Executive Assistant who builds software
Four years running someone else's back office.
I keep a founder's calendar, inbox, contracts and minutes moving.
- Google Workspace
- Google Sheets
- ClickUp
- Slack
- HubSpot
- Calendly
- Rackspace
- Flodesk
- Zapier
- Claude
- ChatGPT
- Microsoft Office
- Adobe Acrobat
- Notion
- MIRO
- Zoom
- Revver
- Instantly
- Canva
- Make
- Gemini
- Google AI Studio
What I shipped.
Most of this is client or employer work, so the code is not public. Where there is a screenshot it is the thing running, and I will screen share any of it on request.
- 01AXELReads a vehicle deal packet, checks every field against the pricing and identity rules, works out the deadlines, and fills the contract PDFs. A packet that took an hour by hand takes about fifteen minutes.
The deal desk
- 02ALS Learning PortalProcedures that lived in people's heads are a searchable library, with a recorded walkthrough of each day for new staff.
The work week
- 03ALS WarehouseEvery car from auction to sale as one record showing what it made, with three levels of access instead of one shared file.
Every car, and what it cost
- 04ALS TimesheetClock in, clock out and breaks in one place, exported whole for payroll, and no record can be deleted once it is written.
And three sites for people who needed one and had nobody to build it.
- 05Gospel Propagation Center · JejuOne address for a community that met by forwarding slide decks: the next gathering, the day's reading, and a screen anyone can present from.
The gathering, counting down
- 06VAs with a MissionA training programme with nowhere to send people. Now one page explains it and takes sign-ups.
The home page
- 07Angelica · Soul CoachingA coach with no site, and one page that reads like the practice, not a template.
The opening screen
What you would be hiring
The back office is the problem. The software is the answer.
What I do
Calendar Management
I decided what deserved the executive's attention, and what did not.
Footprints Group
Inbox Triage
I cleared it and chased the replies it was waiting on.
Footprints Group
Contract Verification
Volume rose and fell with car sales; the deadlines did not move.
Auto Lifestyle
Minutes of Meeting
Typed live, out before the day ended.
Commanderie de Bordeaux Manila
Event Coordination
A monthly meeting and a monthly event, each with its own venue, suppliers and paper trail.
Commanderie de Bordeaux Manila
Action Tracking
I built the trackers, then did the chasing they made visible.
Footprints Group
And how I solve it
Work lives in a tracker
- ClickUp
- Notion
- Slack
- MIRO
One place the whole team can open, so the state of any job is something you look up.
The calendar and inbox, held
- Google Workspace
- Microsoft Office
- Calendly
- Zoom
Priorities protected against constant change, and decisions flagged before anything quietly turns urgent.
Files anyone can find
- Revver
- Rackspace
- Google Workspace
One structure, one naming rule, kept consistent, so anyone can find a document without asking me.
Nothing goes cold in the pipeline
- HubSpot
- Instantly
- Flodesk
Contacts current, follow-ups scheduled, and the recurring sends going out without being chased.
Paperwork that leaves clean
- Adobe Acrobat
- Google Sheets
- Canva
Contracts, agendas and figures checked line by line before they reach a customer.
AI on the typing, not the judgement
- Claude
- Gemini
- ChatGPT
- Google AI Studio
Drafting, summarising and cross-checking. The output gets read against the source before it goes anywhere.
And when no tool fits, I build one
- ClickUp
- Zapier
- Make
- ALS Warehouse
- ALS Timesheet
- AXEL
Automation first: wiring the tools you already pay for, in ClickUp, Zapier and Make. When that will not do it, I build the replacement: a wholesale desk's spreadsheet became a secured app with real logins and one record per item. The first three I use; the last three I built.
What you get back
Scattered thinking in. One decided page out.
The meeting
41 lines
- 1ChairRight, are we all on? I think we are still waiting for one.
- 2TreasurerI am here. I have just got the bank file open.
- 3Venue leadCan everyone hear me? Sorry, I am on the road.
- 4ChairWe can hear you. Let us start, we will catch him up.
- 5ChairSo, the October dinner. Venue first.
- 6Venue leadI went back to them on Tuesday. The revised quote came in higher.
- 7ChairHigher by how much, roughly?
- 8Venue leadIt is about... sorry, let me find it. It is the corkage that changed.
- 9TreasurerCorkage always changes.
- 10room[laughter]
- 11Venue leadYes. So we either take the revised quote or we go back out.
- 12ChairI do not want to go back out this close. We take the revised quote for the October dinner and hold the venue.
- 13TreasurerAgreed.
- 14MembershipFine by me.
- 15ChairGood. Venue lead confirms the revised quote in writing by Friday.
- 16Venue leadWill do.
- 17ChairNext: suppliers.
- 18Venue leadThe florist wants a delivery window, not a time.
- 19ChairWhat did they ask for?
- 20Venue leadAn hour. Five to six.
- 21ChairThat is... hmm.
- 22MembershipThat is tight against arrival.
- 23ChairVenue lead asks the florist to hold five to six, and moves the AV check to six fifteen.
- 24Venue leadNoted.
- 25TreasurerSorry, can I do the bank file now? I have to drop at four.
- 26ChairGo ahead.
- 27TreasurerThe reconciliation is done to the end of the month. Two items outstanding.
- 28ChairWhich two?
- 29TreasurerOne supplier, one membership renewal.
- 30ChairSo: reconciliation complete to month end, two items outstanding, one supplier and one membership renewal.
- 31TreasurerI will have both by the next meeting.
- 32Chair[inaudible]
- 33MembershipSorry, you cut out there.
- 34ChairI said membership. Where are we.
- 35MembershipDatabase is updated. Three lapsed, two rejoined.
- 36ChairMembership sends the updated list before the place cards are printed.
- 37MembershipYes.
- 38ChairAnything else?
- 39Venue leadNot from me.
- 40TreasurerNothing.
- 41ChairNext meeting stays on the first Tuesday. Minutes out today.
The minutes
6 lines
DECISION
Chairagreed todayTake the revised venue quote for the October dinner and hold the booking.
ACTION
Venue leadFridayConfirm the revised quote in writing.
ACTION
Venue leadbefore the dinnerHold the florist to a 17:00-18:00 delivery window and move the AV check to 18:15.
NOTED
Treasurernext meetingReconciliation complete to month end. Two items outstanding: one supplier, one membership renewal.
ACTION
Membershipbefore printSend the updated membership list before place cards are printed.
DECISION
ChairstandingNext meeting remains the first Tuesday of the month.
Circulated 16:38same day
To
- Chair
- Treasurer
- Venue lead
- Membership
A decision without an owner and a date is a topic.
Your turn
Which of these is eating your week?
What I take off your plate
Send me the thing nobody wants to own.
The spreadsheet that has quietly turned into a system. The handover that only lives in your head.
After you send
- 01Send it in whatever shape it is in.You
- 02I come back with the first thing I would take off you.Oliver
- 03You decide whether that is worth a call.You