieving with your time
Create profiles for each executive filled with important dates, milestones, travel rewards, preferred hotels, favorite restaurants, meeting preferences, and more
4) Favro
“Simple, beautiful project planning to stay on top of work”
Favro is a visual project planning and execution tool that helps you stay on top of work to get work done.
With Favro, you can bring clarity to work with clear visual cues about work status and progress. That way your team of assistants know exactly what’s happening and what’s coming next.
Pro-Tip: Use Favro’s project dashboard section to give your executive(s) an overview of the time spent on a particular task/event. Many EA’s in our State of the Executive Assistant FB group say that this type of transparency is what helps them when it comes time to ask for a raise.
How it works
Favro helps you plan work using drag-and-drop timelines and Kanban boards. You can add detailed instructions to tasks, add comments, and even include file attachments. And, task checklists can make sure that even the tiniest details aren’t missed.
Why we love Favro for multitasking and organization
Favro makes it super easy to communicate and collaborate with your EA or VA team. Plus, it’s intuitive interface means adjusting work schedules is as easy as drag-and-drop.
Get a visual overview of work with color-coded projects, milestones, and task tags
Match your workflow using fully-customizable timelines and Kanban boards
Unlimited Plan timelines
14-day free trial – Use code SNACK when you sign up to receive 25% off
5) The Assist
“The free weekly newsletter that helps you get sh*t done”
The Assist is a weekly email newsletter that delivers tips, tricks, and advice assistants need to knock out more essential to-dos while also developing personally and professionally.
Each issue features carefully curated, to-the-point takeaways on technology solutions, empowerment resources, assistant strategies and so much more. Plus, with personal stories and insights sourced directly from a thriving EA community, the Assist also provides a thriving support network.
How it works
Simply sign up for the newsletter at jointheassist.com and then look forward to receiving issues every Tuesday.
Why we love The Assist for multitasking and organization
In addition to providing weekly fresh tips on multitasking, organization, and more, The Assist:
Welcomes and answers community questions and feedback
Shares stories to help you feel connected to other assistants
Hooks you up with deals and exclusive offers
6) Nifty
“The glue between planning and execution”
Nifty-Dark-Mode
If you’re looking for an easy way to keep complex initiatives as well as daily to-do’s organized and actionable, it literally doesn’t get easier than Nifty. The software is broken down into six modules that truly provide an all immersive hub for teams of all sizes: project homescreen, milestones, tasks, discussions, docs and files.
Nifty is a multiple Gartner Award-winning platform that aligns your entire organization. Famously easy to use yet powerful and flexible, Nifty becomes your team’s communication and execution hub, no matter the task at hand.
How it works
Roll your tasks into big-picture milestones that automate progress as individual efforts are completed. Collaborate with others via tasks, project discussions, and even a direct messenger to keep all of your work in a single space.
Why we love Nifty for multitasking and organization
Nifty comes preloaded with templates that are built for EA’s here and are easy to customize to fit your workflow.
For all of its capabilities, Nifty is very easy to learn and use
Built in docs, including a two-way Google Doc, Sheet, and Presentations bring your notes, content, and specifications directly into your workspace.
Automations take care of managerial work such as status updates and task assignments, letting you focus on the important stuff
Build roadmaps with Nifty’s milestones which are phase-based Gantts that roll up tasks into actionable steps and automate progress as the tasks are completed.
Bonus: Otter.ai
“Automatic Meeting Notes”
Otter automatically transcribes your audio into text. Text notes full of timesaving ways to search, find, and share with your team no matter where they are. Otter has several integrations with apps like Zoom that make collaboration and remote work faster and more efficient.
How it works
Otter Live Notes lets Zoom call participants create live interactive transcripts directly in Zoom or after a meeting. Otter Live Notes is a powerful tool for those working remotely with a level of collaboration in real-time that rivals any in-person office meeting.
Why we love Otter.ai for multitasking and organization
Otter.ai is the top rated speech-to-text transcription app for good reason. This tool will become your FAVORITE secret weapon for multitasking and organization. Every meeting you sit in on can be cataloged into folders and organized in a way that allows you to quickly send pertinent information when called upon from previous video calls.
Pro-Tip: Many EAs use Otter.ai to automatically transcribe call notes for virtual meetings which will allow you to work on other tasks during a call you would previously have to manually take notes for.
Price: Starts at $9.99/month cancel anytime. Learn more at Otter.ai Plan’s pricing page.
Free trial? Yes, with limited usage and features. Get started.
Notable features:
Live Notes for Zoom meetings
Transcribe audio in real-time for meeting minutes
Import audio and video
Sync audio & video from Dropbox
Identify speakers
EA Tools & Software For Recognition and Engagement
7) Nectar
“Reinforce great work anytime, anywhere”
Nectar helps organizations reinforce great work – anytime, anywhere through its top-rated recognition & rewards platform. Managers and frontline employees alike are able to send meaningful recognition rooted in core values. Streamline your incentives including awards, spot bonuses, birthdays, work anniversaries and wellness challenges to maintain a connected culture.
How it works
Enable everyone in your organization to send shoutouts, spot bonuses and awards in real-time. Employees can choose from hundreds of reward options including gift cards or branded swag.
Why we love Nectar for recognition and engagement
No contracts or implementation fees. Also has a free tier if you’re just getting started and don’t need all the bells and whistles
Integrate Slack, Microsoft Teams and your other software (HRIS/SSO) to make recognition more seamless than ever!
Hundreds of reward options including a custom swag storefront. Your branded swag is “on-demand” and shipped directly to the end-user once ordered with zero admin overhead
Incorporate wellness challenges that reward employees for participating
8) Kazoo
“Let’s make work better”
Kazoo-Software
Make recognition a daily habit.
Kazoo is an employee experience platform that provides all the tools you need to engage your team. Use the simple interface to manage recognition, rewards, surveys, insights, and more.
Learn how Patagonia leveraged Kazoo to live up to their values. According to this case study,
“Patagonia leans on Kazoo to develop a performance management strategy worthy of its powerful business values and celebrated culture.”
How it works
Launch the platform and let it encourage recognition and gather insights for you. Continuous performance management and surveys let you adapt programs in real time.
Why we love Kazoo for recognition and engagement
Kazoo integrates seamlessly into your workflows and brings a wealth of other insights for improving culture.
Performance management
Peer-to-peer recognition
Engagement surveys
9) Bonusly
“Make recognition fun”
Bonusly Platform
Transform your company culture.
Bonusly is a virtual recognition platform that helps cultivate recognition without demanding too much effort. The platform also provides recognition insights to drive long-term strategies.
What users say about Bonusly:
“Bonusly is absolutely a core part of our culture, now we can’t imagine what we’d do without it!”
How it works
Sign up and immerse your team in a social media-esque landscape of recognition. The intuitive platform walks employees through the whole process.
Why we love Bonusly for recognition and engagement
You can create custom rewards in Bonusly that truly embody your culture.
In-platform rewards for culture building
Team-based analytics and reporting
Public reward feeds to create buzz
10) Fond
“Rewards and recognition made easy”Fond
ExploreFondRewards
Fond is a rewards and recognition platform that makes it easier than ever to celebrate your team. With Fond, staying on top of important occasions like work anniversaries and birthdays is simple.
Plus, the platform makes it easy to give one-off recognition anytime a member of the team does something praiseworthy, helping create a culture of recognition year-round.
How it works
Fond hosts an interactive social feed where users can give recognition and award peers with redeemable points. The easy-to-use program ensures important milestones never go uncelebrated, equipping leaders with an effortless way to write a quick note of appreciation complete with redeemable points.
Why we love Fond for recognition and engagement
Fond lets you manage all recognition, rewards, and corporate perks on a single platform that employees can access anytime, anywhere.
Let employees pick their own gift from a robust catalogue with thousands of rewards
Automate service awards, birthdays, and other special occasions to ensure you never miss a milestone
Set up custom recognition occasions to strategically strengthen company culture
11) Assembly
“Recognition and engagement platform that helps scale company culture”
assembly
Recognize employees and coworkers with just one touch.
Assembly is an easy-to-use recognition platform that makes appreciation fast and easy. With just one click, you can tell someone how much their help, guidance, or outstanding work meant to you.
What users say about Assembly:
“[. . .] The unique insight into who is positively impacting their colleagues and ultimately the company has been invaluable.”
How it works
Sign up for a plan to give employees everything they need to recognize their peers.
Why we love Assembly for recognition and engagement
Without a platform, recognition can slip through the cracks despite our best intentions. Assembly makes recognition something employees love and always remember to do.
Built-in recognition
Distribute cultural rewards
Track anniversaries and birthdays
Bonus: Kudos
“Improve connection and engagement when it matters most”
Bring your team together.
Kudos is a virtual software that enables peer-to-peer recognition. The tool let’s employees give each other props for a job well done, but it also provides a platform for other celebrations—birthdays, anniversaries, and more.
What users say about Kudos:
“[. . .] I recommend Kudos to all organizations as it is instant, on the go and fun platform that is very much transparent and what I like the most is that you can give it your own identity in terms of what you want to achieve as an organization.”
How it works
Sign up for a plan and the recognition will grow organically from there.
Why we love Kudos for recognition and engagement
Kudos helps teams grow company culture from the inside, through relationships.
Customizable rewards for your goals
Social hub to build even more recognition
Analytics dashboards reveal what’s going on
(PS – Become your boss’ hero: get your hands on The Assist — the #1 free weekly newsletter made for assistants by assistants.)
EA Tools & Software For Team Building and Company Culture
12) Confetti
“Find your next adventure”
Embark on an experience you’ll never forget.
Confetti is a platform that plans memorable events for you and your teams. Enjoy all the fun and skip worrying about the planning.
How it works
Just browse all the adventures, find one you love, recruit your team, and have fun.
Why we love Confetti for team building & company culture
Confetti offers exciting adventures planned for you. All you have to do is have fun.
Browse over 400+ unique activities and games
Point-based system for even more fun
Flexible timing works with your schedule
13) The Go Game
“Play professionals who take fun seriously”
Professionally hosted games will redefine your idea of team bonding.
Perfect for bonding and cultivating teamwork, The Go Game will send your team on games, game shows, and even charity work.
Here’s one happy customer review from Yelp:
“Not only was the scavenger hunt fun and creative, but it truly allowed our team to connect and get to know each other.”
How it works
Just reach out to The Go Game team and their experts will be in touch to plan and coordinate the perfect event.
Why we love Go Game for team building & company culture
The Go Game takes people out of everyday experiences, inspiring them to learn new skills and develop new talents.
Games customized to your goals
Tons of event style and type options
Dedicated game hosts run the show
14) Scavify
“The ultimate scavenger hunt app”
Customize a scavenger hunt that makes memories.
Scavify is a scavenger hunt that delivers experiences aligned with your goals. The app even has features, such as scores, photo challenges, and quizzes, to boost engagement during the hunt.
Here’s what one adventurer had to say about Scavify:
“Scavify quickly creates a customized program and app experience that allows participants to stay motivated and engaged. Our employees enjoyed it and we achieved our goal!”
How it works
Simply send out a challenge, track engagement during the event, and then repeat. Use the admin dashboard to see how players are doing and determine if they’re engaged.
Why we love Scavify for team building & company culture
The clean app-based format makes it easy for even large groups to run around while pursuing the same challenge.
Progress tracking
In-app photos for social buzz
A comprehensive admin dashboard helps managers create rich experiences
Bonus: Quizbreaker
“The Fun Way To Connect & Engage Your Remote Team”
Quizbreaker Screenshot
Accelerate the get-to-know-you process.
Quizbreaker is a platform that lets you build and distribute quizzes about your own team. Enjoy the captivating power of quizzes while learning about your co-workers.
Here’s some buzz on Quizbreaker:
“We got great use out of QuizBreaker and now our team is all ramped up. They know each other much better than before. Thanks for the great service!”
How it works
Simply send questions to your team, use their answers to create quizzes, and distribute the quizzes to build relationships.
Why we love Quizbreaker for team building & company culture
Quizzes and tests solidify knowledge. Why else would they be such a huge part of the education system?
A leaderboard rouses healthy competition
Employees who know the most about their peers earn achievement badges
Flexible quiz scheduling
EA Tools & Software For Communication and Emotional Intelligence
15) Whereby
“Where better meetings happen”
Whereby-Video-Call-Tool
EAs spend a lot of time planning, coordinating, and managing different streams of work and people. To thrive in that setting, it’s important to have powerful, frictionless communication tools.
In a world where ‘video fatigue’ affects many of us, Whereby’s serene color palette and simple UI cuts through the harshness of a typical video meeting. This brings the focus back to people in the meeting – helping them to get work done, fast.
How it works
You don’t need to download an app or any software to use Whereby. Just choose your own personalized URL and meet using your browser – on mobile or desktop – in one click.
Why we love Whereby for communication and emotional intelligence
Created with Scandinavian simplicity at its heart, Whereby’s on a mission to create a productive atmosphere that allows creativity to flourish.
Voted ‘easiest to use’ video tool – start meetings in one click
Beautiful, intuitive, human-centric design
Personalized meeting room with custom backgrounds and your company logo
16) FreeConferenceCall.com
“A free conferencing tool for life”
free-conference-calls-01-min-1Host professional conference calls for free.
FreeConferenceCall.com is a service that lets you make calls, run video meetings, share your screen, and so much more. Create recordings and reports from your conferences, and even make international calls.
Here’s one glowing customer review:
“Free Conference Call allows us to communicate easily with our dispersed teams, our clients, anyone with whom we need to connect and share information. We don’t even think about it anymore, it’s simply another tool we use every day. Windows, Android, iOS, web, we use them all seamlessly. Thank you for such a great, easy communication platform!”
How it works
Simply create an account and instantly start hosting meetings—no reservations required.
Why we love FreeConferenceCall.com for communication and emotional intelligence
It helps you stay connected from all parts of the globe. You can keep togetherness vibes alive no matter where you are.
Customizable meeting walls
Video calls for up to 1,000 participants
Breakout rooms for focused conversations
17) Impraise
“Grow your people, grow your business”
Get feedback on your terms.
Getting constructive feedback in real time is hard. And who wants to wait for an annual review? Luckily, Impraise makes it easy to give and get invaluable feedback.
Here’s what one happy customer says:
“Impraise helps us execute our vision of giving everyone a voice. It’s a system where everybody can give feedback to everyone. So, it’s not just a manager evaluating you, it’s giving each other feedback at any given time.”
How it works
Impraise has an intuitive social-media style interface. You can select a task and choose team members you want feedback from. They’ll get the request instantly and provide feedback just seconds later.
The brand calls itself the “fitness tracker for your professional life,” and we think they have an excellent point. If you’re tracking the steps you take in a day, then you should also be tracking the steps you take in your career.
Why we love Impraise for communication and emotional intelligence
Impraise makes giving feedback easy, and feedback brings teams closer and makes people feel good.
Built-in analytics for decisions
Behind-the-scene processes
Pulse surveys help track sentiments and engagement
18) Boomerang
“Easy email reminders”
Boomerang-EA-Tool
Never forget to respond or follow-up on important emails.
Boomerang is a tool you can integrate with Gmail and Outlook. It allows you to schedule emails, set follow-up reminders and organize your inbox for optimal communication.
One happy user explains how this simple tool changed work processes:
“Boomerang has completely transformed the way I process email. With Boomerang, I remove clutter from my inbox and it returns to me at the moment I need it.”
How it works
Just install this extension. A variety of options will appear when you’re working in your inbox.
Why we love Boomerang for communication and emotional intelligence
Boomerang helps you be as conscientious as you want to be.
Email scheduling works within your time limits
Inbox pause helps you actually take a break
Automatic follow-ups resume threads you’ve already forgotten about
Bonus: Mood Meter
“Build Emotional Intelligence to Last a Lifetime”
Mood-Meter-EA-Tool
Mood Meter puts expert emotional understanding at your fingertips.
This app from researchers at Yale helps you access and understand your emotions and build the emotional intelligence necessary for a successful career as an executive assistant.
How it works
Simply download the app to start tracking your emotions. At any point in time, you can select how you’re feeling from a colorful grid. The app will label your selection and help you explore why you feel that way. It even helps you strategize ways to alter your mood if needed.
Why we love Mood Meter for communication and emotional intelligence
Understanding emotions doesn’t get easier when you’re busy or stressed. Mood Meter gives you what you need to keep your human side intact.
Reports give you emotional insight
Tips and strategies help you regulate moods
Long-term insights demystify the root of your emotions
EA Tools & Software For Scheduling
19) Calendar
“Be more Productive. Save time. Focus”
Calendar.com-EA-ToolSpend time on the things that matter.
Create one smart view of your calendars and those of your team to create a productive scheduling environment. Calendar thinks, schedules, and syncs for you and your team. Many of the top virtual assistant services use a tool like Calendar to manage their executive’s day-to-day schedules.
How it works
Calendar integrates all your calendars Google, Outlook, Office 365, and iCloud calendars) across a Web and mobile platform (iOS and Android).
Why we love Calendar for scheduling
It incorporates features that allow you to focus on smart time management.
Smart scheduling with machine learning capability
Team and people analytics to improve productivity
Meeting transcriptions to optimize time.
20) Double
“Take your day back”
Double-EA-Tool
Connect with an assistant who will make your life easier.
Double is an online assistant platform that helps you stay on top of all your to-dos and send daily or weekly reports to your executives. Help them get ready for their day or easily get answers on ongoing projects.
Here’s what one happy executive has to say about double:
“The Double app is one of my go-to apps. The chat per task is absolutely amazing to help keep everything in one spot and move projects faster. Also love sending voice messages with just a tap.”
How it works
Just connect your calendar to Double and it will automatically generate a briefing to send your executive. Add comments directly to events and tasks to share information or ask questions.
Why we love Double for scheduling
It makes it easy for people to get that extra set of hands they’ve been dreaming about for years.
Thorough onboarding makes getting started fast and easy
One-tap project assignment
Leverages the efficiency of tech to connect with experienced human assistants
21) Calendly
“Schedule meetings without the back-and-forth emails”
Calendly-EA-Tool-Gif
Use Calendly to spend less time scheduling and more time strategizing.
Calendly is an online scheduling app that helps you find the best time to meet.
How many emails does it usually take to nail down one 30-minute appointment for your boss? Well, with Calendly, you’ll probably send just one.
One Calendly client explains what sets Calendly apart:
“A lot of other appointment setting tools are very convoluted. With Calendly, set-up was so nominal; implementation took less than 10 minutes.”
How it works
Calendly works with Google, Outlook, Office 365, or iCloud calendars, and it helps you schedule meetings quickly and painlessly. Just set your boss’s availability preferences and receive a url that lets invitees view your boss’s schedule and select a time that works.
Why we love Calendly for scheduling
It saves time and stress. Calendly makes “scheduling” an easy to-do.
Embed features for on-website scheduling
Multiple calendar integrations gauge holistic availability
Customize Calendly to align with your brand
22) Time Zone Ninja
“Scheduling meetings around the world just got easy”
Time-Zone-Ninja-EA-Tool-Image
Time zones can’t stop you from finding the perfect meeting time.
Time Zone Ninja is a desktop interface that allows you to enter attendee locations to find ideal meeting times.
How it works
An easy-to-use interface lets you enter attendee locations and the times your boss prefers. Then it supplies you with the best meeting time.
Why we love Time Zone Ninja for scheduling
You could probably take the time to figure out time zones yourself, but why waste the time and risk the errors?
Color-coded legend for scanning results
Easily add more attendees and locations
No login required
EA Tools & Software For Travel Coordination
23) TripIt
“An easier trip, every time”
Trip-It-EA-Tool
Put all the details of your trip at your fingertips.
TripIt lets you organize information from flights, hotels, restaurants, and car rentals in one place. It even has an automated itinerary feature for sharing key information with your boss.
Here’s what one traveler has to say about TripIt:
“My favorite business travel app so far is TripIt. Carrying all of my itineraries, it saves me during my ‘Where am I, what do I do next?’ panic attacks.”
How it works
You book the travel arrangements and forward confirmation emails to TripItⓇ. The tool adds all the details to your master itinerary.
Why we love TripIt for travel coordination
It makes executive check-ins and homegrown travel itineraries a thing of the past. Using it is like traveling with someone who remembers all the details off the top of their head—without having to check 3 different email accounts.
Calendar syncing covers all the details
Airport maps help you find your way anywhere
Mobile itineraries put key details at your fingertips
24) Expensify
“Don’t just get paid back. Pay it forward”
Expensify-EA-Tool
Stop dreading the administrative side of travel with Expensify.
Expensify is software that automates the expensing process. Coordinating travel is hard, and organizing costs introduces a new set of challenges. Expensify makes the process easy.
Here are Expensify “pros” as reported by PCMag:
“Smart improvements to the workflow keep Expensify intuitive.”
“Offers enhancements like automated reimbursements and GPS mileage capture.”
How it works
Scan your receipt to prompt Expensify to generate and submit a report on your behalf. Expensify even has a feature for capturing travel-related transactions and creating reports to help you track the overall cost of a trip.
Why we love Expensify for travel coordination
The travel expensing process closes the loop on the coordination continuum. Expensify makes it easy for EAs to close the loop quickly and efficiently.
On-the-go receipt tracking
Connect to utility apps to integrate receipts
Automatic checks help ensure compliance
25) Cool Cousin
“Travel perfection made simple”
Cool-Cousin
Save yourself hours of dead-end Yelp research and check out Cool Cousin to discover where to go and what to do.
Executives often look to assistants for help in showing clients a good time. Cool Cousin is your resource for finding the coolest things to do.
Cool Cousin is so cool that National Geographic listed it as one of the 10 travel apps you need.
How it works
Cool Cousin gets city guides from locals (“cousins”) and posts them online for you to browse for free. You can even message the cousins to ask for advice.
Why we love Cool Cousin for travel coordination
The unexpected insider flare Cool Cousin can bring to travel coordination will make your plans memorable. Everyone will wonder where you got the inside scoop.
Organic (non-paid) recommendations from locals
Covers 100+ destination cities
Constantly updating so you can use it again and again
26) PackPoint
“A smart packing list app”
Pack-Point-EA-Tool
Take travel coordination to the next level with PackPoint.
PackPoint is an app that lets you tell your boss what to pack. It factors in location, length of travel, and activities to generate a fool-proof packing list.
The travel experts at Fodor’s have even named PackPoint the best travel app.
How it works
Download the app and enter a travel location, stay length, and activities. The app will provide a recommended packing list.
Why we love PackPoint for travel coordination
It takes the guesswork out of packing. PackPoint makes the packing process simple, and in turn improves your overall trip. Travel is just more enjoyable when you’ve packed like a boss.
Easy share functions
In-app weather checking
Fine-tuned customizations for different activities
27) Shift
“The desktop app for streamlining your accounts, apps, and workflows”
Shift-EA-Tool
Spend less time transitioning between tools and tasks with Shift.
Shift is an app that empowers you to toggle between login-based apps and work tools without entering or remembering codes. Access all the tools you need within one interface.
Here’s what one happy user has to say about Shift:
“Shift is a genius idea! I love being able to access multiple google drives/emails so conveniently. It is a breeze to have everything in one spot.”
How it works
Shift supports email, calendars, and tons of applications, including Duolingo, Instagram, Basecamp, Asana, and more. Simply download the app and connect other tools and extensions to get started.
Why we love Shift for travel coordination
It frees up brain power that was once wasted on remembering logins and urls. (Using Shift is like cleaning up your workspace to clear your head and boost your productivity.)
Unified search for crawling multiple apps
One interface manages tons of tools
Focused web tabs help you stay on task
EA Tools & Software For Event Planning
28) CalendarX
“Get a calendar your audience can follow”
Calendarx-EA-Tool
CalendarX bundles calendars and communications into one tool.
CalendarX gives you the ability to create a calendar that communicates with your audience. You can share information about your events without sending any emails.
Here’s what one happy user had to say about CalendarX:
“We do seminars and conferences. We’ve been experimenting with taking our seminars online. We use CalendarX for the event schedules. We love that our users can follow the full seminar schedule once and that we are able to update our users calendar before- and while the seminar takes place.”
How it works
Just create a calendar and send follow links to the people you want in the loop. Once someone follows your calendar, it’s easy to keep them informed as you plan and add more events.
Why we love CalendarX for event planning
It streamlines event planning, bringing calendar management and communications together.
Easily add calendar following buttons to your website
Automatically pushes updates to all calendars
Tons of calendar following options
29) Attendease
“The only event management software for elite marketing and event teams”
Attendease-EA-Tool
Get the tools you need to bring your event visions to life.
Attendease is a one-stop platform for event planning. You can use the system to create and manage events and measure success.
Here’s what one happy Attendease user had to say:
“I love the flexibility within the application. It handles small events all the way to large and complex events. The biggest win is the time savings – The application saves us huge amounts of time by implementing event tools to manage the registration flow. With a handful of assets we can spin up a site and publish it on our own in a day. This freedom has saved significant $$ and the time savings is immeasurable!”
How it works
Once you register, you’ll have access to a simple interface that walks you through the event-planning process.
Why we love Attendease for event planning
Handy automations allow planners to focus more on the creative aspects of their events while worrying less about minutiae.
Event registration and success tracking
Tools to boost the attendee experience
Customizable registration forms and promo codes
30) Sched
“Organize better events”
Sched-EA-Tool
Easily create crowd-pleasing event marketing materials
Sched helps you build an event website and a mobile app so you can keep attendees informed. Perfect for small meetings and large conferences, the tool lets you choose from a variety of features depending on your needs.
Here’s one Sched review posted on Capterra:
“I really enjoy the ease of developing this sched app. Thankfully, sched provides you with formatted spreadsheets, to make loading your conference agenda much easier.”
How it works
You simply enter an event name and dates, and then you’ll be transported to an easy-to-use panel that walks you through building an event website and app.
Why we love Sched for event planning
With user-friendly resources on hand for creating a website and app, planners can focus on other event details.
Built-in sponsor features
Brand your own robust event app
Gather insights for future events
31) Event Geek
“Home base for all your events”
Event-Geek-EA-Tool
Plan events as if you were a seasoned expert.
Event Geek helps you with all the behind-the-scenes complexity of event planning. You can use the tool to delegate tasks, manage budgets, administer surveys, and more.
Here’s one happy customer review posted on G2:
“I like that my team can interact all in one place and that our task management is housed on the platform. I also love the calendar views and scheduling views. I love that I can customize my columns and fields on my personal home screen, as I’m the admin and need to be able to see a complete view that is different than the team.”
How it works
Event Geek runs a powerful platform with tons of features that provide everything you need to plan your event from start to finish.
Why we love Event Geek for event planning
Event Geek works as a knowledge hub for your events. Details that once seemed chaotic or hard to remember are now organized, so you can stay calm.
Built-on ROI tracking
Budget reporting and expense tracking
Manage vendor contacts right within the tool
EA Tools & Software For Internal Networking
32) Donut
“Connecting with colleagues has never been more important”
Donut-EA-Tool
Donut provides a fuss-free automated way to meet casually with co-workers.
Donut makes it easy to set up in-person meetings with people in your company. It’s the perfect way to get to know associates you don’t often interact with.
One Donut user explains how the platform helps cultivate connection:
“Donut is a nice reminder that no matter how busy things get, we’re still here and we still care about you.”
How it works
Donut works within Slack to randomly introduce you to a new person every week.
Why we love Donut for internal networking
Donut pairs you with people to meet, so it removes hesitation and awkwardness from the networking process.
Works with Slack instead of adding a new platform
Calendar integrations provide easy scheduling
Host lotteries to give away special events
33) Quip
“Secure productivity for the enterprise”
Quip-Software-EA-Tool
Collaborate seamlessly, anywhere and anytime.
Quip is a collaboration tool that lets teams work on documents and spreadsheets while communicating from start to finish.
One user explains why Quip helps teams stay together:
“More than ever in our industry our teams need to remain connected and efficient; Quip is the simple answer to enable this global collaboration!”
How it works
Using Quip, you can create a meeting, build an agenda, take and share notes, and even incorporate action items that make sure your meeting will actually lead somewhere.
For example, if you learn about a not-yet-announced payroll interface during your meeting with HR, then you can add a follow-up task to help you remember to get the information you need to give your boss a timely FYI.
Why we love Quip for internal networking
We love it as a tool for internal networking because it helps you get the most out of your meetings.
Built-in chat at the document level
Team views help users get relevant feedback
Use templates to start working immediately
Bonus: Brand24
“Online reputation management made easy”
Brand-24-EA-Tool
It has never been easier to stay in the know.
This helpful tool for executive assistants doesn’t facilitate internal networking, but it provides brilliant fodder for your meetings. Brand24 aggregates mentions of your brand across the world wide web, making it easy to offer invaluable insights to your boss and peers.
One user explains the value Brand24 brings:
“The user interface of the tool is brilliant and really intuitive and being able to compare projects to work out share of voice is extremely useful. The fact that it can also be used as a sentiment tracker and an influencer sourcing tool makes it extremely good value for money.”
How it works
You simply sign up and search for your brand. Then Brand24’s technology does all the work for you, crawling the web to bring you relevant real-time insights.
Why we love Brand24 for internal networking
It helps you find insights to launch intelligent conversations.
Sentiment analysis flags help you sort through the buzz
Browse aggregated mentions in one place
Filter results to suit your interests
(PS – Get more sh*t done with The Assist — the #1 free weekly newsletter made for assistants by assistants.)
People Also Ask These Questions About Executive Assistant Tools:
Q: What is an executive assistant tool?
A: An executive assistant tool is any resource that maximizes an executive assistant’s productivity and effectiveness. These tools help with a variety of EA tasks, including calendaring, event planning, travel coordination, and more. See a full list of executive assistant tools here.
Q: What makes a good executive assistant software?
A: A good executive assistant software should be intuitive to use. Busy EAs don’t have time to watch tutorials to figure out how to use something. Executive assistant software should make an EA’s job more streamlined and should never create more work.
Q: Where can I learn more about the best tools for executive assistants in 2022?
A: You can learn more about the best tools for executive assistants in 2022 here. The list includes tools for a range of executive assistant work areas and outlines all the details you need to determine if the tools are right for you.
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SnackNation is a healthy office snack delivery service that makes healthy snacking fun, life more productive, and workplaces awesome. We provide a monthly, curated selection of healthy snacks from the hottest, most innovative natural food brands in the industry, giving our members a hassle-free experience and delivering joy to their offices.
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21 Comments
Magdalena Urbaniak
December 4, 2017 at 7:41 pm
Hi Ashely,
Really like article like this – many useful tool in just one place.
So happy to see our Brand24 here! Thank you 🙂
cheers!
Magda
Reply
Shirley Rivera
December 5, 2017 at 8:43 pm
Hello Ashley. I have taken note of these apps, and will be trying every one! From us busy EA’s, thanks for the concise write.
Reply
Carol Rayburn
December 9, 2017 at 3:30 pm
Thank you for putting all these excellent resources in one spot! I appreciated it so much I just had to share it on Twitter too!
Reply
Thea
December 10, 2017 at 12:35 pm
Great article!
I will absolutely be checking these out and forwarding the article.
One correction – unfortunately calendly doesn’t support iCal – I’ve been looking for a scheduling app for quite a while – communicated with them and they don’t support it.
Reply
Carolyn Benkowitz
December 26, 2017 at 6:34 pm
Thanks for these tips. Some of these tools look extremely interesting.
Reply
Theoni Velkou
January 4, 2018 at 2:38 pm
Thank you for the useful article! You recommend some apps and tools I already use and they are very helpful. I would also suggest Astro, which is a very effective mail management tool! It can also be integrated with Slack. Thank you!
Reply
Angela Ballard
January 4, 2018 at 9:11 pm
As a C-level EA about to jump back into the workforce after a year hiatus, I found this article to be very informative and interesting. I will definitely be trying out many of the recommended apps. Thank you so much!
Reply
Danielle
March 6, 2018 at 5:51 pm
Thank you for this list! There are some really interesting apps here I’ve already downloaded and looking forward to testing out.
Reply
Carol
April 8, 2018 at 8:45 pm
Thank you this list of great tools! I have already used Trello for some of my projects. The other apps look good as well. I will have to download some of the apps and test each one to get a better understanding.
Reply
Yvette-Renisha
May 16, 2018 at 8:15 am
Great Job! Thanks a lot you are saving a life here! I will be checking each one of these,
Reply
Cheryl
July 26, 2018 at 3:11 pm
Great list of tools!
Reply
Annie
August 15, 2018 at 8:46 pm
I love having on the videos embedded to illustrate the functionality of each tool. Thank you!
Reply
Deborah Barbier
December 10, 2018 at 8:34 pm
Does anyone have an app that is encrypted to send personal bullet pointed line items that I need answers to from the executive, where she can respond just yes/no, like a multiple choice format and include a note section?
Reply
Kate Saunders
April 7, 2019 at 11:51 am
Hi Deborah, you could use Excel to do this; simply create a toggle feature for yes or no and a notes section next to each bullet point/question. Google: create toggle in excel
Reply
melissa hunter
April 18, 2020 at 4:44 pm
Interesting article. Our company’s privacy rules eliminate the use of most of these programs. I would also be concerned about putting someone else’s personal information into a lot of these, as you never really know where it goes or what they are doing with it.
Reply
Ghulam Mohyudin
May 19, 2020 at 4:13 pm
It was perfect the first time. I learn so much from you as well! Keep it up great post.
Reply
Fred Schrader
October 31, 2020 at 4:05 am
I’ve never heard about “Let’s Roam” before, but it sure seems to be a nice tool for group and team-building activities. Thanks a lot for sharing this great list full of helpful stuff!
Reply
sunny
November 1, 2020 at 10:22 pm
great
Reply
Minecraft hosting servers
November 10, 2020 at 10:15 pm
I like your blog. really helpful
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Robbie Walsh
December 11, 2020 at 1:57 am
Such a great resource, I have bookmarked this and will be referring back to it! Thanks so much for sharing
Reply
Geo Mihalache
January 11, 2021 at 4:57 am
Ashley, that’s a great list. No clue there were so many. Thanks so much! 🙂
Reply
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