How Workmate Supports Your Executive Assistant (Business Plan)

The Business plan includes tools designed to support your human executive assistant—not replace them.

With Workmate, your EA can delegate routine scheduling to the assistant while staying focused on higher-value work like prioritization, communication, and decision-making.

How Workmate Supports Your EA

Workmate acts as an extension of your EA by handling scheduling logistics and coordination.

Your EA can:

• Delegate meeting scheduling to Workmate

• Manage tasks and provide instructions

• Review and guide scheduling decisions

• Step in when human judgment is needed

Key Features Included

Delegation Access

Your EA can access and manage your account directly from the Team section.

This allows them to:

• Update your scheduling preferences and availability

• Manage tasks and workflows

• Coordinate meetings on your behalf

Coordination Requests

Your EA can request meetings for you without being added as an attendee.

Workmate will:

• Identify them as a Coordinator

• Schedule the meeting for the correct participants

• Assign the correct organizer

• Keep your EA out of the calendar invite

Task Management

Your EA can manage and update tasks directly within Workmate.

They can:

• Add instructions or updates to tasks

• Guide how scheduling should be handled

• Monitor progress and make adjustments

Scheduling Links

For simpler meetings, your EA can use scheduling links to allow others to book time directly without coordination.

Business Plan Overview

The Business plan is designed for teams and includes full access across your organization.

• One plan for your entire team

• Centralized scheduling and coordination

• Shared workflows between executives and assistants

• No need to manage separate tools or access levels

These features work together to create a more organized and efficient scheduling process across your company.